Arizona · 5 advisers
Financial Advisors in Surprise, Arizona
Looking for a financial advisor in Surprise, Arizona? Falists indexes 5 SEC-registered and state-registered investment advisers in Surprise — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $186.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$186.0M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Surprise
Ranked by AUM · Fees, team & specialties at a glance
HILLSPRING FINANCIAL, INC.
Surprise, AZ
AUM
$186.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
623-583-6141
DYNAMIC WEALTH ADVISORS
Surprise, AZ
AUM
$140.1M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
623-466-6060
NET WORTH SOLUTIONS LLC
Surprise, AZ
AUM
$48.9M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-281-1577
UNIVERSAL WEALTH MANAGEMENT LLC
Surprise, AZ
AUM
$28.0M
Team
6 advisors
Clients
—
Fees
Percentage of AUM
623-323-2268
BURRIS WEALTH MANAGEMENT, INC.
Surprise, AZ
AUM
$11.6M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
623-776-5567
More cities in Arizona
Common questions
- How many financial advisors are in Surprise, Arizona?
- 5 registered investment advisers are listed in our Surprise directory, sourced from public SEC filings.
- What types of advisors are in Surprise?
- 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 Surprise?
- 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.