4.5+ Stars · Mesa
Highly Rated Financial Advisors in Mesa, AZ
Only the best make this list. These financial advisors in Mesa have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Mesa, AZ by verified customer ratings and review volume. The highest-rated is Acute Wealth Advisors, LLC with a 4.9-star rating from 47 verified reviews. Also in the top tier: Ridgeline Private Wealth and East Valley Wealth & Retirement. The average rating across all listed financial advisors in Mesa is 4.9 stars from 11 reviews per business on average.
Financial advisors in Mesa typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
11
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Acute Wealth Advisors, LLC
4856 E Baseline Rd Suite 104, Mesa, AZ 85206, USA
Ridgeline Private Wealth
2929 N Power Rd #101, Mesa, AZ 85215, USA
East Valley Wealth & Retirement
366 N Gilbert Rd UNIT 205, Gilbert, AZ 85234, USA
Financial Advisors Rankings in Mesa, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Acute Wealth Advisors, LLC4856 E Baseline Rd Suite 104, Mesa, AZ 85206, USA | 4.9★ | 47 |
| #2 | Ridgeline Private Wealth2929 N Power Rd #101, Mesa, AZ 85215, USA | 5.0★ | 38 |
| #3 | East Valley Wealth & Retirement366 N Gilbert Rd UNIT 205, Gilbert, AZ 85234, USA | 4.8★ | 16 |
| #4 | Klein Financial LLC4140 E Baseline Rd, Mesa, AZ 85206, USA | 5.0★ | 6 |
| #5 | Edward Jones - Financial Advisor: Josh Hansen, CFP®|CRPC™2509 S Power Rd #107, Mesa, AZ 85209, USA | 5.0★ | 6 |
| #6 | DecisionPoint Financial2812 N Norwalk STE 116, Mesa, AZ 85215, USA | 4.8★ | 23 |
| #7 | JW Financial Consulting2500 S Power Rd STE 217, Mesa, AZ 85209, USA | 5.0★ | 12 |
| #8 | Clarity Wealth Management, LLC3303 E Baseline Rd Suite #107, Gilbert, AZ 85234, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Bryson Murset, CEPA®|AAMS®2550 N Thunderbird Cir #211, Mesa, AZ 85215, USA | 5.0★ | 15 |
| #10 | Edward Jones - Financial Advisor: Price W Peasel1058 N Higley Rd Ste 110, Mesa, AZ 85205, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Mesa
Klein Financial LLC
4140 E Baseline Rd, Mesa, AZ 85206, USA
Edward Jones - Financial Advisor: Josh Hansen, CFP®|CRPC™
2509 S Power Rd #107, Mesa, AZ 85209, USA
DecisionPoint Financial
2812 N Norwalk STE 116, Mesa, AZ 85215, USA
JW Financial Consulting
2500 S Power Rd STE 217, Mesa, AZ 85209, USA
Clarity Wealth Management, LLC
3303 E Baseline Rd Suite #107, Gilbert, AZ 85234, USA
Edward Jones - Financial Advisor: Bryson Murset, CEPA®|AAMS®
2550 N Thunderbird Cir #211, Mesa, AZ 85215, USA
Edward Jones - Financial Advisor: Price W Peasel
1058 N Higley Rd Ste 110, Mesa, AZ 85205, USA
Fleming Financial Services
4702 E Southern Ave, Mesa, AZ 85206, USA
Edward Jones - Financial Advisor: Paul R Burton, CFP®
5550 E McKellips Rd # 101, Mesa, AZ 85215, USA
Cooper Financial Investments, LLC
3850 E Baseline Rd Suite 119 Building 7, Mesa, AZ 85206, USA
Edward Jones - Financial Advisor: Robert Farwell, CFP®|AAMS®
1333 N Greenfield Rd STE 102, Mesa, AZ 85205, USA
R & D Financial Services
1136 E Harmony Ave # 203, Mesa, AZ 85204, USA
Edward Jones - Financial Advisor: David W Murset, AAMS®
2550 N Thunderbird Cir #211, Mesa, AZ 85215, USA
Edward Jones - Financial Advisor: Matthew Burton, CAP®|AAMS®
49 W 1st St Suite 101, Mesa, AZ 85201, USA
Edward Jones - Financial Advisor: Dawn M Blocker
1423 S Higley Rd Suite 124, Mesa, AZ 85206, USA
Financial Advisor Pro
3707 E Southern Ave, Mesa, AZ 85206, USA
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Frequently Asked Questions — Financial Advisors in Mesa
What is a fiduciary financial advisor and why does it matter in Mesa?
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 Mesa, 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 Mesa?
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: May 17, 2026.
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