We evaluated 98 wealth managers serving Phoenix and ranked the top 8 by TrustRank™ — our composite score of AI search visibility, verified client reviews, and credentials.
Phoenix's wealth management market is shaped by $203 az deals in 2025. Osaic Wealth ($200B AUM) and United Planners ($10.64B AUM) both Scottsdale-based.
Phoenix's wealth management market serves ultra-high-net-worth families, business owners, and executives across Arizona. Osaic Wealth ($200B AUM) and United Planners ($10.64B AUM) both Scottsdale-based. The state's 2.5% flat — tied for lowest in US tax environment means wealth managers must factor in state-level considerations alongside federal estate and gift planning. Minimum account sizes typically range from $250K++ for institutional-quality service.
The leading local wealth management professional networks are ACG Arizona Chapter and CFA Society Phoenix. Arizona's state tax rules (2.5% flat rate — lowest in US among income-tax states) shape every wealth preservation and distribution strategy.
Our independent scoring system for wealth managers in Phoenix
TrustRank™ is not a paid placement. We independently evaluated 98 wealth managers 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 wealth managers 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.
One of the world's largest wealth managers with premier offices in Phoenix, offering investment management, banking, lending, and estate planning to UHNW clients.
Global private bank with a strong Phoenix practice advising ultra-high-net-worth families on investment portfolios, tax-efficient structures, and multi-generational wealth transfer.
Premier wealth management division of Bank of America with multiple Phoenix offices, offering integrated investment, banking, and trust services to affluent clients.
Elite private wealth advisory from Goldman Sachs with Phoenix representation, offering bespoke investment solutions, alternatives access, and family office services.
Top-tier private bank with Phoenix advisors offering investment management, credit solutions, and trust services to UHNW families and institutional clients.
Institutional-quality wealth management firm with Phoenix presence, specializing in complex estate planning, fiduciary services, and multi-generational wealth transfer.
Exclusive multi-family office with Phoenix coverage, serving a select number of UHNW families with customized investment management and integrated financial planning.
Modern wealth management firm with deep roots in family office services, serving Phoenix's most successful families with investment, tax, and philanthropic advisory.
Common questions about choosing wealth managers in Phoenix, AZ.
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