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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 63 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 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 Tempe, Arizona

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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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Trent White

Omnia Wealth Management

5118 North Granite Reef Road

Scottsdale, AZ 85250

480-702-1143

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Merrill lynch

Merrill lynch

2555 East Camelback Road
Suite 900

Phoenix, AZ 85016

310-213-3991

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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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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

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Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382

623-825-1020

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 $304,513,674 551 A percentage of AUM
INTRINSIC WEALTH COUNSEL, INC.
1255 W. Rio Salado Pkwy, Suite 115
Tempe, AZ, 85281
105022 $235,122,245 612 A percentage of AUM, Hourly charges, Other (MINIMUM RETAINER FEE)
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
1095 West Rio Salado Parkway, Suite 101
Tempe, AZ, 85281
306068 $221,910,616 985 A percentage of AUM, Hourly charges, Fixed fees
JOHNSON FINANCIAL ADVISORS
1095 W Rio Salado Parkway, Suite 201
Tempe, AZ, 85281-2610
104621 $201,605,135 667 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
SEROS FINANCIAL, LLC
2141 East Broadway Rd., Suite 220
Tempe, AZ, 85282
166808 $166,752,002 597 A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
HARDING WEALTH, INC.
222 S. Mill Avenue, #800
Tempe, AZ, 85281
282686 $106,700,000 383 A percentage of AUM, Fixed fees

Additional Financial Advisors in Tempe, Arizona

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Rene Espinoza
Inquire with Rene
4450 S Rural Rd, Ste A140 Tempe, AZ 85282 480-730-8700
Michael Vukonich
Inquire with Michael
4450 S Rural Rd, Ste A140 Tempe, AZ 85282 480-897-8667
Loney Financial
Inquire with Loney
8747 S. Priest Drive, Suite 104 Tempe, AZ 85284 480-921-0225
Ramon Francis, #RamonLoans
Inquire with Ramon
4500 S. Lakeshore Dr. #339, Tempe, AZ 85282 480-628-7341
Lincoln Investment
Inquire with Lincoln
5016 South Ash Avenue, Suite 103 Tempe, AZ 85282 877-469-7377
Rick Martinez
Inquire with Rick
4450 S Rural Rd, Ste A140 Tempe, AZ 85282 480-755-3399
First Command Financial Advisor
Inquire with First
1414 W. Broadway Rd, Ste 234 Tempe, AZ 85282 480-801-2990
Pierce Stewart
Inquire with Pierce
1150 W Washington St, Tempe, AZ 85281 877-225-1941
Sabryna Bullard
Inquire with Sabryna
1150 W Washinton St, Tempe, AZ 85281 877-225-1941
Logan Rivera
Inquire with Logan
1150 W Washington St, Tempe, AZ 85281 877-225-1941

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