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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!

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 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 4 vetted financial advisors and 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

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James Good

Attessa Capital

520-600-3064

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Michelle Anthony

Modern Wealth Management

520-298-1900

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Michael Treiberg

Treiberg Wealth Management, Inc.

520-232-0505

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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