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Find The Best Financial Advisors in Phoenix, Arizona

Known as the “valley of the sun”, Phoenix, Arizona, is the fifth most populous city in the United States, with over 1.5 million people. The city has more than five Fortune 1000 company headquarters, and the cost of living is about 5% lower than the national average. If you are looking for a financial advisor in Phoenix, Arizona, you may find it quite daunting to choose from approximately 2,110 advisors in the city. If you are interested in connecting with the best financial advisors in your area to work towards your financial goals, FinancialAdvisor.net may be able to assist you.

How To Find The Best Financial Advisors in Phoenix, Arizona

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Phoenix, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 144 non-vetted financial advisors in Phoenix, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Phoenix, Arizona have an average of 21 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 Phoenix, Arizona

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Merrill lynch

Merrill lynch

2555 East Camelback Road
Suite 900

Phoenix, AZ 85016

310-213-3991

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Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe, AZ 85282

623-203-7003

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Andrew Rafal

Bayntree Wealth Advisors

7001 N. Scottsdale Road
Suite 2055

Scottsdale, AZ 85253

480-494-2750

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Trent White

Omnia Wealth Management

5118 North Granite Reef Road

Scottsdale, AZ 85250

480-702-1143

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Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382

623-825-1020

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Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255

480-994-7342

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Ryan Kidd

Validus Financial Associates

8502 E. Princess Dr. #230

Scottsdale, AZ 85255

623-825-1020

Top Financial Advisor Firms in Phoenix, Arizona (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
VISION2020 WEALTH MANAGEMENT CORP.
20 E. Thomas Road, Suite 2000
Phoenix, AZ, 85012
154149 $21,118,915,717 128490 A percentage of AUM
SAGEPOINT FINANCIAL, INC.
20 E. Thomas Road, Suite 2000
Phoenix, AZ, 85012
133763 $16,245,032,571 64353 A percentage of AUM, Hourly charges, Fixed fees, Other (SOLICITOR/REFERRAL FEES)
INDIGO PARTNERS LLC
2525 East Camelback Rd., Suite 900
Phoenix, AZ, 85016-4278
163648 $5,977,920,124 20 A percentage of AUM, Performance Based
SMEAD CAPITAL MANAGEMENT, INC.
2777 East Camelback Road, Suite 375
Phoenix, AZ, 85016
143567 $4,008,191,727 71 A percentage of AUM
TFO PHOENIX, INC.
5060 North 40th Street, Suite 200
Phoenix, AZ, 85018
159440 $3,575,981,952 1536 A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)
DYNAMIC WEALTH ADVISORS
2415 East Camelback Road, Suite 700
Phoenix, AZ, 85016
151367 $3,305,081,643 10578 A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
FOUNDATIONS INVESTMENT ADVISORS LLC
4310 E. Cotton Center Blvd., Suite 120
Phoenix, AZ, 85040
175083 $3,173,202,498 27660 A percentage of AUM, Hourly charges, Fixed fees
SOVEREIGN INVESTMENT ADVISORS LLC
3930 E Ray Road Suite 170,
Phoenix, AZ, 85044
149040 $2,208,048,161 111 A percentage of AUM, Fixed fees
PFG ADVISORS
3200 N. Central Ave, Suite #200
Phoenix, AZ, 85012
173344 $2,039,556,213 7262 A percentage of AUM, Hourly charges, Fixed fees
WALL CAPITAL GROUP, INC.
2550 W. Union Hills Drive, Suite 350
Phoenix, AZ, 85027
105913 $1,596,647,807 857 A percentage of AUM, Fixed fees
L. ROY PAPP & ASSOCIATES, LLP
2201 E. Camelback Road, Suite 227b
Phoenix, AZ, 85016
105130 $1,437,532,181 1663 A percentage of AUM
VERSANT CAPITAL MANAGEMENT, INC.
2394 East Camelback Road, Suite 100
Phoenix, AZ, 85016-9260
131692 $849,995,557 1217 A percentage of AUM, Hourly charges, Fixed fees
CLAREMONT CAPITAL MANAGEMENT, LLC
333 E Osborn Road, Suite 300
Phoenix, AZ, 85012
155189 $661,485,979 25 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

Additional Financial Advisors in Phoenix, Arizona

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone 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

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