Real Reviews · Phoenix
Top-Reviewed Financial Advisors in Phoenix, AZ
What are customers actually saying? Read verified reviews for financial advisors in Phoenix — every rating is from a real customer.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Phoenix, AZ by verified customer ratings and review volume. The highest-rated is Endeavor Advisors, LLC with a 5.0-star rating from 161 verified reviews. Also in the top tier: Asset Preservation Wealth & Tax, Financial Advisors and Trajan Wealth | Main HQ. The average rating across all listed financial advisors in Phoenix is 4.9 stars from 42 reviews per business on average.
Financial advisors in Phoenix 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
18
Businesses listed
4.9★
Avg rating
42
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Endeavor Advisors, LLC
Industrious, 2801 E Camelback Rd Floor 2, Phoenix, AZ 85016, USA
Asset Preservation Wealth & Tax, Financial Advisors
4310 E Cotton Center Blvd #120, Phoenix, AZ 85040, USA
Trajan Wealth | Main HQ
18700 Hayden Rd Suite 470, Scottsdale, AZ 85255, USA
Financial Advisors Rankings in Phoenix, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Endeavor Advisors, LLCIndustrious, 2801 E Camelback Rd Floor 2, Phoenix, AZ 85016, USA | 5.0★ | 161 |
| #2 | Asset Preservation Wealth & Tax, Financial Advisors4310 E Cotton Center Blvd #120, Phoenix, AZ 85040, USA | 5.0★ | 133 |
| #3 | Trajan Wealth | Main HQ18700 Hayden Rd Suite 470, Scottsdale, AZ 85255, USA | 4.7★ | 156 |
| #4 | Bright Wealth Management - Financial Planner2375 E Camelback Rd #201, Phoenix, AZ 85016, USA | 4.9★ | 33 |
| #5 | Farnam Financial2415 E Camelback Rd Suite 700, Phoenix, AZ 85016, USA | 5.0★ | 22 |
| #6 | Financial Freedom Advisors11811 N Tatum Blvd UNIT 3031, Phoenix, AZ 85028, USA | 5.0★ | 16 |
| #7 | EP Wealth Advisors3131 E Camelback Rd # 135, Phoenix, AZ 85016, USA | 5.0★ | 9 |
| #8 | Strategy Financial Group7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, USA | 4.6★ | 32 |
| #9 | Velocity Wealth Management, LLC5080 N 40th St #400, Phoenix, AZ 85018, USA | 4.7★ | 40 |
| #10 | Welborn Financial5225 N Central Ave UNIT 218, Phoenix, AZ 85012, USA | 5.0★ | 19 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Phoenix
Bright Wealth Management - Financial Planner
2375 E Camelback Rd #201, Phoenix, AZ 85016, USA
Farnam Financial
2415 E Camelback Rd Suite 700, Phoenix, AZ 85016, USA
Financial Freedom Advisors
11811 N Tatum Blvd UNIT 3031, Phoenix, AZ 85028, USA
EP Wealth Advisors
3131 E Camelback Rd # 135, Phoenix, AZ 85016, USA
Strategy Financial Group
7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, USA
Velocity Wealth Management, LLC
5080 N 40th St #400, Phoenix, AZ 85018, USA
Welborn Financial
5225 N Central Ave UNIT 218, Phoenix, AZ 85012, USA
Arizona Private Wealth - Ameriprise Financial Services, LLC
4040 E Camelback Rd UNIT 212, Phoenix, AZ 85018, USA
Me Financial, PLLC
3033 N Central Ave STE 640, Phoenix, AZ 85012, USA
Fiduciary Advisors, Ltd.
4242 N 19th Ave #150, Phoenix, AZ 85015, USA
Morgan Stanley Financial Advisors
2398 E Camelback Rd Suite 800, Phoenix, AZ 85016, USA
Ironwood Family Wealth Advisors
1702 E Highland Ave #204, Phoenix, AZ 85016, USA
Versant Capital Management, Inc.
2394 E Camelback Rd Suite 100, Phoenix, AZ 85016, USA
Validus Financial Associates PLLC
8877 W Union Hills Dr Suite 540 Suite 540, Peoria, AZ 85382, USA
Larson Wealth Management Arizona - Investment Services Financial Planning
1118 N Recker Rd #107, Mesa, AZ 85205, USA
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Frequently Asked Questions — Financial Advisors in Phoenix
What is a fiduciary financial advisor and why does it matter in Phoenix?
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 Phoenix, 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 Phoenix?
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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