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

How To Find Best Financial Advisors & Planners in Phoenix?

Looking for a qualified financial advisor in Phoenix? We can help you by narrowing down your options & listing the best financial advisors in Phoenix as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Phoenix near you with the list of certified and vetted Phoenix financial advisors.

List of Qualified Financial Advisors in Phoenix, Arizona


Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave.
Suite 101

Phoenix, AZ 85012



Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street
Suite 400

Phoenix, AZ 85016



Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028



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



James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226



Ekenna Anya-Gafu

Bay Street Capital Holdings

4111 N Drinkwater Blvd

Scottsdale, AZ 85251



Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale, AZ 85254



Chad Anderson

Anderson Wealth LLC

2500 S Power Rd Suite 223 BLDG 9

Mesa, AZ 85209



Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382



Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255


Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Vision2020 Wealth Management Corp.
20 E. Thomas Road, Suite 2000 Phoenix, AZ 85012
154149 $21,118,915,717 128490 A percentage of AUM
Windsor Capital Management, Llc
20860 North Tatum Blvd., Suite 220 Phoenix, AZ 85050
116593 $626,371,000 1208 A percentage of AUM
Hourly charges
Heritage Wealth Management, Llc
2355 E. Camelback Road, Ste. 330 Phoenix, AZ 85016
287909 $590,516,414 1946 A percentage of AUM
Hourly charges
Fixed fees
Rra Capital
5050 North 40th Street, Suite 340 Phoenix, AZ 85018
306287 $249,846,097 3 A percentage of AUM
Hourly charges
Performance Based
Tandem Wealth Advisors
1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004
157794 $221,976,075 697 A percentage of AUM
Intrinsic Value Partners, Llc
4742 N 24th Street, Suite 300 Phoenix, AZ 85016
165214 $183,383,721 210 A percentage of AUM
Hourly charges
Redwood Private Wealth
3930 E. Ray Road, Phoenix, AZ 85044
312942 $149,252,320 982 A percentage of AUM
Hourly charges
Fixed fees
Bledsoe Asset Management, Llc
1500 E. Bethany Home Rd., Suite 100 Phoenix, AZ 85014
145943 $135,271,892 600 A percentage of AUM
17 Capital Partners, Llc
4417 N. 40th Street, Suite 300 Phoenix, AZ 85018
283013 $132,068,628 124 A percentage of AUM
Hourly charges
Idx Advisors
2201 E Camelback Road, Suite 605 Phoenix, AZ 85016
299658 $31,281,215 1 A percentage of AUM
Hourly charges
Lgm Capital Management Llc
11811 N. Tatum Blvd., Suite 3031, Phoenix, AZ 85028
283872 $16,531,281 1 A percentage of AUM
Johnson Wealth Management, Llc
5090 North 40th Street, Suite 205 Phoenix, AZ 85018
306504 $4,926,535 25 A percentage of AUM
Hourly charges
Fixed fees
Iliad Wealth Solutions
6991 E Camelback Rd, Suite D300 Phoenix, AZ 85251
315826 $667,000 11 A percentage of AUM
Hourly charges
Fixed fees
Cue Financial Group, Inc.
3200 N. Central Ave, Suite #200 Phoenix, AZ 85012
Brookwood Investment Group
3930 E. Ray Road, Suite 155 Phoenix, AZ 85044
316544 $0 0 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
Aishwarya Adyanthaya
Inquire with Aishwarya
2398 E Camelback Rd, Suite 800 Phoenix, AZ 85016 602-954-5728
Aaron M Thomas
Inquire with Aaron
2415 E Camelback Rd, Ste 700 Phoenix, AZ 85016 602-553-1076
Affinity Wealth Advisory Group
Inquire with Affinity
7010 E Chauncey Ln, Ste 200 Phoenix, AZ 85054 602-923-9800
Brian S Kordansky
Inquire with Brian
2398 E Camelback Rd, Suite 800 Phoenix, AZ 85016 602-954-5770
Arcadia-Biltmore Group at Morgan Stanley - Morgan Stanley
Inquire with Arcadia-Biltmore
2398 E Camelback Rd, Suite 800 Phoenix, AZ 85016 602-954-7766
Arizona Private Wealth
Inquire with Arizona
4040 E Camelback Rd, Ste 212 Phoenix, AZ 85018 480-927-3639
Anderson Team Financial
Inquire with Anderson
4600 E. Shea Boulevard, #203 Phoenix, AZ 85028 602-508-8707
Brandon Rose
Inquire with Brandon
2398 E Camelback Rd, Suite 800 Phoenix, AZ 85016 602-954-5727
Andrew Keam
Inquire with Andrew
2398 E Camelback Rd, Suite 800 Phoenix, AZ 85016 602-954-5748
Renee Hanson
Inquire with Renee
7010 E Chauncey Ln, Ste 200 Phoenix, AZ 85054 602-923-9800

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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