National Retirement Planning Experts

National Coverage
Local Professionals

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 9 vetted financial advisors and 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 22 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-photo

Aaron C. Montez

Validus Financial Associates

623-825-1020

advisor-photo

Bruce Hosler

Hosler Wealth Management

480-994-7342

advisor-photo

Michelle Anthony

Modern Wealth Management

520-298-1900

advisor-photo

James Good

Attessa Capital

520-600-3064

advisor-photo

Ryan Kidd

Validus Financial Associates

623-825-1020

advisor-photo

Michael Treiberg

Treiberg Wealth Management, Inc.

520-232-0505

advisor-photo

Trent White

Omnia Wealth Management

480-702-1143

advisor-photo

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

623-203-7003

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 $53,243,468,890 65 A Percentage of AUM, Performance Based
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
161573 $31,053,928,632 21 A Percentage of AUM, Performance Based
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop,
Tucson, AZ, 85706-5041
108674 $19,885,317,307 148 A Percentage of AUM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 East Doubletree Ranch Rd, Suite 120,
Scottsdale, AZ, 85258
20804 $6,085,656,351 50361 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
284363 $5,606,257,800 19 A Percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
SMEAD CAPITAL MANAGEMENT, INC.
2777 East Camelback Road, Suite 375
Phoenix, AZ, 85016
143567 $5,250,997,806 79 A Percentage of AUM
FOUNDATIONS INVESTMENT ADVISORS LLC
4050 E. Cotton Center Blvd., Suite 40
Phoenix, AZ, 85040
175083 $4,694,256,189 40472 A Percentage of AUM, Hourly charges, Fixed Fees
INDIGO PARTNERS LLC
2525 East Camelback Rd., Suite 900
Phoenix, AZ, 85016-4278
163648 $3,586,680,165 20 A Percentage of AUM, Performance Based
TCI WEALTH ADVISORS, INC.
4011 East Sunrise Drive,
Tucson, AZ, 85718
107373 $3,431,526,695 9496 A Percentage of AUM, Hourly charges, Fixed Fees
TFO FAMILY OFFICE PARTNERS
5060 North 40th Street, Suite 200
Phoenix, AZ, 85018
159440 $3,340,454,739 1685 A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH)
DYNAMIC WEALTH ADVISORS
2415 East Camelback Road, Suite 700
Phoenix, AZ, 85016
151367 $3,252,482,987 12207 A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
REDWOOD INVESTMENT MANAGEMENT, LLC.
4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ, 85251
153139 $2,385,975,981 1444 A Percentage of AUM, Performance Based
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
4900 N. Scottsdale Road, Suite 2600
Scottsdale, AZ, 85251
111320 $2,165,479,313 3792 A Percentage of AUM, Hourly charges, Fixed Fees
SOVEREIGN INVESTMENT ADVISORS LLC
3930 E Ray Road Suite 170,
Phoenix, AZ, 85044
149040 $2,101,596,381 129 A Percentage of AUM, Fixed Fees
ASHTON THOMAS PRIVATE WEALTH
15279 N Scottsdale Road, Suite B2-215
Scottsdale, AZ, 85254
153902 $2,003,187,684 4533 A Percentage of AUM, Hourly charges

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors