Same Day · Gilbert
Same-Day Financial Advisors in Gilbert, AZ
Can't wait a week? These financial advisors in Gilbert offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Gilbert, AZ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Stewardship with a 5.0-star rating from 395 Google reviews and an RNM Score of 92/100. Also in the top tier: Creative Planning and Trajan Wealth. The average rating across all listed financial advisors in Gilbert is 5 stars from 49 reviews per business on average.
Financial advisors in Gilbert typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Shoreline Financial Services
Shoreline Financial Services is consistently listed first among top-ranked advisors in Gilbert, indicating strong reputation and client satisfaction.
Most Reviewed
Watts Gwilliam & Company
A high number of reviews suggests broad client experience and trust, helping consumers gauge reliability and service quality.
When choosing a financial advisor in Gilbert, compare their fee structures, specializations, and client reviews to ensure they align with your personal financial goals. Schedule initial consultations to assess communication and trust.
Local Market Snapshot
19
Businesses listed
5★
Avg rating
49
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating.
1094 S Gilbert Rd Suite 210, Gilbert, AZ 85296, USAExceptional 5.0-star rating from over 130 client reviews in Gilbert.
400 E Rivulon Blvd #106, Gilbert, AZ 85297, USA5.0 stars from 67 Google reviews, reflecting exceptional client satisfaction.
3303 E Baseline Rd Suite #101, Gilbert, AZ 85234, USAFinancial Advisors Rankings in Gilbert, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Stewardship1094 S Gilbert Rd Suite 210, Gilbert, AZ 85296, USA | 5.0★ | 395 |
| #2 | Creative Planning400 E Rivulon Blvd #106, Gilbert, AZ 85297, USA | 5.0★ | 133 |
| #3 | Trajan Wealth3303 E Baseline Rd Suite #101, Gilbert, AZ 85234, USA | 5.0★ | 67 |
| #4 | Kingdom Wealth Advisers2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295, USA | 5.0★ | 27 |
| #5 | Shoreline Financial Services609 S Gilbert Rd, Gilbert, AZ 85296, USA | 4.9★ | 12 |
| #6 | Saturn Wealth1166 E Warner Rd Suite #213, Gilbert, AZ 85296, USA | 5.0★ | 8 |
| #7 | Asset Preservation Wealth & Tax, Financial Advisors355 E Germann Rd #150, Gilbert, AZ 85297, USA | 5.0★ | 62 |
| #8 | Falcon Wealth Planning1166 E Warner Rd Suite 101 F, Gilbert, AZ 85296, USA | 5.0★ | 21 |
| #9 | Anderson Wealth2730 S Val Vista Dr STE 176, Gilbert, AZ 85295, USA | 5.0★ | 1 |
| #10 | Wealth Guardian Group1757 E Baseline Rd Ste 118, Gilbert, AZ 85233, USA | 4.6★ | 30 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Gilbert
Top-rated Gilbert financial advisor with a perfect 5.0 stars from 27 reviews.
2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295, USA
Earned a 4.9-star rating from 12 local Google reviews.
609 S Gilbert Rd, Gilbert, AZ 85296, USA
Consistently rated 5.0 stars from 8 reviews in Gilbert, AZ.
1166 E Warner Rd Suite #213, Gilbert, AZ 85296, USA
Gilbert’s top-rated financial advisor with a perfect 5.0★ score from 62 reviews.
355 E Germann Rd #150, Gilbert, AZ 85297, USA
5.0 stars from 21 reviews, making them a trusted Gilbert financial advisor.
1166 E Warner Rd Suite 101 F, Gilbert, AZ 85296, USA
Trusted Gilbert financial advisor with a perfect 5.0-star rating from clients.
2730 S Val Vista Dr STE 176, Gilbert, AZ 85295, USA
Trusted by clients with a strong 4.6-star rating from 30 reviews.
1757 E Baseline Rd Ste 118, Gilbert, AZ 85233, USA
5.0 stars from 3 reviews, reflecting exceptional client satisfaction in Gilbert.
323 S Gilbert Rd UNIT 111, Gilbert, AZ 85296, USA
5.0 stars from 11 reviews, reflecting exceptional client satisfaction in Gilbert.
428 S Gilbert Rd Building 4, Suite 115, Gilbert, AZ 85296, USA
Trusted by clients with a 4.9-star rating from 27 reviews.
51 W Vaughn Ave #303, Gilbert, AZ 85233, USA
Rated 4.9 stars from 56 Google reviews, this Gilbert financial advisor is highly trusted.
2915 E Baseline Rd STE 119, Gilbert, AZ 85234, USA
Consistently earns a perfect 5.0-star rating from 11 Google reviews.
2200 E Williams Field Rd #200, Gilbert, AZ 85295, USA
5.0-star rating from 10 reviews reflects exceptional client satisfaction in Gilbert.
2162 E Williams Field Rd Suite #111, Gilbert, AZ 85295, USA
Earned a perfect 5.0-star rating from six local Google reviews.
2730 S Val Vista Dr STE 124, Gilbert, AZ 85295, USA
5.0 stars from 17 reviews, reflecting consistent client satisfaction.
1166 E Warner Rd #101, Gilbert, AZ 85296, USA
5.0 stars from 31 reviews, reflecting consistently exceptional client satisfaction.
2162 E Williams Field Rd #111, Gilbert, AZ 85295, USA
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Financial Advisors in Gilbert, AZ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Stewardship | 92/100 | 5.0 ★ | 395 |
| 2 | Creative Planning | 97/100 | 5.0 ★ | 133 |
| 3 | Trajan Wealth | 93/100 | 5.0 ★ | 67 |
| 4 | Kingdom Wealth Advisers | 88/100 | 5.0 ★ | 27 |
| 5 | Shoreline Financial Services | 82/100 | 4.9 ★ | 12 |
| 6 | Saturn Wealth | 82/100 | 5.0 ★ | 8 |
| 7 | Asset Preservation Wealth & Tax, Financial Advisors | 92/100 | 5.0 ★ | 62 |
| 8 | Falcon Wealth Planning | 75/100 | 5.0 ★ | 21 |
| 9 | Anderson Wealth | 74/100 | 5.0 ★ | 1 |
| 10 | Wealth Guardian Group | 82/100 | 4.6 ★ | 30 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Gilbert
What is a fiduciary financial advisor and why does it matter in Gilbert?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Gilbert, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Gilbert?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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