Financial advisors in Phoenix, AZ

441 match · page 1 of 15

Abe Bochner
Financial advisor at United Planners' Financial Services of America A Limited Partner
United Planners' Financial Services of America A Limited Partner · $12.77B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Mosbach
Financial advisor at Pfg Advisors
Pfg Advisors · $3.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Pearce
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Adam Wertheimer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Norris
Financial advisor at Norris Wealth Management, LLC
Norris Wealth Management, LLC · $19M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alano Massi
Financial advisor at Dynamic
Dynamic · $5.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alecsander Zari
Financial advisor at Dynamic
Dynamic · $5.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alejandro Fragoso
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alejandro Haas
Financial advisor at Copper Square Private Wealth, LLC
Copper Square Private Wealth, LLC · $81K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Beck
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Cal
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Stivrins
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Wilson
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Kienle
Financial advisor at Westmark Wealth Management
Westmark Wealth Management · $195.4M AUM
CFP®Verified
View page Check on SEC IAPD ↗
Alexandra Kroot
Financial advisor at Wedmont Private Capital
Wedmont Private Capital · $3.44B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexandre Shappell
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ali El Sayed
Financial advisor at Brookwood Investment Group
Brookwood Investment Group · $1.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ammiel Banayat
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Hipple
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrea Flores
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andres Franco
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Cocchia
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Cole-Goins
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Gerhartz
Financial advisor at Bridge the Gap Retirement Planners
Bridge the Gap Retirement Planners · $49.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Held
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Kinder
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Kissinger
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Klein
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Porter
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Steinberg
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
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 Phoenix, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Phoenix, AZ.

How this list works

Before you hire an advisor in Phoenix, AZ