Real Reviews · Tempe

Top-Reviewed Financial Advisors in Tempe, AZ

What are customers actually saying? Read verified reviews for financial advisors in Tempe — every rating is from a real customer.

As of June 2026, RatingsNearMe ranks 18 financial advisors in Tempe, AZ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Solana Financial Group with a 5.0-star rating from 154 Google reviews and an RNM Score of 86/100. Also in the top tier: Martinsen Wealth Management and The M Group & Associates- Matt Mamolen, CFP , CRPC. The average rating across all listed financial advisors in Tempe is 4.9 stars from 32 reviews per business on average.

Financial advisors in Tempe typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

S G Wealth Partners

S G Wealth Partners stands out as the top-ranked advisor due to its strong reputation and comprehensive wealth management services in Tempe.

Most Reviewed

Edward Jones - Financial Advisor: Ely N Burke, CFP®

A high review count indicates broad client experience and trust, helping consumers gauge reliability and service quality.

When choosing a financial advisor in Tempe, verify credentials like CFP® certification and read recent reviews to ensure the advisor's approach aligns with your financial goals. Consider scheduling initial consultations with multiple firms to compare services and fees.

Filter:

Local Market Snapshot

18

Businesses listed

4.9★

Avg rating

32

Avg reviews

Jun 10, 2026

Last updated

Top Rated Financial Advisors

5.0(154 reviews)

Trusted by hundreds with a perfect 5.0-star rating in Tempe.

430 W Warner Rd #116, Tempe, AZ 85284, USA
4.9(119 reviews)

Tempe financial advisor with a 4.9-star rating from over 100 Google reviews.

7855 S River Pkwy #201, Tempe, AZ 85284, USA
5.0(91 reviews)

Rated 5.0 stars from 91 Google reviews, this Tempe financial advisor is highly trusted.

4515 S McClintock Dr #221, Tempe, AZ 85282, USA

Financial Advisors Rankings in Tempe, AZ

#BusinessRatingReviews
#1Solana Financial Group430 W Warner Rd #116, Tempe, AZ 85284, USA5.0154
#2Martinsen Wealth Management7855 S River Pkwy #201, Tempe, AZ 85284, USA4.9119
#3The M Group & Associates- Matt Mamolen, CFP , CRPC4515 S McClintock Dr #221, Tempe, AZ 85282, USA5.091
#4Financial Life Planners2151 E Broadway Rd Suite 203, Tempe, AZ 85282, USA5.07
#5Four Corners Financial Advisors4500 S Lakeshore Dr #620, Tempe, AZ 85282, USA5.02
#6Retirement Planners of America2141 E Broadway Rd # 105, Tempe, AZ 85282, USA4.734
#7Johnson Financial Advisors1095 W Rio Salado Pkwy #201, Tempe, AZ 85281, USA5.080
#8S G Wealth Partners960 W Elliot Rd, Tempe, AZ 85284, USA5.017
#9Edward Jones Tempe Regional Headquarters8640 S River Pkwy, Tempe, AZ 85284, USA4.515
#10Optima Capital Management222 S Mill Ave Suite 800, Tempe, AZ 85281, USA5.012

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Tempe

4
5.0· 7 reviews

Exceptional 5.0-star rating based on 7 Google reviews from local clients.

2151 E Broadway Rd Suite 203, Tempe, AZ 85282, USA

5
5.0· 2 reviews

Serving Tempe with a perfect 5.0-star rating from early client reviews.

4500 S Lakeshore Dr #620, Tempe, AZ 85282, USA

6
4.7· 34 reviews

Consistently rated 4.7 stars across 34 Google reviews by local clients.

2141 E Broadway Rd # 105, Tempe, AZ 85282, USA

7
5.0· 80 reviews

5.0 stars from 80 Google reviews, reflecting exceptional client satisfaction.

1095 W Rio Salado Pkwy #201, Tempe, AZ 85281, USA

8
5.0· 17 reviews

Trusted by clients with a perfect 5.0-star rating from 17 reviews.

960 W Elliot Rd, Tempe, AZ 85284, USA

9
4.5· 15 reviews

Consistently rated 4.5 stars across 15 Google reviews in Tempe.

8640 S River Pkwy, Tempe, AZ 85284, USA

10
5.0· 12 reviews

Rated 5.0 stars from 12 Google reviews, this Tempe financial advisor is highly regarded.

222 S Mill Ave Suite 800, Tempe, AZ 85281, USA

11
5.0· 5 reviews

5.0 stars from 5 Google reviews for this Tempe financial advisor.

1255 W Rio Salado Pkwy Phase 2, Building B, Suite 103, Tempe, AZ 85281, USA

12
5.0· 4 reviews

Rated 5.0 stars from 4 Google reviews in Tempe, AZ.

1400 E Southern Ave B109, Tempe, AZ 85282, USA

13
5.0· 4 reviews

5.0 stars from 4 glowing reviews for this Tempe financial advisor.

430 W Warner Rd #123, Tempe, AZ 85284, USA

14
5.0· 3 reviews

5.0-star rating from 3 Google reviews for a Tempe financial advisor.

3923 S McClintock Dr #406, Tempe, AZ 85282, USA

15
5.0· 3 reviews

Rated 5.0 stars from a handful of local Google reviews in Tempe.

430 W Warner Rd #123, Tempe, AZ 85284, USA

16
5.0· 3 reviews

Rated 5.0 stars from 3 Google reviews, a trusted local financial advisor in Tempe.

222 S Mill Ave Suite 800, Tempe, AZ 85281, USA

17
5.0· 1 reviews

5.0 stars from one Google review, reflecting exceptional client satisfaction.

Virtual, Tempe, AZ 85284, USA

18
5.0· 30 reviews

Trusted by clients with a perfect 5.0★ rating from 30 Google reviews.

7581 S Willow Dr STE 110, Tempe, AZ 85283, USA

Data from Google Business listings
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Financial Advisors in Tempe, AZ — Compared

#BusinessRNM ScoreRatingReviews
1Solana Financial Group86/1005.0 ★154
2Martinsen Wealth Management83/1004.9 ★119
3The M Group & Associates- Matt Mamolen, CFP , CRPC83/1005.0 ★91
4Financial Life Planners70/1005.0 ★7
5Four Corners Financial Advisors64/1005.0 ★2
6Retirement Planners of America73/1004.7 ★34
7Johnson Financial Advisors82/1005.0 ★80
8S G Wealth Partners74/1005.0 ★17
9Edward Jones Tempe Regional Headquarters65/1004.5 ★15
10Optima Capital Management72/1005.0 ★12

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

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Frequently Asked Questions — Financial Advisors in Tempe

What is a fiduciary financial advisor and why does it matter in Tempe?

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 Tempe, 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 Tempe?

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 10, 2026.

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About This Financial Advisors Directory — Tempe, AZ

This page lists and ranks 18 financial advisors serving Tempe, AZ as of June 2026. The average verified rating across all listings is 4.9 stars, with an average of 32 customer reviews per business. The top-ranked financial advisors in Tempe by our algorithm is Solana Financial Group (5.0 stars, 154 reviews). Financial advisors in Tempe typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Tempe: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the AZ licensing board before hiring.

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