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Financial Planners in Chandler, AZ: 2026 rankings

354 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Chandler: Tio Rico Te Ayuda Loan Centers, RFA Score 75/100; 4.7★ from 532 Google reviews; open Saturdays until 5 PM.

  2. 15

    Most-reviewed: Tio Rico Te Ayuda Loan Centers, 352 Google reviews at 4.9★, the most of 354 ranked after Tio Rico Te Ayuda Loan Centers; ranked #15.

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

354 Chandler financial planners are ranked here by RFA Score, from eight published factors. 60 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 5.0★ across 354 rated firms.

Top 10 financial planners in Chandler 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 planners in Chandler at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tio Rico Te Ayuda Loan Centers754.7★ (532)Mesa, 6 mi awaySat · EveningsTop score
2Creative Planning745.0★ (134)Gilbert, 4 mi away——
3Solana Financial Group745.0★ (157)Tempe, 6 mi away——
4Martinsen Wealth Management734.9★ (111)Tempe, 4 mi away——
5Tio Rico Te Ayuda Loan Centers724.9★ (307)Phoenix, 17 mi awaySat · Evenings—
6Asset Preservation Wealth & Tax, Financial Advisors725.0★ (137)Phoenix, 11 mi away——
7James Golichowski - Edelman Financial Engines725.0★ (55)Chandler——
8The M Group & Associates- Matt Mamolen, CFP , CRPC725.0★ (91)Tempe, 7 mi awaySat · Sun—
9AERO Financial724.8★ (143)Tempe, 7 mi away——
10Desert Financial Credit Union - Chandler Ray Road724.4★ (165)ChandlerSat—

All 354 financial planners in Chandler, 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.

  2. #2 Creative Planning

    Based in Gilbert, 4 mi away

    74/100RFA Score

    Ranked #2 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

  3. #3 Solana Financial Group

    Based in Tempe, 6 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 157 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 157 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    430 W Warner Rd #116, Tempe, AZ 85284
    View profile for Solana Financial Group(480) 378-2777

  9. #9 AERO Financial

    Based in Tempe, 7 mi away

    72/100RFA 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

  12. #12 Trajan Wealth

    Based in Gilbert, 7 mi away

    71/100RFA Score

    Ranked #12 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

  17. #17 Desert Financial Credit Union - Mesa Signal Butte Walmart

    Based in Mesa, 15 mi away

    71/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 209 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 209 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
    1606 S Signal Butte Rd, Mesa, AZ 85209
    View profile for Desert Financial Credit Union - Mesa Signal Butte Walmart(602) 433-7000

  18. #18 Endeavor Advisors, LLC

    Based in Phoenix, 17 mi away

    71/100RFA Score

    Ranked #18 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

  21. #21 Wealthnest Planners

    Based in Chandler

    71/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 43 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    5720 W Chandler Blvd #4, Chandler, AZ 85226
    View profile for Wealthnest Planners(480) 699-5275

  23. #23 Cook Financial Group

    Based in Gilbert, 7 mi away

    70/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2915 E Baseline Rd Ste 119, Gilbert, AZ 85234
    View profile for Cook Financial Group(480) 834-6630

Financial planners 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 354 ranked financial planners here; the rest are on their profiles.

financial planners in Chandler, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Darrance Land - COUNTRY Financial Agent705.0★ (27)In Chandler
27Edelman Financial Engines705.0★ (27)In Chandler
28Strategic Income Group705.0★ (27)In Chandler
29My Modern Wealth705.0★ (27)In Chandler
30Larson Wealth Management Arizona - Investment Services Financial Planning705.0★ (69)12 mi
31Desert Financial Credit Union - Chandler Riggs Fry's704.5★ (45)In Chandler
32Sonmore Financial705.0★ (25)In Chandler
33Sun Income Tax & Financial Services704.3★ (69)In Chandler
34Desert Valley CPA Taxes & Accounting, PLLC695.0★ (24)In Chandler
35WealthAbility694.5★ (117)8 mi
36Desert Financial Credit Union - Scottsdale Via Paseo694.7★ (187)17 mi
37Mutual of Omaha Mortgage695.0★ (23)In Chandler
38Eris Davidson - The Davidson Agency695.0★ (22)In Chandler
39Acute Wealth Advisors, LLC694.9★ (47)8 mi
40Mark Derrico - COUNTRY Financial Representative694.8★ (24)In Chandler
41Desert Financial Credit Union - Mesa Alma School694.1★ (180)5 mi
42Redeem Financial Group695.0★ (31)6 mi
43Arbor Wealth Management695.0★ (30)5 mi
44Desert Financial Credit Union - Phoenix South Mountain694.4★ (142)11 mi
45Desert Financial Credit Union - San Tan Village694.2★ (118)6 mi
46Rizzo Financial Group685.0★ (84)19 mi
47Landings Credit Union - Gilbert Branch684.6★ (41)5 mi
48Accrue Wealth Designs684.9★ (27)5 mi
49Arizona Medicare & Insurance Solutions685.0★ (31)8 mi
50StoneCrest Wealth Management, Inc685.0★ (15)In Chandler

Also serving Chandler

20 more financial planners 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 planners serving Chandler
BusinessGoogle ratingDistance
Benjamin Haugland - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Chandler
Charles Schwab3.4★ (31)In Chandler
Colgrove Financial, LLC3.0★ (2)In Chandler
Cox Advisors, LLC1.0★ (1)In Chandler
CURRENTS Wealth Strategies5.0★ (2)In Chandler
Dekker Financial Services5.0★ (2)In Chandler
Edward Jones - Financial Advisor: Andrea Feeney5.0★ (1)In Chandler
Edward Jones - Financial Advisor: Eric Sitton, CEPA®|AAMS®4.8★ (5)In Chandler
Edward Jones - Financial Advisor: John R Hall, AAMS®4.0★ (4)In Chandler
Edward Jones - Financial Advisor: Kenneth K Gudewich, AAMS®3.7★ (3)In Chandler
Edward Jones - Financial Advisor: Stevi A Mumma5.0★ (2)In Chandler
Edward Jones - Financial Advisor: Vicki Paez5.0★ (3)In Chandler
Edward Jones Investments - Mike Bohnert5.0★ (8)In Chandler
Lifestyle Planning5.0★ (2)In Chandler
Merrill Lynch2.0★ (3)In Chandler
Phil Guinouard5.0★ (21)In Chandler
Serve Private Wealth5.0★ (11)In Chandler
Sherry Lynne Bass: Primerica - Financial Services5.0★ (24)In Chandler
WealthTrust Advisors3.0★ (2)In Chandler
WLTH Capital Management5.0★ (21)In Chandler

How we ranked Chandler financial planners

We scored 354 Chandler financial planners 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 Chandler 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Chandler: frequently asked questions

Which financial planner has the highest RFA Score in Chandler?

By RFA Score, the highest-ranked financial planner in Chandler, AZ is Tio Rico Te Ayuda Loan Centers with an RFA Score of 75/100. It has 4.7★ from 532 Google reviews. It is open Saturdays until 5 PM. Creative Planning (#2) and Solana Financial Group (#3) follow. We ranked 354 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Chandler?

RankedFinancialAdvisors ranks 354 financial planners serving Chandler, AZ. 17 of them are based in Chandler; 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 planners in Chandler work on weekends?

60 of 354 ranked financial planners post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are Tio Rico Te Ayuda Loan Centers (#1), Tio Rico Te Ayuda Loan Centers (#5) and The M Group & Associates- Matt Mamolen, CFP , CRPC (#8). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Chandler financial planners have?

The median Google rating among 354 rated financial planners in Chandler is 5.0★, with a median of 16 reviews. Tio Rico Te Ayuda Loan Centers has the most, 532 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 planners?

Each financial planner 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 planners outside Chandler count in this ranking?

Yes, if they are within 25 mi of the Chandler city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Chandler ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Chandler 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 planners 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 Chandler

  1. November 2026: RFA Scores recalculated for 354 financial planners serving Chandler.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Chandler pages