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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 Arizona 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 & Planners in Arizona

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Arizona that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Arizona. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Arizona


Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382



Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255



Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale, AZ 85254



Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282



Michael Massara

Full Picture Financial

3785 East Lexington Ave

Gilbert, AZ 85234



Michelle Anthony

Modern Wealth Management

1640 East River Road
Suite 208

Tucson, AZ 85718



Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028



Ekenna Anya-Gafu

Bay Street Capital Holdings

4111 N Drinkwater Blvd

Scottsdale, AZ 85251



James Good

BGK Capital

3060 N Swan Rd

Tucson, AZ 85712



Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave.
Suite 101

Phoenix, AZ 85012



Blake Davelaar

Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718



Chad Anderson

Anderson Wealth LLC

2500 S Power Rd Suite 223 BLDG 9

Mesa, AZ 85209



Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street
Suite 400

Phoenix, AZ 85016



James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226



Eric Mattingly

Treiberg Wealth Management

3573 E Sunrise Dr
Suite 115

Tucson, AZ 85718



Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive
Suite 115

Tucson, AZ 85718



Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe, AZ 85282


Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Davis Selected Advisers Lp
3600 E. Hemisphere Loop, Tucson, AZ 85706-5041
108674 $27,422,634,630 152 A percentage of AUM
Vision2020 Wealth Management Corp.
20 E. Thomas Road, Suite 2000 Phoenix, AZ 85012
154149 $21,118,915,717 128490 A percentage of AUM
Redwood Investment Management, Llc.
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
153139 $2,441,903,849 1217 A percentage of AUM
Hourly charges
Performance Based
Autus Asset Management, Llc
16435 North Scottsdale Road, Suite 105 Scottsdale, AZ 85254
118439 $1,438,890,003 2407 A percentage of AUM
Hourly charges
Fixed fees
Financial Directions Llc
1228 East Prince Road, Tucson, AZ 85719
108475 $535,488,991 2721 A percentage of AUM
Fixed fees
Arq Wealth Advisors, Llc
14500 N. Northsight Blvd, Suite 200 Scottsdale, AZ 85260
147351 $412,046,629 1086 A percentage of AUM
Fixed fees
Ascendant Financial Solutions, Inc.
809 W. Riordan, Suite 104 Flagstaff, AZ 86001
116771 $318,586,684 681 A percentage of AUM
Fixed fees
Biltmore Wealth Management, Llc
1400 E. Southern Avenue, Suite 650 Tempe, AZ 85282
151365 $304,513,674 551 A percentage of AUM
Hourly charges
Tandem Wealth Advisors
1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004
157794 $221,976,075 697 A percentage of AUM
Key Group Management, Inc.
8765 East Bell Road, Suite 207 Scottsdale, AZ 85260
146054 $183,098,999 425 A percentage of AUM
Hourly charges
Fixed fees
Interwealth Management, Llc
8585 E Hartford Dr, Suite 108 Scottsdale, AZ 85255
155597 $171,000,000 485 A percentage of AUM
Perini Capital
20645 North Pima Road, Suite N-230 Scottsdale, AZ 85255
158540 $158,905,836 73 A percentage of AUM
Performance Based
Bledsoe Asset Management, Llc
1500 E. Bethany Home Rd., Suite 100 Phoenix, AZ 85014
145943 $135,271,892 600 A percentage of AUM
Secure Investment Management, Llc
3067 W. Ina Rd., Suite 105 Tucson, AZ 85741
141195 $36,717,410 659 A percentage of AUM
Cue Financial Group, Inc.
3200 N. Central Ave, Suite #200 Phoenix, AZ 85012

Additional Financial Advisors in Arizona

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Adam Hamilton Paoli
Inquire with Adam
7175 N Pima Canyon Dr, Tucson, AZ 85718 520-519-2307
Aishwarya Adyanthaya
Inquire with Aishwarya
2398 E Camelback Rd, Suite 800 Phoenix, AZ 85016 602-954-5728
Anthony Esguerra
Inquire with Anthony
16155 N 83rd Ave, Suite 100 Peoria, AZ 85382 623-875-2422
Bridge Financial Strategies
Inquire with Bridge
11111 N. Scottsdale Road, Suite 205 Scottsdale, AZ 85254 480-378-2383
Brian F Scanlon
Inquire with Brian
14850 N Scottsdale Rd, Suite 600 Scottsdale, AZ 85254 480-922-7805
Bennie Schmidt
Inquire with Bennie
4250 N Drinkwater Blvd, Fl 3 Scottsdale, AZ 85251 602-840-1888
Aaron M Thomas
Inquire with Aaron
2415 E Camelback Rd, Ste 700 Phoenix, AZ 85016 602-553-1076
Ana Alburquerque
Inquire with Ana
14850 N Scottsdale Rd, Suite 600 Scottsdale, AZ 85254 480-922-7911
Alexander T Schneebacher
Inquire with Alexander
6909 E Greenway Pkwy, Ste 245 Scottsdale, AZ 85254 602-794-1105
Brent Flading
Inquire with Brent
1715 E Skyline Dr, Ste 151 Tucson, AZ 85718 520-877-5622

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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