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Financial Planners in Gilbert, AZ: 2026 rankings

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

The short answer

  1. 1

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

  2. 18

    Most-reviewed: Tio Rico Te Ayuda Loan Centers, 352 Google reviews at 4.9★, the most of 357 ranked after Tio Rico Te Ayuda Loan Centers; ranked #18.

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

357 Gilbert financial planners are ranked here by RFA Score, from eight published factors. 57 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 357 rated firms.

Top 10 financial planners in Gilbert 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 Gilbert at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tio Rico Te Ayuda Loan Centers754.7★ (532)Mesa, 4 mi awaySat · EveningsTop score
2Creative Planning755.0★ (134)Gilbert——
3Tetrant - Legal | Financial745.0★ (88)Gilbert——
4Trajan Wealth735.0★ (77)Gilbert——
5Solana Financial Group735.0★ (157)Tempe, 9 mi away——
6Cook Financial Group724.9★ (66)Gilbert——
7Martinsen Wealth Management724.9★ (111)Tempe, 6 mi away——
8Tio Rico Te Ayuda Loan Centers724.9★ (307)Phoenix, 17 mi awaySat · Evenings—
9Desert Financial Credit Union - Mesa Signal Butte Walmart724.8★ (209)Mesa, 11 mi awaySat—
10The M Group & Associates- Matt Mamolen, CFP , CRPC725.0★ (91)Tempe, 7 mi awaySat · Sun—

All 357 financial planners in Gilbert, 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

    75/100RFA 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

  4. #4 Trajan Wealth

    Based in Gilbert

    73/100RFA Score

    Ranked #4 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

  5. #5 Solana Financial Group

    Based in Tempe, 9 mi away

    73/100RFA Score

    Ranked #5 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

  6. #6 Cook Financial Group

    Based in Gilbert

    72/100RFA Score

    Ranked #6 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

  17. #17 AERO Financial

    Based in Tempe, 10 mi away

    71/100RFA Score

    Ranked #17 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

  19. #19 Endeavor Advisors, LLC

    Based in Phoenix, 17 mi away

    71/100RFA Score

    Ranked #19 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

  23. #23 Redeem Financial Group

    Based in Gilbert

    70/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2162 E Williams Field Rd #111, Gilbert, AZ 85295
    View profile for Redeem Financial Group(480) 680-7975

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

financial planners in Gilbert, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Desert Financial Credit Union - Scottsdale Via Paseo704.7★ (187)15 mi
27Tio Rico Te Ayuda Loan Centers704.9★ (234)23 mi
28Landings Credit Union - Gilbert Branch704.6★ (41)In Gilbert
29Accrue Wealth Designs704.9★ (27)In Gilbert
30WealthAbility694.5★ (117)9 mi
31Desert Financial Credit Union - Mesa McKellips694.4★ (121)8 mi
32Falcon Wealth Planning695.0★ (22)In Gilbert
33Rizzo Financial Group695.0★ (84)16 mi
34Desert Financial Credit Union - Mesa Alma School694.1★ (180)4 mi
35Desert Financial Credit Union - Mesa Southern & Greenfield694.2★ (127)4 mi
36Wealth Guardian Group694.6★ (30)In Gilbert
37Sun Income Tax & Financial Services694.3★ (69)3 mi
38Arizona Medicare & Insurance Solutions695.0★ (31)5 mi
39Desert Financial Credit Union - Ocotillo Safeway694.9★ (48)9 mi
40Desert Financial Credit Union - Gilbert Gateway694.1★ (74)In Gilbert
41Darrance Land - COUNTRY Financial Agent695.0★ (27)5 mi
42ARQ Wealth Advisors695.0★ (93)19 mi
43Beacon Pointe Advisors695.0★ (104)21 mi
44My Modern Wealth695.0★ (27)5 mi
45Spirit West Certified Planning694.9★ (58)13 mi
46Strategic Income Group685.0★ (27)6 mi
47Arbor Wealth Management685.0★ (30)7 mi
48UMB Bank (with drive-thru services)684.2★ (39)In Gilbert
49Edelman Financial Engines685.0★ (27)7 mi
50Roberts Tax and Retirement Planning684.9★ (16)In Gilbert

Also serving Gilbert

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 Gilbert
BusinessGoogle ratingDistance
Arrive Financial & Insurance Services - Josh Norris5.0★ (17)In Gilbert
Bryan McClure: Primerica - Financial Services5.0★ (11)In Gilbert
Edward Jones - Financial Advisor: Chuck Mills, AAMS®|CRPC™5.0★ (2)In Gilbert
Edward Jones - Financial Advisor: Colby M Keller, AAMS®|CRPC™5.0★ (7)In Gilbert
Edward Jones - Financial Advisor: Jake Nance, CFP®|ChFC®|CFA®|AAMS®5.0★ (4)In Gilbert
Edward Jones - Financial Advisor: Josh Bring, CEPA®|AAMS®4.4★ (5)In Gilbert
Edward Jones - Financial Advisor: Mallory A Reis, CFP®|CEPA®|AAMS®|CRPS™4.8★ (5)In Gilbert
Edward Jones - Financial Advisor: Pete Schraufnagel, CFP®|AAMS®5.0★ (8)In Gilbert
Edward Jones - Financial Advisor: Scott Nance, CFP®|ChFC®|CPWA®|CEPA®|AAMS®5.0★ (6)In Gilbert
Edward Jones - Financial Advisor: Tyler J Apps, CFP®5.0★ (4)In Gilbert
Edward Jones - Financial Advisor: Victoria M Paddy4.2★ (5)In Gilbert
Kingdom Wealth Advisers5.0★ (27)In Gilbert
Midas Financial Company4.5★ (83)In Gilbert
Millennium Private Wealth5.0★ (2)In Gilbert
Paramount Tax & Accounting - Gilbert North5.0★ (2)In Gilbert
Resilient Wealth Management5.0★ (2)In Gilbert
Saber Pension & Actuarial Services (Saber Pension)5.0★ (124)In Gilbert
Thrive Financial Coaching5.0★ (9)In Gilbert
Wells Fargo Advisors4.0★ (4)In Gilbert
Wells Fargo Advisors5.0★ (2)In Gilbert

How we ranked Gilbert financial planners

We scored 357 Gilbert 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 Gilbert 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 Gilbert: frequently asked questions

Which financial planner has the highest RFA Score in Gilbert?

By RFA Score, the highest-ranked financial planner in Gilbert, 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 Tetrant - Legal | Financial (#3) follow. We ranked 357 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Gilbert?

RankedFinancialAdvisors ranks 357 financial planners serving Gilbert, AZ. 14 of them are based in Gilbert; 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 Gilbert work on weekends?

57 of 357 ranked financial planners post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Tio Rico Te Ayuda Loan Centers (#1), Tio Rico Te Ayuda Loan Centers (#8) and Desert Financial Credit Union - Mesa Signal Butte Walmart (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Gilbert financial planners have?

The median Google rating among 357 rated financial planners in Gilbert is 5.0★, with a median of 15 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 Gilbert count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 357 financial planners serving Gilbert.
  2. November 2026: 2 duplicate listings merged.

More financial planners and Gilbert pages