Top financial advisors in Arizona
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Arizona means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on reputation alone and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what a typical day looks like for the advisor. Someone focused on retirement planning might not be the best fit if you need help with investment strategies or tax planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understanding how they get paid helps you avoid surprises.
- In-person vs. remote. Decide if you prefer meeting face-to-face or if virtual meetings suit your style and schedule better.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Beth Y
Series 63, Series 66
Phoenix, AZ
Charles Schwab
Beth Yost's 22 years of experience and expertise in private investments, real estate, and multi-state taxation make her well-suited for clients seeking comprehensive financial advice in Arizona. Affiliated with Charles Schwab, a large firm serving high-net-worth clients, she offers a 0.80% annual fee structure and access to integrated advisory and brokerage services, distinguishing her from advisors at smaller firms or with different fee models.
Experience: 22 years
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John S
Series 63, Series 65
Flagstaff, AZ
Morgan Stanley
John Sanford's 35 years of experience and focus on general estate planning guidance make him well-equipped to assist with comprehensive financial needs in Arizona. As part of Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers access to extensive advisory programs and structured planning tools, distinguishing him from advisors at smaller firms or with less institutional support.
Experience: 35 years
Avg account: $670,481
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Alec B
Series 65
Mesa, AZ
Rovin Capital
Alec Blomquist is equipped to assist with financial needs in Arizona through his focus on private and alternative investments, real estate investing, and options strategies, supported by four years of industry experience and a Series 65 designation. Operating within Rovin Capital, a team-based SEC-registered adviser, he offers a fundamental, active investment approach with tailored asset allocation, charging 0.25% to 2.5% annually on portfolio management and negotiable hourly fees for additional projects.
Experience: 5 years
Avg account: $1,314,813
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Daniel S
CFP®, Series 63
Scottsdale, AZ
Vanguard Advisers
Daniel Scobie is well-equipped to assist with retirement planning and income strategies, leveraging 12 years of experience and CFP® certification at Vanguard Advisers in Scottsdale, AZ. His firm combines automated and personal advisory services with a goal-based, algorithm-driven investment approach, primarily using Vanguard funds and ETFs, which may appeal to mid-career professionals and high earners seeking tax-aware strategies and sustainable investing options.
Experience: 13 years
Avg account: $416,078
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Joseph S
Series 66
Peoria, AZ
PFG Advisors
Joseph Strecker offers expertise in options and derivatives strategies, wealth management, and retirement plans for business owners, making him well-suited for clients seeking comprehensive financial advice in Arizona. His flat-fee structure and independent status differentiate him from others, while his experience with PFG Advisors' macroeconomic and technical investment approach provides a balanced strategy for diverse client needs.
Experience: 6 years
Avg account: $421,263
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