How many financial advisors are in Peoria, Arizona?

Falists lists 5 registered investment advisers with a principal office or filing address in Peoria, Arizona, based on public SEC IAPD data.

How do financial advisors in Peoria charge fees?

Fee structures vary by firm. In Peoria, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Peoria?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Arizona · 5 advisers

Financial Advisors in Peoria, Arizona

Looking for a financial advisor in Peoria, Arizona? Falists indexes 5 SEC-registered and state-registered investment advisers in Peoria — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $520.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$520.9M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts3 Retirement1 Institutional3

Top advisors in Peoria

Ranked by AUM · Fees, team & specialties at a glance

View all 5 →

KINGDOM FINANCIAL GROUP, LLC

Peoria, AZ

AUM

$520.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

17 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

623-974-0300

Full profile Visit site →

CLARUS WEALTH ADVISORS, LLC

Peoria, AZ

AUM

$305.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

13 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

623-583-6840

Full profile Visit site →

21:5 ADVISORS, LLC

Peoria, AZ

AUM

$36.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

888-788-5953

Full profile Visit site →

LIFETIME INVESTMENTS & INSURANCE LLC

Peoria, AZ

AUM

$50K

Wealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

480-349-5386

Full profile Visit site →

CLEARVIEW PRIVATE WEALTH

Peoria, AZ

AUM

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

623-227-1158

Full profile Visit site →

More cities in Arizona

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Common questions

How many financial advisors are in Peoria, Arizona?: 5 registered investment advisers are listed in our Peoria directory, sourced from public SEC filings.
What types of advisors are in Peoria?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Peoria?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.