Financial advisors in Arizona

34 SEC-registered advisory firms based in Arizona, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

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Top cities in Arizona

Scottsdale (17)Phoenix (10)Tucson (4)Mesa (2)Peoria (1)

Arizona advisory firms by assets

Osaic Wealth, INC. logo
Osaic Wealth, INC.

Scottsdale, AZ · CRD #23131

$235B AUM·1.1M accounts·Fee-based

United Planners' Financial Services of America A Limited Partner

Scottsdale, AZ · CRD #20804

$13B AUM·95k accounts·Fee-based

Foundations Investment Advisors LLC logo
Foundations Investment Advisors LLC

Phoenix, AZ · CRD #175083

$10B AUM·64k accounts·Fee-based

Dynamic logo
Dynamic

Phoenix, AZ · CRD #151367

$5.6B AUM·15k accounts·Fee-based

Pfg Advisors logo
Pfg Advisors

Phoenix, AZ · CRD #173344

$3.3B AUM·16k accounts·Fee-based

Voya Investments, LLC

Scottsdale, AZ · CRD #111091

$59B AUM·107 accounts·Fee-only

Ashton Thomas Private Wealth

Scottsdale, AZ · CRD #153902

$6.0B AUM·7.9k accounts·Fee-only

Tci Wealth Advisors, INC.

Tucson, AZ · CRD #107373

$5.4B AUM·12k accounts·Fee-based

Trek Financial logo
Trek Financial

Scottsdale, AZ · CRD #109376

$2.8B AUM·11k accounts·Fee-based

Trajan Wealth, L.L.C.

Scottsdale, AZ · CRD #158847

$2.6B AUM·19k accounts·Fee-only

Gi Partners logo
Gi Partners

Scottsdale, AZ · CRD #161573

$36B AUM·30 accounts·Fee-only

Verus Capital Partners, LLC logo
Verus Capital Partners, LLC

Scottsdale, AZ · CRD #151568

$2.3B AUM·7.3k accounts·Fee-based

Tfo Family Office Partners logo
Tfo Family Office Partners

Phoenix, AZ · CRD #159440

$5.0B AUM·2.0k accounts·Fee-based

Stoker Ostler, A Part of Bmo Financial Group logo
Stoker Ostler, A Part of Bmo Financial Group

Scottsdale, AZ · CRD #111320

$3.7B AUM·5.4k accounts·Fee-based

Davis Selected Advisers LP logo
Davis Selected Advisers LP

Tucson, AZ · CRD #108674

$30B AUM·123 accounts·Fee-only

Brookwood Investment Group logo
Brookwood Investment Group

Phoenix, AZ · CRD #316544

$1.3B AUM·7.2k accounts·Fee-based

Awm Capital, LLC

Phoenix, AZ · CRD #287980

$1.5B AUM·2.9k accounts·Fee-based

Ironwood Investment Counsel, LLC logo
Ironwood Investment Counsel, LLC

Scottsdale, AZ · CRD #110623

$1.8B AUM·2.5k accounts·Fee-only

Versant Capital Management, INC. logo
Versant Capital Management, INC.

Phoenix, AZ · CRD #131692

$1.8B AUM·1.8k accounts·Fee-based

L. Roy Papp & Associates, LLP logo
L. Roy Papp & Associates, LLP

Phoenix, AZ · CRD #105130

$1.6B AUM·2.3k accounts·Fee-only

Smead Capital Management, INC. logo
Smead Capital Management, INC.

Phoenix, AZ · CRD #143567

$5.5B AUM·308 accounts·Fee-only

Galvin, Gaustad & Stein, LLC logo
Galvin, Gaustad & Stein, LLC

Scottsdale, AZ · CRD #153410

$1.4B AUM·2.0k accounts·Fee-based

Msh Capital Advisors LLC logo
Msh Capital Advisors LLC

Scottsdale, AZ · CRD #157835

$1.3B AUM·2.9k accounts·Fee-based

Balboa Wealth Partners, INC. logo
Balboa Wealth Partners, INC.

Scottsdale, AZ · CRD #282329

$1.1B AUM·2.7k accounts·Fee-only

Total Investment Management, INC.

Scottsdale, AZ · CRD #108818

$1.4B AUM·2.2k accounts·Fee-based

Sem Wealth Management

Tucson, AZ · CRD #112142

$933M AUM·4.2k accounts·Fee-only

Rovin Capital logo
Rovin Capital

Mesa, AZ · CRD #152662

$917M AUM·3.4k accounts·Fee-based

Decisionpoint Financial, LLC logo
Decisionpoint Financial, LLC

Mesa, AZ · CRD #296988

$1.2B AUM·1.9k accounts·Fee-only

Bridgeport Financial Solutions logo
Bridgeport Financial Solutions

Phoenix, AZ · CRD #325485

$1.0B AUM·2.8k accounts·Fee-based

Arq Wealth Advisors, LLC logo
Arq Wealth Advisors, LLC

Scottsdale, AZ · CRD #147351

$1.1B AUM·2.1k accounts·Fee-based

Redwood Investment Management, LLC. logo
Redwood Investment Management, LLC.

Scottsdale, AZ · CRD #153139

$2.5B AUM·524 accounts·Fee-only

Gr Financial Group, LLC logo
Gr Financial Group, LLC

Tucson, AZ · CRD #172370

$1.1B AUM·2.6k accounts·Fee-based

Balbec Capital Management LP logo
Balbec Capital Management LP

Scottsdale, AZ · CRD #284363

$8.0B AUM·24 accounts·Fee-only

Kingdom Financial Group, LLC

Peoria, AZ · CRD #155676

$521M AUM·3.6k accounts·Fee-based

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in Arizona

How many financial advisors are in Arizona?

AdvisoryReviews lists 34 SEC-registered advisory firms based in Arizona, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in Arizona?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in Arizona?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

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