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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 - 17-Jun-2022

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 17 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
Michelle Anthony
AIF®
MODERN WEALTH MANAGEMENT
1640 East River Road,
Suite 208,
Tucson, AZ 85718
18 $450,000,000 Not Specified Fee-Based
Blake Davelaar
CFP®
ALLWORTH FINANCIAL
6450 N Swan Road, Suite 100,
Tucson, AZ 85718
Not Disclosed Not Specified Not Specified Fee-Based
Eric Mattingly
CFP®, MBA
TREIBERG WEALTH MANAGEMENT
3573 E Sunrise Dr,
Suite 115,
Tucson, AZ 85718
12 Not Specified $100,000 Fee-Only
Michael Treiberg
CFP®, ChFC®
TREIBERG WEALTH MANAGEMENT, INC.
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# 4512228
FirmCRD# 30833
Series 7, 31, 66

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


Office Location 1640 East River Road,
Suite 208,
Tucson,
AZ
85718
Phone Number 520-298-1900

Michelle is the Co-Founder 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
FirmCRD# 111167

Compensation/Fee Fee-Based


Office Location 6450 N Swan Road, Suite 100,
Tucson,
AZ
85718
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# 5343116
FirmCRD# 5343116
Series 7, 66

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


Office Location 3573 E Sunrise Dr,
Suite 115,
Tucson,
AZ
85718
Phone Number 520-232-0505

About Treiberg Wealth Management

I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers in your overall financial success. My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren. 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. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, Texas, Florida.


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

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


Office Location 3573 E Sunrise Drive,
Suite 115,
Tucson,
AZ
85718
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
Davis Selected Advisers Lp
3600 E. Hemisphere Loop,
Tucson, AZ 85706-5041
$27,422,634,630 152 A percentage of AUM
Gr Financial Group, Llc
4556 E Camp Lowell,
Tucson, AZ 85712
$854,122,214 2356 A percentage of AUM
Fixed fees
Other (TECHNOLOGY FEE)
Wellspring Financial Partners
4703 E. Camp Lowell Drive , Suite 135,
Tucson, AZ 85712
$816,759,226 348 A percentage of AUM
Hourly charges
Fixed fees
Financial Directions Llc
1228 East Prince Road,
Tucson, AZ 85719
$535,488,991 2721 A percentage of AUM
Fixed fees
Sterling Investment Management, Llc
6262 North Swan Rd. , Suite 210,
Tucson, AZ 85718
$337,723,197 436 A percentage of AUM
Hourly charges
Nova Financial Services
1630 E River Rd , Suite 212,
Tucson, AZ 85718
$308,496,440 1541 A percentage of AUM
Hourly charges
Fixed fees
Greenberg Financial Group
4511 N Campbell Ave #255,
Tucson, AZ 85718-6423
$206,563,416 766 A percentage of AUM
Fixed fees
Commision Based
Capital West Partners, Llc
6842 E. Tanque Verde Road , Suite C,
Tucson, AZ 85715
$206,267,971 410 A percentage of AUM
Hourly charges
Fixed fees
Treiberg Wealth Management
3573 East Sunrise Drive , Suite 115,
Tucson, AZ 85718
$200,309,580 212 A percentage of AUM
Hourly charges
Fixed fees
Imus Wilkinson Investment Management, Llc
3561 E. Sunrise Road , Suite 117,
Tucson, AZ 85718
$193,618,495 1468 A percentage of AUM
Hourly charges
Fixed fees
Allied Portfolio Management, Inc.
5987 E. Grant Road,
Tucson, AZ 85712
$179,231,161 353 A percentage of AUM
Hourly charges
Fixed fees
Aio Financial, Llc
6700 N Oracle Road, Suite 119,
Tucson, AZ 85704
$150,509,163 650 A percentage of AUM
Hourly charges
Fixed fees
Wilkinson Wealth Management, Llc
7411 E Tanque Verde,
Tucson, AZ 85715
$103,440,080 616 A percentage of AUM
Hourly charges
Fixed fees
Shepherd Wealth & Retirement Llc
6300 E. El Dorado Plaza , A200,
Tucson, AZ 85715
$74,493,153 329 A percentage of AUM
Hourly charges
Fixed fees
Secure Investment Management, Llc
3067 W. Ina Rd. , Suite 105,
Tucson, AZ 85741
$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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