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Financial Planners in Glendale, AZ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Glendale: Tio Rico Te Ayuda Loan Centers, RFA Score 77/100; 4.8★ from 475 Google reviews; open Saturdays until 5 PM.

  2. 15

    Most-reviewed: Tio Rico Te Ayuda Loan Centers, 532 Google reviews at 4.7★, the most of 363 ranked; ranked #15.

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

363 Glendale financial planners are ranked here by RFA Score, from eight published factors. 66 open Saturdays and 5 open Sundays, based on posted hours. The median Google rating is 4.9★ across 363 rated firms.

Top 10 financial planners in Glendale 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 Glendale at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tio Rico Te Ayuda Loan Centers774.8★ (475)GlendaleSat · EveningsTop score
2AERO Financial764.9★ (267)Glendale——
3Tio Rico Te Ayuda Loan Centers764.9★ (352)Phoenix, 4 mi awaySat · Evenings—
4Tio Rico Te Ayuda Loan Centers754.9★ (234)Phoenix, 4 mi awaySat · Evenings—
5Tio Rico Te Ayuda Loan Centers744.9★ (444)Avondale, 11 mi awaySat · Evenings—
6Homeowners Financial Group745.0★ (116)Glendale——
7Tio Rico Te Ayuda Loan Centers744.9★ (307)Phoenix, 9 mi awaySat · Evenings—
8Imperial Ethics734.9★ (96)Glendale——
9Endeavor Advisors, LLC735.0★ (162)Phoenix, 10 mi awayEvenings—
10Desert Financial Credit Union - Arrowhead Mall Glendale724.4★ (197)GlendaleSat—

All 363 financial planners in Glendale, 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 AERO Financial

    Based in Glendale

    76/100RFA Score

    Ranked #2 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 Imperial Ethics

    Based in Glendale

    73/100RFA Score

    Ranked #8 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

  9. #9 Endeavor Advisors, LLC

    Based in Phoenix, 10 mi away

    73/100RFA Score

    Ranked #9 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

  12. #12 Desert Financial Credit Union - Phoenix Union Hills

    Based in Phoenix, 11 mi away

    71/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.6★ from 245 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 245 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
    826 E Union Hills Dr Bldg. E, Phoenix, AZ 85024
    View profile for Desert Financial Credit Union - Phoenix Union Hills(602) 433-7000

  14. #14 Desert Financial Credit Union - Lake Pleasant Walmart

    Based in Peoria, 11 mi away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.8★ from 139 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 139 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
    21655 N Lake Pleasant Pkwy, Peoria, AZ 85382
    View profile for Desert Financial Credit Union - Lake Pleasant Walmart(602) 433-7000

  16. #16 AERO Financial

    Based in Glendale

    70/100RFA 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 Solana Financial Group

    Based in Tempe, 20 mi away

    70/100RFA Score

    Ranked #19 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

  20. #20 ProVision, PLC

    Based in Phoenix, 8 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 83 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 83 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    382 E Palm Ln Ste 100, Phoenix, AZ 85004
    View profile for ProVision, PLC(480) 467-4400

  21. #21 AERO Financial

    Based in Glendale

    70/100RFA Score

    Ranked #21 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

  22. #22 Trajan Wealth

    Based in Peoria, 7 mi away

    69/100RFA Score

    Ranked #22 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

  23. #23 Desert Financial Credit Union - Scottsdale Via Paseo

    Based in Scottsdale, 16 mi away

    69/100RFA Score

    Ranked #23 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

  25. #25 Beacon Pointe Advisors

    Based in Scottsdale, 18 mi away

    69/100RFA Score

    Ranked #25 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

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

financial planners in Glendale, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Desert Financial Credit Union - Phoenix Missouri694.3★ (144)7 mi
27Trajan Wealth | Alpha Building694.7★ (167)18 mi
28ARQ Wealth Advisors695.0★ (93)18 mi
29Arete Financial Solutions, LLC684.5★ (123)11 mi
30AERO Financial684.8★ (143)20 mi
31The M Group & Associates- Matt Mamolen, CFP , CRPC685.0★ (91)19 mi
32Desert Financial Credit Union - Surprise Greenway Fry's684.6★ (121)15 mi
33Strategy Financial Group684.8★ (98)17 mi
34Bright Wealth Management - Financial Planner685.0★ (38)9 mi
35Desert Financial Credit Union - Phoenix Indian School Walmart684.1★ (86)3 mi
36Andrick & Associates: AZ Will and Trust684.8★ (21)In Glendale
37Martinsen Wealth Management684.9★ (111)21 mi
38Fullerton Financial Planning684.3★ (70)6 mi
39Asset Preservation Wealth & Tax Financial Advisors674.8★ (80)17 mi
40Rizzo Financial Group675.0★ (84)21 mi
41Dobrusin Financial LLC674.9★ (38)9 mi
42Desert Financial Credit Union - Sun City674.1★ (142)8 mi
43Capital Choice Arizona675.0★ (24)5 mi
44Desert Financial Credit Union - Phoenix South Mountain674.4★ (142)15 mi
45UMB Bank (with drive-thru services)674.6★ (36)5 mi
46Jason Sample - COUNTRY Financial Representative675.0★ (39)12 mi
47Desert Financial Credit Union - Phoenix Desert Sky673.9★ (156)5 mi
48Beacon Pointe Advisors675.0★ (46)15 mi
49Desert Financial Credit Union - Phoenix Happy Valley Walmart674.4★ (91)13 mi
50Desert Financial Credit Union - Phoenix 44th Street674.2★ (153)12 mi

Also serving Glendale

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 Glendale
BusinessGoogle ratingDistance
Ana Maria Duran: Primerica - Financial Services5.0★ (4)In Glendale
Derrick Simpson: Primerica - Financial Services5.0★ (24)In Glendale
Edward Jones5.0★ (4)In Glendale
Edward Jones - Financial Advisor: Charles C Kessler III, AAMS®5.0★ (3)In Glendale
Edward Jones - Financial Advisor: Jack Bethel, CFP®|AAMS®5.0★ (2)In Glendale
Edward Jones - Financial Advisor: Tyler E Boxwell, CFP®5.0★ (2)In Glendale
Elliott Financial Group3.0★ (2)In Glendale
Fleming Wealth Strategies, LLC5.0★ (2)In Glendale
Flourish Financial5.0★ (2)In Glendale
Fortress Financial Strategies5.0★ (2)In Glendale
Fulgent Wealth Management5.0★ (1)In Glendale
Heroes Financial Group5.0★ (12)In Glendale
Investment Brothers LLC4.0★ (1)In Glendale
Javier Hernandez5.0★ (2)In Glendale
JG financial5.0★ (4)In Glendale
Marice Nelson: Primerica - Financial Services5.0★ (8)In Glendale
Richard A Alcorn: Primerica - Financial Services5.0★ (11)In Glendale
Tiffany E. Lum, CPA, CFP5.0★ (2)In Glendale
WJ Wealth Management5.0★ (2)In Glendale
Yesenia Hernandez: Primerica - Financial Services5.0★ (20)In Glendale

How we ranked Glendale financial planners

We scored 363 Glendale 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 Glendale 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 Glendale: frequently asked questions

Which financial planner has the highest RFA Score in Glendale?

By RFA Score, the highest-ranked financial planner in Glendale, AZ is Tio Rico Te Ayuda Loan Centers with an RFA Score of 77/100. It has 4.8★ from 475 Google reviews. It is open Saturdays until 5 PM. AERO Financial (#2) and Tio Rico Te Ayuda Loan Centers (#3) follow. We ranked 363 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Glendale?

RankedFinancialAdvisors ranks 363 financial planners serving Glendale, AZ. 10 of them are based in Glendale; 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 Glendale work on weekends?

66 of 363 ranked financial planners post Saturday hours and 5 post Sunday hours. The highest-ranked open Saturdays are Tio Rico Te Ayuda Loan Centers (#1), Tio Rico Te Ayuda Loan Centers (#3) and Tio Rico Te Ayuda Loan Centers (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Glendale financial planners have?

The median Google rating among 363 rated financial planners in Glendale is 4.9★, with a median of 19 reviews. Tio Rico Te Ayuda Loan Centers has the most, 532 reviews, and ranks #15. 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 Glendale count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 363 financial planners serving Glendale.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Glendale pages