Top Financial Advisors in Phoenix, Arizona
Finding the right financial advisor in Phoenix is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Phoenix, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Phoenix, AZ.
Find the Best Financial Advisor Firms in Phoenix:
SAGEPOINT FINANCIAL, INC.
CRD#: 133763
Address: 20 E Thomas Rd Suite 2000, Phoenix, AZ 85012
Clients: 51,083
In Business for: 22 Years
Average Clients per Advisor: 52
AUM: $ 16.5B
Disclosures: 27
FOUNDATIONS INVESTMENT ADVISORS LLC
CRD#: 175083
Address: 4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040
Clients: 20,474
Average Clients per Advisor: 89
AUM: $ 7.2B
TFO PHOENIX, INC.
CRD#: 159440
Address: 5060 North 40th Street Suite 200, Phoenix, AZ 85018
Clients: 15
Average Clients per Advisor: 0
AUM: $ 3.3B
DYNAMIC WEALTH ADVISORS
CRD#: 151367
Address: 2415 East Camelback Road Suite 700, Phoenix, AZ 85016
Clients: 3,259
Average Clients per Advisor: 45
AUM: $ 3.3B
PFG ADVISORS
CRD#: 173344
Address: 3200 N. Central Ave Suite #200, Phoenix, AZ 85012
Clients: 4,594
Average Clients per Advisor: 58
AUM: $ 1.8B
VERSANT CAPITAL MANAGEMENT, INC.
CRD#: 131692
Address: 2394 East Camelback Road Suite 100, Phoenix, AZ 85016-9260
Clients: 163
Average Clients per Advisor: 16
AUM: $ 755M
How We Chose the Top Financial Advisors in Phoenix, Arizona
To create this list of top financial advisor firms in Phoenix, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Phoenix has to offer.
Search Financial Advisors in Phoenix, Arizona
Dave Andrew Ethington
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Gregory Kenneth Stark
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Karen Wozniak Mcdade
Registered Affiliation(s):ASHTON THOMAS PRIVATE WEALTH
Jason Lyle Weese
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph A Di Vito
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Donald Edwin Burton
Registered Affiliation(s):BURTON WEALTH MANAGEMENT
Keith Casey Mahan
Registered Affiliation(s):STONECREST WEALTH MANAGEMENT, INC
Charles Anthony Palacios
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Amy Jo Wolken
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scot Francis Berryman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jason Leonard Freiwald
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brent Connor Mcquiston
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
James Clark
Registered Affiliation(s):MORGAN STANLEY
Shana Marie-parrish Despres
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Timothy Christopher Hughes
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Charles Alexander Smith
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Harlan Welker
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Christopher Joel Travelle
Registered Affiliation(s):MORGAN STANLEY
Lawrence Van Quathem
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Robert Joseph Burger
Registered Affiliation(s):DISCIPLINED MONEY, LLC
David S Barnett
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Stephen Norbert Liepold
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Harry Constantine Calivas
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael Digrazia
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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