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Same-Day Financial Advisors in Peoria, AZ
Can't wait a week? These financial advisors in Peoria offer same-day or next-day appointments. Call now to check availability.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Peoria, AZ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Asset Preservation Wealth & Tax, Financial Advisors with a 4.8-star rating from 126 Google reviews and an RNM Score of 93/100. Also in the top tier: Trajan Wealth and Oxford Retirement & Estate Planning. The average rating across all listed financial advisors in Peoria is 5 stars from 22 reviews per business on average.
Financial advisors in Peoria typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Bergen Financial Group
Bergen Financial Group stands out as a top-ranked local firm known for personalized service and comprehensive financial planning.
Most Reviewed
Edward Jones - Financial Advisor: Bill Ritman, CFP®|AAMS®
A high review count indicates broad client experience and trust, which can help new customers gauge service quality.
When choosing a financial advisor in Peoria, consider meeting with multiple firms to compare fee structures and services. Check credentials and client reviews to ensure the advisor aligns with your long-term financial goals.
Local Market Snapshot
16
Businesses listed
5★
Avg rating
22
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients, this Peoria advisor holds a stellar 4.8-star rating.
16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382, USATrusted by clients for exceptional service, with a 4.8-star rating from 50 reviews.
16150 N Arrowhead Fountains Center Dr #245, Peoria, AZ 85382, USATrusted by clients with a perfect 5.0-star rating from 29 reviews.
10699 W Bell Rd, Sun City, AZ 85351, USAFinancial Advisors Rankings in Peoria, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Asset Preservation Wealth & Tax, Financial Advisors16150 N Arrowhead Fountains Center Dr Suite 200, Peoria, AZ 85382, USA | 4.8★ | 126 |
| #2 | Trajan Wealth16150 N Arrowhead Fountains Center Dr #245, Peoria, AZ 85382, USA | 4.8★ | 50 |
| #3 | Oxford Retirement & Estate Planning10699 W Bell Rd, Sun City, AZ 85351, USA | 5.0★ | 29 |
| #4 | Prime Wealth Advisors13843 W Meeker Blvd #105, Sun City West, AZ 85375, USA | 5.0★ | 29 |
| #5 | Bergen Financial Group8765 W Kelton Ln Bldg C2, Peoria, AZ 85382, USA | 5.0★ | 24 |
| #6 | Rock Martin Private Wealth Management8506 W Deer Valley Rd #100, Peoria, AZ 85382, USA | 5.0★ | 20 |
| #7 | Edward Jones - Financial Advisor: Bill Ritman, CFP®|AAMS®28471 N Vistancia Blvd #106, Peoria, AZ 85383, USA | 5.0★ | 2 |
| #8 | John Snyder - Private Wealth Advisor, Ameriprise Financial Services, LLC7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA | 5.0★ | 1 |
| #9 | Morgan Stanley Financial Advisors16155 N 83rd Ave Suite 100, Peoria, AZ 85382, USA | 5.0★ | 1 |
| #10 | Affirm Wealth Advisors - Ameriprise Financial Services, LLC7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA | 5.0★ | 20 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Peoria
Consistently rated 5.0 stars from nearly 30 Google reviews.
13843 W Meeker Blvd #105, Sun City West, AZ 85375, USA
5.0 stars from 24 reviews, making them a top-rated local financial advisor.
8765 W Kelton Ln Bldg C2, Peoria, AZ 85382, USA
Peoria's top-rated financial advisor with a perfect 5.0 star rating from 20 reviews.
8506 W Deer Valley Rd #100, Peoria, AZ 85382, USA
Rated 5.0 stars from two Google reviews, this Peoria financial advisor is highly regarded.
28471 N Vistancia Blvd #106, Peoria, AZ 85383, USA
Rated 5.0 stars from a single Google review.
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA
5.0 stars from local clients—highly rated financial advisor in Peoria.
16155 N 83rd Ave Suite 100, Peoria, AZ 85382, USA
Exceptional 5.0-star rating from 20 Google reviews in Peoria, AZ.
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA
Trusted Peoria financial advisor with a perfect 5.0-star rating from clients.
15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381, USA
Trusted by clients with a stellar 4.8-star rating from nearly 20 reviews.
9844 W Yearling Rd D-1160, Peoria, AZ 85383, USA
This financial advisor in Peoria, AZ has no customer reviews yet to guide your choice.
9125 W Thunderbird Rd #100, Peoria, AZ 85381, USA
Rated 5.0 stars from 5 Google reviews, this Peoria financial advisor is highly recommended.
13260 N 94th Dr Suite 203, Peoria, AZ 85381, USA
Rated 5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
16165 N 83rd Ave #101, Peoria, AZ 85382, USA
Exceptional 5.0-star rating from a handful of Google reviews.
9200 W Union Hills Dr # 102, Peoria, AZ 85382, USA
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Financial Advisors in Peoria, AZ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Asset Preservation Wealth & Tax, Financial Advisors | 93/100 | 4.8 ★ | 126 |
| 2 | Trajan Wealth | 88/100 | 4.8 ★ | 50 |
| 3 | Oxford Retirement & Estate Planning | 88/100 | 5.0 ★ | 29 |
| 4 | Prime Wealth Advisors | 88/100 | 5.0 ★ | 29 |
| 5 | Bergen Financial Group | 87/100 | 5.0 ★ | 24 |
| 6 | Rock Martin Private Wealth Management | 87/100 | 5.0 ★ | 20 |
| 7 | Edward Jones - Financial Advisor: Bill Ritman, CFP®|AAMS® | 68/100 | 5.0 ★ | 2 |
| 8 | John Snyder - Private Wealth Advisor, Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 9 | Morgan Stanley Financial Advisors | 65/100 | 5.0 ★ | 1 |
| 10 | Affirm Wealth Advisors - Ameriprise Financial Services, LLC | 87/100 | 5.0 ★ | 20 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Peoria
What is a fiduciary financial advisor and why does it matter in Peoria?
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 Peoria, 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 Peoria?
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: July 4, 2026.
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