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Find The 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!
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How To Find The Best Financial Advisors in Tucson, Arizona
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Tucson, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 23 non-vetted financial advisors in Tucson, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Tucson, Arizona have an average of 23 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 Tucson, Arizona
520-600-3064
Top Financial Advisor Firms in Tucson, 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 | $19,885,317,307 | 148 | A Percentage of AUM |
| TCI WEALTH ADVISORS, INC. 4011 East Sunrise Drive, Tucson, AZ, 85718 | 107373 | $3,431,526,695 | 9496 | A Percentage of AUM, Hourly charges, Fixed Fees |
| SONORA INVESTMENT MANAGEMENT 2343 E. Broadway Blvd, Suite 116, Tucson, AZ, 85719 | 315312 | $1,978,888,208 | 3225 | A Percentage of AUM |
| SEM WEALTH MANAGEMENT 7367 E. Tanque Verde Rd, Tucson, AZ, 85715-3475 | 112142 | $817,873,000 | 2643 | A Percentage of AUM |
| GR FINANCIAL GROUP, LLC 4556 E Camp Lowell, Tucson, AZ, 85712 | 172370 | $739,834,966 | 2386 | A Percentage of AUM, Fixed Fees, Other (TECHNOLOGY FEE) |
| WELLSPRING FINANCIAL PARTNERS 4703 E. Camp Lowell Drive, Suite 135 Tucson, AZ, 85712 | 158872 | $691,444,782 | 343 | A Percentage of AUM, Hourly charges, Fixed Fees |
| FINANCIAL DIRECTIONS LLC 1228 East Prince Road, Tucson, AZ, 85719 | 108475 | $556,560,199 | 3665 | A Percentage of AUM, Fixed Fees |
| WEALTH MANAGEMENT PARTNERS, LLC 1980 E River Road, Suite 120 Tucson, AZ, 85718 | 309790 | $514,335,508 | 1907 | A Percentage of AUM, Fixed Fees |
| CAMBRIDGE FINANCIAL GROUP, LLC 6700 N. Oracle Rd., Suite 324 Tucson, AZ, 85704 | 117428 | $401,685,763 | 1269 | A Percentage of AUM, Fixed Fees, Other (% OF INCOME) |
| IRONWOOD FINANCIAL, LLC 1926 E. Ft. Lowell Road, Suite 100 Tucson, AZ, 85719 | 151004 | $364,247,959 | 1104 | A Percentage of AUM |
| STERLING INVESTMENT MANAGEMENT, LLC 6262 North Swan Rd., Suite 210 Tucson, AZ, 85718 | 112923 | $341,521,932 | 420 | A Percentage of AUM, Hourly charges |
| NOVA FINANCIAL SERVICES 1630 E River Rd, Suite 212 Tucson, AZ, 85718 | 150148 | $290,301,691 | 1409 | A Percentage of AUM, Hourly charges, Fixed Fees |
| SOUTHWEST INVESTMENT ADVISORS, INC. 7594 N La Cholla, Tucson, AZ, 85741 | 312685 | $235,267,774 | 1120 | A Percentage of AUM, Hourly charges, Fixed Fees |
| CAPITAL WEST PARTNERS, LLC 6842 E. Tanque Verde Road, Suite C Tucson, AZ, 85715 | 130762 | $223,489,000 | 177 | A Percentage of AUM, Hourly charges, Fixed Fees |
| TREIBERG WEALTH MANAGEMENT 3573 East Sunrise Drive, Suite 115 Tucson, AZ, 85718 | 284140 | $194,438,857 | 590 | A Percentage of AUM, Hourly charges, Fixed Fees |
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