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Find The Best Financial Advisors in Mesa, Arizona

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Mesa is a tedious task to do. give you extensive options to compare best advisors in Mesa & pick the one as per your needs

How To Find The Best Financial Advisors in Mesa, Arizona

Last Updated - 31-May-2023

If you’re looking for qualified financial advisors in Mesa, Arizona, is a useful resource. We've compiled a list of the 9 vetted financial advisors and 48 non-vetted financial advisors in Mesa, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Mesa, 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 Mesa, 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



Ryan Kidd

Validus Financial Associates

8502 E. Princess Dr. #230

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
1138 N Alma School Rd, Suite 201 Mesa, AZ 85201
141091 $695,861,962 3308 A percentage of AUM, Fixed fees
2812 North Norwalk, Suite 116 Mesa, AZ 85215
296988 $495,525,785 785 A percentage of AUM, Hourly charges
1 N. Macdonald, Suite 201 Mesa, AZ 85201
152662 $450,000,000 1868 A percentage of AUM, Hourly charges, Fixed fees
4856 East Baseline Road, Suite 104 Mesa, AZ 85206
170368 $194,516,244 965 A percentage of AUM, Other (REFERRAL FEES)
1635 N. Greenfield Road, Suite 115 Mesa, AZ 85205
113245 $172,313,544 482 A percentage of AUM, Other (REFERRAL FEES)
1234 S. Power Rd., Ste. 207 Mesa, AZ 85206
284874 $126,473,745 512 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
Jim Parker
Inquire with Jim
1201 S Alma School Rd, Ste 10000 Mesa, AZ 85210 480-833-1809
Karen Todd
Inquire with Karen
3707 E Southern Ave, Ste 1026 Mesa, AZ 85206 480-351-8409
Christopher J Mc Crossan
Inquire with Christopher
1201 S Alma School Rd, Ste 10000 Mesa, AZ 85210 480-833-1809
McCrossan & Associates
Inquire with McCrossan
1201 S Alma School Rd, Ste 10000 Mesa, AZ 85210 480-833-1809
Richard L Clark
Inquire with Richard
6816 E Brown Rd, Ste 101 Mesa, AZ 85207 480-264-5102
Provident Planning, LLC
Inquire with Provident
1910 S. Stapley Drive, Suite 217 Mesa, AZ 85204 480-813-2744
Fleming Financial Services
Inquire with Fleming
4702 E Southern Ave, Mesa, AZ 85206 480-632-8770
Premiere Retirement Planning & Wealth Management
Inquire with Premiere
2929 North Power Road, Suite 101 Mesa, AZ 85215 520-780-9059
Cradlestone Wealth Services
Inquire with Cradlestone
3654 N Power Rd, 144 Mesa, AZ 85215 480-505-0233
R & D Financial Services
Inquire with R
1136 East Harmony, Suite 203 Mesa, AZ 85204 480-491-4695

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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