Ways to browse advisors serving Arizona

Pick a specialty or descriptor to browse more advisors serving Arizona.

By how they work

Type	Advisors
Large-firm	8,305
Flat-fee	6,230
Seasoned	3,909
Independent	3,843
CFP®-certified	2,370

By who they serve

Type	Advisors
High-net-worth	1,555
Baby Boomer	119
Gen X	14
Millennial	8

Browse by city

Find advisors near a specific metro area in Arizona.

City	Advisors
Tempe, AZ	8,120
Phoenix, AZ	7,937
Mesa, AZ	7,744
Scottsdale, AZ	7,149
Gilbert, AZ	7,102
Chandler, AZ	7,088
Tucson, AZ	876
Prescott Valley, AZ	155
Casa Grande, AZ	153
Prescott, AZ	150
Payson, AZ	140
Flagstaff, AZ	115
Sierra Vista, AZ	63
Nogales, AZ	54
Lake Havasu City, AZ	45
Yuma, AZ	41
Show Low, AZ	27
Kingman, AZ	25
Douglas, AZ	24
Safford, AZ	13

Browse by specialty

Find advisors serving Arizona who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	7,724
Retired	4,915
Tax-loss harvesting	4,541
Wealth management	4,506
Executive	4,056
Retirement income strategy	2,665
College savings (529s, UTMA, etc.)	2,456
Retirement plans for business owners (SEP, solo 401k)	2,364
Private / alternative investments	1,988
General retirement planning	1,912
ESG / Sustainable investing	1,670
Active portfolio management	1,654
Options & derivatives strategies	1,338
General estate planning guidance	1,293
HENRY (High Earners, Not Rich Yet)	1,183
Business exit / sale strategy	1,053
Passive / index investing	1,020
Self-Employed	945
Real estate investing	911
Charitable giving & philanthropy	879
Annuities	871
Mid-Career Professionals	869
Cash flow / budgeting	730
Multi-generational wealth transfer	693
Concentrated stock management	674
Income planning	668
Approaching retirement	639
Social Security optimization	450
Business succession planning	370
Business ownership considerations	328
Divorce financial planning	243
Established Professionals	211
General tax planning	209
Financial Professional	185
Equity compensation tax strategy	182
Retirement withdrawal strategies	162
Debt management	121
Planning for children with special needs	114
Married/Couples/Partners	98
Attorney	95
Tax strategies for small businesses	94
Long-term care insurance	89
Divorced	82
Values-based investing	75
Educators, Teachers, and Academics	65
Factor investing / smart beta	62
Life insurance needs analysis	58
Women Professionals	57
Retired	55
Dentist	48
Doctor or Medical Professional	46
Military & Veterans	41
Young Professionals	37
Charitable giving tax strategies	36
Roth conversion strategy	31
Religious/faith focused	30
Equity Recipients (RS/RSU, SOP, ESPP)	29
Business sale tax planning	28
Parents	25
Family Business	23
Liquidity event planning	19
Airline Pilot	15
Business Financial Management	15
Consultant	13
Professional Athlete	13
Public Service Employee	13
Technology Professional	13
Cross-border / expatriate tax planning	11
Disability insurance	9
Medicare planning	8
Early retirement planning	6
Engineering Professional	6
Christian Faith Based	5
Young Families	5
Expats	4
Trust structures (GRAT, IDGT, revocable)	4
Elder care planning	3

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