Financial advisors in San Tan Valley, AZ

27 advisors

Brandy Harrington
Financial advisor at Highpoint Planning Partners
Highpoint Planning Partners · $4.78B AUM
CFP®VerifiedFinancial planning
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Mark Godes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Nathan Martin
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Bruce Wilson
Financial advisor at The Wealth Consulting Group
The Wealth Consulting Group · $6.28B AUM
VerifiedFinancial planning
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Carly Meadows
Financial advisor at Advice and Planning Services
Advice and Planning Services · $37.93B AUM
VerifiedFinancial planning
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Cortnie Stensland
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Dallin Davis
Financial advisor at Principal Advised Services
Principal Advised Services · $1.42B AUM
VerifiedFinancial planning
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Damon Despain
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
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Daniel Whitehouse
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Danielle Quarantello
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Devon Gillard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ezra Hopoate
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Harry Hughes
Financial advisor at Forest Capital Management, LLC
Forest Capital Management, LLC · $3.75B AUM
Verified
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James Weinmann
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jason Oliver
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jessica Ogden
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Jonathan Frame
Financial advisor at Quincy Wells Advisors, LLC
Quincy Wells Advisors, LLC · $87.3M AUM
VerifiedFinancial planning
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Lizette Corrado
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Louis Stradling
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
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Matthew Marble
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Megan Henretta
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
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Parker Langer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Richard Griffin
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Tanya Escobedo
Financial advisor at Williams & Novak Wealth Management, LLC
Williams & Novak Wealth Management, LLC · $342.8M AUM
VerifiedFinancial planning
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Tyson Brimhall
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Veronica Salazar-Celis
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Wendy Covington
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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 San Tan 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 San Tan Valley, AZ.

How this list works

Before you hire an advisor in San Tan Valley, AZ