Financial advisors in Surprise, AZ

94 advisors · page 1 of 4

Alyssa Murphy
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Gary Luna
Financial advisor at Dynamic Wealth Advisors
Dynamic Wealth Advisors · $193.3M AUM
CFP®VerifiedFinancial planning
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Joseph Bauer
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
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Kent Forsey
Financial advisor at Hillspring Financial, Inc.
Hillspring Financial, Inc. · $186M AUM
CFP®VerifiedFinancial planning
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Lance Baxter
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Michael Larkin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Nathaniel Duchein
Financial advisor at Triton Wealth Management, PLLC
Triton Wealth Management, PLLC · $405.1M AUM
CFP®VerifiedFinancial planning
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Nicholas Bair
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Robert Wade
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Thomas Seros
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Aaron McGowan
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Alan Cox
Financial advisor at Hillspring Financial, Inc.
Hillspring Financial, Inc. · $186M AUM
VerifiedFinancial planning
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Alan Schmidt
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Ann Reagan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Anthony Doble
Financial advisor at Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC · $5.1B AUM
VerifiedFinancial planning
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Anthony Villari
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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Brandon Klippel
Financial advisor at Vista Cima Wealth Management LLC
Vista Cima Wealth Management LLC · $142.5M AUM
VerifiedFinancial planning
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Brent Hodges
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Bret Hoffman
Financial advisor at Green Peaks Planning
Green Peaks Planning · $46.1M AUM
VerifiedFinancial planning
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Brian Hershey
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Brian Laurie
Financial advisor at Green Peaks Planning
Green Peaks Planning · $46.1M AUM
VerifiedFinancial planning
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Chandler Herl
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Christopher Graham
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
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Christopher Rios
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Cody Hall
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Collin Looman
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Cynthia Hall
Financial advisor at Universal Wealth Management LLC
Universal Wealth Management LLC · $28M AUM
Verified
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David Carter
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Daysi Castillo
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Dillon Cage
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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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 Surprise, 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 Surprise, AZ.

How this list works

Before you hire an advisor in Surprise, AZ