National Retirement Planning Experts

National Coverage
Local Professionals

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

How To Find The Best Financial Advisors in Surprise , Arizona

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Surprise, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 2 non-vetted financial advisors in Surprise, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Surprise, Arizona have an average of 20 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 Surprise , Arizona

advisor

Aaron C. Montez

Validus Financial Associates

call623-825-1020

advisor

Marcus Luckeneder

Validus Financial Associates

call602-793-3123

advisor

Dave Stanfield

Evergreen Wealth Management

call480-993-1102

advisor

Trent White

Luminvest Wealth Management

call480-702-1143

advisor

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

call623-203-7003

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
HILLSPRING FINANCIAL, INC.
12213 W. Bell Road, Suite 209
Surprise, AZ, 85378
113938 $154,788,350 641 A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES)
DYNAMIC WEALTH ADVISORS
14749 W. Mountain View Blvd., Suite 144
Surprise, AZ, 85374
169792 $125,897,568 685 A percentage of AUM, Hourly charges, Fixed fees

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors