Best Financial Advisor Firms Arizona 2025

Written by AdvisorSearch.org

March 08, 2025

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
ABG Consultants		$576.3 million	2,898	3	$198,872
Absolute Capital Management		$434.0 million	1,563	3	$277,661
Accredited Investors Wealth Management		$3.7 billion	900	4	$4.1 million
Acropolis Investment Management		$2.2 billion	1,026	36	$2.1 million
Advance Capital Management		$4.5 billion	6,882	31	$654,525
Advanced Asset Management Advisors		$740.0 million	336	4	$2.2 million
Adviceone Advisory Services		$1.7 billion	1,345	17	$1.2 million
Advisors Management Group		$712.6 million	1,931	12	$369,038
Affiance Financial		$1.1 billion	1,115	10	$1.0 million
Affiliated Financial Advisors		$462.1 million	874	4	$528,730
AIM Capital		$291.3 million	253	2	$1.2 million
Alaska Wealth Advisors		$874.9 million	658	13	$1.3 million
Allied Portfolio Management		$209.2 million	140	1	$1.5 million
Altair Advisers		$7.4 billion	886	31	$8.3 million
American Financial Advisors		$895.1 million	881	4	$1.0 million
American Financial Advisors		$1.0 billion	763	8	$1.4 million
American Investment Services		$1.2 billion	499	7	$2.5 million
Andrews, Lucia Wealth Management		$496.8 million	196	2	$2.5 million
Apella Wealth		$4.7 billion	3,976	44	$1.2 million
Ascent Capital		$445.6 million	376	5	$1.2 million
Aspen Capital Management		$1.1 billion	398	6	$2.8 million
Aspyre Wealth Partners		$669.3 million	354	8	$1.9 million
Assembly Wealth		$432.9 million	254	8	$1.7 million
Astor Investment Management		$198.4 million	447	4	$443,903
Aveo Capital Partners		$1.6 billion	1,498	21	$1.1 million
Avier Wealth Advisors		$964.4 million	577	14	$1.7 million
Baker Ellis Asset Management		$874.2 million	349	4	$2.5 million
Baxter Investment Management		$1.0 billion	434	5	$2.3 million
Benchmark Investment Advisors		$305.3 million	112	3	$2.7 million
Blbb Advisors		$2.7 billion	1,515	13	$1.8 million
Bluesky Wealth Advisors		$838.9 million	351	10	$2.4 million
Boyle Capital		$298.3 million	425	4	$701,789
Bridgewater Advisors		$2.1 billion	553	14	$3.9 million
Bristlecone Advisors		$2.1 billion	431	9	$4.9 million
Broadlake Financial Management		$369.0 million	471	4	$783,479
Brophy Wealth Management		$512.6 million	404	2	$1.3 million
Bruni J V & CO		$946.9 million	385	2	$2.5 million
Burrus		$213.3 million	316	2	$675,101
Burton Enright Welch		$1.2 billion	642	11	$1.9 million
Cable Hill Partners		$2.0 billion	751	17	$2.6 million
Cambridge Financial Group		$315.2 million	308	3	$1.0 million
Capital Advantage		$1.0 billion	712	10	$1.4 million
Capital Advisors		$1.2 billion	1,045	10	$1.2 million
Capital Planning		$676.9 million	379	6	$1.8 million
Capstone Financial Advisors		$2.4 billion	906	16	$2.7 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		$771.7 million	997	8	$774,029
CGC Financial Services		$737.3 million	1,145	4	$643,945
Chaney Capital Management		$390.0 million	342	6	$1.1 million
Cheviot Value Management		$963.3 million	494	7	$2.0 million
Ciccarelli Advisory Services		$1.4 billion	2,092	11	$678,041
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
Circle Wealth Management		$10.2 billion	319	8	$31.9 million
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Claro Advisors		$1.0 billion	1,019	17	$1.0 million
Clayton Wealth Partners		$810.6 million	753	6	$1.1 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
Clinton Investment Management		$3.5 billion	1,846	11	$1.9 million
Clune & Associates		$630.1 million	222	4	$2.8 million
Collegiate Capital Management		$582.3 million	416	4	$1.4 million
Concentrum Wealth Management		$809.3 million	380	5	$2.1 million
Connecticut Wealth Management		$3.7 billion	1,391	44	$2.7 million
Conservest Capital Advisors		$1.7 billion	298	6	$5.8 million
Consolidated Planning Corporation		$1.6 billion	2,174	22	$724,750
Cookson Peirce Wealth Management		$2.3 billion	1,241	8	$1.9 million
Corda Investment Management		$1.7 billion	1,332	27	$1.3 million
Corrigan Financial		$1.0 billion	1,077	9	$959,742
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
Decker Wealth Management		$411.6 million	304	7	$1.4 million
Demming Financial Services Corp		$575.1 million	694	5	$828,610
Denali Wealth Management		$183.0 million	218	4	$839,284
E. A. Horwitz		$221.4 million	369	9	$600,051
Eclectic Associates		$1.2 billion	1,038	9	$1.2 million
Elevation Wealth Partners		$582.1 million	332	8	$1.8 million
Envision Capital Management		$341.6 million	259	1	$1.3 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Essex		$563.1 million	620	7	$908,199
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Etesian Wealth Advisors		$426.8 million	388	6	$1.1 million
Evanson Asset Management		$5.1 billion	1,005	5	$5.1 million
Excalibur Management Corp		$657.0 million	312	7	$2.1 million
Fairview Capital		$1.8 billion	220	1	$8.0 million
Family Investment Center		$595.9 million	858	9	$694,573
Familywealth Asset Management		$175.1 million	412	4	$424,887
FBB Capital Partners		$2.2 billion	1,158	11	$1.9 million
Feldman, Ingardona & CO		$1.5 billion	174	5	$8.7 million
Financial Alternatives		$547.8 million	260	5	$2.1 million
Financial Designs Corporation		$454.5 million	511	3	$889,364
Financial Directions		$672.5 million	3,344	3	$201,098
Financial Insights		$789.1 million	755	10	$1.0 million
Financial Plan		$1.2 billion	846	9	$1.5 million
Financial Solutions Advisory Group		$880.0 million	350	8	$2.5 million
Firestone Capital Management		$648.3 million	323	5	$2.0 million
Fischer Financial Services		$564.6 million	588	2	$960,174
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster & Motley		$2.5 billion	889	22	$2.9 million
Foster Group		$3.5 billion	1,829	48	$1.9 million
Fragasso Financial Advisors		$2.4 billion	2,126	19	$1.1 million
Frazier Financial Advisors		$929.9 million	676	12	$1.4 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
FSA Wealth Partners		$770.2 million	707	9	$1.1 million
Fund Advisors of America		$132.0 million	274	3	$481,751
Future Capital		$962.5 million	12,768	2	$75,386
G&S Capital		$389.0 million	402	5	$967,780
Galvin, Gaustad & Stein		$1.2 billion	881	7	$1.4 million
Gemmer Asset Management		$2.0 billion	1,380	8	$1.5 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
Gibson Capital		$2.6 billion	243	5	$10.8 million
Godsey & Gibb Wealth Management		$1.4 billion	807	13	$1.7 million
GR Financial Group		$981.5 million	1,563	7	$627,945
Greene Wealth Management		$1.2 billion	395	3	$3.0 million
Guidestream Financial		$217.2 million	836	5	$259,868
Halbert Hargrove		$3.5 billion	1,449	40	$2.4 million
Hanseatic Management Services		$105.9 million	259	2	$408,880
Hartline Investment Corporation		$851.5 million	225	3	$3.8 million
Harvest Investment Services		$534.2 million	1,393	23	$383,492
Headwater Investment Consulting		$466.3 million	570	5	$818,035
Heck Capital Advisors		$9.7 billion	1,160	20	$8.3 million
Hergenroeder Financial Advisors		$282.7 million	438	4	$645,419
Highmark Wealth Management		$483.7 million	330	5	$1.5 million
Hoey Investments		$635.5 million	510	1	$1.2 million
Horizon Wealth Management		$945.8 million	2,401	6	$393,903
Hudock Capital Group		$849.1 million	887	9	$957,308
IAG Wealth Partners		$1.6 billion	2,229	14	$711,237
Interactive Financial Advisors		$337.8 million	2,151	37	$157,035
Intrinsic Wealth Counsel		$287.4 million	212	3	$1.4 million
Ironwood Financial		$574.9 million	582	7	$987,720
Ironwood Investment Counsel		$1.5 billion	532	11	$2.8 million
Isthmus Partners		$1.3 billion	364	7	$3.6 million
ITS Asset Management		$282.8 million	794	2	$356,207
Jacobi Capital Management		$1.7 billion	2,492	23	$679,151
Jacobsen Capital Management		$474.6 million	112	3	$4.2 million
Jacobson & Schmitt Advisors		$590.0 million	413	12	$1.4 million
JAG Capital Management		$1.7 billion	964	12	$1.8 million
JAY A. Fishman		$1.1 billion	524	4	$2.1 million
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
Jnba Financial Advisors		$1.7 billion	1,091	29	$1.5 million
John G. Ullman & Associates		$1.4 billion	1,000	22	$1.4 million
John Moore & Associates		$758.2 million	678	2	$1.1 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
KEB Wealth Advisors		$1.1 billion	641	13	$1.7 million
Klaas Financial Asset Advisors		$632.1 million	971	12	$651,010
Lauterbach Financial Advisors		$590.6 million	396	4	$1.5 million
Legend Financial Advisors		$335.4 million	216	3	$1.6 million
Lesa Sroufe & Company		$172.8 million	243	3	$711,020
Lighthouse Financial Services		$429.8 million	454	5	$946,778
Lutz Financial		$2.6 billion	881	10	$3.0 million
LVM Capital Management		$1.2 billion	1,344	8	$875,109
LVZ		$969.2 million	2,387	15	$406,035
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Market Street Wealth Management Advisors		$711.3 million	419	9	$1.7 million
Marks Group Wealth Management		$2.0 billion	784	9	$2.5 million
Matson Money		$19.6 billion	30,605	9	$641,967
Mcalvany Wealth Management		$137.1 million	560	2	$244,772
Mcnamara Financial Services		$680.1 million	925	4	$735,262
Mench Financial		$121.2 million	184	3	$658,703
Miller Tabak Asset Management		$1.4 billion	1,099	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
MKT Advisors		$422.6 million	386	4	$1.1 million
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
Moisand Fitzgerald Tamayo		$1.2 billion	888	11	$1.3 million
Monterey Private Wealth		$1.1 billion	640	8	$1.7 million
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
MSA Financial		$1.2 billion	1,318	8	$886,946
Nadler Financial Group		$1.9 billion	1,016	14	$1.9 million
National Wealth Management Group		$296.9 million	1,178	17	$251,996
NBS Financial Services		$273.3 million	140	2	$2.0 million
New Frontier Advisors		$3.9 billion	114	3	$34.6 million
Next Capital Management		$1.8 billion	854	9	$2.1 million
Nicollet Investment Management		$526.7 million	308	8	$1.7 million
Northeast Financial		$4.6 billion	292	2	$15.7 million
Northern Capital Management		$462.2 million	714	10	$647,281
Northwest Financial Services		$551.4 million	375	8	$1.5 million
Novem Group		$1.4 billion	3,399	32	$415,899
NPF Investment Advisors		$2.5 billion	937	8	$2.7 million
Obermeyer Wealth Partners		$2.6 billion	1,015	13	$2.6 million
ofS		$1.4 billion	461	7	$2.9 million
Olson Investment Advisors		$146.1 million	229	2	$638,168
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Pacific Financial Strategies		$181.7 million	486	3	$373,931
Pacific Portfolio Consulting		$4.8 billion	521	10	$9.2 million
Palouse Capital Management		$288.5 million	866	3	$333,130
Paragon Capital Management		$1.2 billion	185	4	$6.8 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Parkshore Wealth Management		$455.4 million	509	4	$894,687
PDS Planning		$1.8 billion	607	7	$3.0 million
Pecaut Wealth Management		$350.5 million	220	4	$1.6 million
Peregrine Asset Advisers		$575.6 million	497	5	$1.2 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Petersen Hastings Wealth Advisors		$1.3 billion	1,123	21	$1.1 million
Peterson Wealth Advisors		$688.7 million	625	10	$1.1 million
Planned Solutions		$540.0 million	780	6	$692,333
Planning Alternatives		$1.3 billion	683	6	$1.9 million
Portland Global Advisors		$1.0 billion	291	9	$3.5 million
Prism Financial Group		$1.7 billion	849	5	$2.0 million
Private Advisory		$1.3 billion	601	15	$2.2 million
Private Portfolio Partners		$1.1 billion	1,537	19	$685,296
Prudent Investor Advisors		$1.2 billion	185	4	$6.2 million
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
Rachor Investment Advisory Services		$205.6 million	483	3	$425,705
Radnor Capital Management		$786.6 million	177	4	$4.4 million
RBF Wealth Advisors		$647.7 million	1,120	9	$578,320
Rebalance		$1.6 billion	652	7	$2.4 million
RED Door Wealth Management		$2.5 billion	836	9	$3.0 million
Retirement Income Solutions		$2.7 billion	1,268	13	$2.1 million
Riggs Asset Management CO		$522.5 million	398	7	$1.3 million
Robinswood Financial		$321.0 million	461	5	$696,312
Rockwood Wealth Management		$2.2 billion	1,021	40	$2.1 million
Rocky Mountain Advisers		$3.0 billion	248	4	$11.9 million
RPG Investment Advisory		$858.5 million	899	2	$954,942
RS Asset Management		$150.2 million	285	2	$526,976
Rudney Associates		$751.1 million	426	1	$1.8 million
S&A Financial Services		$321.7 million	1,448	4	$222,155
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Sanderson Wealth Management		$1.2 billion	590	12	$2.0 million
Saratoga Research & Investment Management		$2.5 billion	3,016	15	$832,577
SAX Wealth Advisors		$2.4 billion	1,086	24	$2.2 million
Schaefer Financial Management		$979.1 million	451	7	$2.2 million
Seamount Financial Group		$665.2 million	493	6	$1.3 million
Shaker Financial Services		$260.6 million	371	2	$702,458
Sharkey Howes & Javer		$917.0 million	894	9	$1.0 million
Shearwater Capital		$348.2 million	178	1	$2.0 million
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Sigma Investment Counselors		$1.9 billion	793	9	$2.5 million
Signet Financial Management		$1.1 billion	708	13	$1.5 million
Silveroak Wealth Management		$1.7 billion	447	6	$3.8 million
Simplifi		$251.5 million	299	1	$841,242
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Smart Portfolios		$202.9 million	161	4	$1.3 million
SMI Advisory Services		$840.0 million	995	5	$844,221
Smith Anglin Financial		$2.0 billion	1,400	16	$1.4 million
Smithbridge Asset Management		$665.8 million	485	5	$1.4 million
Spectrum Asset Management		$640.1 million	318	7	$2.0 million
Squire Wealth Advisors		$493.9 million	607	12	$813,741
Stack Financial Management		$1.9 billion	851	10	$2.2 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Steele Capital Management		$3.0 billion	1,601	11	$1.9 million
Steigerwald, Gordon & Koch - Wealth Advisors		$1.2 billion	688	8	$1.8 million
Stonebridge Capital Advisors		$2.0 billion	1,494	14	$1.4 million
Strategic Wealth Advisors		$291.5 million	129	4	$2.3 million
Summit Financial Strategies		$2.1 billion	983	17	$2.1 million
Summit Portfolio Management		$169.7 million	108	3	$1.6 million
SYM Financial Advisors		$4.1 billion	1,660	29	$2.4 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Symphony Financial. Co		$1.1 billion	2,236	24	$488,902
Tabr Capital Management		$231.2 million	239	2	$967,562
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
Tarbox Family Office		$967.2 million	225	6	$4.3 million
TCI Wealth Advisors		$4.5 billion	3,042	34	$1.5 million
Telos Capital Management		$1.4 billion	913	13	$1.5 million
Templeton Financial Services		$384.1 million	293	2	$1.3 million
The Caprock Group		$10.1 billion	408	43	$24.9 million
The Harbor Group		$1.7 billion	695	9	$2.5 million
The Joseph Group Capital Management		$947.0 million	796	10	$1.2 million
The Martin Worley Group		$385.0 million	286	5	$1.3 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
The Nestegg Group		$268.6 million	200	3	$1.3 million
The Pacific Center For Financial Services		$878.8 million	781	4	$1.1 million
The Planning Center		$1.2 billion	923	8	$1.3 million
Thomas J. Herzfeld Advisors		$847.6 million	294	4	$2.9 million
Three Bell Capital		$3.8 billion	556	13	$6.8 million
TJT Capital Group		$294.1 million	194	2	$1.5 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
Tradewinds Capital Management		$602.8 million	1,419	8	$424,795
Traynor Capital Management		$1.8 billion	985	6	$1.9 million
True Private Wealth Advisors		$1.2 billion	1,582	11	$784,260
Truenorth Wealth		$1.1 billion	946	7	$1.1 million
Truepoint		$4.9 billion	1,807	36	$2.7 million
Trumbower Financial Advisors		$1.8 billion	241	6	$7.6 million
Valeo Financial Advisors		$10.6 billion	3,037	97	$3.5 million
Versant Capital Management		$900.5 million	485	10	$1.9 million
Vision Capital Management		$1.1 billion	1,743	9	$615,793
Vista Capital Partners		$2.7 billion	642	19	$4.2 million
Voyager Capital Management		$216.6 million	241	2	$898,669
Wall Capital Group		$107.5 million	579	2	$185,749
Wallington Asset Management		$1.1 billion	329	7	$3.2 million
Wambolt & Associates		$586.8 million	620	6	$946,480
Warwick Partners		$2.1 billion	229	4	$9.3 million
Waters, Parkerson & Co		$2.5 billion	831	6	$3.0 million
Wealthcare Capital Management		$3.0 billion	5,066	36	$598,278
Wealthquest Corporation		$1.8 billion	1,552	12	$1.2 million
Wela Strategies		$255.5 million	775	11	$329,715
West Financial Services		$2.6 billion	919	22	$2.8 million
Westside Investment Management		$774.2 million	1,121	8	$690,622
Westwind Capital		$715.1 million	1,017	5	$703,190
WFA Asset Management Corp		$439.3 million	471	4	$932,770
Whitney & Company		$1.2 billion	683	8	$1.7 million
Wilsey Asset Management Incorporated		$650.0 million	813	2	$799,551
Windsor Capital Management		$665.0 million	561	5	$1.2 million
Wooster Corthell Wealth Management		$501.2 million	562	3	$891,843
Worthpointe		$885.6 million	509	9	$1.7 million
YCG		$1.5 billion	250	2	$6.1 million
Yeske Buie		$925.9 million	451	8	$2.1 million

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