4.5+ Stars · Surprise
Highly Rated Financial Advisors in Surprise, AZ
Only the best make this list. These financial advisors in Surprise have earned 4.5+ star ratings from real customers — consistently.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Surprise, AZ by verified customer ratings and review volume. The highest-rated is Radiant Financial Group LLC with a 5.0-star rating from 148 verified reviews. Also in the top tier: David Mangiapane - Mortgage Advisor - Radiant Financial Group LLC and Axberg Wealth Management, LLC. The average rating across all listed financial advisors in Surprise is 4.9 stars from 23 reviews per business on average.
Financial advisors in Surprise 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
23
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Radiant Financial Group LLC
Next to Vogue, 15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA
David Mangiapane - Mortgage Advisor - Radiant Financial Group LLC
15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA
Axberg Wealth Management, LLC
13613 W Camino Del Sol, Sun City West, AZ 85375, USA
Financial Advisors Rankings in Surprise, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Radiant Financial Group LLCNext to Vogue, 15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA | 5.0★ | 148 |
| #2 | David Mangiapane - Mortgage Advisor - Radiant Financial Group LLC15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA | 5.0★ | 125 |
| #3 | Axberg Wealth Management, LLC13613 W Camino Del Sol, Sun City West, AZ 85375, USA | 5.0★ | 26 |
| #4 | Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA®15331 W Bell Rd Suite 320, Surprise, AZ 85374, USA | 5.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Tom Seros, CFP®|AAMS®14239 W Bell Rd Suite 222, Surprise, AZ 85374, USA | 4.5★ | 4 |
| #6 | Wilde Wealth Management Group13985 W Grand Ave Suite 100, Surprise, AZ 85374, USA | 5.0★ | 11 |
| #7 | Dynamic Wealth Management14749 W Mountain View Blvd #144, Surprise, AZ 85374, USA | 4.5★ | 16 |
| #8 | Hillspring Financial Inc12213 W Bell Rd #209, Surprise, AZ 85378, USA | 5.0★ | 5 |
| #9 | Landmark Financial12455 W Bell Rd, Surprise, AZ 85378, USA | — | — |
| #10 | Vista Cima Wealth Management14985 W Bell Rd suite 150, Surprise, AZ 85374, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Surprise
Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA®
15331 W Bell Rd Suite 320, Surprise, AZ 85374, USA
Edward Jones - Financial Advisor: Tom Seros, CFP®|AAMS®
14239 W Bell Rd Suite 222, Surprise, AZ 85374, USA
Wilde Wealth Management Group
13985 W Grand Ave Suite 100, Surprise, AZ 85374, USA
Dynamic Wealth Management
14749 W Mountain View Blvd #144, Surprise, AZ 85374, USA
Hillspring Financial Inc
12213 W Bell Rd #209, Surprise, AZ 85378, USA
Landmark Financial
12455 W Bell Rd, Surprise, AZ 85378, USA
Vista Cima Wealth Management
14985 W Bell Rd suite 150, Surprise, AZ 85374, USA
Edward Jones - Financial Advisor: Joshua R Butler
13930 W Camino Del Sol Ste 101, Sun City West, AZ 85375, USA
Edward Jones - Financial Advisor: Jessica Bradley
19509 N Sunrise Blvd Suite 4, Surprise, AZ 85374, USA
J.P. Wealth Development - Johnny Perez
15331 W Bell Rd #212, Surprise, AZ 85374, USA
Edward Jones - Financial Advisor: Mircea Ionescu, WMCP®|ABFP®
19509 N Sunrise Blvd Suite 4, Surprise, AZ 85374, USA
Edward Jones - Financial Advisor: Michael A Golinski
14979 W Bell Rd Ste 100, Surprise, AZ 85374, USA
Edward Jones - Financial Advisor
12801 W Bell Rd Suite 137, Surprise, AZ 85378, USA
Edward Jones - Financial Advisor: Michael Gray
13856 W Waddell Rd Suite 105, Surprise, AZ 85379, USA
Edward Jones - Financial Advisor: Tricia R Pickering, AAMS®
10451 W Palmeras Dr #102-E, Sun City, AZ 85373, USA
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Frequently Asked Questions — Financial Advisors in Surprise
What is a fiduciary financial advisor and why does it matter in Surprise?
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 Surprise, 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 Surprise?
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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