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
Kenneth Eugene Milano
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
David Nurczynski
Registered Affiliation(s):STRATEGIC ADVISERS LLC
David Scott Rosenthal
Registered Affiliation(s):WEALTH MANAGEMENT SOLUTIONS
Shane P. Montgomery
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Jodie Lynn Edmunds
Registered Affiliation(s):EDWARD JONES
Victoria Lynn Paez
Registered Affiliation(s):EDWARD JONES
Brett Michael Woods
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Renee Annette Hanson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James Paul Marten
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tania Kvakic
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Jennifer Foglia
Registered Affiliation(s):NATIONWIDE INVESTMENT ADVISORS, LLC
Sean D Burke
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Michael Scott Wendlandt
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Briana Noel Morris
Registered Affiliation(s):EDWARD JONES
Matthew A Ahern
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Crystal Lorrain Barcello
Registered Affiliation(s):EDWARD JONES
Brent Duane Hoskinson
Registered Affiliation(s):EDWARD JONES
Dong Choi
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher James Mc Crossan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Justin Wade Breece
Registered Affiliation(s):MORGAN STANLEY
Cara Jean Moss
Registered Affiliation(s):EDWARD JONES
Matthew Joseph Hanna
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alex M. Parsons
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Stephen Paul Surat
Registered Affiliation(s):STRATEGIC ADVISERS 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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