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Find The Best Financial Advisors in Gilbert, Arizona

Gilbert, Arizona, located just outside of Phoenix, has evolved into one of the fastest-growing communities in the United States. Home to over 320,000 residents, Gilbert has transitioned from an agricultural community to a vibrant, economically diverse suburban neighborhood. With a cost of living that is 73% higher than the national average in your city, you may want to consider working with a financial advisor in your area to create a solid financial plan. helps you connect with top professional advisors so you can make the best financial decisions based on your unique goals.

How To Find The Best Financial Advisors in Gilbert, Arizona

Last Updated - 30-May-2023

If you’re looking for qualified financial advisors in Gilbert, Arizona, is a useful resource. We've compiled a list of the 8 vetted financial advisors and 44 non-vetted financial advisors in Gilbert, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Gilbert, 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 Gilbert, 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



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



Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028



Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255



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
2730 S. Val Vista Dr., Suite 124 Gilbert, AZ 85295
131458 $438,623,742 811 A percentage of AUM, Fixed fees

Additional Financial Advisors in Arizona

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Michael Tsan
Inquire with Michael
161 E Rivulon Blvd, Ste 108 Gilbert, AZ 85297 480-641-0685
John Erickson
Inquire with John
161 E Rivulon Blvd, Ste 108 Gilbert, AZ 85297 480-396-6028
Dong Choi
Inquire with Dong
161 E Rivulon Blvd, Ste 108 Gilbert, AZ 85297 650-226-2105
Katie Whalen
Inquire with Katie
161 E Rivulon Blvd, Ste 108 Gilbert, AZ 85297 480-636-3350
Chuck Smith
Inquire with Chuck
161 E Rivulon Blvd, Ste 108 Gilbert, AZ 85297 480-545-8390
Joseph Barkat
Inquire with Joseph
161 E Rivulon Blvd, Ste 108 Gilbert, AZ 85297 480-641-9188
Steven Rabin
Inquire with Steven
161 E Rivulon Blvd, Ste 108 Gilbert, AZ 85297 480-396-6040
Krell Financial Group
Inquire with Krell
3303 E. Baseline Road, Ste. 106 Gilbert, AZ 85234 480-345-9737
Ensign Partners
Inquire with Ensign
111 East Rivulon Boulevard, Suite 103 Gilbert, AZ 85295 480-626-5855
Rayhons Financial Solutions
Inquire with Rayhons
3335 E Baseline Rd, Gilbert, AZ 85234, Suite C Gilbert, AZ 85234 480-507-2425

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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