Find Top Financial Advisors in Tucson, Arizona

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If you call Tucson, Arizona, home, you know you're living in one of the top 10 sunniest cities in the US. The cost of living in Tucson is 8% lower than the national average. An experienced financial advisor in Tucson can help you take advantage of the added savings, from the lower cost of living, and other financial advantages specific to Arizona to make the right financial plans and investments for you and your family. With over 600 advisors in Tucson to choose from, making a decision as to which advisor is the best fit for you may be daunting, which is why we are here to help.

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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Tucson, Arizona.

Finding the Top Financial Advisor in Tucson, Arizona
Last Updated - 30-Jan-2023

Tucson has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 136 non-vetted advisors in your local area. These financial advisors in Tucson, Arizona have an average of 23 years of experience.

NOTE: The list of financial advisors in Tucson, Arizona mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Tucson, Arizona.

Qualified Financial Advisors in Tucson, Arizona
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Good
3060 N Swan Rd,
Tucson, AZ 85712
22 Not Specified $1,000,000 Fee-Only
Michelle Anthony
1640 East River Road,
Suite 208,
Tucson, AZ 85718
26 $450,000,000 Not Specified Fee-Based
Blake Davelaar
6450 N Swan Road, Suite 100,
Tucson, AZ 85718
Not Disclosed Not Specified Not Specified Fee-Based
Michael Treiberg
3573 E Sunrise Drive,
Suite 115,
Tucson, AZ 85718
22 Not Specified $250,000.00 Fee-Based

Information on Qualified Financial Advisors in Tucson

Qualifications CRD# 6612231
Firm CRD# 306827
Series 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 3060 N Swan Rd,
Phone Number 520-600-3064

Mr. Good is the Managing Partner and Chief Investment Officer at BGK Capital. Prior to founding the firm, he served in senior investment positions at several of the largest asset managers in the world. Before relocating to Tucson, Mr. Good was a Portfolio Manager at Cascade Investment/BMGI (the investment office of Bill Gates and his foundation). In that role, he invested in Special Situation Debt, Private Equity, Global Bonds, and Real Estate. Prior to joining Cascade Investment/BMGI, he was a Vice President at Wellington Management (a Boston based firm with over $1 trillion under management). At Wellington, Mr. Good invested in Small and Mid Cap Stocks, Leveraged Loans, and High Yield Bonds. He began his investment career as an Analyst at Ford Motor Company. Mr. Good has served in leadership positions at various for-profit and non-profit organizations, including on the board of directors of The Four Seasons Hotels and Resorts. He graduated cum laude from Brigham Young University and received an MBA from Harvard Business School.

About BGK Capital

BGK Capital was founded to provide institutional-class investment management services to our clients. Our goal is to maximize long-term, risk-adjusted returns and be a comprehensive source for clients investment management needs. Our philosophy focuses on investing in the most attractive financial markets across the globe, protecting the portfolio from severe losses, and limiting fees for clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 4512228
Firm CRD# 30833
Series 7, 31, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets

Office Location 1640 East River Road,
Suite 208,
Phone Number 520-298-1900

Michelle is the Owner and President of Modern Wealth Management. She is an Accredited Investment Fiduciary (AIF®) and financial advisor with over 19 years of experience in the industry, including experience with top Fortune 500 firms. Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients needs. She also adds an educational feature to help ensure all of her clients make informed decisions. Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future. Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in Finance and Bachelor of Science in Finance. While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, on the Board of Directors for Casa de los Ninos, and the Banner Advisory Board.

About Modern Wealth Management

At our firm, we have the client and only the client in mind. Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation. From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.

Advisory Services Provided:

Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 6658072
Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 6450 N Swan Road, Suite 100,
Phone Number 888-242-6766

Blake Davelaar, CFP®, is an Allworth advisor serving the Tucson, Arizona, area and the greater Southwest Region of the United States. A native of Seattle, Blake is a proud graduate of the University of Arizona. A CERTIFIED FINANCIAL PLANNER™, when he’s not working with clients to help them achieve their investment and retirement goals, Blake enjoys spending time with friends biking Mt. Lemmon or playing golf. Passionate about his volunteer work, he serves on the Boys and Girls Clubs of Tucson Associates Board.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66

Compensation/Fee Fee-Based, Hourly, Flat Fee, Based on Assets

Office Location 3573 E Sunrise Drive,
Suite 115,
Phone Number 520-232-0505

About Treiberg Wealth Management, Inc.

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Top Financial Advisor Firms in Tucson, Arizona (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
3600 E. Hemisphere Loop,
Tucson, AZ 85706-5041
$27,422,634,630 152 A percentage of AUM
4556 E Camp Lowell,
Tucson, AZ 85712
$854,122,214 2356 A percentage of AUM
Fixed fees
4703 E. Camp Lowell Drive , Suite 135,
Tucson, AZ 85712
$816,759,226 348 A percentage of AUM
Hourly charges
Fixed fees
1228 East Prince Road,
Tucson, AZ 85719
$535,488,991 2721 A percentage of AUM
Fixed fees
6262 North Swan Rd. , Suite 210,
Tucson, AZ 85718
$337,723,197 436 A percentage of AUM
Hourly charges
1630 E River Rd , Suite 212,
Tucson, AZ 85718
$308,496,440 1541 A percentage of AUM
Hourly charges
Fixed fees
4511 N Campbell Ave #255,
Tucson, AZ 85718-6423
$206,563,416 766 A percentage of AUM
Fixed fees
Commision Based
6842 E. Tanque Verde Road , Suite C,
Tucson, AZ 85715
$206,267,971 410 A percentage of AUM
Hourly charges
Fixed fees
3573 East Sunrise Drive , Suite 115,
Tucson, AZ 85718
$200,309,580 212 A percentage of AUM
Hourly charges
Fixed fees
3561 E. Sunrise Road , Suite 117,
Tucson, AZ 85718
$193,618,495 1468 A percentage of AUM
Hourly charges
Fixed fees
5987 E. Grant Road,
Tucson, AZ 85712
$179,231,161 353 A percentage of AUM
Hourly charges
Fixed fees
6700 N Oracle Road, Suite 119,
Tucson, AZ 85704
$150,509,163 650 A percentage of AUM
Hourly charges
Fixed fees
2200 East River Road , Suite 104,
Tucson, AZ 85718
$131,200,377 148 A percentage of AUM
Hourly charges
Fixed fees
7411 E Tanque Verde,
Tucson, AZ 85715
$103,440,080 616 A percentage of AUM
Hourly charges
Fixed fees
7400 N Oracle Rd , Suite 150-124,
Tucson, AZ 85704
$36,717,410 659 A percentage of AUM
Hourly charges

    List of Additional Advisors in Tucson, Arizona*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Adam Hamilton Paoli
    Inquire with Adam
    7175 N Pima Canyon Dr, Tucson, AZ  85718 520-519-2307
    Brent Flading
    Inquire with Brent
    1715 E Skyline Dr, Ste 151, Tucson, AZ  85718 520-877-5622
    Beth Vance
    Inquire with Beth
    5151 E Broadway Blvd, Ste 730, Tucson, AZ  85711 520-748-2384
    Anderson Financial Group
    Inquire with Anderson
    6400 E. El Dorado Circle, Ste. C-200, Tucson, AZ  85715 520-886-8686
    Bruce Irby
    Inquire with Bruce
    4400 E Broadway Blvd, Ste 712, Tucson, AZ  85711 520-325-3001
    Anna Alvarado
    Inquire with Anna
    7175 N Pima Canyon Dr, Tucson, AZ  85718 520-745-7014
    Garrett Pierce Smith
    Inquire with Garrett
    5055 E Broadway Blvd, Ste D201, Tucson, AZ  85711 520-514-6000
    Debra Coyle
    Inquire with Debra
    1715 E Skyline Dr, Ste 151, Tucson, AZ  85718 520-877-5600
    Mary White
    Inquire with Mary
    1715 E Skyline Dr, Ste 151, Tucson, AZ  85718 520-877-5600
    Sally Morgan Allison
    Inquire with Sally
    3610 N Prince Village Pl, Ste 130, Tucson, AZ  85719 520-795-1648
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