Falists

Arizona · 86 advisers

Financial Advisors in Phoenix, Arizona

Looking for a financial advisor in Phoenix, Arizona? Falists indexes 86 SEC-registered and state-registered investment advisers in Phoenix — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 69 firms list a website you can visit directly. Firms in this directory manage up to $10.10B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

86

With website

69

Largest AUM

$10.10B

Financial planning

57

Filter by specialty

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

AllWealth74Planning57Trusts57Retirement39Institutional30

Top advisors in Phoenix

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

View all 86 →

DYNAMIC

Phoenix, AZ

AUM

$5.64B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

65 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

(877) 257-3840

Full profileVisit site →

PFG ADVISORS

Phoenix, AZ

AUM

$3.26B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

86 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(800) 405-8850

Full profileVisit site →

AWM CAPITAL, LLC

Phoenix, AZ

AUM

$1.49B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

28 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(323) 940-1339

Full profileVisit site →
View all 86 advisors in Phoenix

More cities in Arizona

Scottsdale (182)Tucson (51)Mesa (31)Gilbert (27)Tempe (21)Chandler (19)Prescott (7)Fountain Hills (6)Glendale (6)Peoria (5)Surprise (5)Flagstaff (4)

Common questions

How many financial advisors are in Phoenix, Arizona?
86 registered investment advisers are listed in our Phoenix directory, sourced from public SEC filings.
What types of advisors are in Phoenix?
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 Phoenix?
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.