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 you 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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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 10 vetted financial advisors and 183 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

Aaron C. Montez

Validus Financial Associates

623-825-1020

Address

8877 West Union Hills Drive Suite 540,
Peoria, AZ 85382 See Details

Dave Stanfield

Evergreen Wealth Management

480-993-1102

Address

7047 E Greenway Pkwy,
Suite 250,
Scottsdale, AZ 85254 See Details

Marcus Luckeneder

Validus Financial Associates

602-793-3123

Address

8877 West Union Hills Drive,
Suite 540,
Peoria, AZ 85382 See Details

James Good

Attessa Capital

520-600-3064

Address

3060 N Swan Rd,
Tucson, AZ 85712 See Details

Ryan Kidd

Validus Financial Associates

623-825-1020

Address

8502 E. Princess Dr. #230,
Scottsdale, AZ 85255 See Details

Michael Treiberg

Treiberg Wealth Management, Inc.

520-232-0505

Address

3573 E Sunrise Drive,
Suite 115,
Tucson, AZ 85718 See Details

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

623-203-7003

Address

560 W Brown Rd,
Suite 3001, 3rd Floor,
Mesa, AZ 85201 See Details

Modern Wealth Management

520-298-1900

Address

3567 E Sunrise Drive,
Suite 101,
Tucson, AZ 85718 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
OSAIC WEALTH, INC. 18700 N. Hayden Road, Suite 255 Scottsdale, AZ, 85255	23131	$94,557,613,744	437201	A percentage of AUM, Hourly charges, Fixed fees
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
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258	20804	$9,326,336,708	43221	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
FOUNDATIONS INVESTMENT ADVISORS LLC 4050 E. Cotton Center Blvd., Suite 40 Phoenix, AZ, 85040	175083	$6,709,525,290	48764	A percentage of AUM, Hourly charges, Fixed fees
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
DYNAMIC WEALTH ADVISORS 2415 East Camelback Road, Suite 700 Phoenix, AZ, 85016	151367	$4,829,248,145	14988	A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
TCI WEALTH ADVISORS, INC. 4011 East Sunrise Drive, Tucson, AZ, 85718	107373	$4,091,666,732	10252	A percentage of AUM, Hourly charges, Fixed fees
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
ASHTON THOMAS PRIVATE WEALTH 8605 East Raintree Drive, Suite 280 Scottsdale, AZ, 85260	153902	$2,891,584,875	5334	A percentage of AUM, Hourly charges
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

Select other cities around Arizona to broaden your search for a financial advisor

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Find The Best Financial Advisors in Arizona

How To Find The Best Financial Advisors in ArizonaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Arizona

Validus Financial Associates

Address

Evergreen Wealth Management

Address

Validus Financial Associates

Address

Attessa Capital

Address

Validus Financial Associates

Address

Treiberg Wealth Management, Inc.

Address

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

Address

Address

Address

Top Financial Advisor Firms in Arizona (Ranked by AUM)

Select other cities around Arizona to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Arizona
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy