Highest Rated · Phoenix
Top-Rated Financial Advisors in Phoenix, AZ
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Phoenix, AZ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Endeavor Advisors, LLC with a 5.0-star rating from 161 Google reviews and an RNM Score of 86/100. 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 June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Phoenix, Arizona is home to a variety of financial advisors who offer investment management, retirement planning, and tax planning services to local residents. Consumers should research an advisor's credentials, fees, and areas of expertise when selecting a financial professional to work with.
- ✓Wide range of financial advisor services available in Phoenix
- ✓Importance of researching an advisor's qualifications and fee structure
- ✓Advisors can assist with investment management, retirement planning, and tax planning
Best Overall
Trajan Wealth | Main HQ
Trajan Wealth stands out for its comprehensive wealth management services and strong local reputation in Phoenix.
Most Reviewed
Trajan Wealth | Main HQ
A high review count often indicates a broader base of client experience and consistent service quality.
When choosing a financial advisor in Phoenix, consider meeting with at least two firms from this list to compare their fee structures and service offerings. Always verify credentials and check for any disclosures via the SEC's advisor search tool.
How to Choose a Financial Advisor in Phoenix
What to look for
- • Certified Financial Planner (CFP) or other relevant certifications
- • Experience working with clients in the Phoenix area
- • A clear, transparent fee structure
- • A focus on your long-term financial goals, not just investments
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients in the Phoenix area?
Red flags
- ⚠ Pressure to invest in specific products or services
- ⚠ Lack of clear communication about fees and costs
- ⚠ Unwillingness to discuss your unique financial situation and goals
In Arizona, financial advisors must be registered with the Arizona Corporation Commission and hold the appropriate licenses, such as a Certified Financial Planner (CFP) or Registered Investment Advisor (RIA). Be sure to verify their credentials and licensing before engaging their services.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
42
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Earned a perfect 5.0-star rating from over 160 client reviews in Phoenix.
Industrious, 2801 E Camelback Rd Floor 2, Phoenix, AZ 85016, USA5.0★ from 133 reviews, reflecting exceptional client trust and satisfaction.
4310 E Cotton Center Blvd #120, Phoenix, AZ 85040, USATrusted by 156 clients, this Phoenix advisor holds a strong 4.7-star rating.
18700 Hayden Rd Suite 470, Scottsdale, AZ 85255, USAFinancial 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 June 2026
All Financial Advisors in Phoenix
2375 E Camelback Rd #201, Phoenix, AZ 85016, USA
11811 N Tatum Blvd UNIT 3031, Phoenix, AZ 85028, USA
7010 E Chauncey Ln STE 130, Phoenix, AZ 85054, USA
5080 N 40th St #400, Phoenix, AZ 85018, USA
4040 E Camelback Rd UNIT 212, Phoenix, AZ 85018, USA
2398 E Camelback Rd Suite 800, Phoenix, AZ 85016, USA
1702 E Highland Ave #204, Phoenix, AZ 85016, USA
2394 E Camelback Rd Suite 100, Phoenix, AZ 85016, USA
8877 W Union Hills Dr Suite 540 Suite 540, Peoria, AZ 85382, USA
1118 N Recker Rd #107, Mesa, AZ 85205, USA
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Financial Advisors in Phoenix, AZ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Endeavor Advisors, LLC | 86/100 | 5.0 ★ | 161 |
| 2 | Asset Preservation Wealth & Tax, Financial Advisors | 85/100 | 5.0 ★ | 133 |
| 3 | Trajan Wealth | Main HQ | 81/100 | 4.7 ★ | 156 |
| 4 | Bright Wealth Management - Financial Planner | 76/100 | 4.9 ★ | 33 |
| 5 | Farnam Financial | 75/100 | 5.0 ★ | 22 |
| 6 | Financial Freedom Advisors | 74/100 | 5.0 ★ | 16 |
| 7 | EP Wealth Advisors | 71/100 | 5.0 ★ | 9 |
| 8 | Strategy Financial Group | 71/100 | 4.6 ★ | 32 |
| 9 | Velocity Wealth Management, LLC | 73/100 | 4.7 ★ | 40 |
| 10 | Welborn Financial | 75/100 | 5.0 ★ | 19 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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: June 9, 2026.
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