Home
Financial Advisor
Arizona
Compare 3 financial advisors near you matched to your specific needs

Personalized Advice For Portfolio Size of 100k And Above

Tell Us Your Financial Goals
Compare Advisors
Select the Advisor That is Right For You
FINRA/SEC Registered Advisors

Your Information is Safe and Secure

Find Top Financial Advisors in Arizona

Arizona, known for its breathtaking scenery and booming economy, is home to a population of over 7.3 million people. With a cost of living 6% higher than the national average and a variety of financial advisors and advisory firms in the state, those who live in Arizona can benefit from connecting with a fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in Arizona can help in your search for the best advisor for your needs. Whether you're looking for financial advice regarding retirement planning, financial planning, investment planning, wealth management, etc., the screened financial advisors in our network can provide valuable insights and personalized investment solutions to suit your financial needs.

How To Find Trusted Financial Advisors in Arizona

Arizona has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Arizona have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Arizona mentioned below does 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 Arizona.

Qualified Financial Advisors in Arizona

VETTED
Financial Advisor
Edelman Financial Engines, LLC
4742 N. 24th StreetPhoenix, AZ 85016
National Planners TeamPhoenix, AZ 85016
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
James GoodAttessa Capital3900 E Via PalomitaTucson, AZ 85718
Experience22 Years
AUMNot Specified
Minimum Assets$1,000,000
Fee StructureFee-Only
Are you a Financial Advisor in Arizona?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Arizona

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.24 million clients and more than $326 billion assets under management (as of December 31, 2025) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Only, Based on Assets
Office Locations
4742 N. 24th Street,Suite 400,Phoenix,AZ 85016Phone Number877-208-7414
National Planners Team,Phoenix,AZ 85016Phone Number877-208-7414
James Good
VETTED
James Good
Attessa Capital
About James Good
Mr. Good is a Managing Director and Founding Partner at Attessa 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). Prior to joining Cascade Investment/BMGI, he was a Vice President and Investment Research Analyst at Wellington Management (a Boston based firm with over $1 trillion under management). In this role, he helped manage mutual funds and investment accounts for clients such as Vanguard, Goldman Sachs, the Hartford, John Hancock, and many other institutions. 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 Attessa Capital
Attessa 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# 6612231Firm CRD# 306827Series 65
Compensation/Fee
Fee-Only, Based on Assets
Office Location
3900 E Via Palomita,Tucson,AZ 85718
Phone Number
520-600-3064

WiserAdvisor Reviews

Trustpilot

Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

I Want to Take Charge.

Help me find and compare top vetted financial advisors in my area.

FINRA/SEC Registered Advisors

Your Information is Safe and Secure
Firm Name
OSAIC WEALTH, INC.Scottsdale, AZ
No. of Advisors6838
AUM$94,557,613,744
No. of Clients437201
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
VOYA INVESTMENTS, LLCScottsdale, AZ
No. of Advisors121
AUM$57,786,360,253
No. of Clients69
Fee StructureA percentage of AUM
Firm Name
GI PARTNERSScottsdale, AZ
No. of Advisors152
AUM$32,630,475,936
No. of Clients25
Fee StructureA percentage of AUM, Performance Based
Firm Name
DAVIS SELECTED ADVISERS LPTucson, AZ
No. of Advisors123
AUM$22,942,793,322
No. of Clients142
Fee StructureA percentage of AUM
Firm Name
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERScottsdale, AZ
No. of Advisors570
AUM$9,326,336,708
No. of Clients43221
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm Name
FOUNDATIONS INVESTMENT ADVISORS LLCPhoenix, AZ
No. of Advisors240
AUM$6,709,525,290
No. of Clients48764
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
BALBEC CAPITAL MANAGEMENT LPScottsdale, AZ
No. of Advisors105
AUM$6,370,551,613
No. of Clients20
Fee StructureA percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
Firm Name
SMEAD CAPITAL MANAGEMENT, INC.Phoenix, AZ
No. of Advisors17
AUM$6,072,332,268
No. of Clients87
Fee StructureA percentage of AUM
Firm Name
DYNAMIC WEALTH ADVISORSPhoenix, AZ
No. of Advisors125
AUM$4,829,248,145
No. of Clients14988
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
Firm Name
TCI WEALTH ADVISORS, INC.Tucson, AZ
No. of Advisors63
AUM$4,091,666,732
No. of Clients10252
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
TFO FAMILY OFFICE PARTNERSPhoenix, AZ
No. of Advisors75
AUM$3,824,063,292
No. of Clients1868
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)
Firm Name
INDIGO PARTNERS LLCPhoenix, AZ
No. of Advisors8
AUM$2,925,561,697
No. of Clients21
Fee StructureA percentage of AUM, Performance Based
Firm Name
ASHTON THOMAS PRIVATE WEALTHScottsdale, AZ
No. of Advisors58
AUM$2,891,584,875
No. of Clients5334
Fee StructureA percentage of AUM, Hourly charges
Firm Name
PFG ADVISORSPhoenix, AZ
No. of Advisors115
AUM$2,830,846,519
No. of Clients12918
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
REDWOOD INVESTMENT MANAGEMENT, LLC.Scottsdale, AZ
No. of Advisors32
AUM$2,727,993,120
No. of Clients1727
Fee StructureA percentage of AUM

Frequently Asked Questions

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.