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Find The Best Financial Advisors in Chandler, Arizona

Chandler, located just outside Phoenix, is the fourth largest city in the state of Arizona. Home to highly-rated restaurants, resorts, and attractions, Chandler is listed as one of the best cities to raise a family. As a city that is recognized as one of the nation's fastest-growing technology and innovation centers, the cost of living is 7% more than the national average. To create a solid financial strategy, you might require the guidance of a professional financial advisor to ensure you’re making the most suitable financial decisions for your needs. This may seem easier said than done, with over 3,000 financial advisors located in the Chandler area. helps you match with top advisors in your city, qualified to guide you on a solid path toward a secure financial future.

How To Find The Best Financial Advisors in Chandler, Arizona

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Chandler, Arizona, is a useful resource. We've compiled a list of the 7 vetted financial advisors and 35 non-vetted financial advisors in Chandler, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Chandler, 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 Chandler, Arizona


Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282



Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe, AZ 85282



Andrew Rafal

Bayntree Wealth Advisors

7001 N. Scottsdale Road
Suite 2055

Scottsdale, AZ 85253



Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028



Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale, AZ 85254



Jason M Buchanan

Ashton Thomas Private Wealth

15279 N Scottsdale RD
Suite B2-215

Scottsdale, AZ 85254



Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382


Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
2701 W Queen Creek Rd, Ste #3 Chandler, AZ 85248
171811 $644,276,054 3407 A percentage of AUM, Fixed fees
San Tan Corporate Center, 3100 W. Ray Rd. Suite 301 Chandler, AZ 85226
200511 $541,180,852 2084 A percentage of AUM, Hourly charges, Fixed fees
1490 S Price Road, Ste 218, Chandler, AZ 85286
128240 $448,000,000 401 A percentage of AUM
2330 W. Ray Road, Suite 3 Chandler, AZ 85224
165839 $280,548,570 923 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
118 S Kyrene Road, Suite 4 Chandler, AZ 85226
311404 $260,519,442 1009 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Arizona

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Mason Haugland
Inquire with Mason
5690 W Chandler Blvd, Ste 4 Chandler, AZ 85226 480-397-9800
Erik Blanton
Inquire with Erik
5690 W Chandler Blvd, Ste 4 Chandler, AZ 85226 480-568-8896
Charles Allen
Inquire with Charles
6181 W Park Ave, Chandler, AZ 85226 480-753-1179
Craig Scrimpshire
Inquire with Craig
5690 W Chandler Blvd, Ste 4 Chandler, AZ 85226 480-264-5104
Synergistic Wealth Management
Inquire with Synergistic
3133 West Frye Road, Chandler, AZ 85226 480-463-4357
Wise World Investment Planning
Inquire with Wise
575 West Chandler Boulevard, Suite 220 Chandler, AZ 85225 480-890-0100
Allstate Personal Financial Representative: Julio Bastidas
Inquire with Allstate
5055 W Ray Rd, Ste 22 Chandler, AZ 85226 602-332-1184
Allstate Personal Financial Representative: Kemberly Stallings
Inquire with Allstate
3160 S Gilbert Rd, Ste 4 Chandler, AZ 85286 480-213-9970
Allstate Personal Financial Representative: Frank Perri
Inquire with Allstate
2490 W Ray Rd, Ste 2 Chandler, AZ 85224 480-239-9046
Allstate Personal Financial Representative: Arthur Warschaw
Inquire with Allstate
3960 E Riggs Rd, Ste 4 Chandler, AZ 85249 480-477-7511

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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