Best Financial Advisor Firms Arizona 2026

Written by AdvisorSearch.org

May 08, 2025

  Fact Checked

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, AdvisorSearch.org 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
ABG Consultants		$697.4 million	1,885	3	$369,953
Abner Herrman & Brock		$2.7 billion	2,403	6	$1.1 million
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Accredited Investors Wealth Management		$4.4 billion	947	4	$4.7 million
Acropolis Investment Management		$2.6 billion	1,045	36	$2.5 million
Adell Harriman & Carpenter		$2.1 billion	819	5	$2.5 million
Advanced Asset Management Advisors		$651.3 million	309	4	$2.1 million
Adviceone Advisory Services		$2.0 billion	1,449	14	$1.4 million
Advisors Management Group		$819.6 million	1,918	12	$427,337
Affiance Financial		$1.4 billion	1,183	11	$1.2 million
Affiliated Financial Advisors		$541.5 million	898	4	$602,982
AIM Capital		$309.3 million	246	2	$1.3 million
Alaska Wealth Advisors		$1.2 billion	672	12	$1.7 million
Allied Portfolio Management		$240.2 million	124	1	$1.9 million
Altair Advisers		$9.8 billion	1,016	34	$9.6 million
American Financial Advisors		$950.2 million	820	3	$1.2 million
American Financial Advisors		$1.3 billion	799	6	$1.6 million
American Investment Services		$1.1 billion	378	5	$2.8 million
Andrews, Lucia Wealth Management		$543.5 million	197	1	$2.8 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Aspen Capital Management		$1.3 billion	475	9	$2.8 million
Aspyre Wealth Partners		$668.3 million	329	8	$2.0 million
Assembly Wealth		$336.7 million	209	7	$1.6 million
Avier Wealth Advisors		$1.2 billion	583	14	$2.0 million
AZA Capital Management		$339.6 million	345	7	$984,252
Baker Ellis Asset Management		$1.0 billion	343	4	$3.1 million
Baxter Investment Management		$1.2 billion	446	5	$2.6 million
Benchmark Investment Advisors		$329.2 million	126	3	$2.6 million
Blbb Advisors		$3.3 billion	1,632	12	$2.0 million
Bluesky Wealth Advisors		$1.0 billion	351	9	$2.9 million
Boyle Capital		$342.0 million	423	4	$808,403
Bridgewater Advisors		$2.6 billion	606	17	$4.2 million
Broadlake Financial Management		$409.6 million	463	4	$884,576
Brophy Wealth Management		$532.5 million	391	4	$1.4 million
Bruni J V & CO		$1.1 billion	386	2	$2.8 million
Burrus		$240.7 million	322	2	$747,385
Burton Enright Welch		$1.6 billion	652	11	$2.4 million
California Financial Advisors		$2.3 billion	1,525	14	$1.5 million
Cambridge Financial Group		$331.3 million	318	3	$1.0 million
Campbell Capital Management		$303.3 million	265	1	$1.1 million
Capital Advantage		$1.3 billion	667	10	$1.9 million
Capital Advisors		$1.4 billion	1,106	11	$1.2 million
Capital Planning		$617.7 million	296	5	$2.1 million
Capstone Financial Advisors		$2.9 billion	1,072	16	$2.7 million
Cardiff Park Advisors		$3.0 billion	363	1	$8.1 million
Carret Asset Management		$3.5 billion	2,633	10	$1.3 million
Carson Advisory Group		$864.9 million	957	7	$903,741
CGC Financial Services		$875.8 million	1,151	5	$760,890
Chaney Capital Management		$455.5 million	388	6	$1.2 million
Chelsea Management Company		$497.0 million	101	2	$4.9 million
Cheviot Value Management		$1.2 billion	619	7	$1.9 million
Ciccarelli Advisory Services		$1.6 billion	3,553	11	$446,472
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Circle Wealth Management		$14.1 billion	380	10	$37.0 million
CKW Financial Group		$2.5 billion	651	3	$3.9 million
Clarity Asset Management		$257.4 million	271	4	$949,649
Clark Capital Management Group		$35.7 billion	36,013	20	$990,967
Claro Advisors		$1.4 billion	1,123	18	$1.3 million
Clayton Wealth Partners		$909.8 million	753	7	$1.2 million
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Clearview Investment Partners		$105.3 million	134	2	$786,132
Clinton Investment Management		$3.9 billion	2,146	12	$1.8 million
Collaborative Wealth		$653.3 million	937	13	$697,206
Collegiate Capital Management		$653.0 million	446	4	$1.5 million
Concentrum Wealth Management		$986.8 million	420	5	$2.3 million
Connecticut Wealth Management		$4.5 billion	1,517	50	$3.0 million
Conservest Capital Advisors		$1.9 billion	303	7	$6.4 million
Cookson Peirce Wealth Management		$2.6 billion	1,648	18	$1.6 million
Corda Investment Management		$2.0 billion	1,363	28	$1.5 million
Core Capital Management and Research		$298.8 million	269	4	$1.1 million
Core Planning		$525.0 million	867	61	$605,570
CPC Advisors		$1.7 billion	981	17	$1.7 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
Decision Investments		$154.9 million	135	2	$1.1 million
Decker Wealth Management		$566.2 million	326	7	$1.7 million
Demming Financial Services Corp		$675.7 million	752	5	$898,561
Denali Wealth Management		$226.1 million	243	4	$930,543
Destination Wealth Management		$4.9 billion	2,299	24	$2.2 million
Duncan Williams Asset Management		$2.7 billion	2,238	15	$1.2 million
Eclectic Associates		$1.5 billion	1,222	10	$1.2 million
Elevation Wealth Partners		$670.7 million	325	6	$2.1 million
Ellevest		$1.1 billion	471	13	$2.4 million
EP Wealth Advisors		$45.1 billion	20,738	298	$2.2 million
Essex		$649.3 million	608	7	$1.1 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Etesian Wealth Advisors		$503.3 million	429	6	$1.2 million
Evanson Asset Management		$5.9 billion	998	4	$5.9 million
Factor Wealth Management		$781.0 million	239	4	$3.3 million
Fairview Capital		$2.0 billion	241	8	$8.4 million
Family Investment Center		$689.3 million	894	12	$771,051
FBB Capital Partners		$2.4 billion	1,012	11	$2.4 million
Feldman, Ingardona & CO		$1.7 billion	182	5	$9.5 million
Financial Alternatives		$614.8 million	271	6	$2.3 million
Financial Designs Corporation		$507.9 million	516	3	$984,332
Financial Directions		$737.8 million	2,488	3	$296,561
Financial Perspectives		$1.2 billion	737	14	$1.6 million
Financial Plan		$1.6 billion	924	11	$1.7 million
Financial Solutions Advisory Group		$935.0 million	360	9	$2.6 million
Firestone Capital Management		$806.2 million	375	5	$2.1 million
Fischer Financial Services		$636.1 million	615	4	$1.0 million
Flexible Plan Investments		$1.5 billion	9,144	3	$162,300
Foster & Motley		$2.9 billion	926	22	$3.2 million
Foster Group		$4.8 billion	2,101	54	$2.3 million
Fragasso Financial Advisors		$2.8 billion	2,205	18	$1.3 million
Frazier Financial Advisors		$1.2 billion	733	12	$1.6 million
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
FSA Wealth Partners		$819.7 million	698	9	$1.2 million
Fund Advisors of America		$149.4 million	585	3	$255,403
Future Capital		$2.0 billion	15,521	2	$129,876
G&S Capital		$475.6 million	421	5	$1.1 million
Galvin, Gaustad & Stein		$1.4 billion	856	7	$1.6 million
Gemmer Asset Management		$2.4 billion	1,285	8	$1.8 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Gibson Capital		$3.0 billion	247	5	$12.3 million
GKV Capital Management CO		$357.2 million	175	3	$2.0 million
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Goldman Lancaster		$360.5 million	392	3	$919,727
GR Financial Group		$1.1 billion	1,553	7	$677,909
Greene Wealth Management		$1.4 billion	398	2	$3.5 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Guidestream Financial		$263.5 million	882	5	$298,711
Halbert Hargrove		$4.2 billion	1,518	41	$2.8 million
Halbert Wealth Management		$211.2 million	284	4	$743,636
Hamrick Investment Counsel		$299.2 million	101	2	$3.0 million
Hanseatic Management Services		$174.0 million	216	3	$805,555
Hartline Investment Corporation		$935.5 million	266	3	$3.5 million
Harvest Investment Services		$758.4 million	1,508	26	$502,917
Headwater Investment Consulting		$543.0 million	649	5	$836,633
Heck Capital Advisors		$11.3 billion	1,133	24	$10.0 million
Hergenroeder Financial Advisors		$304.5 million	421	3	$723,291
Highmark Wealth Management		$611.7 million	429	4	$1.4 million
Hoey Investments		$788.3 million	589	1	$1.3 million
Horizon Wealth Management		$1.1 billion	1,306	6	$824,668
Hudock Capital Group		$1.0 billion	921	9	$1.1 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Human Investing		$2.2 billion	1,348	16	$1.6 million
IAG Wealth Partners		$1.9 billion	2,356	15	$793,278
Interactive Financial Advisors		$240.4 million	1,307	33	$183,946
Intrinsic Wealth Counsel		$344.7 million	217	3	$1.6 million
Ironwood Financial		$662.5 million	624	9	$1.1 million
Ironwood Investment Counsel		$1.8 billion	554	12	$3.2 million
Ironwood Wealth Management		$607.7 million	459	7	$1.3 million
Isthmus Partners		$1.4 billion	381	7	$3.8 million
ITS Asset Management		$297.8 million	598	2	$497,999
J.W.burns & Company		$1.0 billion	631	5	$1.6 million
Jacobi Capital Management		$2.6 billion	3,024	30	$873,856
Jacobs & Company		$1.2 billion	259	3	$4.5 million
Jacobson & Schmitt Advisors		$676.4 million	462	12	$1.5 million
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
JAY A. Fishman		$1.3 billion	537	4	$2.3 million
JMG Financial Group		$7.5 billion	1,789	48	$4.2 million
Jnba Financial Advisors		$2.0 billion	1,115	31	$1.8 million
John Moore & Associates		$1.0 billion	729	5	$1.4 million
Journey Financial Group		$336.5 million	330	5	$1.0 million
KCM Investment Advisors		$6.0 billion	1,598	7	$3.8 million
KEB Wealth Advisors		$1.3 billion	696	13	$1.8 million
Kiley Juergens Wealth Management		$2.2 billion	3,070	6	$716,684
Klaas Financial Asset Advisors		$758.1 million	1,015	15	$746,896
Lauterbach Financial Advisors		$700.3 million	403	5	$1.7 million
Leslie Global Wealth		$446.8 million	385	3	$1.2 million
Lighthouse Financial Services		$472.5 million	461	5	$1.0 million
Lutz Financial		$3.2 billion	1,031	14	$3.1 million
LVM Capital Management		$1.3 billion	1,407	8	$934,222
LVZ		$1.1 billion	2,473	16	$455,006
Mainstay Capital Management		$4.8 billion	3,405	16	$1.4 million
Managed Asset Portfolios		$1.3 billion	1,663	19	$761,529
Market Street Wealth Management Advisors		$776.0 million	427	9	$1.8 million
Marks Group Wealth Management		$2.0 billion	809	9	$2.5 million
Marquette Wealth Management		$871.6 million	242	3	$3.6 million
Martin Capital Partners		$290.5 million	507	4	$572,942
Masus Financial Group		$190.6 million	296	2	$644,021
Matson Money		$24.3 billion	29,985	7	$811,358
Mcalvany Wealth Management		$224.2 million	664	2	$337,696
Mcnamara Financial Services		$797.9 million	934	4	$854,263
Mench Financial		$130.6 million	183	3	$713,532
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Mindful Asset Planning		$529.5 million	372	2	$1.4 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
MKT Advisors		$463.7 million	383	4	$1.2 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Moisand Fitzgerald Tamayo		$1.4 billion	912	11	$1.5 million
Monograph Wealth Advisors		$3.2 billion	213	7	$15.2 million
MSA Financial		$1.4 billion	1,338	8	$1.1 million
Nadler Financial Group		$2.2 billion	1,072	15	$2.0 million
New Frontier Advisors		$4.0 billion	122	3	$32.7 million
Next Capital Management		$2.1 billion	320	9	$6.7 million
Nicollet Investment Management		$557.4 million	301	6	$1.9 million
Northern Capital Management		$526.7 million	732	10	$719,583
Northwest Financial Services		$634.9 million	377	9	$1.7 million
Novem Group		$1.7 billion	3,653	32	$470,200
Obermeyer Wealth Partners		$3.0 billion	1,157	15	$2.6 million
Onyx Financial Advisors		$506.4 million	272	7	$1.9 million
Optivest		$319.4 million	108	3	$3.0 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Pacific Financial Strategies		$201.2 million	713	3	$282,172
Palouse Capital Management		$408.5 million	887	3	$460,555
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Parkshore Wealth Management		$517.9 million	528	4	$980,846
Pecaut Wealth Management		$381.8 million	231	4	$1.7 million
Peregrine Asset Advisers		$611.0 million	476	6	$1.3 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Petersen Hastings Wealth Advisors		$1.6 billion	1,309	19	$1.2 million
Peterson Wealth Advisors		$829.7 million	667	13	$1.2 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Plancorp		$9.9 billion	2,367	48	$4.2 million
Planned Solutions		$671.0 million	827	6	$811,362
Planning Alternatives		$1.5 billion	693	8	$2.2 million
Portland Global Advisors		$1.2 billion	304	11	$3.9 million
Private Advisory		$1.7 billion	712	16	$2.4 million
Private Wealth Group		$274.0 million	234	1	$1.2 million
Prudent Investor Advisors		$1.3 billion	230	4	$5.7 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Rachor Investment Advisory Services		$238.1 million	490	4	$485,842
Radnor Capital Management		$854.8 million	192	4	$4.5 million
RBF Wealth Advisors		$716.1 million	1,289	10	$555,576
Rebalance		$1.9 billion	656	8	$2.9 million
RED Door Wealth Management		$3.1 billion	955	10	$3.2 million
Retirement Income Solutions		$3.0 billion	1,274	16	$2.3 million
Riggs Asset Management CO		$640.0 million	430	8	$1.5 million
Roberts, Glore & Co		$938.4 million	397	5	$2.4 million
Robinswood Financial		$433.3 million	488	6	$887,995
Rockwood Wealth Management		$2.9 billion	971	45	$3.0 million
Rocky Mountain Advisers		$3.1 billion	257	3	$12.3 million
RPG Investment Advisory		$1.0 billion	953	2	$1.1 million
RS Asset Management		$107.2 million	251	2	$427,097
Ruggaard & Associates		$368.6 million	314	6	$1.2 million
S&A Financial Services		$392.3 million	1,183	3	$331,590
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	255	3	$10.6 million
Sanderson Wealth Management		$1.4 billion	325	11	$4.4 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
SAX Wealth Advisors		$3.6 billion	1,655	37	$2.2 million
Schaefer Financial Management		$1.1 billion	446	7	$2.5 million
Schnieders Capital Management		$1.1 billion	481	2	$2.2 million
Seamount Financial Group		$745.2 million	501	6	$1.5 million
Shaker Financial Services		$286.3 million	329	2	$870,274
Sharkey Howes & Javer		$1.1 billion	886	1	$1.3 million
Shearwater Capital		$427.3 million	180	1	$2.4 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sierra Asset Management		$462.3 million	890	1	$519,394
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Sigma Investment Counselors		$2.2 billion	775	9	$2.8 million
Signet Financial Management		$1.2 billion	707	12	$1.7 million
Silicon Valley Capital Partners		$1.3 billion	518	4	$2.5 million
Silveroak Wealth Management		$2.0 billion	446	7	$4.5 million
Simplifi		$276.1 million	301	1	$917,354
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Smart Portfolios		$210.3 million	150	4	$1.4 million
SMI Advisory Services		$949.0 million	1,083	5	$876,269
Smithbridge Asset Management		$830.7 million	513	4	$1.6 million
Spectrum Asset Management		$657.3 million	315	8	$2.1 million
Squire Wealth Advisors		$586.7 million	587	13	$999,527
Stack Financial Management		$2.0 billion	833	9	$2.4 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Steele Capital Management		$3.5 billion	1,644	13	$2.2 million
Stonebridge Capital Advisors		$2.5 billion	1,674	13	$1.5 million
Strategic Wealth Advisors		$325.2 million	111	4	$2.9 million
Summit Financial Strategies		$2.3 billion	1,026	20	$2.2 million
Summit Portfolio Management		$214.0 million	113	4	$1.9 million
SYM Financial Advisors		$5.8 billion	1,959	33	$3.0 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Symphony Financial. Co		$1.4 billion	2,850	23	$475,384
Tabr Capital Management		$241.2 million	235	2	$1.0 million
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
Tarbox Family Office		$953.7 million	230	6	$4.1 million
TCI Wealth Advisors		$5.4 billion	3,268	41	$1.6 million
Telos Capital Management		$1.6 billion	956	13	$1.7 million
Templeton Financial Services		$441.8 million	315	3	$1.4 million
The Caprock Group		$12.5 billion	436	46	$28.6 million
The Harbor Group		$2.0 billion	700	9	$2.9 million
The Investment Counsel Company		$2.2 billion	410	8	$5.3 million
The Joseph Group Capital Management		$1.1 billion	832	10	$1.3 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Nestegg Group		$331.0 million	187	3	$1.8 million
The Pacific Center For Financial Services		$960.6 million	781	4	$1.2 million
The Patriot Financial Group		$2.6 billion	2,545	33	$1.0 million
The Planning Center		$1.4 billion	912	9	$1.5 million
Thomas J. Herzfeld Advisors		$890.4 million	300	3	$3.0 million
Three Bell Capital		$5.1 billion	628	13	$8.0 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Tradewinds Capital Management		$727.3 million	2,238	8	$324,988
Traynor Capital Management		$2.4 billion	1,590	6	$1.5 million
True Private Wealth Advisors		$1.4 billion	1,592	12	$896,221
Truenorth Wealth		$1.3 billion	975	10	$1.3 million
Truepoint		$6.4 billion	1,934	37	$3.3 million
Trumbower Financial Advisors		$2.0 billion	246	6	$8.1 million
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Versant Capital Management		$1.8 billion	521	8	$3.5 million
VIA IV Investments		$221.8 million	532	4	$416,975
Vision Capital Management		$1.2 billion	1,800	8	$682,594
Vista Capital Partners		$3.2 billion	667	20	$4.8 million
Wall Capital Group		$294.7 million	799	3	$368,787
Wallington Asset Management		$1.3 billion	337	8	$3.9 million
Warwick Partners		$2.5 billion	253	4	$9.8 million
Waters, Parkerson & Co		$2.9 billion	794	6	$3.6 million
Wealth Advisors Group		$1.3 billion	1,057	6	$1.3 million
Wealthquest Corporation		$2.2 billion	1,593	14	$1.4 million
Weber Asset Management		$651.5 million	405	1	$1.6 million
West Financial Services		$2.8 billion	964	22	$2.9 million
Westside Investment Management		$888.8 million	890	7	$998,625
Westwind Capital		$795.9 million	1,131	5	$703,743
Whitney & Company		$1.5 billion	739	8	$2.0 million
Willow Creek Wealth Management		$2.3 billion	1,068	9	$2.2 million
Wilsey Asset Management Incorporated		$768.5 million	892	2	$861,515
Windsor Capital Management		$703.4 million	543	5	$1.3 million
Windward Wealth Strategies		$251.2 million	397	2	$632,836
Withum Wealth Management		$2.3 billion	798	11	$2.9 million
Worthpointe		$1.1 billion	626	9	$1.7 million
YCG		$1.5 billion	264	2	$5.8 million
Yeske Buie		$1.1 billion	469	9	$2.3 million

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