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Find The Best Financial Advisors in Arizona

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Arizona

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and 165 non-vetted financial advisors in Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Arizona have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Arizona

advisor

Aaron C. Montez

Validus Financial Associates

call623-825-1020

advisor

Dave Stanfield

Evergreen Wealth Management

call480-993-1102

advisor

Marcus Luckeneder

Validus Financial Associates

call602-793-3123

advisor

James Good

Attessa Capital

call520-600-3064

advisor

Ryan Kidd

Validus Financial Associates

call623-825-1020

advisor

Michael Treiberg

Treiberg Wealth Management, Inc.

call520-232-0505

advisor

Trent White

Luminvest Wealth Management

call480-702-1143

advisor

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

call623-203-7003

Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
111091 $57,786,360,253 69 A percentage of AUM
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
161573 $32,630,475,936 25 A percentage of AUM, Performance Based
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop,
Tucson, AZ, 85706-5041
108674 $22,942,793,322 142 A percentage of AUM
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
284363 $6,370,551,613 20 A percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
SMEAD CAPITAL MANAGEMENT, INC.
2502 East Camelback Road, Suite 210
Phoenix, AZ, 85016
143567 $6,072,332,268 87 A percentage of AUM
TFO FAMILY OFFICE PARTNERS
5060 North 40th Street, Suite 200
Phoenix, AZ, 85018
159440 $3,824,063,292 1868 A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)
INDIGO PARTNERS LLC
2525 East Camelback Rd., Suite 900
Phoenix, AZ, 85016-4278
163648 $2,925,561,697 21 A percentage of AUM, Performance Based
PFG ADVISORS
3200 N. Central Ave, Suite #200
Phoenix, AZ, 85012
173344 $2,830,846,519 12918 A percentage of AUM, Hourly charges, Fixed fees
REDWOOD INVESTMENT MANAGEMENT, LLC.
4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ, 85251
153139 $2,727,993,120 1727 A percentage of AUM
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
4900 N. Scottsdale Road, Suite 2600
Scottsdale, AZ, 85251
111320 $2,556,150,742 4225 A percentage of AUM, Hourly charges, Fixed fees
SOVEREIGN INVESTMENT ADVISORS LLC
3930 E Ray Road Suite 170,
Phoenix, AZ, 85044
149040 $2,327,230,630 139 A percentage of AUM, Fixed fees
SONORA INVESTMENT MANAGEMENT
2343 E. Broadway Blvd, Suite 116,
Tucson, AZ, 85719
315312 $1,962,270,353 3330 A percentage of AUM
VERUS CAPITAL PARTNERS, LLC
8300 N Hayden Rd, Suite A207
Scottsdale, AZ, 85258
151568 $1,564,473,891 6591 A percentage of AUM, Hourly charges, Fixed fees
L. ROY PAPP & ASSOCIATES, LLP
2201 E. Camelback Road, Suite 227b
Phoenix, AZ, 85016
105130 $1,534,106,429 1833 A percentage of AUM
IRONWOOD INVESTMENT COUNSEL, LLC
6263 N. Scottsdale Road, Suite 200
Scottsdale, AZ, 85250
110623 $1,400,440,770 1982 A percentage of AUM, Hourly charges

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