Areas served: Phoenix, AZ and surrounding Maricopa County
Phoenix's financial advisory landscape reflects the city's diverse economy, with practitioners serving everyone from retirees seeking wealth preservation to technology professionals navigating stock compensation. The metropolitan area supports over 2,000 registered investment advisors and broker-dealers, ranging from independent fee-only fiduciaries to multi-disciplinary wealth management firms. This directory provides verified information on credentials, service models, minimum asset requirements, and areas of specialization to help match clients with appropriate advisory relationships.
Angelica F Prescod is a Financial Advisor with Edward Jones in Scottsdale, specializing in retirement income strategies, wealth management, intergenerational planning, and financial guidance for entrepreneurs and business owners. She works with clients managing $1,000,000 or more and offers comprehensive financial planning services including employee stock options advisory and strategies for corporate executives. Her office provides in-person consultations, phone support, and web conferencing options during weekday business hours.
Endeavor Advisors LLC is a Phoenix-based financial planning firm led by Certified Financial Planners® with over 20 years of industry experience. They specialize in comprehensive retirement planning, investment management, and tax-efficient strategies for families and businesses, serving 500+ clients. The firm takes a fiduciary approach grounded in Nobel Prize-winning research, focusing on evidence-based investing, diversification, and minimizing fees rather than market-timing tactics.
Asset Preservation Wealth & Tax is a comprehensive financial advisory firm serving Phoenix and surrounding Arizona communities with 28 years of experience managing over $1 billion in client assets. They specialize in retirement planning, wealth management, tax planning, tax preparation, investment management, and estate planning—all integrated under one roof. Their fiduciary advisors create personalized financial strategies and prioritize tax optimization as a core part of comprehensive financial planning.
Beacon Pointe Advisors is a Scottsdale-based wealth management firm serving high-net-worth individuals, families, business owners, professional athletes, and women investors across the Phoenix area. Their team of CFP®, CFA®, and tax-credentialed advisors provides comprehensive financial planning, retirement planning, estate planning, investment management, and customized wealth strategies on an open platform. With multiple Managing Directors averaging 15+ years of experience and deep expertise in tax and asset protection planning, they focus on helping clients make informed decisions about their financial future.
Johnson Financial Advisors is an independent boutique wealth management firm in Tempe founded on providing personalized, fiduciary-standard financial guidance. Led by CFP® professionals Philip O. Johnson (45+ years experience) and Marcus F. Johnson, JFA offers comprehensive wealth management, retirement planning, investment management, tax strategy, estate planning, and insurance advisory services tailored to affluent families and individuals. As independent advisors, they coordinate across all aspects of clients' financial lives—investments, taxes, Social Security, legacy planning, and charitable giving—with a focus on long-term relationships and transparent fee-based structures.
ARQ Wealth Advisors is a fee-only financial advisory firm in Scottsdale serving high-net-worth individuals nationwide. The firm specializes in comprehensive wealth planning, retirement planning, investment management, tax planning, and asset management, with advisors averaging over 15 years of experience and holding multiple certifications. As a fiduciary firm, ARQ prioritizes client interests over commissions and maintains low client-to-advisor ratios (70:1 average) to deliver personalized, team-based financial guidance tailored to each client's unique goals and situation.
Bradley Wealth LLC is a Scottsdale-based wealth management firm founded and led by Michael Bradley, offering comprehensive financial planning and investment management services. They specialize in personalized financial strategies, retirement planning, estate planning, tax planning, alternative investments, and holistic wealth management that integrates all aspects of a client's financial life. Known for their client-first approach, transparent communication, and long-term relationships, Bradley Wealth serves clients seeking to build, grow, and protect their wealth with professional guidance tailored to their unique goals and values.
Martinsen Wealth Management is an independent financial advisory firm in Tempe specializing in retirement planning, wealth management, and estate planning for professionals nearing or in retirement. Led by experienced advisors, the firm takes a holistic, collaborative approach across income strategies, tax efficiency, asset protection, and legacy planning. As an independent firm, they offer access to a wide selection of financial products rather than being limited to a single company's offerings, and emphasize unbiased guidance tailored to each client's unique retirement goals.
Babin Wealth Management is a fee-only financial planning firm in Scottsdale led by CFP® and CFA® certified advisor Sean Babin. They provide comprehensive wealth management, financial planning, investment management, and financial coaching for mid-career professionals, couples, and high earners building long-term wealth. With 14+ years of experience and a fiduciary legal duty to clients, they offer personalized financial roadmaps covering retirement planning, tax strategy, estate planning, investment management, and ongoing portfolio monitoring—designed for professionals who want straightforward guidance without financial jargon.
Bright Wealth Management is an independent fiduciary advisory firm led by founder Matt Dages, specializing in comprehensive retirement planning, investment management, and wealth preservation for Phoenix-area clients. The firm offers personalized financial planning including retirement planning, tax planning, Roth conversions, 401(k)/pension rollovers, annuity services, and estate planning—all tailored to individual goals rather than one-size-fits-all strategies. As a fee-based fiduciary firm, Bright Wealth Management prioritizes client interests over profits, focusing on tax efficiency and portfolio optimization to help clients achieve financial independence and build lasting legacies.
Stronghold Financial is an independent financial advisory firm in Scottsdale specializing in comprehensive financial planning, investment management, and insurance solutions for individuals and families. Led by experienced advisors, they focus on personalized strategies to help clients build wealth, plan for retirement, and protect their assets. The firm emphasizes a consultative approach, working closely with clients to understand their unique financial goals and create tailored plans.
Safe Wealth Management, LLC is an independent financial advisory firm based in Scottsdale specializing in personalized wealth management and financial planning. The team works with individuals and families to develop comprehensive financial strategies tailored to their specific goals, including retirement planning, investment management, and wealth preservation. They focus on building long-term client relationships through transparent, professional guidance.
Scottsdale Wealth Advisory is an independent financial advisory firm serving Paradise Valley and the greater Scottsdale area. They specialize in comprehensive wealth management, retirement planning, investment strategy, and financial guidance tailored to high-net-worth individuals and families. The firm combines personalized service with a fiduciary commitment to put clients' interests first.
Farnam Financial is an independent financial advisory firm based in Phoenix specializing in comprehensive wealth management, investment planning, and retirement strategies. The team works with individuals and families to create personalized financial plans aligned with their long-term goals, offering services including portfolio management, tax-efficient investing, and estate planning consultation. They focus on building lasting client relationships through transparent advice and ongoing portfolio monitoring.
Capital Choice Arizona is an independent insurance agency and financial services firm based in Phoenix serving Arizona clients. They specialize in comprehensive insurance solutions including auto, home, life, and commercial coverage, paired with financial planning and advisory services. The team works with clients to customize insurance and investment strategies tailored to individual needs.
Affirm Wealth Advisors is an Ameriprise Financial Services office in Peoria offering comprehensive financial planning and wealth management. They provide investment management, retirement planning, and personalized financial strategies tailored to individual client goals. As part of Ameriprise's nationwide network, they combine local expertise with access to institutional resources.
Welborn Financial is an independent financial advisory firm serving Phoenix and the surrounding Arizona communities. They provide comprehensive financial planning, investment management, and insurance services tailored to help clients build and protect their wealth. Led by experienced advisors, Welborn Financial focuses on personalized strategies aligned with each client's long-term goals.
Bayntree Wealth Advisors is an independent financial advisory firm located in Scottsdale specializing in comprehensive wealth management and financial planning for individuals and families. The firm offers personalized investment management, retirement planning, and strategic financial guidance tailored to each client's goals and circumstances. With a focus on fiduciary responsibility and client-centered service, Bayntree helps clients build and preserve wealth through thoughtful, long-term strategies.
Stine Wealth Management is an independent financial advisory firm in Scottsdale specializing in comprehensive wealth planning, investment management, and retirement strategies for high-net-worth individuals and families. Led by experienced advisors, they provide personalized financial guidance to help clients build and preserve wealth through strategic planning and disciplined investment management.
Financial Freedom Advisors is a Phoenix-based financial advisory firm helping clients build and protect their wealth through personalized investment strategies and comprehensive financial planning. The team offers retirement planning, investment management, and small business financial services tailored to individual goals and circumstances. They focus on providing fiduciary-level advice and clear guidance to help clients achieve long-term financial security.
Trajan Wealth is a financial advisory firm based in Peoria, Arizona, specializing in comprehensive wealth management, financial planning, and investment strategies for individuals and families. The team provides personalized guidance on retirement planning, tax optimization, and long-term wealth building to help clients achieve their financial goals.
Wise Wealth Partners is an independent financial advisory firm in Phoenix specializing in comprehensive wealth management, retirement planning, and investment strategy for high-net-worth individuals and families. Led by experienced advisors, the firm takes a fiduciary approach to managing client portfolios and helping clients build sustainable financial plans tailored to their long-term goals.
Montebello Avenue Limited Company is a financial consulting firm based in Phoenix that provides comprehensive financial advisory services to clients throughout the Phoenix metropolitan area. The firm offers personalized financial planning and consulting solutions designed to help individuals and businesses achieve their financial goals. Their expertise spans investment management, retirement planning, and strategic financial guidance tailored to each client's unique circumstances.
Cole Wealth Management is an independent financial advisory firm based in Scottsdale specializing in comprehensive wealth management, investment management, and retirement planning for individuals and families. The firm provides personalized financial strategies designed to help clients build and preserve wealth throughout their lifetime.
EP Wealth Advisors is an independent financial advisory firm serving Phoenix and the greater Arizona area. They provide comprehensive wealth management, investment planning, and financial advisory services tailored to individual clients' goals and circumstances. The firm's fee-based approach prioritizes client interests without commission-driven conflicts.
Velocity Wealth Management is an independent financial advisory firm in Phoenix specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Founded on the principles of transparency and client-focused service, they provide personalized guidance across investment management, retirement planning, tax strategies, and insurance solutions to help clients build and preserve wealth.
Wealth Management Solutions is a fee-only fiduciary financial advisory firm in Scottsdale led by CFP® David Rosenthal and CFP® Hunter Hustead. They specialize in customized financial planning, investment management based on Nobel Prize-winning research, tax optimization strategies, and company retirement plan oversight. The firm serves corporate executives, business owners, families navigating life transitions, and retirees seeking coordinated wealth management aligned with their long-term goals.
Montini & Co Tax Advisory Group is a Phoenix-based tax and financial advisory firm specializing in tax planning, preparation, and strategic financial guidance for individuals and businesses. Led by experienced tax professionals, they help clients optimize their tax positions, navigate complex financial situations, and build long-term wealth through personalized advisory services.
Morgan Stanley Financial Advisors in Phoenix provides comprehensive wealth management, investment advisory, and financial planning services to individuals and families. Backed by Morgan Stanley's global resources and expertise, their advisors help clients build and preserve wealth through personalized investment strategies, retirement planning, and comprehensive financial guidance tailored to their unique goals and circumstances.
Kris Dahl is a financial advisor with RBC Wealth Management in Scottsdale specializing in comprehensive long-term wealth management planning for individuals and families. He helps clients achieve financial security and independence by addressing both current needs and future goals, with particular expertise in retirement planning, Social Security optimization, estate planning, college savings, and retirement distribution strategies. Kris takes a holistic approach to managing wealth and welcomes new clients to experience personalized financial guidance.
Key Wealth Management is a Raymond James financial advisory firm based in Scottsdale, offering comprehensive wealth management, investment management, and financial planning services. The firm works with clients to develop personalized financial strategies tailored to their goals and life circumstances. With Raymond James backing, they provide access to institutional-quality resources and investment options for individuals and families seeking professional guidance.
Wilde Wealth Management Group Inc is a financial advisory firm based in Glendale, Arizona, serving clients throughout the Phoenix metropolitan area. They provide comprehensive wealth management, financial planning, and investment management services designed to help individuals and families build and preserve wealth. The team works with clients to develop personalized financial strategies tailored to their specific goals and circumstances.
Michael Phillips Black Wealth Management is an independent financial advisory firm in Scottsdale specializing in wealth management and financial planning for Black professionals and entrepreneurs. They provide comprehensive financial services including investment management, retirement planning, and personalized wealth strategies designed to help clients build and preserve wealth. The firm is committed to serving as a trusted financial partner for those seeking culturally competent and community-focused wealth guidance.
Sun Valley Wealth, LLC is a financial advisory firm in Scottsdale specializing in comprehensive wealth planning and investment guidance. Founded by advisors committed to personalized financial strategies, they offer complimentary initial consultations to help clients clarify their financial goals and build long-term confidence. The firm hosts the podcast 'Cover Your Assets' and maintains an active presence in the community through local media partnerships.
WJ Wealth Management is an independent financial advisory firm based in Glendale, Arizona, offering comprehensive wealth management, financial planning, and investment management services to individuals and families. The firm focuses on personalized financial strategies tailored to each client's unique goals and circumstances, helping clients build and protect their wealth through disciplined, professional guidance.
LPL Financial is a financial advisory firm located in Phoenix offering investment management, retirement planning, and comprehensive financial guidance to help clients build and protect their wealth. As a major independent broker-dealer, LPL provides access to a wide range of investment products and services through experienced financial advisors.
Preferred Wealth Management is a financial advisory firm based in Phoenix that helps clients build and protect their wealth through personalized investment strategies and comprehensive financial planning. The team provides guidance on retirement planning, investment management, and long-term financial goals for individuals and families seeking professional wealth management services.
Fusion Wealth Management is an independent financial advisory firm in Phoenix specializing in comprehensive wealth management, investment strategy, and financial planning for individuals and families. Their team of experienced advisors works with clients to build customized financial plans tailored to long-term goals, retirement readiness, and wealth preservation.
Edelman Financial Engines is a financial advisory firm serving Phoenix-area clients with comprehensive wealth management, retirement planning, and investment management services. The firm helps individuals and families develop personalized financial strategies to build and protect their wealth across all life stages.
Edward Jones - Financial Advisor: Angelica F Prescod is the top-ranked financial advisor in Phoenix with a Lantern Score of 85.39/100 and a 5-star rating based on 252 reviews. Angelica specializes in retirement income strategies, wealth management, and intergenerational planning, and is particularly well-suited for high-net-worth individuals, business owners, and families planning for generational wealth transfer.
Endeavor Advisors, LLC (Lantern Score: 85.11/100) and Asset Preservation Wealth & Tax (Lantern Score: 84.94/100) are both excellent choices for business owners planning retirement transitions. Endeavor Advisors is led by Certified Financial Planners® with over 20 years of experience specializing in comprehensive retirement planning, while Asset Preservation Wealth & Tax has 28 years of experience managing over $1 billion in client assets and focuses on retirement and estate succession planning.
Beacon Pointe Advisors (Lantern Score: 84.41/100, 5-star rating with 83 reviews) is a Scottsdale-based wealth management firm specifically serving high-net-worth individuals, families, business owners, and women investors with complex estates. They also serve professional athletes and have extensive experience with sophisticated wealth management needs.
Endeavor Advisors, LLC (Lantern Score: 85.11/100, 5-star, 162 reviews) and ARQ Wealth Advisors (Lantern Score: 84.20/100, 5-star, 72 reviews) both specialize in tax-efficient strategies for high earners. ARQ Wealth Advisors is a fee-only firm in Scottsdale serving high-net-worth individuals nationwide and emphasizes integrated tax and wealth planning with fiduciary guidance.
Babin Wealth Management (Lantern Score: 82.77/100, 5-star rating) is led by CFP® and CFA® certified advisor Sean Babin and specializes in serving mid-career professionals and high earners with equity compensation. They also serve couples balancing family and career goals with proactive tax planning strategies.
Johnson Financial Advisors (Lantern Score: 84.30/100, 5-star, 77 reviews) and Bright Wealth Management (Lantern Score: 82.25/100, 5-star, 31 reviews) are both independent fiduciary advisory firms with strong expertise in retirement planning. Johnson Financial Advisors is based in Tempe and specializes in personalized guidance for affluent families and those nearing retirement transition, while Bright Wealth Management focuses on comprehensive retirement planning and wealth preservation.