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

How To Find The Best Financial Advisors in Tempe, Arizona

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Tempe, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 7 vetted financial advisors and 10 non-vetted financial advisors in Tempe, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tempe, 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 Tempe, Arizona

advisor

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

call623-203-7003

advisor

Dave Stanfield

Evergreen Wealth Management

call480-993-1102

advisor

Ryan Kidd

Validus Financial Associates

call623-825-1020

advisor

Aaron C. Montez

Validus Financial Associates

call623-825-1020

advisor

Marcus Luckeneder

Validus Financial Associates

call602-793-3123

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BILTMORE WEALTH MANAGEMENT, LLC
1400 E. Southern Avenue, Suite 650
Tempe, AZ, 85282
151365 $396,736,147 568 A percentage of AUM
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
1095 West Rio Salado Parkway, Suite 101
Tempe, AZ, 85281
306068 $265,729,297 1440 A percentage of AUM, Fixed fees
SEROS FINANCIAL, LLC
2141 East Broadway Rd., Suite 220
Tempe, AZ, 85282
166808 $260,841,497 890 A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
INTRINSIC WEALTH COUNSEL, INC.
1255 W. Rio Salado Pkwy, Suite 115
Tempe, AZ, 85281
105022 $252,828,161 664 A percentage of AUM, Hourly charges, Other (MINIMUM RETAINER FEE)
JOHNSON FINANCIAL ADVISORS
1095 W Rio Salado Parkway, Suite 201
Tempe, AZ, 85281-2610
104621 $191,094,292 682 A percentage of AUM, Hourly charges, Fixed fees, Commission Based
FINANCIAL LIFE PLANNERS
2151 E Broadway, Suite 203
Tempe, AZ, 85282
129415 $174,578,704 788 A percentage of AUM, Hourly charges
HARDING WEALTH, INC.
222 S. Mill Avenue, #800
Tempe, AZ, 85281
282686 $162,138,463 475 A percentage of AUM, Fixed fees
OPTIMA CAPITAL MANAGEMENT
222 S Mill Ave, Ste 800
Tempe, AZ, 85281
306036 $116,525,671 340 A percentage of AUM
MARTINSEN WEALTH MANAGEMENT
7855 S. River Parkway, Suite 206
Tempe, AZ, 85284
332433 $102,335,147 636 A percentage of AUM
EMBARK WEALTH MANAGEMENT, LLC
398 S Mill Avenue, Suite 302
Tempe, AZ, 85281
157950 $43,306,543 402 A percentage of AUM

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