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
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
Scarlett Rebecca Vogel-ham
Registered Affiliation(s):EAGLE STRATEGIES LLC
Daniel Dales
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Michael Wayne Wagner
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jeanette A De Bray
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christopher Yeager
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
William Alex Stanley
Registered Affiliation(s):ONEAMERICA SECURITIES, INC.
Tara Jones Baker
Registered Affiliation(s):INVESCO CAPITAL MARKETS, INC.
Daniel Gregory Strauss
Registered Affiliation(s):LPL FINANCIAL LLC
Brady Joseph Doe
Registered Affiliation(s):LPL FINANCIAL LLC
Guillermo Hector Monge
Registered Affiliation(s):WEALTH MANAGEMENT PARTNERS, LLC
Karen Sue Carter
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael Sean Grabill
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Peter John Pritz
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Guadalupe Hi-o'connell
Registered Affiliation(s):LPL FINANCIAL LLC
John Edward Jarvise
Registered Affiliation(s):BEAM WEALTH ADVISORS, INC.
Steven Michael Finley
Registered Affiliation(s):RIDGE CAPITAL ADVISORS, LLC
Shannon Kofford Chandler
Registered Affiliation(s):SEM WEALTH MANAGEMENT
Nicholas M Healy
Registered Affiliation(s):SUNRISE WEALTH MANAGEMENT, LLC
Reyna Isabel Ward
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Steven Alan Foster
Registered Affiliation(s):J. W. COLE 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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