Top Financial Advisors in Tucson, Arizona
Finding the right financial advisor in Tucson 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 Tucson, 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 Tucson, AZ.
Find the Best Financial Advisor Firms in Tucson:
TCI WEALTH ADVISORS, INC.
CRD#: 107373
Address: 4011 East Sunrise Drive, Tucson, AZ 85718
Clients: 1,868
Average Clients per Advisor: 47
AUM: $ 4.5B
WELLSPRING FINANCIAL PARTNERS
CRD#: 158872
Address: 4703 E. Camp Lowell Drive Suite 135, Tucson, AZ 85712
Clients: 274
Average Clients per Advisor: 68
AUM: $ 1.0B
GR FINANCIAL GROUP, LLC
CRD#: 172370
Address: 4556 E Camp Lowell, Tucson, AZ 85712
Clients: 1,304
Average Clients per Advisor: 217
AUM: $ 981M
WEALTH MANAGEMENT PARTNERS, LLC
CRD#: 309790
Address: 1980 E River Road Suite 120, Tucson, AZ 85718
Clients: 480
Average Clients per Advisor: 68
AUM: $ 667M
IRONWOOD FINANCIAL, LLC
CRD#: 151004
Address: 1926 E. Ft. Lowell Road Suite 100, Tucson, AZ 85719
Clients: 425
Average Clients per Advisor: 70
AUM: $ 575M
CAMBRIDGE FINANCIAL GROUP, LLC
CRD#: 117428
Address: 6700 N. Oracle Rd. Suite 324, Tucson, AZ 85704
Clients: 177
Average Clients per Advisor: 29
AUM: $ 539M
How We Chose the Top Financial Advisors in Tucson, Arizona
To create this list of top financial advisor firms in Tucson, 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 Tucson has to offer.
Search Financial Advisors in Tucson, Arizona
Brian Llewellyn Mckeighen
Edward Thomas Carpenter
Michael Lee Treiberg
Rebecca Lucille Johnson
Douglas Ray Haynes
Timothy Michael Schannep
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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