Top 10 advisors in Arizona
We’ve curated a list of the best financial advisors in Arizona, take a look at it below
Find an advisor in Arizona| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $31,053,928,632 | 150 advisors | ||
| 2 | $13,401,006,851 | 3563 advisors | ||
| 3 | $5,420,921,720 | 96 advisors | ||
| 4 | $5,156,282,566 | 16 advisors | ||
| 5 | $4,581,668,593 | 229 advisors | ||
| 6 | $3,586,680,165 | 9 advisors | ||
| 7 | $3,327,816,434 | 64 advisors | ||
| 8 | $3,145,758,900 | 120 advisors | ||
| 9 | $1,998,099,143 | 48 advisors | ||
| 10 | $1,539,959,727 | 94 advisors |
How we came up with this list
To generate our top financial advisors list in Arizona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Arizona. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Gi Partners
Assets under management
$31,053,928,632
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Sagepoint Financial, Inc.
Assets under management
$13,401,006,851
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
3. Balbec Capital Management Lp
Assets under management
$5,420,921,720
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET MANAGEMENT FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Non-discretionary Advisory Services To Separately Managed Account
4. Smead Capital Management, Inc.
Assets under management
$5,156,282,566
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Foundations Investment Advisors LLC
Assets under management
$4,581,668,593
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
6. Indigo Partners LLC
Assets under management
$3,586,680,165
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Tfo Family Office Partners
Assets under management
$3,327,816,434
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF NET WORTH
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Family Office Services & Financial Consulting Services
8. Dynamic Wealth Advisors
Assets under management
$3,145,758,900
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Model Portfolio Adviser Services For Third Party Program
9. Ashton Thomas Private Wealth
Assets under management
$1,998,099,143
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Variable Product Model Design And Maintenance
- Not sure which one to choose?Use our smart matching tool
10. Pfg Advisors
Assets under management
$1,539,959,727
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.