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
Alexander Devereaux Parrs
Registered Affiliation(s):IRONWOOD FINANCIAL, LLC
David Wayne Shepherd
Registered Affiliation(s):SHEPHERD WEALTH & RETIREMENT LLC
Rhonda Mccline
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
William Riley Giddens
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tiffany S Callahan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jennifer H O'sullivan
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jason D Deeds
Registered Affiliation(s):TREIBERG WEALTH MANAGEMENT
Jerico Rom Bernardo Maddela
Registered Affiliation(s):TCI WEALTH ADVISORS, INC.
Paulette Z Yates
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Carolyn Eileen Wuertz
Registered Affiliation(s):CAPITAL ANALYSTS
Judith K Lefton
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Alejandro Burrola Hernandez
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Alfonso Carreno II
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Thomas Allen Forsythe
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Sara Jane Wright
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Joshua Joseph Medina
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Aaron Joseph Crowley
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Ronald Diaz
Registered Affiliation(s):MORGAN STANLEY
Samuel Thomas Swift
Registered Affiliation(s):TCI WEALTH ADVISORS, INC.
Jennifer Leigh Mason
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Aaron Lampert
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Salvador Cota
Registered Affiliation(s):PFS INVESTMENTS INC.
Christina Leona Frey
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Paul Edward Simpson
Registered Affiliation(s):LPL FINANCIAL 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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