Financial advisors in Peoria, AZ

205 match · page 1 of 7

Aaron Montez
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Charles McGrath
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Emery
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Christopher Krueger
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Christopher McDermott
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Christopher Pimpo
Financial advisor at Northstar Investment Advisory LLC
Northstar Investment Advisory LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Damian Shaw
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
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Daniel Brooks
Financial advisor at Penn Advisory Group Inc.
Penn Advisory Group Inc. · $53.1M AUM
CFP®VerifiedFinancial planning
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David Vidaure
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
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Dino Rocha
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Gary Deardorff
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Gregory Bradstreet
Financial advisor at Farnam Financial
Farnam Financial · $161.4M AUM
CFP®VerifiedFinancial planning
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Harry Calivas
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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James Vallery
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Jerry Ball
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Snyder
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Marcin Urbanowicz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marius Mada
Financial advisor at Usaa Investment Services Company
Usaa Investment Services Company
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Lowery
Financial advisor at Portside Wealth Group, LLC
Portside Wealth Group, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
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Matthew Zuccaro
Financial advisor at Kingdom Financial Group, LLC
Kingdom Financial Group, LLC · $520.9M AUM
CFP®VerifiedFinancial planning
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Michael Peterson
Financial advisor at Integrity Alliance, LLC
Integrity Alliance, LLC · $5.41B AUM
CFP®VerifiedFinancial planning
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Mitchell Hatton
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nora Rodriguez
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raman Singh
Financial advisor at Singh Pwm LLC
Singh Pwm LLC · $25M AUM
CFP®VerifiedFinancial planning
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Richard Groff
Financial advisor at Themoneymd.com, LLC
Themoneymd.com, LLC · $11.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scarlet Filmore
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Foster
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sherry Hardin
Financial advisor at Clarus Wealth Advisors, LLC
Clarus Wealth Advisors, LLC · $305.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stacy Johnson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Gerboth
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Peoria, 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 Peoria, AZ.

How this list works

Before you hire an advisor in Peoria, AZ