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
Michael S. Radcliff
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Stefanie Ann Morgan
Registered Affiliation(s):NRG WEALTH MANAGEMENT
Kimberly Joanna Gray
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Mary C Williamson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Heather Lee Kueker
Registered Affiliation(s):MORGAN STANLEY
Alicia O. Valencia
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Ethan Furmanski
Registered Affiliation(s):MERIDIAN WEALTH MANAGEMENT, LLC
Roberto Javier Monroy
Registered Affiliation(s):MORGAN STANLEY
Jason Patrick Turetzky
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Juan C Tapia Camou
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sven E Silberschlag
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
William D Burk
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Edward Lyle Ethington
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Thomas Anthony Tatro
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Cindy L Nielsen
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marnie Rose
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jeffrey Michael Johnson
Registered Affiliation(s):NOVA FINANCIAL SERVICES
Karla Jean Mettel
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Elizabeth Ann Apking
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel Kalota
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Laurence Ethan Goldstein
Registered Affiliation(s):FIRST FINANCIAL EQUITY CORPORATION
Bonnie Carole Courtney
Registered Affiliation(s):CAMBRIDGE FINANCIAL GROUP, LLC
Alejandro Nevarez
Registered Affiliation(s):LINCOLN INVESTMENT
Daniel Dean Hoefferle
Registered Affiliation(s):UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
