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Financial Advisors in Tempe, AZ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tempe: New Era Merchant Services, RFA Score 76/100; 5.0★ from 725 Google reviews.

  2. 2

    Most-reviewed: Safeguard Estate and Financial, 628 Google reviews at 4.9★, the most of 593 ranked after New Era Merchant Services; ranked #2.

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

593 Tempe financial advisors are ranked here by RFA Score, from eight published factors. 100 open Saturdays and 22 open Sundays, based on posted hours. The median Google rating is 5.0★ across 593 rated firms.

Top 10 financial advisors in Tempe 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 Tempe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1New Era Merchant Services765.0★ (725)Phoenix, 10 mi away—Top score
2Safeguard Estate and Financial754.9★ (628)Scottsdale, 10 mi away—Most reviews
3Solana Financial Group755.0★ (157)Tempe——
4Stewardship755.0★ (400)Gilbert, 9 mi away——
5Edward Jones - Financial Advisor: Angelica F Prescod755.0★ (251)Scottsdale, 6 mi away——
6Tio Rico Te Ayuda Loan Centers744.7★ (532)Mesa, 5 mi awaySat · Evenings—
7Johnson Financial Advisors745.0★ (109)Tempe——
8Tio Rico Te Ayuda Loan Centers744.9★ (307)Phoenix, 9 mi awaySat · Evenings—
9AERO Financial744.8★ (143)Tempe——
10The M Group & Associates- Matt Mamolen, CFP , CRPC735.0★ (91)TempeSat · Sun—

All 593 financial advisors in Tempe, 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 Tempe

    #1 New Era Merchant Services

    Based in Phoenix, 10 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 725 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 725 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2600 N Central Ave Ste 1650, Phoenix, AZ 85004
    View profile for New Era Merchant Services(866) 619-8096

  4. #4 Stewardship

    Based in Gilbert, 9 mi away

    75/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 400 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 400 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1094 S Gilbert Rd Ste 210, Gilbert, AZ 85296
    View profile for Stewardship

  9. #9 AERO Financial

    Based in Tempe

    74/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 143 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 143 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
    9845 S Priest Dr Ste 101, Tempe, AZ 85284
    View profile for AERO Financial(480) 568-8630

  13. #13 Endeavor Advisors, LLC

    Based in Phoenix, 9 mi away

    73/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 162 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 162 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Industrious, 2801 E Camelback Rd Floor 2, Phoenix, AZ 85016
    View profile for Endeavor Advisors, LLC(888) 983-7526

  16. #16 Creative Planning

    Based in Gilbert, 11 mi away

    72/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 134 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 134 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    400 E Rivulon Blvd #106, Gilbert, AZ 85297
    View profile for Creative Planning(480) 782-1034

  19. #19 RJP Estate Planning

    Based in Scottsdale, 6 mi away

    71/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.6★ from 195 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 195 Google reviews
    Hours
    Mon–Fri 9 AM–5:30 PM · Sat–Sun closed
    Address
    4110 N Scottsdale Rd Ste 170, Scottsdale, AZ 85251
    View profile for RJP Estate Planning(480) 947-7447

  20. #20 WealthAbility

    Based in Tempe

    71/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.5★ from 117 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 117 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2402 S Rural Rd Ste 201, Tempe, AZ 85282
    View profile for WealthAbility(480) 565-8000

  21. #21 Desert Financial Credit Union - Scottsdale Via Paseo

    Based in Scottsdale, 9 mi away

    71/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.7★ from 187 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 187 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    8220 N Vía Paseo del Norte, Scottsdale, AZ 85258
    View profile for Desert Financial Credit Union - Scottsdale Via Paseo(602) 433-7000

  24. #24 Trajan Wealth

    Based in Gilbert, 9 mi away

    71/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 77 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3303 E Baseline Rd Ste 101, Gilbert, AZ 85234
    View profile for Trajan Wealth(480) 990-3300

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 593 ranked financial advisors here; the rest are on their profiles.

financial advisors in Tempe, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Arbor Wealth Management705.0★ (30)In Tempe
27Spirit West Certified Planning704.9★ (58)7 mi
28Rizzo Financial Group705.0★ (84)12 mi
29Desert Financial Credit Union - Tempe704.1★ (200)In Tempe
30ARQ Wealth Advisors705.0★ (93)14 mi
31Beacon Pointe Advisors705.0★ (104)15 mi
32Cook Financial Group704.9★ (66)9 mi
33Nation's First Financial705.0★ (82)13 mi
34Desert Financial Credit Union - Mesa Signal Butte Walmart704.8★ (209)18 mi
35ProVision, PLC704.8★ (83)10 mi
36Retirement Planners of America704.7★ (34)In Tempe
37Desert Financial Credit Union - Chandler Ray Road704.4★ (165)7 mi
38Larson Wealth Management Arizona - Investment Services Financial Planning695.0★ (69)12 mi
39Desert Financial Credit Union - Phoenix South Mountain694.4★ (142)6 mi
40AERO Financial694.9★ (267)24 mi
41Asset Preservation Wealth & Tax, Financial Advisors695.0★ (65)12 mi
42Beacon Pointe Advisors695.0★ (46)8 mi
43Landings Credit Union - Tempe (Main) Branch694.1★ (118)In Tempe
44Sensible Money, LLC695.0★ (35)6 mi
45First Command Financial Advisor - Juan Garcia, RICP®695.0★ (50)10 mi
46Arizona Medicare & Insurance Solutions695.0★ (31)5 mi
47Blakely Walters Wealth Management695.0★ (31)5 mi
48Trajan Wealth | Alpha Building694.7★ (167)17 mi
49Tetrant - Legal | Financial695.0★ (115)20 mi
50REALTOR Jeremy Moore695.0★ (32)6 mi

Also serving Tempe

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 Tempe
BusinessGoogle ratingDistance
Arizona Small Business Development Center Network (Lead Center/State Admin Office)4.0★ (1)In Tempe
Ben Zwaschka: Primerica - Financial Services5.0★ (1)In Tempe
CLA (CliftonLarsonAllen)5.0★ (1)In Tempe
Edward Jones - Financial Advisor: Carina E Burtell, CEPA®|AAMS®5.0★ (2)In Tempe
Edward Jones - Financial Advisor: Greg LaMonica5.0★ (1)In Tempe
Edward Jones - Financial Advisor: Julie Gunn, AAMS®3.0★ (2)In Tempe
ePay Management1.0★ (1)In Tempe
Hoffer Group4.9★ (43)In Tempe
Intrinsic Wealth Counsel, Inc.5.0★ (1)In Tempe
Magnificent Life Financial Planning5.0★ (1)In Tempe
Millennial Capital Management1.0★ (1)In Tempe
Rubicon Financial Network5.0★ (1)In Tempe
Seacat Financial Services5.0★ (2)In Tempe
Selleh Financial Services5.0★ (2)In Tempe
Sonora Investment Management, LLC5.0★ (1)In Tempe
Tempe Satellite Office - East Rio Salado Pkwy5.0★ (1)In Tempe
Turning Pointe Wealth Management3.0★ (2)In Tempe
U.S. Bank – Wealth Management Banker: Brandon Daniels1.0★ (2)In Tempe
Wells Fargo Advisors3.0★ (2)In Tempe
Wells Fargo Advisors2.0★ (1)In Tempe

How we ranked Tempe financial advisors

We scored 593 Tempe 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 Tempe 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 Tempe: frequently asked questions

Which financial advisor has the highest RFA Score in Tempe?

By RFA Score, the highest-ranked financial advisor in Tempe, AZ is New Era Merchant Services with an RFA Score of 76/100. It has 5.0★ from 725 Google reviews. Safeguard Estate and Financial (#2) and Solana Financial Group (#3) follow. We ranked 593 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Tempe?

RankedFinancialAdvisors ranks 593 financial advisors serving Tempe, AZ. 10 of them are based in Tempe; 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 Tempe work on weekends?

100 of 593 ranked financial advisors post Saturday hours and 22 post Sunday hours. The highest-ranked open Saturdays are Tio Rico Te Ayuda Loan Centers (#6), Tio Rico Te Ayuda Loan Centers (#8) and The M Group & Associates- Matt Mamolen, CFP , CRPC (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tempe financial advisors have?

The median Google rating among 593 rated financial advisors in Tempe is 5.0★, with a median of 13 reviews. New Era Merchant Services has the most, 725 reviews, and ranks #1. 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 Tempe count in this ranking?

Yes, if they are within 25 mi of the Tempe 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 Tempe 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 Tempe 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 Tempe

  1. November 2026: RFA Scores recalculated for 593 financial advisors serving Tempe.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Tempe pages