Best Financial Advisors in Phoenix, AZ
8 financial advisors in Phoenix ranked by client ratings and review volume. Average rating: 4.9/5 across 217 reviews.
Advisors Listed
8
Total Client Reviews
217
Neighborhoods
2
Top-Rated Financial Advisors in Phoenix
1
Stewardship
4.9(130 reviews)
Financial planningWealth management
Verified via Yelp
2
Wealthnest Tax Services
4.6(47 reviews)
Tax planningFinancial advising
Verified via Yelp
3
Stine Wealth Management
5(12 reviews)
Camelback|Wealth management
Verified via Yelp
4
Trajan Wealth
4.5(8 reviews)
Wealth management
Verified via Yelp
5
Kisin Wealth Management
5(5 reviews)
Wealth managementBoutique advisory
Verified via Yelp
6
Edward Jones - Financial Advisor: Andrew L Klein
5(5 reviews)
Chandler|Financial advisingInvestment management
Verified via Yelp
7
Bright Wealth Management
5(5 reviews)
Wealth management
Verified via Yelp
8
Financial Freedom Advisors
5(5 reviews)
Wealth managementStrategic planning
Verified via Yelp
Neighborhoods with Financial Advisors in Phoenix
Camelback1 advisor
Chandler1 advisor
Frequently Asked Questions
How many financial advisors are listed in Phoenix?
We currently list 8 financial advisors in Phoenix, Arizona, sourced from Google, Yelp, and professional directories. These listings have a combined 217 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
Which Phoenix neighborhoods have financial advisors?
Financial advisors in our directory are located in Camelback, Chandler. Many advisors also offer virtual consultations regardless of location.
View on Google Maps
See financial advisors in Phoenix on Google Maps with directions, hours, and contact info.
Open in Google MapsKnow before you go
CityCheck covers safety grades, cost of living, climate data, and local provider directories for 3,200+ US cities.
Explore cities