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Wealth Managers in Sun Lakes, AZ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sun Lakes: Asset Preservation Wealth & Tax, Financial Advisors, RFA Score 71/100; 5.0★ from 137 Google reviews.

  2. 14

    Most-reviewed: Trajan Wealth | Alpha Building, 167 Google reviews at 4.7★, the most of 133 ranked; ranked #14.

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

133 Sun Lakes 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 133 rated firms.

Top 10 wealth managers in Sun Lakes 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 Sun Lakes at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Asset Preservation Wealth & Tax, Financial Advisors715.0★ (137)Phoenix, 15 mi awayTop score
2Martinsen Wealth Management704.9★ (111)Tempe, 9 mi away—
3Asset Preservation Wealth & Tax, Financial Advisors705.0★ (65)Gilbert, 7 mi away—
4Trajan Wealth695.0★ (77)Gilbert, 13 mi away—
5Larson Wealth Management Arizona - Investment Services Financial Planning685.0★ (69)Mesa, 19 mi away—
6J. Martin Wealth Management685.0★ (35)Chandler, 7 mi away—
7Wealthnest Planners684.8★ (43)Chandler, 8 mi away—
8WealthAbility684.5★ (117)Tempe, 14 mi away—
9ARQ Wealth Advisors675.0★ (93)Scottsdale, 28 mi away—
10My Modern Wealth675.0★ (27)Chandler, 7 mi away—

All 133 wealth managers in Sun Lakes, 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 Trajan Wealth

    Based in Gilbert, 13 mi away

    69/100RFA Score

    Ranked #4 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 Wealthnest Planners

    Based in Chandler, 8 mi away

    68/100RFA Score

    Ranked #7 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

  8. #8 WealthAbility

    Based in Tempe, 14 mi away

    68/100RFA Score

    Ranked #8 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

  9. #9 ARQ Wealth Advisors

    Based in Scottsdale, 28 mi away

    67/100RFA Score

    Ranked #9 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

  10. #10 My Modern Wealth

    Based in Chandler, 7 mi away

    67/100RFA Score

    Ranked #10 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

  13. #13 Kingdom Wealth Advisers

    Based in Gilbert, 10 mi away

    67/100RFA Score

    Ranked #13 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

  15. #15 Accrue Wealth Designs

    Based in Gilbert, 11 mi away

    66/100RFA Score

    Ranked #15 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

  16. #16 Falcon Wealth Planning

    Based in Gilbert, 11 mi away

    66/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1166 E Warner Rd #101f, Gilbert, AZ 85296
    View profile for Falcon Wealth Planning(855) 963-2526

  23. #23 Stine Wealth Management

    Based in Scottsdale, 20 mi away

    66/100RFA Score

    Ranked #23 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

  24. #24 S G Wealth Partners

    Based in Tempe, 11 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    960 W Elliot Rd, Tempe, AZ 85284
    View profile for S G Wealth Partners(480) 345-3300

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

wealth managers in Sun Lakes, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealth Guardian Group664.6★ (30)12 mi
27J. Martin Wealth Management655.0★ (17)11 mi
28Summit Wealth Group655.0★ (45)28 mi
29Bradley Wealth LLC655.0★ (47)30 mi
303Roots Wealth Partners LLC655.0★ (10)5 mi
31East Valley Wealth & Retirement654.8★ (17)11 mi
32Velocity Wealth Management, LLC654.7★ (39)22 mi
33Serve Private Wealth655.0★ (11)9 mi
34Babin Wealth Management655.0★ (38)29 mi
35W Wealth Advisors - Gilbert Office655.0★ (12)10 mi
36Redpoint Wealth Management655.0★ (14)13 mi
37Trajan Wealth644.9★ (61)36 mi
38WestPac® Wealth Partners (Gilbert)645.0★ (11)10 mi
39Epic Private Wealth644.6★ (29)20 mi
40Wise Wealth Partners645.0★ (22)22 mi
41Sonoran Wealth Systems, LLC644.7★ (31)23 mi
42Liberty Star Wealth645.0★ (13)14 mi
43Godsey & Gibb Wealth Management - Chandler Office645.0★ (8)8 mi
44Scottsdale Wealth Advisory645.0★ (22)24 mi
45Miller Wealth Management645.0★ (9)10 mi
46Ironwood Wealth Management644.4★ (10)8 mi
47Saturn Wealth645.0★ (9)11 mi
48Cool Wealth Management645.0★ (11)15 mi
49Kaizen Wealth645.0★ (17)22 mi
50Carson Wealth645.0★ (8)11 mi

Also serving Sun Lakes

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 Sun Lakes
BusinessGoogle ratingDistance
Chad Stauffacher - Private Wealth Advisor, Ameriprise Financial Services, LLC3.5★ (2)22 mi
Dynamic Wealth PartnersIn Sun Lakes
Edward Jones - Financial Advisor: Christine L Lobdell Raney, AAMS®|CRPC™5.0★ (3)In Sun Lakes
Edward Jones - Financial Advisor: Stephen R Phair5.0★ (1)In Sun Lakes
Edward Jones InvestmentsIn Sun Lakes
Elevated Wealth Management Group5.0★ (2)14 mi
GBG Wealth Management, LLC5.0★ (2)12 mi
Generations Wealth Management5.0★ (2)20 mi
Kris Dahl - RBC Wealth Management Financial Advisor5.0★ (2)23 mi
Matrix Wealth Management5.0★ (2)20 mi
Merrill Lynch Wealth Management4.5★ (2)7 mi
Millennium Private Wealth5.0★ (2)13 mi
Netzel Financial3.6★ (12)In Sun Lakes
Objective Wealth5.0★ (2)21 mi
Ocotillo Wealth Management5.0★ (2)22 mi
Resilient Wealth Management5.0★ (2)11 mi
Southwest Premium Advisors5.0★ (1)In Sun Lakes
Southwestern Retirement Planning Advisors, Inc.In Sun Lakes
Turning Pointe Wealth Management3.0★ (2)16 mi
WealthTrust Advisors3.0★ (2)5 mi

How we ranked Sun Lakes wealth managers

We scored 133 Sun Lakes 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 Sun Lakes 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 Sun Lakes: frequently asked questions

Which wealth manager has the highest RFA Score in Sun Lakes?

By RFA Score, the highest-ranked wealth manager in Sun Lakes, AZ is Asset Preservation Wealth & Tax, Financial Advisors with an RFA Score of 71/100. It has 5.0★ from 137 Google reviews. Martinsen Wealth Management (#2) and Asset Preservation Wealth & Tax, Financial Advisors (#3) follow. We ranked 133 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Sun Lakes?

RankedFinancialAdvisors ranks 133 wealth managers serving Sun Lakes, AZ. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Sun Lakes work on weekends?

4 of 133 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is Asset Preservation Wealth & Tax Financial Advisors (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sun Lakes wealth managers have?

The median Google rating among 133 rated wealth managers in Sun Lakes is 5.0★, with a median of 10 reviews. Trajan Wealth | Alpha Building has the most, 167 reviews, and ranks #14. 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 Sun Lakes count in this ranking?

Yes, if they are within 40 mi of the Sun Lakes 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 Sun Lakes 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 Sun Lakes 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 Sun Lakes

  1. November 2026: RFA Scores recalculated for 133 wealth managers serving Sun Lakes.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Sun Lakes pages