Fiduciary advisors in Arizona

186registered advisers
173fee-only verified

Retirees have reshaped Arizona's advisory landscape. With 186 SEC-registered fiduciary advisors statewide, Scottsdale and Phoenix dominate the market. Arizona's flat 2.5% income tax rate and absence of estate tax make it a magnet for wealth migration, and 173 of the state's advisors operate fee-only -- a 93.0% rate that outpaces the national average.

Cities

Avondale1Cave Creek1Chandler4Flagstaff3Fountain Hills2Gilbert2Glendale1Kingman1Mesa11Oro Valley1Peoria2Phoenix33Prescott1Scottsdale80Show Low1Sun City1Surprise2Tempe11Tucson27Yuma1

Top advisors

17 CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #283013
Typical Fee--
AUM$212M
Minimum--
Clients323

ABLE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #323646
Typical Fee--
AUM$571M
Minimum--
Clients1,484

ACCORDANT INVESTMENTS LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #325678
Typical Fee--
AUM$164M
Minimum--
Clients2

ACRYLIC FINANCIAL, INC.

Also Compensated via Product Sales
Fountain Hills, ArizonaCRD #288263
Typical Fee--
AUM$58M
Minimum--
Clients298

ACUTE INVESTMENT ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mesa, ArizonaCRD #170368
Typical Fee--
AUM$238M
Minimum--
Clients1,605

AIM CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #165183
Typical Fee--
AUM$309M
Minimum--
Clients452

AIO FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Tucson, ArizonaCRD #114030
Typical Fee--
AUM$199M
Minimum--
Clients197

ALAMOS CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Tucson, ArizonaCRD #332985
Typical Fee--
AUM$2M
Minimum--
Clients1

ALKEME INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #332434
Typical Fee--
AUM--
Minimum--
Clients--

ALLIED PORTFOLIO MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #113809
Typical Fee--
AUM$209M
Minimum--
Clients332

ALPHA FIDUCIARY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #144720
Typical Fee--
AUM$109M
Minimum--
Clients260

AMPLIFY FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #325721
Typical Fee--
AUM$269M
Minimum--
Clients1,066

ARBOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #168774
Typical Fee--
AUM$107M
Minimum--
Clients322

ARQ WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #147351
Typical Fee--
AUM$740M
Minimum--
Clients1,706

ASCENT CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #291218
Typical Fee--
AUM$197M
Minimum--
Clients141

ASHTON THOMAS PRIVATE WEALTH

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #153902
Typical Fee--
AUM$4.1B
Minimum--
Clients6,733

ASTEROZOA MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #316870
Typical Fee--
AUM$117M
Minimum--
Clients4

ATTESSA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #306827
Typical Fee--
AUM$318M
Minimum--
Clients682

AWM CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Phoenix, ArizonaCRD #287980
Typical Fee--
AUM$1.2B
Minimum--
Clients2,586

BABB WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Flagstaff, ArizonaCRD #298347
Typical Fee--
AUM$141M
Minimum--
Clients810

BALBEC CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #284363
Typical Fee--
AUM$7.2B
Minimum--
Clients21

BALBOA WEALTH PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #282329
Typical Fee--
AUM$1.0B
Minimum--
Clients2,416

BASELINE PARTNERS LLC

Fee-Only, No Conflicts
Mesa, ArizonaCRD #301762
Typical Fee--
AUM$111M
Minimum--
Clients2

BAYNTREE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #226708
Typical Fee--
AUM$192M
Minimum--
Clients1,022

BILI FINANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #339828
Typical Fee--
AUM--
Minimum--
Clients--

BILTMORE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #151365
Typical Fee--
AUM$440M
Minimum--
Clients639

BLAKELY WALTERS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #324410
Typical Fee--
AUM$146M
Minimum--
Clients525

BLEDSOE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #145943
Typical Fee--
AUM$189M
Minimum--
Clients688

BRADLEY WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #131808
Typical Fee--
AUM$283M
Minimum--
Clients1,175

BRIDGELIGHT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #154920
Typical Fee--
AUM$121M
Minimum--
Clients401

BRIDGEPORT FINANCIAL SOLUTIONS

Fee-OnlyAlso Compensated via Product Sales
Phoenix, ArizonaCRD #325485
Typical Fee--
AUM$485M
Minimum--
Clients1,572

BROOKWOOD INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #316544
Typical Fee--
AUM$1.1B
Minimum--
Clients6,200

BUTTONWOOD CAPITAL MANAGEMENT (BCM)

Clean RecordAlso Compensated via Brokerage
Scottsdale, ArizonaCRD #174857
Typical Fee--
AUM$315M
Minimum--
Clients816

C2C WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #284148
Typical Fee--
AUM$165M
Minimum--
Clients428

CAMBRIDGE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #117428
Typical Fee1.50%
AUM$539M
Minimum--
Clients1,372

CAPITAL WEALTH ALLIANCE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #298257
Typical Fee--
AUM$220M
Minimum--
Clients881

CAPITAL WEST PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #130762
Typical Fee--
AUM$300M
Minimum--
Clients177

CLAREMONT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #155189
Typical Fee--
AUM$798M
Minimum--
Clients29

CLARITY WEALTH MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gilbert, ArizonaCRD #284874
Typical Fee--
AUM$237M
Minimum--
Clients944

CLARUS WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Peoria, ArizonaCRD #281160
Typical Fee--
AUM$257M
Minimum--
Clients918

COLE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #134509
Typical Fee--
AUM$161M
Minimum--
Clients822

COREPATH WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #299951
Typical Fee--
AUM$261M
Minimum--
Clients884

CSP FINANCIAL GROUP LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #310819
Typical Fee--
AUM$30M
Minimum--
Clients186

CURAFIN ADVISORS

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #329091
Typical Fee--
AUM$448M
Minimum--
Clients81

DAVIS SELECTED ADVISERS LP

Fee-OnlyAlso Compensated via Product Sales
Tucson, ArizonaCRD #108674
Typical Fee--
AUM$25.3B
Minimum--
Clients123

DECISIONPOINT FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mesa, ArizonaCRD #296988
Typical Fee1.25%
AUM$849M
Minimum--
Clients1,377

DEGREEN PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #332192
Typical Fee1.75%
AUM$100M
Minimum--
Clients205

DEW WEALTH MANAGEMENT

Also Compensated via Product Sales
Scottsdale, ArizonaCRD #114148
Typical Fee--
AUM$362M
Minimum--
Clients664

DYNAMIC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #151367
Typical Fee--
AUM$5.3B
Minimum--
Clients15,497

DYNAMIC WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Surprise, ArizonaCRD #169792
Typical Fee--
AUM$140M
Minimum--
Clients829
View all 186 advisors in Arizona
Fiduciary Financial Advisors in Arizona | FiduciaryListings