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Investment Advisors in Phoenix, AZ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Phoenix: Avant Garde, RFA Score 70/100; 3.9★ from 532 Google reviews.

  2. 3

    Most-reviewed: Directed IRA, 1,295 Google reviews at 4.9★, the most of 219 ranked; ranked #3.

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

219 Phoenix investment advisors are ranked here by RFA Score, from eight published factors. 16 open Saturdays and 10 open Sundays, based on posted hours. The median Google rating is 5.0★ across 219 rated firms.

Top 10 investment advisors 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 investment advisors in Phoenix at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Avant Garde703.9★ (532)Phoenix—Top score
2Hoffer Group694.9★ (43)Tempe, 7 mi away——
3Directed IRA694.9★ (1,295)Phoenix—Most reviews
4REALTOR Jeremy Moore685.0★ (32)Scottsdale, 9 mi awaySat · Sun · Evenings—
5Valley Property Group, LLC684.9★ (27)Tempe, 7 mi awaySat · Sun—
6IPX1031: Adrienne Salyer675.0★ (50)Gilbert, 20 mi away——
7The Faires Investment Revocable Trust675.0★ (16)Scottsdale, 10 mi away——
8Magellan665.0★ (4)Phoenix——
9Redpoint Wealth Management665.0★ (14)Tempe, 10 mi away——
10KlinkLoans Real Estate Investment Fund655.0★ (25)Gilbert, 18 mi away——

All 219 investment advisors 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.

  1. Ranked #1 in Phoenix

    #1 Avant Garde

    Based in Phoenix

    70/100RFA Score

    Ranked #1 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

  2. #2 Hoffer Group

    Based in Tempe, 7 mi away

    69/100RFA Score

    Ranked #2 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

  3. #3 Directed IRA

    Based in Phoenix

    69/100RFA Score

    Ranked #3 because of its Google rating and review volume: 4.9★ from 1,295 Google reviews, the most in Phoenix.

    • 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

  4. #4 REALTOR Jeremy Moore

    Based in Scottsdale, 9 mi away

    68/100RFA 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

  8. #8 Magellan

    Based in Phoenix

    66/100RFA Score

    Ranked #8 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

  11. #11 Endeavor Advisors, LLC

    Based in Phoenix

    65/100RFA Score

    Ranked #11 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

  17. #17 Quantumvest

    Based in Scottsdale, 10 mi away

    64/100RFA Score

    Ranked #17 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

  22. #22 Matson Money

    Based in Scottsdale, 18 mi away

    63/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.3★ from 16 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    18760 N Pima Rd, Scottsdale, AZ 85255
    View profile for Matson Money(513) 204-8000

  23. #23 Sun Valley Wealth

    Based in Scottsdale, 17 mi away

    63/100RFA Score

    Ranked #23 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 219 ranked investment advisors here; the rest are on their profiles.

investment advisors in Phoenix, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26SANTÉ Realty Investments622.7★ (21)9 mi
27Attessa Capital625.0★ (4)17 mi
28Morgan Stanley at Work622.1★ (7)10 mi
29Pearl Capital Management615.0★ (8)In Phoenix
30Bright Wealth Management - Financial Planner615.0★ (38)In Phoenix
31Decker Wealth Management Group613.4★ (5)15 mi
32Morgan Stanley Financial Advisors612.9★ (11)15 mi
33Alpha Financial Nordic615.0★ (7)23 mi
34Wells Fargo Advisors612.3★ (3)14 mi
35Total Investment Management604.8★ (46)17 mi
36Martinsen Wealth Management604.9★ (111)12 mi
37Velocity Wealth Management, LLC604.7★ (39)In Phoenix
38Optima Capital Management605.0★ (12)8 mi
39Wells Fargo Advisors604.0★ (4)20 mi
40Capital Choice Arizona605.0★ (24)In Phoenix
41Beacon Pointe Advisors605.0★ (104)17 mi
42Stellar Capital Management, LLC now HoyleCohen, LLC605.0★ (3)In Phoenix
43Unique Investment Advisors605.0★ (3)In Phoenix
44Creative Planning595.0★ (134)20 mi
45Epic Private Wealth594.6★ (29)In Phoenix
46AccuPro Advisors, LLC594.9★ (62)11 mi
47Welborn Financial595.0★ (19)In Phoenix
48Asset Preservation Wealth & Tax, Financial Advisors594.8★ (131)16 mi
49WLTH Capital Management595.0★ (21)17 mi
50Beacon Pointe Advisors595.0★ (46)10 mi

Also serving Phoenix

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 Phoenix
BusinessGoogle ratingDistance
Bank of America (with Drive-thru ATM)2.2★ (139)In Phoenix
Bank of America (with Drive-thru ATM)2.1★ (114)In Phoenix
Bank of America Financial Center2.4★ (165)In Phoenix
Bank of America Financial Center2.3★ (136)In Phoenix
Bank of America Financial Center2.7★ (119)In Phoenix
Bank of America Financial Center3.3★ (71)In Phoenix
BMO Bank N.A Branches2.7★ (51)In Phoenix
Desert Financial Credit Union - Phoenix Ahwatukee4.1★ (118)In Phoenix
Desert Financial Credit Union - Phoenix Black Canyon3.8★ (165)In Phoenix
Desert Financial Credit Union - Phoenix Desert Sky3.9★ (156)In Phoenix
Desert Financial Credit Union - Phoenix Happy Valley Walmart4.4★ (91)In Phoenix
Desert Financial Credit Union - Phoenix Indian School Walmart4.1★ (86)In Phoenix
Desert Financial Credit Union - Phoenix South Mountain4.4★ (142)In Phoenix
Desert Financial Credit Union - Phoenix Union Hills4.6★ (245)In Phoenix
New Era Merchant Services5.0★ (725)In Phoenix
ProVision, PLC4.8★ (83)In Phoenix
Strategy Financial Group4.8★ (98)In Phoenix
Tio Rico Te Ayuda Loan Centers4.9★ (352)In Phoenix
Tio Rico Te Ayuda Loan Centers4.9★ (307)In Phoenix
Tio Rico Te Ayuda Loan Centers4.9★ (234)In Phoenix

How we ranked Phoenix investment advisors

We scored 219 Phoenix 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 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 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 Phoenix: frequently asked questions

Which investment advisor has the highest RFA Score in Phoenix?

By RFA Score, the highest-ranked investment advisor in Phoenix, AZ is Avant Garde with an RFA Score of 70/100. It has 3.9★ from 532 Google reviews. Hoffer Group (#2) and Directed IRA (#3) follow. We ranked 219 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Phoenix?

RankedFinancialAdvisors ranks 219 investment advisors serving Phoenix, AZ. 14 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 investment advisors in Phoenix work on weekends?

16 of 219 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 (#15). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Phoenix investment advisors have?

The median Google rating among 219 rated investment advisors in Phoenix is 5.0★, with a median of 9 reviews. Directed IRA has the most, 1,295 reviews, and ranks #3. 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 Phoenix count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 219 investment advisors serving Phoenix.
  2. November 2026: 2 duplicate listings merged.

More investment advisors and Phoenix pages