Top 10 advisors in Phoenix
We’ve curated a list of the best financial advisors in Phoenix, take a look at it below
Find an advisor in Phoenix| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $13,401,006,851 | 3563 advisors | ||
| 2 | $5,156,282,566 | 16 advisors | ||
| 3 | $4,581,668,593 | 229 advisors | ||
| 4 | $3,586,680,165 | 9 advisors | ||
| 5 | $3,327,816,434 | 64 advisors | ||
| 6 | $3,145,758,900 | 120 advisors | ||
| 7 | $1,539,959,727 | 94 advisors | ||
| 8 | $1,049,100,987 | 10 advisors | ||
| 9 | $812,924,067 | 18 advisors | ||
| 10 | $621,030,238 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Phoenix, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Phoenix. 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. 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
2. 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)
3. 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
4. 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
5. 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
6. 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
- Not sure which one to choose?Use our smart matching tool
7. 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
8. L. Roy Papp & Associates, Llp
Assets under management
$1,049,100,987
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
9. Versant Capital Management, Inc.
Assets under management
$812,924,067
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)
Selection Of Other Advisers
Consulting
- Not sure which one to choose?Use our smart matching tool
10. Claremont Capital Management, LLC
Assets under management
$621,030,238
Fee structure
A percentage of assets under your management
Services offered
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)
Your first meeting is free.