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Wealth Managers in Gilbert, AZ: 2026 rankings

141 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Gilbert: Trajan Wealth, RFA Score 72/100; 5.0★ from 77 Google reviews.

  2. 12

    Most-reviewed: Trajan Wealth | Alpha Building, 167 Google reviews at 4.7★, the most of 141 ranked; ranked #12.

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

141 Gilbert wealth managers are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 141 rated firms.

Top 10 wealth managers 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 wealth managers in Gilbert at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Trajan Wealth725.0★ (77)GilbertTop score
2Asset Preservation Wealth & Tax, Financial Advisors715.0★ (137)Phoenix, 12 mi away—
3Asset Preservation Wealth & Tax, Financial Advisors715.0★ (65)Gilbert—
4Martinsen Wealth Management714.9★ (111)Tempe, 6 mi away—
5Larson Wealth Management Arizona - Investment Services Financial Planning705.0★ (69)Mesa, 8 mi away—
6Acute Wealth Advisors, LLC694.9★ (47)Mesa, 4 mi away—
7ARQ Wealth Advisors695.0★ (93)Scottsdale, 19 mi away—
8Kingdom Wealth Advisers695.0★ (27)Gilbert—
9WealthAbility694.5★ (117)Tempe, 9 mi away—
10J. Martin Wealth Management685.0★ (35)Chandler, 6 mi away—

All 141 wealth managers 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.

  1. Ranked #1 in Gilbert

    #1 Trajan Wealth

    Based in Gilbert

    72/100RFA Score

    Ranked #1 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

  7. #7 ARQ Wealth Advisors

    Based in Scottsdale, 19 mi away

    69/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 93 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    8605 E Raintree Dr Ste 240, Scottsdale, AZ 85260
    View profile for ARQ Wealth Advisors(480) 401-5152

  8. #8 Kingdom Wealth Advisers

    Based in Gilbert

    69/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    2162 E Williams Field Rd Ste 111, Gilbert, AZ 85295
    View profile for Kingdom Wealth Advisers(602) 833-1515

  9. #9 WealthAbility

    Based in Tempe, 9 mi away

    69/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.5★ from 117 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 117 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2402 S Rural Rd Ste 201, Tempe, AZ 85282
    View profile for WealthAbility(480) 565-8000

  11. #11 Accrue Wealth Designs

    Based in Gilbert

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.9★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 27 Google reviews
    Hours
    Mon–Tue 8:30 AM–4:30 PM · Wed closed · Thu 8:30 AM–4:30 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    51 W Vaughn Ave #303, Gilbert, AZ 85233
    View profile for Accrue Wealth Designs(480) 565-4363

  15. #15 My Modern Wealth

    Based in Chandler, 5 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Address
    249 E Chicago St Ste 128, Chandler, AZ 85225
    View profile for My Modern Wealth(480) 269-2309

  17. #17 Wealth Guardian Group

    Based in Gilbert

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.6★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1757 E Baseline Rd Ste 118, Gilbert, AZ 85233
    View profile for Wealth Guardian Group(480) 447-4093

  18. #18 Wealthnest Planners

    Based in Chandler, 9 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 43 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    5720 W Chandler Blvd #4, Chandler, AZ 85226
    View profile for Wealthnest Planners(480) 699-5275

  24. #24 Stine Wealth Management

    Based in Scottsdale, 13 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6991 E Camelback Rd #D300, Scottsdale, AZ 85251
    View profile for Stine Wealth Management(480) 470-4227

  25. #25 Summit Wealth Group

    Based in Scottsdale, 19 mi away

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 45 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    14500 N Northsight Blvd Ste 112, Scottsdale, AZ 85260
    View profile for Summit Wealth Group(602) 388-1794

Wealth managers 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 141 ranked wealth managers here; the rest are on their profiles.

wealth managers in Gilbert, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bright Wealth Management - Financial Planner675.0★ (38)18 mi
27Bradley Wealth LLC675.0★ (47)21 mi
28Asset Preservation Wealth & Tax, Financial Advisors674.8★ (131)32 mi
29W Wealth Advisors - Gilbert Office675.0★ (12)In Gilbert
30WestPac® Wealth Partners (Gilbert)665.0★ (11)In Gilbert
31Liberty Star Wealth665.0★ (13)4 mi
32Babin Wealth Management665.0★ (38)20 mi
33Velocity Wealth Management, LLC664.7★ (39)16 mi
34S G Wealth Partners665.0★ (17)10 mi
35Serve Private Wealth665.0★ (11)2 mi
36Miller Wealth Management665.0★ (9)In Gilbert
37Saturn Wealth665.0★ (9)In Gilbert
38Redpoint Wealth Management665.0★ (14)8 mi
39StoneCrest Wealth Management, Inc665.0★ (15)10 mi
40Carson Wealth665.0★ (8)In Gilbert
41Scottsdale Wealth Advisory655.0★ (22)16 mi
42Epic Private Wealth654.6★ (29)15 mi
43Wise Wealth Partners655.0★ (22)18 mi
44Trajan Wealth654.9★ (61)32 mi
45SG Wealth Managers654.9★ (33)23 mi
46Sonoran Wealth Systems, LLC654.7★ (31)18 mi
473Roots Wealth Partners LLC655.0★ (10)8 mi
48Bayntree Wealth Advisors655.0★ (16)15 mi
49Cool Wealth Management655.0★ (11)10 mi
50Dew Wealth Management654.9★ (22)19 mi

Also serving Gilbert

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Gilbert
BusinessGoogle ratingDistance
Bryan McClure: Primerica - Financial Services5.0★ (11)In Gilbert
Clear Skies Financial5.0★ (5)In Gilbert
Cook Financial Group4.9★ (66)In Gilbert
Creative Planning5.0★ (134)In Gilbert
Edward Jones - Financial Advisor: Colby M Keller, AAMS®|CRPC™5.0★ (7)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
First Command Financial Advisor - Juan Garcia, RICP®5.0★ (50)In Gilbert
Jared Daniel, CFP CRPC EA3.0★ (4)In Gilbert
KlinkLoans Real Estate Investment Fund5.0★ (25)In Gilbert
Rayhons Financial5.0★ (7)In Gilbert
Redeem Financial Group5.0★ (31)In Gilbert
Roberts Tax and Retirement Planning4.9★ (16)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
West Coast Financial Services4.6★ (16)In Gilbert

How we ranked Gilbert wealth managers

We scored 141 Gilbert wealth managers 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Gilbert: frequently asked questions

Which wealth manager has the highest RFA Score in Gilbert?

By RFA Score, the highest-ranked wealth manager in Gilbert, AZ is Trajan Wealth with an RFA Score of 72/100. It has 5.0★ from 77 Google reviews. Asset Preservation Wealth & Tax, Financial Advisors (#2) and Asset Preservation Wealth & Tax, Financial Advisors (#3) follow. We ranked 141 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Gilbert?

RankedFinancialAdvisors ranks 141 wealth managers serving Gilbert, AZ. 13 of them are based in Gilbert; the rest serve it from nearby towns. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Gilbert work on weekends?

4 of 141 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is Asset Preservation Wealth & Tax Financial Advisors (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Gilbert wealth managers have?

The median Google rating among 141 rated wealth managers in Gilbert is 5.0★, with a median of 11 reviews. Trajan Wealth | Alpha Building has the most, 167 reviews, and ranks #12. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Gilbert count in this ranking?

Yes, if they are within 40 mi of the Gilbert city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Gilbert ranked?

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

How do I check a wealth manager’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 wealth manager 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 wealth managers 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 141 wealth managers serving Gilbert.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Gilbert pages