Arizona · 3 advisers
Financial Advisors in Sun City, Arizona
Looking for a financial advisor in Sun City, Arizona? Falists indexes 3 SEC-registered and state-registered investment advisers in Sun City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $405.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$405.1M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Sun City
Ranked by AUM · Fees, team & specialties at a glance
TRITON WEALTH MANAGEMENT, PLLC
Sun City, AZ
AUM
$405.1M
Team
9 advisors
Clients
0
Fees
Percentage of AUM
(623) 209-0850
SKYMARK ADVISORS LLC
Sun City, AZ
AUM
$5.0M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
623-583-1040
FSG FINANCIAL SERVICES, INC.
Sun City, AZ
AUM
$52.3M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; REFERRAL FEES
623-561-2323
More cities in Arizona
Common questions
- How many financial advisors are in Sun City, Arizona?
- 3 registered investment advisers are listed in our Sun City directory, sourced from public SEC filings.
- What types of advisors are in Sun City?
- 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 Sun City?
- 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.