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Find The Best Financial Advisors in Peoria, 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 Peoria is a tedious task to do. give you extensive options to compare best advisors in Peoria & pick the one as per your needs

How To Find The Best Financial Advisors in Peoria, Arizona

Last Updated - 21-May-2023

If you’re looking for qualified financial advisors in Peoria, Arizona, is a useful resource. We've compiled a list of the 8 vetted financial advisors and 35 non-vetted financial advisors in Peoria, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Peoria, 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 Peoria, Arizona


Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382



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



Andrew Rafal

Bayntree Wealth Advisors

7001 N. Scottsdale Road
Suite 2055

Scottsdale, AZ 85253



Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255



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


Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
14155 N. 83 Ave #144, Peoria, AZ 85381
155676 $271,176,401 3665 A percentage of AUM, Fixed fees, Commision Based
9125 W. Thunderbird Road, Suite 100, Peoria, AZ 85381
281160 $249,885,533 1059 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
Anthony Esguerra
Inquire with Anthony
16155 N 83rd Ave, Suite 100 Peoria, AZ 85382 623-875-2422
Athena Gatan
Inquire with Athena
7992 W Thunderbird Rd, Ste 110 Peoria, AZ 85381 623-972-3133
Bob Solis
Inquire with Bob
16155 N 83rd Ave, Suite 100 Peoria, AZ 85382 623-875-2432
Beaux G Treguboff
Inquire with Beaux
16155 N 83rd Ave, Suite 100 Peoria, AZ 85382 623-875-2435
Polaris Wealth Group
Inquire with Polaris
15396 N 83rd Ave, Bldg G-101 Peoria, AZ 85381 623-486-8440
Justin Hill
Inquire with Justin
15396 N 83rd Ave, Bldg G-101 Peoria, AZ 85381 623-486-8440
Ken Johnston
Inquire with Ken
15396 N 83rd Ave, Bldg G-101 Peoria, AZ 85381 623-486-8440
Craig Landers
Inquire with Craig
15396 N 83rd Ave, Bldg G-101 Peoria, AZ 85381 623-486-8440
Todd Sulzer
Inquire with Todd
15396 N 83rd Ave, Bldg G-101 Peoria, AZ 85381 623-486-8440
Stephen Patrick Harnden
Inquire with Stephen
7992 W Thunderbird Rd, Ste 110 Peoria, AZ 85381 623-972-3133

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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