Top 10 advisors in Tucson
We’ve curated a list of the best financial advisors in Tucson, take a look at it below
Find an advisor in Tucson| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $559,101,583 | 9 advisors | ||
| 2 | $556,880,268 | 8 advisors | ||
| 3 | $401,685,763 | 9 advisors | ||
| 4 | $362,854,845 | 6 advisors | ||
| 5 | $341,521,932 | 8 advisors | ||
| 6 | $287,804,566 | 8 advisors | ||
| 7 | $208,707,018 | 3 advisors | ||
| 8 | $194,438,857 | 6 advisors | ||
| 9 | $193,089,299 | 3 advisors | ||
| 10 | $129,532,194 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Tucson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tucson. 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. Wellspring Financial Partners
Assets under management
$559,101,583
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
2. Wealth Management Partners, LLC
Assets under management
$556,880,268
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
3. Cambridge Financial Group, LLC
Assets under management
$401,685,763
Fee structure
A percentage of assets under your management
Fixed fees
% OF INCOME
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Tax Preparation
4. Ironwood Financial, LLC
Assets under management
$362,854,845
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
5. Sterling Investment Management, LLC
Assets under management
$341,521,932
Fee structure
A percentage of assets under your management
Hourly charges
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)
6. Nova Financial Services
Assets under management
$287,804,566
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
- Not sure which one to choose?Use our smart matching tool
7. Capital West Partners, LLC
Assets under management
$208,707,018
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
8. Treiberg Wealth Management
Assets under management
$194,438,857
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
9. Imus Wilkinson Investment Management, LLC
Assets under management
$193,089,299
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
- Not sure which one to choose?Use our smart matching tool
10. Levin Funding Group LLC
Assets under management
$129,532,194
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
Your first meeting is free.