Top Financial Advisors in Tempe, Arizona
Finding the right financial advisor in Tempe is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Tempe, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Tempe, AZ.
Find the Best Financial Advisor Firms in Tempe:
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD#: 306068
Address: 1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281
Clients: 750
Average Clients per Advisor: 250
AUM: $ 349M
SEROS FINANCIAL, LLC
CRD#: 166808
Address: 2141 East Broadway Rd. Suite 220, Tempe, AZ 85282
Clients: 374
Average Clients per Advisor: 124
AUM: $ 301M
INTRINSIC WEALTH COUNSEL, INC.
CRD#: 105022
Address: 1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281
Clients: 116
Average Clients per Advisor: 38
AUM: $ 287M
JOHNSON FINANCIAL ADVISORS
CRD#: 104621
Address: 1095 W Rio Salado Parkway Suite 201, Tempe, AZ 85281-2610
Clients: 211
Average Clients per Advisor: 105
AUM: $ 243M
FINANCIAL LIFE PLANNERS
CRD#: 129415
Address: 2151 E Broadway Suite 203, Tempe, AZ 85282
Clients: 733
Average Clients per Advisor: 244
AUM: $ 175M
HARDING WEALTH, INC.
CRD#: 282686
Address: 222 S. Mill Avenue #800, Tempe, AZ 85281
Clients: 86
Average Clients per Advisor: 43
AUM: $ 162M
How We Chose the Top Financial Advisors in Tempe, Arizona
To create this list of top financial advisor firms in Tempe, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Tempe has to offer.
Search Financial Advisors in Tempe, Arizona
Timothy Christopher Hughes
David S Barnett
Richard Olszewski
Michael Edward Sakach
Stephanie B. Greer
David A Gray
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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