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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 135 | 65 | $53,243,468,890 | A Percentage of AUM, Performance Based
|
|
| 150 | 21 | $31,053,928,632 | A Percentage of AUM, Performance Based
|
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| 123 | 148 | $19,885,317,307 | A Percentage of AUM
|
|
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 |
567 | 50361 | $6,085,656,351 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
|
| 96 | 19 | $5,606,257,800 | A Percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
|
|
| 16 | 79 | $5,250,997,806 | A Percentage of AUM
|
|
| 229 | 40472 | $4,694,256,189 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 9 | 20 | $3,586,680,165 | A Percentage of AUM, Performance Based
|
|
| 55 | 9496 | $3,431,526,695 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 64 | 1685 | $3,340,454,739 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH)
|
|
| 120 | 12207 | $3,252,482,987 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
|
|
| 31 | 1444 | $2,385,975,981 | A Percentage of AUM, Performance Based
|
|
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251 |
26 | 3792 | $2,165,479,313 | A Percentage of AUM, Hourly charges, Fixed Fees
|
| 9 | 129 | $2,101,596,381 | A Percentage of AUM, Fixed Fees
|
|
| 48 | 4533 | $2,003,187,684 | A Percentage of AUM, Hourly charges
|
Financial advisors in Arizona typically offer specialized guidance, advice, and a variety of financial services including financial planning, creating investment strategies, wealth management, retirement planning, estate planning, and more. To further explore how financial advisors listed on our directory for the state of Arizona can support you, learn more about the different types of financial advisors and their areas of expertise.
When choosing a financial advisor, it's best to look at their qualifications, credentials (CFP, ChFCs, CFAs, etc.), and years of experience, and assess the range of services they offer. You also want to look into their communication style, understand their fee structure, check client references and reviews, and ensure they have a fiduciary duty to put your best interest ahead of their own. To learn more, read the guide on choosing the best financial advisor.
Fees for financial advisors in Arizona vary depending on factors such as the advisor's experience, services provided, and the fee structure they use. Common fee structures include a percentage of assets under management (AUM), hourly rates, commission-only, or a combination. A fee-only compensation method can typically be approx. 1.02% of the assets an advisor is managing, while hourly rates may range from $100 to $400 or more, based on the complexity of the services offered. It is essential to understand and compare fee structures when selecting a financial advisor to ensure they align with your financial goals and preferences. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
As you work with a financial advisor, you can benefit from their extensive knowledge and experience. This can result in you gaining some peace of mind knowing that your financial future is being overseen and managed by an experienced financial professional. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.
To find a qualified financial advisor in Arizona, it is important to first determine the type of advisor that suits your financial needs. Consider if you need help with retirement planning, investment management, estate planning, wealth management, or financial planning. Once you identify your needs, we recommend that you begin your search for an advisor who meets your requirements by utilizing our directory of financial advisors in Arizona. Additionally, you can use the free financial advisor match tool to find financial advisors matched to your specific needs.
Many financial advisors in Arizona are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Arizona may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services an advisor offers.
When selecting a financial advisor in Arizona, look for some common credentials like the Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
To find a fee-only financial advisor in Arizona, you can use our online directory of pre-screened and vetted fee-only financial advisors. Fee-only advisors in our network operate as fiduciaries, which means they do not receive commissions for selling specific financial products. This can help ensure that the advice you receive is unbiased and in your best interests. Additionally, we recommend using the free financial advisor match tool to find financial advisors matched to your specific needs, as well as asking for recommendations from friends, family, or colleagues who have worked with a fee-only financial advisor in the past.
