Best Financial Advisor Firms Arizona 2024

Written by investor.com

February 08, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Arizona in 2024.

Best Firms in Arizona

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Absolute Capital Management		$351.5 million	1,414	3	$248,567
Access Investment Advisors		$217.9 million	212	3	$1.0 million
Accredited Investors Wealth Management		$3.4 billion	597	4	$5.6 million
Advance Capital Management		$4.0 billion	7,015	29	$573,554
Advanced Asset Management Advisors		$722.3 million	357	3	$2.0 million
Adviceone Advisory Services		$1.4 billion	1,290	13	$1.1 million
Advisors Management Group		$614.5 million	1,909	11	$321,908
Affiance Financial		$971.4 million	1,031	9	$942,182
AIM Capital		$254.4 million	239	2	$1.1 million
Allied Portfolio Management		$182.3 million	120	1	$1.5 million
Altair Advisers		$7.4 billion	886	31	$8.3 million
American Financial Advisors		$853.5 million	903	1	$945,211
American Investment Services		$1.2 billion	499	7	$2.5 million
Andrews, Lucia Wealth Management		$456.1 million	203	2	$2.2 million
Apella Wealth		$3.3 billion	3,300	40	$1.0 million
Ascent Capital		$391.5 million	356	6	$1.1 million
Aspen Capital Management		$1.0 billion	272	7	$3.7 million
Aspyre Wealth Partners		$534.8 million	336	8	$1.6 million
Assembly Wealth		$369.0 million	255	6	$1.4 million
Astor Investment Management		$261.4 million	519	4	$503,753
Avier Wealth Advisors		$786.0 million	553	13	$1.4 million
Baker Ellis Asset Management		$792.1 million	328	4	$2.4 million
Blbb Advisors		$2.3 billion	1,337	13	$1.7 million
Bluesky Wealth Advisors		$730.2 million	349	10	$2.1 million
Boyle Capital		$241.8 million	448	5	$539,788
Bridgewater Advisors		$1.9 billion	512	14	$3.7 million
Bristlecone Advisors		$1.9 billion	418	9	$4.6 million
Broadlake Financial Management		$322.5 million	483	4	$667,723
Brophy Wealth Management		$407.3 million	418	2	$974,516
Bruni J V & CO		$865.3 million	388	2	$2.2 million
Buckingham Capital Management		$911.0 million	1,286	14	$708,392
Burton Enright Welch		$1.1 billion	620	10	$1.8 million
Cable Hill Partners		$1.7 billion	726	14	$2.3 million
Cambridge Financial Group		$258.1 million	221	3	$1.2 million
Capital Advantage		$1.0 billion	712	10	$1.4 million
Capital Advisors		$1.1 billion	993	9	$1.1 million
Capital Planning		$549.4 million	366	6	$1.5 million
Capstone Financial Advisors		$2.1 billion	668	9	$3.2 million
Cardiff Park Advisors		$2.5 billion	375	1	$6.6 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Carson Advisory Group		$694.9 million	942	9	$737,708
CGC Financial Services		$664.7 million	1,124	4	$591,344
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Chaney Capital Management		$343.0 million	356	6	$963,483
Cheviot Value Management		$823.0 million	466	5	$1.8 million
Ciccarelli Advisory Services		$1.1 billion	2,738	11	$419,448
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$15.3 billion	1,493	28	$10.3 million
Clinton Investment Management		$2.8 billion	1,402	8	$2.0 million
Collegiate Capital Management		$498.6 million	389	4	$1.3 million
Colorado Financial Management		$2.0 billion	881	9	$2.2 million
Connecticut Wealth Management		$3.2 billion	1,388	40	$2.3 million
Conservest Capital Advisors		$1.7 billion	289	6	$5.9 million
Consolidated Planning Corporation		$1.6 billion	2,174	22	$724,750
Cookson Peirce Wealth Management		$1.9 billion	920	17	$2.1 million
Corda Investment Management		$1.6 billion	1,315	22	$1.2 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
Dash Investments		$427.1 million	365	5	$1.2 million
Decker Wealth Management		$360.9 million	290	7	$1.2 million
Delta Financial Group		$1.2 billion	1,093	4	$1.1 million
Demming Financial Services Corp		$503.7 million	736	5	$684,433
E. A. Horwitz		$208.1 million	404	9	$515,002
Eclectic Associates		$1.1 billion	919	9	$1.1 million
Envision Capital Management		$358.3 million	270	1	$1.3 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Essex		$474.3 million	556	7	$853,147
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Etesian Wealth Advisors		$284.7 million	247	4	$1.2 million
Evanson Asset Management		$4.8 billion	1,019	5	$4.8 million
Fairview Capital		$1.8 billion	220	1	$8.0 million
Family Investment Center		$515.7 million	802	10	$643,018
Familywealth Asset Management		$175.1 million	412	4	$424,887
FBB Capital Partners		$1.9 billion	1,063	12	$1.8 million
Feldman, Ingardona & CO		$2.6 billion	160	4	$16.5 million
Financial Alternatives		$507.1 million	258	5	$2.0 million
Financial Designs Corporation		$396.0 million	544	2	$727,960
Financial Directions		$560.6 million	3,753	3	$149,365
Financial Insights		$789.1 million	755	10	$1.0 million
Financial Plan		$1.1 billion	888	10	$1.2 million
Financial Planning and Information Services		$1.1 billion	1,159	5	$931,921
Financial Services Advisory		$693.7 million	719	9	$964,816
Financial Solutions Advisory Group		$730.0 million	350	8	$2.1 million
Firestone Capital Management		$648.3 million	323	6	$2.0 million
Fischer Financial Services		$487.9 million	565	3	$863,619
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Focused Wealth Management		$1.2 billion	1,672	9	$707,922
Foster Group		$3.2 billion	1,840	47	$1.8 million
Fragasso Financial Advisors		$2.1 billion	2,197	21	$975,677
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.7 billion	3,671	14	$1.6 million
Fund Advisors of America		$106.1 million	312	3	$340,214
Future Capital		$962.5 million	12,768	2	$75,386
Galvin, Gaustad & Stein		$1.2 billion	902	7	$1.3 million
Gemmer Asset Management		$1.7 billion	1,174	7	$1.5 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
GM Advisory Group		$3.0 billion	666	9	$4.6 million
Godsey & Gibb Wealth Management		$1.3 billion	799	9	$1.6 million
Grant Street Asset Management		$578.7 million	411	6	$1.4 million
Greene Wealth Management		$1.1 billion	406	3	$2.7 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Guidestream Financial		$202.9 million	795	5	$255,269
Halbert Hargrove		$3.2 billion	1,376	37	$2.3 million
Hartline Investment Corporation		$659.3 million	252	3	$2.6 million
Harvest Investment Services		$281.7 million	1,195	21	$235,699
Heck Capital Advisors		$6.7 billion	1,229	16	$5.4 million
Highmark Wealth Management		$483.7 million	330	5	$1.5 million
Horizon Wealth Management		$938.7 million	2,344	6	$400,476
Hudock Capital Group		$747.2 million	855	9	$873,953
Human Investing		$1.6 billion	996	12	$1.6 million
IAG Wealth Partners		$1.3 billion	2,070	13	$644,241
Interactive Financial Advisors		$284.9 million	2,437	36	$116,922
Intrinsic Wealth Counsel		$252.8 million	208	4	$1.2 million
Investment Partners Asset Management		$225.4 million	227	5	$992,895
Ironwood Financial		$456.5 million	562	7	$812,240
Ironwood Investment Counsel		$1.4 billion	510	8	$2.7 million
ITS Asset Management		$269.4 million	844	2	$319,241
J.W.burns & Company		$801.9 million	585	5	$1.4 million
Jacobi Capital Management		$1.7 billion	2,492	23	$679,151
Jacobsen Capital Management		$427.9 million	109	4	$3.9 million
Jacobson & Schmitt Advisors		$461.2 million	385	11	$1.2 million
JAG Capital Management		$1.6 billion	895	13	$1.7 million
JAY A. Fishman		$959.1 million	481	4	$2.0 million
JMG Financial Group		$5.4 billion	1,552	37	$3.5 million
Jnba Financial Advisors		$1.5 billion	1,027	29	$1.5 million
John G. Ullman & Associates		$1.3 billion	1,009	19	$1.3 million
John Moore & Associates		$758.2 million	678	2	$1.1 million
KEB Wealth Advisors		$933.4 million	599	11	$1.6 million
Kemp Financial Management		$230.0 million	289	3	$795,728
Klaas Financial Asset Advisors		$568.6 million	965	12	$589,253
Lauterbach Financial Advisors		$549.9 million	402	5	$1.4 million
Legend Financial Advisors		$308.5 million	216	4	$1.4 million
Lesa Sroufe & Company		$172.8 million	243	3	$711,020
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Lutz Financial		$2.3 billion	801	9	$2.8 million
LVZ		$874.6 million	2,415	14	$362,171
Mainstay Capital Management		$3.9 billion	3,557	14	$1.1 million
Market Street Wealth Management Advisors		$571.8 million	402	8	$1.4 million
Marks Group Wealth Management		$1.7 billion	760	9	$2.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcnamara Financial Services		$604.8 million	876	4	$690,434
Mench Financial		$126.7 million	236	3	$536,935
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.3 billion	1,110	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Moisand Fitzgerald Tamayo		$1.0 billion	857	9	$1.2 million
Monterey Private Wealth		$1.0 billion	627	8	$1.6 million
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
MSA Financial		$1.0 billion	1,279	8	$784,123
Nadler Financial Group		$1.6 billion	978	11	$1.6 million
NBS Financial Services		$248.3 million	149	2	$1.7 million
New Frontier Advisors		$3.7 billion	115	4	$32.5 million
Next Capital Management		$1.4 billion	285	9	$5.1 million
Nicollet Investment Management		$463.5 million	308	7	$1.5 million
Northeast Financial		$4.1 billion	267	2	$15.5 million
Northern Capital Management		$391.0 million	696	10	$561,770
Northwest Capital Management		$6.9 billion	520	8	$13.2 million
Northwest Financial Services		$486.8 million	450	7	$1.1 million
Novem Group		$1.2 billion	3,033	29	$385,964
NPF Investment Advisors		$2.4 billion	858	9	$2.7 million
Obermeyer Wood Investment Counsel, L		$2.1 billion	964	14	$2.2 million
ofS		$1.2 billion	419	7	$2.9 million
Olson Investment Advisors		$143.0 million	237	2	$603,532
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Pacific Financial Strategies		$138.0 million	440	3	$313,684
Pacific Portfolio Consulting		$4.8 billion	530	10	$9.1 million
Palouse Capital Management		$228.6 million	738	3	$309,773
Paragon Capital Management		$1.1 billion	165	4	$6.9 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Parkshore Wealth Management		$399.1 million	504	4	$791,768
Patten and Patten		$1.9 billion	709	4	$2.7 million
Pecaut Wealth Management		$306.6 million	211	4	$1.5 million
Peregrine Asset Advisers		$519.7 million	502	4	$1.0 million
Perigon Wealth Management		$6.9 billion	3,744	72	$1.9 million
Petersen Hastings Wealth Advisors		$1.1 billion	1,017	19	$1.1 million
Peterson Wealth Advisors		$567.4 million	587	10	$966,663
Planned Solutions		$468.2 million	754	6	$621,008
Portland Global Advisors		$894.6 million	258	9	$3.5 million
Praetorian Guard, A Division of Praetorian Wealth Management		$427.9 million	375	6	$1.1 million
Prism Financial Group		$1.5 billion	817	5	$1.8 million
Prudent Investor Advisors		$1.2 billion	138	5	$9.0 million
Prudent Investors		$295.4 million	490	3	$602,933
Pure Financial Advisors		$6.3 billion	4,975	56	$1.3 million
Rachor Investment Advisory Services		$185.6 million	467	3	$397,457
Radnor Capital Management		$709.3 million	174	5	$4.1 million
RBF Wealth Advisors		$517.5 million	1,144	11	$452,345
Rebalance		$1.3 billion	673	8	$2.0 million
Regal Wealth Group		$190.9 million	273	3	$699,126
Retirement Income Solutions		$2.4 billion	1,267	13	$1.9 million
Riggs Asset Management CO		$448.8 million	396	6	$1.1 million
Robinswood Financial		$321.0 million	461	5	$696,312
Rockwood Wealth Management		$1.8 billion	940	38	$1.9 million
Rocky Mountain Advisers		$2.6 billion	223	4	$11.5 million
RS Asset Management		$129.4 million	247	2	$524,042
Rudney Associates		$751.1 million	426	1	$1.8 million
S&A Financial Services		$310.6 million	1,048	6	$296,383
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Sanderson Wealth Management		$1.1 billion	356	11	$3.1 million
Saratoga Research & Investment Management		$2.7 billion	3,207	16	$854,436
SAX Wealth Advisors		$1.7 billion	835	15	$2.1 million
Schaefer Financial Management		$888.3 million	414	7	$2.1 million
Seamount Financial Group		$604.7 million	481	6	$1.3 million
Sharkey Howes & Javer		$824.7 million	935	8	$881,987
Shearwater Capital		$306.9 million	180	1	$1.7 million
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Sigma Investment Counselors		$1.7 billion	766	7	$2.2 million
Simplifi		$240.2 million	301	1	$797,950
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Smart Portfolios		$187.9 million	157	4	$1.2 million
SMI Advisory Services		$777.0 million	928	5	$837,284
Smith Anglin Financial		$1.6 billion	1,254	16	$1.3 million
Smithbridge Asset Management		$613.0 million	476	5	$1.3 million
Soundmark Wealth Management		$411.0 million	269	6	$1.5 million
Spectrum Asset Management		$646.5 million	317	8	$2.0 million
Spence Asset Management		$621.1 million	924	5	$672,168
Squire Wealth Advisors		$377.2 million	581	12	$649,280
Stack Financial Management		$1.8 billion	860	10	$2.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steele Capital Management		$2.7 billion	1,579	11	$1.7 million
Steigerwald, Gordon & Koch - Wealth Advisors		$1.1 billion	646	7	$1.6 million
Stepp & Rothwell		$890.7 million	332	10	$2.7 million
Stewart & Patten CO		$1.0 billion	333	3	$3.1 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Strategic Wealth Advisors		$288.6 million	106	4	$2.7 million
Summit Financial Strategies		$1.8 billion	948	17	$1.9 million
Summit Portfolio Management		$169.0 million	110	3	$1.5 million
Suncoast Equity Management		$1.4 billion	834	11	$1.6 million
SYM Financial Advisors		$4.1 billion	1,660	29	$2.4 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tabr Capital Management		$203.4 million	235	2	$865,698
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
Tarbox Family Office		$873.6 million	233	6	$3.7 million
TCI Wealth Advisors		$4.1 billion	2,925	30	$1.4 million
Telos Capital Management		$1.3 billion	851	15	$1.5 million
The Harbor Group		$1.5 billion	673	7	$2.3 million
The Joseph Group Capital Management		$811.7 million	768	9	$1.1 million
The Martin Worley Group		$312.5 million	269	5	$1.2 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
The Nestegg Group		$231.3 million	203	3	$1.1 million
The Pacific Center For Financial Services		$758.5 million	745	4	$1.0 million
The Planning Center		$1.1 billion	928	9	$1.2 million
Thomas Doll		$1.4 billion	1,082	10	$1.3 million
Thomas J. Herzfeld Advisors		$726.9 million	280	4	$2.6 million
TJT Capital Group		$314.7 million	307	3	$1.0 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Tradewinds Capital Management		$523.7 million	1,154	8	$453,811
Traynor Capital Management		$1.2 billion	1,003	4	$1.2 million
True Private Wealth Advisors		$1.2 billion	1,582	13	$784,260
Truenorth Wealth		$1.0 billion	902	8	$1.1 million
Truepoint		$4.9 billion	1,807	36	$2.7 million
Versant Capital Management		$900.5 million	485	10	$1.9 million
Vision Capital Management		$1.0 billion	1,611	9	$632,564
Vista Capital Partners		$2.4 billion	619	17	$3.9 million
Voyager Capital Management		$202.3 million	272	2	$743,866
Wall Capital Group		$657.7 million	578	4	$1.1 million
Wallington Asset Management		$1.1 billion	329	7	$3.2 million
Walpole Financial Advisors		$280.5 million	180	4	$1.6 million
Waters, Parkerson & Co		$2.5 billion	831	6	$3.0 million
Wealth Analytics Partners		$237.7 million	162	5	$1.5 million
Wealthcare Capital Management		$2.6 billion	4,611	34	$559,518
Wealthquest Corporation		$1.8 billion	1,552	12	$1.2 million
Wealthspire Advisors		$2.8 billion	944	20	$3.0 million
Wela Strategies		$227.5 million	774	13	$293,924
West Coast Financial		$1.9 billion	730	23	$2.6 million
Wilsey Asset Management Incorporated		$511.4 million	829	2	$616,916
Windsor Capital Management		$619.8 million	578	5	$1.1 million
Wooster Corthell Wealth Management		$453.1 million	311	3	$1.5 million
Worthpointe		$757.7 million	507	10	$1.5 million
YCG		$1.4 billion	243	2	$5.8 million
Yeske Buie		$873.0 million	446	7	$2.0 million
Zhang Financial		$5.7 billion	1,928	16	$3.0 million

View More

Find a financial advisor in Arizona

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.

More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Arizona 2024.

Firm has:

• Jurisdiction in Arizona
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.