Financial advisors in Paradise Valley, AZ

22 advisors

Joseph Mangone
Financial advisor at J. Mangone Capital Management LLC
J. Mangone Capital Management LLC · $46.3M AUM
CFP®Verified
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Mark Sanaiha
Financial advisor at Macallen Capital
Macallen Capital
CFP®VerifiedFinancial planning
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Scott Schwartz
Financial advisor at Onepoint Bfg Wealth Partners
OnePoint BFG Wealth Partners · $15.13B AUM
CFP®VerifiedFinancial planning
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Anna Daly
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Brent Matthew
Financial advisor at Scottsdale Wealth Advisory LLC
Scottsdale Wealth Advisory LLC · $67.4M AUM
VerifiedFinancial planning
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Chris Stocks
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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Christopher Stocks
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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Colin Peterson
Financial advisor at Trondheim Capital, LLC
Trondheim Capital, LLC · $71M AUM
Verified
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David Dorward
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Ernest Moosherr
Financial advisor at Canopy Wealth Management
Canopy Wealth Management · $1.15B AUM
VerifiedFinancial planning
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Frederick Schubert
Financial advisor at Stonewall Equities, LTD.
Stonewall Equities, LTD. · $8.8M AUM
VerifiedFinancial planning
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George Hostal
Financial advisor at Canon Asset Management Advisory, LLC
Canon Asset Management Advisory, LLC · $60M AUM
VerifiedFinancial planning
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Jeffrey Cohen
Financial advisor at Sapient Capital LLC
Sapient Capital LLC · $13.76B AUM
VerifiedFinancial planning
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Jeffrey Lumin
Financial advisor at Transcend Advisor Inc.
Transcend Advisor Inc.
VerifiedFinancial planning
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John Glass
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
VerifiedFinancial planning
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Jon-Paul Holyoak
Financial advisor at Holyoak Wealth Management, LLC
Holyoak Wealth Management, LLC · $11.4M AUM
Verified
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Joseph Kroleski
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Mark Hall
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
VerifiedFinancial planning
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Matthew Gaspar
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
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Michael Hosmar
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
VerifiedFinancial planning
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Paul Hogenson
Financial advisor at Quincy Wells Advisors, LLC
Quincy Wells Advisors, LLC · $87.3M AUM
VerifiedFinancial planning
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Robert Giannini
Financial advisor at Victory Capital Management Inc.
Victory Capital Management Inc. · $282.71B AUM
Verified
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Paradise Valley, AZ

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Paradise Valley, AZ.

How this list works

Before you hire an advisor in Paradise Valley, AZ