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Wealth Managers in Tempe, AZ: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Tempe: Asset Preservation Wealth & Tax, Financial Advisors, RFA Score 72/100; 5.0★ from 137 Google reviews.

  2. 7

    Most-reviewed: Trajan Wealth | Alpha Building, 167 Google reviews at 4.7★, the most of 142 ranked; ranked #7.

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

142 Tempe 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 142 rated firms.

Top 10 wealth managers in Tempe 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 Tempe at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Asset Preservation Wealth & Tax, Financial Advisors725.0★ (137)Phoenix, 5 mi away—Top score
2Martinsen Wealth Management724.9★ (111)Tempe——
3Trajan Wealth705.0★ (77)Gilbert, 9 mi away——
4WealthAbility704.5★ (117)Tempe——
5ARQ Wealth Advisors705.0★ (93)Scottsdale, 14 mi away——
6Larson Wealth Management Arizona - Investment Services Financial Planning695.0★ (69)Mesa, 12 mi away——
7Trajan Wealth | Alpha Building694.7★ (167)Scottsdale, 17 mi away—Most reviews
8Asset Preservation Wealth & Tax, Financial Advisors695.0★ (65)Gilbert, 12 mi away——
9Arbor Wealth Management695.0★ (30)Tempe——
10Asset Preservation Wealth & Tax Financial Advisors684.8★ (80)Scottsdale, 15 mi awaySat · Sun—

All 142 wealth managers in Tempe, 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 Trajan Wealth

    Based in Gilbert, 9 mi away

    70/100RFA Score

    Ranked #3 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

  4. #4 WealthAbility

    Based in Tempe

    70/100RFA Score

    Ranked #4 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

  5. #5 ARQ Wealth Advisors

    Based in Scottsdale, 14 mi away

    70/100RFA Score

    Ranked #5 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

  14. #14 Stine Wealth Management

    Based in Scottsdale, 6 mi away

    68/100RFA Score

    Ranked #14 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

  17. #17 Wealthnest Planners

    Based in Chandler, 8 mi away

    68/100RFA Score

    Ranked #17 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

  18. #18 Summit Wealth Group

    Based in Scottsdale, 14 mi away

    68/100RFA Score

    Ranked #18 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

  19. #19 Bradley Wealth LLC

    Based in Scottsdale, 15 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    16430 N Scottsdale Rd Ste 230, Scottsdale, AZ 85254
    View profile for Bradley Wealth LLC(480) 800-8638

  21. #21 S G Wealth Partners

    Based in Tempe

    67/100RFA Score

    Ranked #21 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

  24. #24 My Modern Wealth

    Based in Chandler, 9 mi away

    67/100RFA Score

    Ranked #24 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

  25. #25 Accrue Wealth Designs

    Based in Gilbert, 8 mi away

    67/100RFA Score

    Ranked #25 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

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

wealth managers in Tempe, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Redpoint Wealth Management675.0★ (14)In Tempe
27Kingdom Wealth Advisers675.0★ (27)12 mi
28Epic Private Wealth674.6★ (29)6 mi
29Wealth Guardian Group674.6★ (30)7 mi
30Trajan Wealth664.9★ (61)24 mi
31Wise Wealth Partners665.0★ (22)10 mi
32Sonoran Wealth Systems, LLC664.7★ (31)10 mi
33Scottsdale Wealth Advisory665.0★ (22)10 mi
34Falcon Wealth Planning665.0★ (22)10 mi
35Cool Wealth Management665.0★ (11)In Tempe
36Ensign Wealth Management665.0★ (25)14 mi
37SG Wealth Managers664.9★ (33)18 mi
38Kaizen Wealth665.0★ (17)9 mi
39J. Martin Wealth Management665.0★ (17)10 mi
40Bayntree Wealth Advisors665.0★ (16)9 mi
41StoneCrest Wealth Management, Inc665.0★ (15)8 mi
42East Valley Wealth & Retirement664.8★ (17)8 mi
43Humble Wealth665.0★ (15)8 mi
44Dew Wealth Management654.9★ (22)14 mi
45Cole Wealth Management655.0★ (20)14 mi
46EP Wealth Advisors655.0★ (14)9 mi
47EP Wealth Advisors655.0★ (20)15 mi
48True Wealth Group655.0★ (13)9 mi
49One2One Wealth Strategies655.0★ (25)20 mi
50Liberty Star Wealth655.0★ (13)9 mi

Also serving Tempe

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 Tempe
BusinessGoogle ratingDistance
AccuPro Advisors, LLC4.9★ (62)In Tempe
Edward Jones - Financial Advisor: Ely N Burke, CFP®|CDFA®5.0★ (7)In Tempe
Edward Jones - Financial Advisor: Jake Faust, CFP®5.0★ (7)In Tempe
Edward Jones - Financial Advisor: Joseph B Ortiz3.7★ (3)In Tempe
Edward Jones Tempe Regional Headquarters4.4★ (16)In Tempe
Financial Life Planners5.0★ (7)In Tempe
Four Corners Financial Advisors4.3★ (6)In Tempe
Fullerton Financial Planning3.3★ (3)In Tempe
Haynie4.3★ (12)In Tempe
JMF Financial Services, LLC.5.0★ (3)In Tempe
Johnson Financial Advisors5.0★ (109)In Tempe
Jvf financial services5.0★ (10)In Tempe
Loomis2.0★ (4)In Tempe
Momentum Financial Partners4.5★ (4)In Tempe
Nexus Property Management - Tempe AZ5.0★ (22)In Tempe
Optima Capital Management5.0★ (12)In Tempe
Solana Financial Group5.0★ (157)In Tempe
Summit Financial Solutions5.0★ (3)In Tempe
The M Group & Associates- Matt Mamolen, CFP , CRPC5.0★ (91)In Tempe
Valley Property Group, LLC4.9★ (27)In Tempe

How we ranked Tempe wealth managers

We scored 142 Tempe 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 Tempe 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 Tempe: frequently asked questions

Which wealth manager has the highest RFA Score in Tempe?

By RFA Score, the highest-ranked wealth manager in Tempe, AZ is Asset Preservation Wealth & Tax, Financial Advisors with an RFA Score of 72/100. It has 5.0★ from 137 Google reviews. Martinsen Wealth Management (#2) and Trajan Wealth (#3) follow. We ranked 142 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Tempe?

RankedFinancialAdvisors ranks 142 wealth managers serving Tempe, AZ. 6 of them are based in Tempe; 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 Tempe work on weekends?

4 of 142 ranked wealth managers post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays is Asset Preservation Wealth & Tax Financial Advisors (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Tempe wealth managers have?

The median Google rating among 142 rated wealth managers in Tempe is 5.0★, with a median of 11 reviews. Trajan Wealth | Alpha Building has the most, 167 reviews, and ranks #7. 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 Tempe count in this ranking?

Yes, if they are within 40 mi of the Tempe 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 Tempe 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 Tempe 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 Tempe

  1. November 2026: RFA Scores recalculated for 142 wealth managers serving Tempe.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Tempe pages