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Financial Planners in Phoenix, AZ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Phoenix: Tio Rico Te Ayuda Loan Centers, RFA Score 77/100; 4.9★ from 352 Google reviews; open Saturdays until 5 PM.

  2. 10

    Most-reviewed: Tio Rico Te Ayuda Loan Centers, 532 Google reviews at 4.7★, the most of 448 ranked; ranked #10.

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

448 Phoenix financial planners are ranked here by RFA Score, from eight published factors. 78 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.9★ across 448 rated firms.

Top 10 financial planners in Phoenix 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 Phoenix at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Tio Rico Te Ayuda Loan Centers774.9★ (352)PhoenixSat · EveningsTop score
2Tio Rico Te Ayuda Loan Centers764.9★ (307)PhoenixSat · Evenings—
3Tio Rico Te Ayuda Loan Centers764.9★ (234)PhoenixSat · Evenings—
4Endeavor Advisors, LLC755.0★ (162)PhoenixEvenings—
5Asset Preservation Wealth & Tax, Financial Advisors755.0★ (137)Phoenix——
6Tio Rico Te Ayuda Loan Centers754.8★ (475)Glendale, 9 mi awaySat · Evenings—
7Desert Financial Credit Union - Phoenix Union Hills744.6★ (245)PhoenixSat—
8Tio Rico Te Ayuda Loan Centers734.9★ (444)Avondale, 16 mi awaySat · Evenings—
9Strategy Financial Group734.8★ (98)Phoenix——
10Tio Rico Te Ayuda Loan Centers724.7★ (532)Mesa, 15 mi awaySat · EveningsMost reviews

All 448 financial planners in Phoenix, 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.

  4. #4 Endeavor Advisors, LLC

    Based in Phoenix

    75/100RFA Score

    Ranked #4 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

  9. #9 Strategy Financial Group

    Based in Phoenix

    73/100RFA Score

    Ranked #9 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 Solana Financial Group

    Based in Tempe, 11 mi away

    72/100RFA Score

    Ranked #12 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

  13. #13 ProVision, PLC

    Based in Phoenix

    72/100RFA Score

    Ranked #13 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

  14. #14 AERO Financial

    Based in Glendale, 17 mi away

    72/100RFA Score

    Ranked #14 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

  17. #17 AERO Financial

    Based in Tempe, 11 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

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

    Based in Scottsdale, 12 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

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

financial planners in Phoenix, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26AERO Financial704.9★ (35)In Phoenix
27Imperial Ethics704.9★ (96)12 mi
28ARQ Wealth Advisors705.0★ (93)16 mi
29Beacon Pointe Advisors705.0★ (104)17 mi
30Creative Planning695.0★ (134)20 mi
31Asset Preservation Wealth & Tax, Financial Advisors694.8★ (131)16 mi
32Desert Financial Credit Union - Phoenix Ahwatukee694.1★ (118)In Phoenix
33Capital Choice Arizona695.0★ (24)In Phoenix
34WealthAbility694.5★ (117)9 mi
35Trajan Wealth | Alpha Building694.7★ (167)17 mi
36Wise Wealth Partners695.0★ (22)In Phoenix
37Rizzo Financial Group695.0★ (84)17 mi
38Desert Financial Credit Union - Phoenix Indian School Walmart694.1★ (86)In Phoenix
39Spirit West Certified Planning694.9★ (58)11 mi
40Epic Private Wealth694.6★ (29)In Phoenix
41Beacon Pointe Advisors695.0★ (46)10 mi
42Allwealth Planning695.0★ (19)In Phoenix
43Aprio694.7★ (25)In Phoenix
44Bankers Life694.3★ (44)In Phoenix
45Desert Financial Credit Union - Phoenix Desert Sky693.9★ (156)In Phoenix
46Farnam Financial694.8★ (23)In Phoenix
47TrueWealth Financial Partners695.0★ (19)In Phoenix
48Winston & Companies695.0★ (19)In Phoenix
49Welborn Financial695.0★ (19)In Phoenix
50Desert Financial Credit Union - Lake Pleasant Walmart684.8★ (139)20 mi

Also serving Phoenix

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 Phoenix
BusinessGoogle ratingDistance
American Consumer Credit Counseling, Inc5.0★ (1,191)In Phoenix
AML RightSource LLC2.8★ (9)In Phoenix
Anthem Tax & Wealth4.9★ (30)In Phoenix
Cody Alan Nesper: Primerica - Financial Services5.0★ (16)In Phoenix
Dedicated Money Management5.0★ (10)In Phoenix
Edward Jones - Financial Advisor: Jamie Fort, CFP®5.0★ (9)In Phoenix
ELITE LEGACY FINANCIAL5.0★ (8)In Phoenix
Enso Financial PLC5.0★ (9)In Phoenix
Fiduciary Advisors, Ltd.4.4★ (19)In Phoenix
Financial Freedom Advisors5.0★ (16)In Phoenix
Lauren Quinn: Primerica - Financial Services5.0★ (9)In Phoenix
Millennium Professionals Inc- Your Payment Processing Solutions5.0★ (14)In Phoenix
Mitchell's Tax Service4.6★ (35)In Phoenix
Montini & Co Tax Advisory Group4.7★ (30)In Phoenix
New Era Merchant Services5.0★ (725)In Phoenix
Paul Neely: Primerica - Financial Services4.9★ (26)In Phoenix
Psychic Boutique Camelback4.8★ (23)In Phoenix
Reborn NO RENTAL ASSISTANCE4.2★ (60)In Phoenix
Sonoran Wealth Systems, LLC4.7★ (31)In Phoenix
True Wealth Group5.0★ (13)In Phoenix

How we ranked Phoenix financial planners

We scored 448 Phoenix 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 Phoenix 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 Phoenix: frequently asked questions

Which financial planner has the highest RFA Score in Phoenix?

By RFA Score, the highest-ranked financial planner in Phoenix, AZ is Tio Rico Te Ayuda Loan Centers with an RFA Score of 77/100. It has 4.9★ from 352 Google reviews. It is open Saturdays until 5 PM. Tio Rico Te Ayuda Loan Centers (#2) and Tio Rico Te Ayuda Loan Centers (#3) follow. We ranked 448 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Phoenix?

RankedFinancialAdvisors ranks 448 financial planners serving Phoenix, AZ. 29 of them are based in Phoenix; 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 Phoenix work on weekends?

78 of 448 ranked financial planners post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are Tio Rico Te Ayuda Loan Centers (#1), Tio Rico Te Ayuda Loan Centers (#2) and Tio Rico Te Ayuda Loan Centers (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Phoenix financial planners have?

The median Google rating among 448 rated financial planners in Phoenix is 4.9★, with a median of 19 reviews. Tio Rico Te Ayuda Loan Centers has the most, 532 reviews, and ranks #10. 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 Phoenix count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 448 financial planners serving Phoenix.
  2. November 2026: 5 duplicate listings merged.

More financial planners and Phoenix pages