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Financial Advisors in Anthem, AZ: 2026 rankings

250 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Anthem: AERO Financial, RFA Score 72/100; 4.9★ from 267 Google reviews.

  2. 2

    Most-reviewed: Tio Rico Te Ayuda Loan Centers, 475 Google reviews at 4.8★, the most of 250 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

250 Anthem financial advisors are ranked here by RFA Score, from eight published factors. 40 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 5.0★ across 250 rated firms.

Top 10 financial advisors in Anthem at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Anthem at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1AERO Financial724.9★ (267)Glendale, 14 mi away—Top score
2Tio Rico Te Ayuda Loan Centers704.8★ (475)Glendale, 23 mi awaySat · EveningsMost reviews
3Tio Rico Te Ayuda Loan Centers704.9★ (352)Phoenix, 24 mi awaySat · Evenings—
4Desert Financial Credit Union - Lake Pleasant Walmart694.8★ (139)Peoria, 15 mi awaySat—
5Desert Financial Credit Union - Phoenix Union Hills694.6★ (245)Phoenix, 15 mi awaySat—
6Asset Preservation Wealth & Tax, Financial Advisors694.8★ (131)Peoria, 17 mi away——
7Trajan Wealth | Alpha Building684.7★ (167)Scottsdale, 20 mi away——
8Beacon Pointe Advisors685.0★ (104)Scottsdale, 22 mi away——
9ARQ Wealth Advisors675.0★ (93)Scottsdale, 23 mi away——
10Desert Financial Credit Union - Arrowhead Mall Glendale674.4★ (197)Glendale, 16 mi awaySat—

All 250 financial advisors in Anthem, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Anthem

    #1 AERO Financial

    Based in Glendale, 14 mi away

    72/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 267 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 267 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    20250 N 59th Ave Ste 102, Glendale, AZ 85308
    View profile for AERO Financial(623) 776-4790

  8. #8 Beacon Pointe Advisors

    Based in Scottsdale, 22 mi away

    68/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 104 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 104 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    16767 N Perimeter Dr #100, Scottsdale, AZ 85260
    View profile for Beacon Pointe Advisors(480) 428-5528

  9. #9 ARQ Wealth Advisors

    Based in Scottsdale, 23 mi away

    67/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 93 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8605 E Raintree Dr Ste 240, Scottsdale, AZ 85260
    View profile for ARQ Wealth Advisors(480) 401-5152

  11. #11 Strategy Financial Group

    Based in Phoenix, 19 mi away

    67/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 98 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 98 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    7010 E Chauncey Ln Ste 130, Phoenix, AZ 85054
    View profile for Strategy Financial Group(602) 343-9301

  12. #12 Desert Financial Credit Union - Phoenix Happy Valley Walmart

    Based in Phoenix, 11 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.4★ from 91 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 91 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–2 PM · Sun closed
    Address
    2501 W Happy Valley Rd, Phoenix, AZ 85085
    View profile for Desert Financial Credit Union - Phoenix Happy Valley Walmart(602) 433-7000

  13. #13 Trajan Wealth

    Based in Peoria, 17 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.9★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    16150 N Arrowhead Fountains Center Dr #245, Peoria, AZ 85382
    View profile for Trajan Wealth(480) 990-3300

  14. #14 Imperial Ethics

    Based in Glendale, 24 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 96 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 96 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6751 N Sunset Blvd Ste 320, Glendale, AZ 85305
    View profile for Imperial Ethics(480) 754-9066

  16. #16 AERO Financial

    Based in Glendale, 16 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–5 PM · Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    18301 N 79th Ave # A100, Glendale, AZ 85308
    View profile for AERO Financial(623) 776-4760

  19. #19 Bradley Wealth LLC

    Based in Scottsdale, 20 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    16430 N Scottsdale Rd Ste 230, Scottsdale, AZ 85254
    View profile for Bradley Wealth LLC(480) 800-8638

  21. #21 Dobrusin Financial LLC

    Based in Sun City, 18 mi away

    65/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10240 W Bell Rd # C, Sun City, AZ 85351
    View profile for Dobrusin Financial LLC(623) 977-1773

  23. #23 AERO Financial

    Based in Glendale, 16 mi away

    65/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.6★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 51 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    5811 W Talavi Blvd, Glendale, AZ 85306
    View profile for AERO Financial(623) 334-4701

  25. #25 Summit Wealth Group

    Based in Scottsdale, 22 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    14500 N Northsight Blvd Ste 112, Scottsdale, AZ 85260
    View profile for Summit Wealth Group(602) 388-1794

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 250 ranked financial advisors here; the rest are on their profiles.

financial advisors in Anthem, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Desert Financial Credit Union - Thunderbird Glendale654.1★ (195)18 mi
27Independent Wealth Management654.8★ (23)13 mi
28Oxford Retirement & Estate Planning655.0★ (30)18 mi
29Edward Jones - Financial Advisor: Jamie Fort, CFP®655.0★ (9)5 mi
30Validus Financial Associates PLLC655.0★ (26)16 mi
31Babin Wealth Management655.0★ (38)21 mi
32Prime Wealth Advisors655.0★ (30)19 mi
33Teresa Robinson - COUNTRY Financial Representative654.9★ (26)16 mi
34Jason Sample - COUNTRY Financial Representative655.0★ (39)22 mi
35Winston & Companies655.0★ (19)14 mi
36Being in Abundance655.0★ (4)In Anthem
37SG Wealth Managers654.9★ (33)19 mi
38American Retirement Advisors644.8★ (43)21 mi
39Axberg Wealth Management, LLC645.0★ (28)19 mi
40One2One Wealth Strategies645.0★ (25)18 mi
41Bergen Financial Group645.0★ (24)17 mi
42Total Investment Management644.8★ (46)22 mi
43Bill Cave, Reverse Mortgages645.0★ (24)18 mi
44Fullerton Financial Planning644.3★ (70)18 mi
45Hasslacher Tax & Financial LLC645.0★ (3)In Anthem
46Yesenia Hernandez: Primerica - Financial Services645.0★ (20)16 mi
47UMB Bank (with drive-thru services)644.6★ (36)18 mi
48Desert Financial Credit Union - Phoenix Missouri644.3★ (144)25 mi
49Desert Financial Credit Union - Sun City644.1★ (142)20 mi
50Capital Choice Arizona645.0★ (24)19 mi

Also serving Anthem

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Anthem
BusinessGoogle ratingDistance
Anthem Money CoachIn Anthem
ATLAS CPAs & Advisors PLLC5.0★ (2)16 mi
Edberg Perry, LLC1.0★ (2)11 mi
Edward Jones - Financial Advisor: Bill Ritman, CFP®|CEPA®|AAMS®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Brandon Willard5.0★ (2)11 mi
Edward Jones - Financial Advisor: Crystal L Barcello1.0★ (1)In Anthem
Edward Jones - Financial Advisor: Jack Bethel, CFP®|AAMS®5.0★ (2)16 mi
Edward Jones - Financial Advisor: Ryan A Rosenmeyer4.5★ (2)In Anthem
Edward Jones - Financial Advisor: Sarah Finelli, AAMS®In Anthem
Edward Jones - Financial Advisor: Tyler E Boxwell, CFP®5.0★ (2)16 mi
Elliott Financial Group3.0★ (2)16 mi
eStockLoansIn Anthem
Fleming Wealth Strategies, LLC5.0★ (2)14 mi
Fortitude Wealth Partners5.0★ (2)15 mi
Fortress Financial Strategies5.0★ (2)14 mi
James Dial - Prudential Financial3.0★ (2)7 mi
Strategic Income Group, LLC5.0★ (2)16 mi
Sunstone Wealth Management5.0★ (2)14 mi
Wells Fargo AdvisorsIn Anthem
WJ Wealth Management5.0★ (2)15 mi

How we ranked Anthem financial advisors

We scored 250 Anthem financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Anthem data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Anthem: frequently asked questions

Which financial advisor has the highest RFA Score in Anthem?

By RFA Score, the highest-ranked financial advisor in Anthem, AZ is AERO Financial with an RFA Score of 72/100. It has 4.9★ from 267 Google reviews. Tio Rico Te Ayuda Loan Centers (#2) and Tio Rico Te Ayuda Loan Centers (#3) follow. We ranked 250 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Anthem?

RankedFinancialAdvisors ranks 250 financial advisors serving Anthem, AZ. 2 of them are based in Anthem; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Anthem work on weekends?

40 of 250 ranked financial advisors post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Tio Rico Te Ayuda Loan Centers (#2), Tio Rico Te Ayuda Loan Centers (#3) and Desert Financial Credit Union - Lake Pleasant Walmart (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Anthem financial advisors have?

The median Google rating among 250 rated financial advisors in Anthem is 5.0★, with a median of 11 reviews. Tio Rico Te Ayuda Loan Centers has the most, 475 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Anthem count in this ranking?

Yes, if they are within 25 mi of the Anthem city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Anthem ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Anthem a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Anthem

  1. November 2026: RFA Scores recalculated for 250 financial advisors serving Anthem.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Anthem pages