We evaluated 98 financial advisors serving Phoenix and ranked the top 8 by TrustRank™ — our composite score of AI search visibility, verified client reviews, and credentials.
Phoenix's financial advisory market serves a Arizona client base where Osaic Wealth ($200B AUM) and United Planners ($10.64B AUM) both Scottsdale-based.
Phoenix has a competitive financial advisory market serving high-net-worth individuals, families, and business owners. Osaic Wealth ($200B AUM) and United Planners ($10.64B AUM) both Scottsdale-based. The state tax rate of 2.5% flat — tied for lowest in US shapes planning strategies, with advisors focusing on tax-efficient asset location, estate planning, and retirement income optimization. Typical minimum investable assets range from $250K+ depending on the firm tier.
Primary professional associations include ACG Arizona Chapter and CFA Society Phoenix. Arizona financial advisors are regulated by the Arizona Corporation Commission Securities Division.
Our independent scoring system for financial advisors in Phoenix
TrustRank™ is not a paid placement. We independently evaluated 98 financial advisors serving Phoenix across three measurable dimensions. No firm can pay to appear or improve its rank.
We tracked 50 prompts across ChatGPT, Perplexity, Google AI Overviews, and Claude asking about financial advisors in Phoenix. The % of prompts where each firm appears.
Aggregate ratings across Google, Clutch, and the ProCloser.ai verified review system. Weighted by volume and recency of verified client reviews.
Depth, accuracy, and credibility of published content, case studies, and thought leadership demonstrating sector expertise in Phoenix.
America's largest independent RIA with a strong Phoenix presence, offering comprehensive financial planning and investment management to households at every wealth level.
Top-ranked national RIA with Phoenix advisors offering holistic wealth management including tax, legal, and investment services under one roof.
Large independent investment counselor with Phoenix representation, managing equity portfolios for high-net-worth individuals using a top-down macro investment approach.
Full-service wealth management firm with multiple Phoenix offices, offering investment advisory, banking, and estate planning to a broad range of clients.
Integrated financial planning firm with a large Phoenix advisor network, combining insurance, investment, and retirement planning services.
Nationwide brokerage with dozens of Phoenix offices, offering personalized investment advice to individual investors and small business owners through a local advisor model.
Dedicated wealth management arm of Fidelity Investments serving Phoenix clients with comprehensive planning, digital tools, and low-cost investment management.
Digital-forward advisory service from Vanguard, pairing Phoenix clients with CFP professionals for financial planning at an industry-leading 0.3% advisory fee.
Common questions about choosing financial advisors in Phoenix, AZ.
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