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

How To Find Best Financial Advisors & Planners in Tucson?

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

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

List of Qualified Financial Advisors in Tucson, Arizona

advisor-photo

James Good

BGK Capital

3060 N Swan Rd

Tucson, AZ 85712

520-600-3064

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Michelle Anthony

Modern Wealth Management

1640 East River Road
Suite 208

Tucson, AZ 85718

520-298-1900

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Blake Davelaar

Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718

888-242-6766

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Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive
Suite 115

Tucson, AZ 85718

520-232-0505

Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
DAVIS SELECTED ADVISERS LP
3600 E. Hemisphere Loop, Tucson, AZ 85706-5041
108674 $27,422,634,630 152 A percentage of AUM
GR FINANCIAL GROUP, LLC
4556 E Camp Lowell, Tucson, AZ 85712
172370 $854,122,214 2356 A percentage of AUM
Fixed fees
Other (TECHNOLOGY FEE)
WELLSPRING FINANCIAL PARTNERS
4703 E. Camp Lowell Drive, Suite 135 Tucson, AZ 85712
158872 $816,759,226 348 A percentage of AUM
Hourly charges
Fixed fees
FINANCIAL DIRECTIONS LLC
1228 East Prince Road, Tucson, AZ 85719
108475 $535,488,991 2721 A percentage of AUM
Fixed fees
STERLING INVESTMENT MANAGEMENT, LLC
6262 North Swan Rd., Suite 210 Tucson, AZ 85718
112923 $337,723,197 436 A percentage of AUM
Hourly charges
NOVA FINANCIAL SERVICES
1630 E River Rd, Suite 212 Tucson, AZ 85718
150148 $308,496,440 1541 A percentage of AUM
Hourly charges
Fixed fees
GREENBERG FINANCIAL GROUP
4511 N Campbell Ave #255, Tucson, AZ 85718-6423
38747 $206,563,416 766 A percentage of AUM
Fixed fees
Commision Based
CAPITAL WEST PARTNERS, LLC
6842 E. Tanque Verde Road, Suite C Tucson, AZ 85715
130762 $206,267,971 410 A percentage of AUM
Hourly charges
Fixed fees
TREIBERG WEALTH MANAGEMENT
3573 East Sunrise Drive, Suite 115 Tucson, AZ 85718
284140 $200,309,580 212 A percentage of AUM
Hourly charges
Fixed fees
IMUS WILKINSON INVESTMENT MANAGEMENT, LLC
3561 E. Sunrise Road, Suite 117 Tucson, AZ 85718
157457 $193,618,495 1468 A percentage of AUM
Hourly charges
Fixed fees
ALLIED PORTFOLIO MANAGEMENT, INC.
5987 E. Grant Road, Tucson, AZ 85712
113809 $179,231,161 353 A percentage of AUM
Hourly charges
Fixed fees
AIO FINANCIAL, LLC
6700 N Oracle Road, Suite 119, Tucson, AZ 85704
114030 $150,509,163 650 A percentage of AUM
Hourly charges
Fixed fees
LEVIN FUNDING GROUP LLC
2200 East River Road, Suite 104 Tucson, AZ 85718
170087 $131,200,377 148 A percentage of AUM
Hourly charges
Fixed fees
WILKINSON WEALTH MANAGEMENT, LLC
7411 E Tanque Verde, Tucson, AZ 85715
317741 $103,440,080 616 A percentage of AUM
Hourly charges
Fixed fees
SECURE INVESTMENT MANAGEMENT, LLC
7400 N Oracle Rd, Suite 150-124 Tucson, AZ 85704
141195 $36,717,410 659 A percentage of AUM
Hourly charges

Additional Financial Advisors in Arizona

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Adam Hamilton Paoli
Inquire with Adam
7175 N Pima Canyon Dr, Tucson, AZ 85718 520-519-2307
Brent Flading
Inquire with Brent
1715 E Skyline Dr, Ste 151 Tucson, AZ 85718 520-877-5622
Beth Vance
Inquire with Beth
5151 E Broadway Blvd, Ste 730 Tucson, AZ 85711 520-748-2384
Anderson Financial Group
Inquire with Anderson
6400 E. El Dorado Circle, Ste. C-200 Tucson, AZ 85715 520-886-8686
Bruce Irby
Inquire with Bruce
4400 E Broadway Blvd, Ste 712 Tucson, AZ 85711 520-325-3001
Anna Alvarado
Inquire with Anna
7175 N Pima Canyon Dr, Tucson, AZ 85718 520-745-7014
Garrett Pierce Smith
Inquire with Garrett
5055 E Broadway Blvd, Ste D201 Tucson, AZ 85711 520-514-6000
Debra Coyle
Inquire with Debra
1715 E Skyline Dr, Ste 151 Tucson, AZ 85718 520-877-5600
Mary White
Inquire with Mary
1715 E Skyline Dr, Ste 151 Tucson, AZ 85718 520-877-5600
Sally Morgan Allison
Inquire with Sally
3610 N Prince Village Pl, Ste 130 Tucson, AZ 85719 520-795-1648

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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