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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 12 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 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
623-825-1020
Top Financial Advisor Firms in Arizona (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 |
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