Top Financial Advisors in Tucson, Arizona
Finding the right financial advisor in Tucson 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 Tucson, 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 Tucson, AZ.
Find the Best Financial Advisor Firms in Tucson:
TCI WEALTH ADVISORS, INC.
CRD#: 107373
Address: 4011 East Sunrise Drive, Tucson, AZ 85718
Clients: 1,808
Average Clients per Advisor: 62
AUM: $ 3.4B
GR FINANCIAL GROUP, LLC
CRD#: 172370
Address: 4556 E Camp Lowell, Tucson, AZ 85712
Clients: 1,267
Average Clients per Advisor: 211
AUM: $ 740M
WELLSPRING FINANCIAL PARTNERS
CRD#: 158872
Address: 4703 E. Camp Lowell Drive Suite 135, Tucson, AZ 85712
Clients: 215
Average Clients per Advisor: 35
AUM: $ 691M
CAMBRIDGE FINANCIAL GROUP, LLC
CRD#: 117428
Address: 6700 N. Oracle Rd. Suite 324, Tucson, AZ 85704
Clients: 144
Average Clients per Advisor: 28
AUM: $ 402M
IRONWOOD FINANCIAL, LLC
CRD#: 151004
Address: 1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719
Clients: 392
Average Clients per Advisor: 65
AUM: $ 364M
STERLING INVESTMENT MANAGEMENT, LLC
CRD#: 112923
Address: 6262 North Swan Rd. Suite 210, Tucson, AZ 85718
Clients: 77
Average Clients per Advisor: 19
AUM: $ 342M
How We Chose the Top Financial Advisors in Tucson, Arizona
To create this list of top financial advisor firms in Tucson, 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 Tucson has to offer.
Search Financial Advisors in Tucson, Arizona
Myron Solomon Rottenstein
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michael Lee Treiberg
Registered Affiliation(s):TREIBERG WEALTH MANAGEMENT
Rebecca Lucille Johnson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Dray Sterling
Registered Affiliation(s):EDWARD JONES
Douglas Ray Haynes
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Peter Apostolik
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Timothy Michael Schannep
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Robert John Lehnhardt
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Steven Todd Strong
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Debra Lyn Coyle
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Matthew Paul Sullivan
Registered Affiliation(s):IMUS WILKINSON INVESTMENT MANAGEMENT, LLC
Todd Russell Smith
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gerard Martin Freeh
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Rudolph Louis Graf
Registered Affiliation(s):EDWARD JONES
James Clark Orr
Registered Affiliation(s):EDWARD JONES
Robert Larry Burns
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Judith G Lewis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew M Meyer
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Sally Morgan Allison
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Matthew Crawford
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David William Ahmad
Registered Affiliation(s):EDWARD JONES
Cory Jon Niver
Registered Affiliation(s):STRATEGIC ADVISERS LLC
John Richard Ward
Registered Affiliation(s):EDWARD JONES
John Joseph Stephens
Registered Affiliation(s):TCI WEALTH ADVISORS, INC.
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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