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Investment Advisors in Gilbert, AZ: 2026 rankings

192 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Gilbert: IPX1031: Adrienne Salyer, RFA Score 73/100; 5.0★ from 50 Google reviews.

  2. 17

    Most-reviewed: Directed IRA, 1,295 Google reviews at 4.9★, the most of 192 ranked; ranked #17.

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

192 Gilbert investment advisors are ranked here by RFA Score, from eight published factors. 14 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 5.0★ across 192 rated firms.

Top 10 investment advisors 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 investment advisors in Gilbert at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1IPX1031: Adrienne Salyer735.0★ (50)Gilbert—Top score
2KlinkLoans Real Estate Investment Fund715.0★ (25)Gilbert——
3Hoffer Group694.9★ (43)Tempe, 11 mi away——
4REALTOR Jeremy Moore695.0★ (32)Scottsdale, 13 mi awaySat · Sun · Evenings—
5Valley Property Group, LLC684.9★ (27)Tempe, 11 mi awaySat · Sun—
6Redpoint Wealth Management685.0★ (14)Tempe, 8 mi away——
7Legacy Investors Group Inc684.8★ (51)Fountain Hills, 18 mi away——
8Wells Fargo Advisors674.0★ (4)Gilbert——
9The Faires Investment Revocable Trust675.0★ (16)Scottsdale, 13 mi away——
10Public Safety Financial/Galloway675.0★ (6)Mesa, 7 mi away——

All 192 investment advisors 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.

  3. #3 Hoffer Group

    Based in Tempe, 11 mi away

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 43 Google reviews, listed on Google as “Investment company”.

    • 4.9★ from 43 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1414 W Broadway Rd Ste 228, Tempe, AZ 85282
    View profile for Hoffer Group(480) 210-2120

  4. #4 REALTOR Jeremy Moore

    Based in Scottsdale, 13 mi away

    69/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    4222 N Marshall Way, Scottsdale, AZ 85251
    View profile for REALTOR Jeremy Moore(415) 246-4596

  11. #11 Creative Planning

    Based in Gilbert

    65/100RFA Score

    Ranked #11 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

  13. #13 Avant Garde

    Based in Phoenix, 20 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.9★ from 532 Google reviews, listed on Google as “Investment service”.

    • 3.9★ from 532 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3500 N 15th Ave, Phoenix, AZ 85015
    View profile for Avant Garde(602) 230-1510

  15. #15 Quantumvest

    Based in Scottsdale, 14 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 3.9★ from 14 Google reviews, listed on Google as “Investment company”.

    • 3.9★ from 14 Google reviews
    Hours
    Mon–Fri 8 AM–3 PM · Sat–Sun closed
    Address
    5111 N Scottsdale Rd Unit 211, Scottsdale, AZ 85250
    View profile for Quantumvest(415) 866-7588

  16. #16 Magellan

    Based in Phoenix, 12 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Address
    4310 E Cotton Center Blvd #120, Phoenix, AZ 85040
    View profile for Magellan(602) 449-0146

  17. #17 Directed IRA

    Based in Phoenix, 19 mi away

    64/100RFA Score

    Ranked #17 because of its Google rating and review volume: 4.9★ from 1,295 Google reviews, the most in Gilbert.

    • 4.9★ from 1,295 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3033 N Central Ave Ste 400, Phoenix, AZ 85012
    View profile for Directed IRA(602) 899-9396

  18. #18 Alpha Financial Nordic

    Based in Fountain Hills, 18 mi away

    64/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    16810 E Ave of the Fountains #200, Fountain Hills, AZ 85268
    View profile for Alpha Financial Nordic(480) 788-7479

  19. #19 Trajan Wealth

    Based in Gilbert

    64/100RFA Score

    Ranked #19 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

  21. #21 WLTH Capital Management

    Based in Chandler, 5 mi away

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    25 S Arizona Pl Floor 5, Suite 537, Chandler, AZ 85225
    View profile for WLTH Capital Management(480) 795-4475

  25. #25 Sun Valley Wealth

    Based in Scottsdale, 22 mi away

    63/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    17851 N 85th St #270, Scottsdale, AZ 85255
    View profile for Sun Valley Wealth(480) 579-3954

Investment 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 192 ranked investment advisors here; the rest are on their profiles.

investment advisors in Gilbert, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Angelica F Prescod635.0★ (251)13 mi
27Matson Money634.3★ (16)22 mi
28Martinsen Wealth Management634.9★ (111)6 mi
29Nation's First Financial635.0★ (82)6 mi
30Attessa Capital625.0★ (4)21 mi
31SANTÉ Realty Investments622.7★ (21)13 mi
32Asset Preservation Wealth & Tax, Financial Advisors625.0★ (137)12 mi
33Decker Wealth Management Group623.4★ (5)19 mi
34Redeem Financial Group625.0★ (31)In Gilbert
35Johnson Financial Advisors625.0★ (109)11 mi
36Smead Capital Management, Inc.622.7★ (7)18 mi
37Wells Fargo Advisors622.3★ (3)16 mi
38Larson Wealth Management Arizona - Investment Services Financial Planning625.0★ (69)8 mi
39James Golichowski - Edelman Financial Engines625.0★ (55)7 mi
40Acute Wealth Advisors, LLC614.9★ (47)4 mi
41Morgan Stanley Financial Advisors612.9★ (11)20 mi
42Endeavor Advisors, LLC615.0★ (162)17 mi
43Optima Capital Management615.0★ (12)10 mi
44AccuPro Advisors, LLC614.9★ (62)7 mi
45J. Martin Wealth Management615.0★ (35)6 mi
46Total Investment Management614.8★ (46)20 mi
47J. Martin Wealth Management615.0★ (17)In Gilbert
48Gold King Bullion605.0★ (26)4 mi
49Roberts Tax and Retirement Planning604.9★ (16)In Gilbert
50Strategic Income Group605.0★ (27)6 mi

Also serving Gilbert

20 more investment 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 investment advisors serving Gilbert
BusinessGoogle ratingDistance
Accrue Wealth Designs4.9★ (27)In Gilbert
Arrive Financial & Insurance Services - Josh Norris5.0★ (17)In Gilbert
Bryan McClure: Primerica - Financial Services5.0★ (11)In Gilbert
Chioki Wade - Forward Loans4.8★ (24)In Gilbert
Cook Financial Group4.9★ (66)In Gilbert
East Valley Wealth & Retirement4.8★ (17)In Gilbert
Falcon Wealth Planning5.0★ (22)In Gilbert
First Command Financial Advisor - Juan Garcia, RICP®5.0★ (50)In Gilbert
Kingdom Wealth Advisers5.0★ (27)In Gilbert
Midas Financial Company4.5★ (83)In Gilbert
Miller Wealth Management5.0★ (9)In Gilbert
Saber Pension & Actuarial Services (Saber Pension)5.0★ (124)In Gilbert
Shoreline Financial Services5.0★ (12)In Gilbert
Stewardship5.0★ (400)In Gilbert
Tetrant - Legal | Financial5.0★ (88)In Gilbert
Thrive Financial Coaching5.0★ (9)In Gilbert
Watts Gwilliam & Company5.0★ (6)In Gilbert
Wealth Guardian Group4.6★ (30)In Gilbert
West Coast Financial Services4.6★ (16)In Gilbert
WestPac® Wealth Partners (Gilbert)5.0★ (11)In Gilbert

How we ranked Gilbert investment advisors

We scored 192 Gilbert investment 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 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Gilbert: frequently asked questions

Which investment advisor has the highest RFA Score in Gilbert?

By RFA Score, the highest-ranked investment advisor in Gilbert, AZ is IPX1031: Adrienne Salyer with an RFA Score of 73/100. It has 5.0★ from 50 Google reviews. KlinkLoans Real Estate Investment Fund (#2) and Hoffer Group (#3) follow. We ranked 192 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Gilbert?

RankedFinancialAdvisors ranks 192 investment advisors serving Gilbert, AZ. 9 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 investment advisors in Gilbert work on weekends?

14 of 192 ranked investment advisors post Saturday hours and 10 post Sunday hours. The highest-ranked open Saturdays are REALTOR Jeremy Moore (#4), Valley Property Group, LLC (#5) and The Kay-Grant Group Powered by My Home Group (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Gilbert investment advisors have?

The median Google rating among 192 rated investment advisors in Gilbert is 5.0★, with a median of 9 reviews. Directed IRA has the most, 1,295 reviews, and ranks #17. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Gilbert count in this ranking?

Yes, if they are within 25 mi of the Gilbert city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Gilbert ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor 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 investment 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 Gilbert

  1. November 2026: RFA Scores recalculated for 192 investment advisors serving Gilbert.

More investment advisors and Gilbert pages