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:
INTRINSIC WEALTH COUNSEL, INC.
CRD#: 105022
Address: 1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281
Clients: 104
Average Clients per Advisor: 34
AUM: $ 345M
JOHNSON FINANCIAL ADVISORS
CRD#: 104621
Address: 1095 W Rio Salado Parkway Suite 201, Tempe, AZ 85281-2610
Clients: 220
Average Clients per Advisor: 110
AUM: $ 301M
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD#: 306068
Address: 1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281
Clients: 425
Average Clients per Advisor: 141
AUM: $ 297M
HARDING WEALTH, INC.
CRD#: 282686
Address: 222 S. Mill Avenue #800, Tempe, AZ 85281
Clients: 105
Average Clients per Advisor: 35
AUM: $ 213M
FINANCIAL LIFE PLANNERS
CRD#: 129415
Address: 2151 E Broadway Suite 203, Tempe, AZ 85282
Clients: 229
Average Clients per Advisor: 76
AUM: $ 208M
OPTIMA CAPITAL MANAGEMENT
CRD#: 306036
Address: 222 S Mill Ave Ste 800, Tempe, AZ 85281
Clients: 179
Average Clients per Advisor: 44
AUM: $ 150M
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
Justin Miles Kauffman
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Luke Kacer
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Derek Quinn Jackson
Registered Affiliation(s):PFS INVESTMENTS INC.
Tracy Lynn Martin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard Laurence Goldstein
Registered Affiliation(s):PFS INVESTMENTS INC.
Paul Richard Robertson
Registered Affiliation(s):LPL FINANCIAL LLC
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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