Browse all Independent advisors in Arizona

Every advisor below is licensed to work with clients in Arizona. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,697
Wealth management	1,317
Options & derivatives strategies	1,056
Executive	1,012
Retirement plans for business owners (SEP, solo 401k)	923
Private / alternative investments	824
Retirement income strategy	810
Active portfolio management	732
Retired	686
General retirement planning	564
Tax-loss harvesting	549
Annuities	483
College savings (529s, UTMA, etc.)	468
Concentrated stock management	427
Income planning	404
Passive / index investing	336
ESG / Sustainable investing	309
General estate planning guidance	307
Cash flow / budgeting	301
Charitable giving & philanthropy	300
Real estate investing	292
Business exit / sale strategy	222
General tax planning	207
Equity compensation tax strategy	170
Business succession planning	169
Business ownership considerations	126
Retirement withdrawal strategies	99
Tax strategies for small businesses	89
Long-term care insurance	78
Social Security optimization	78
Approaching retirement	76
Debt management	71
Mid-Career Professionals	68
HENRY (High Earners, Not Rich Yet)	56
Life insurance needs analysis	55
Financial Professional	52
Factor investing / smart beta	49
Self-Employed	49
Retired	44
Values-based investing	36
Charitable giving tax strategies	35
Doctor or Medical Professional	34
Young Professionals	34
Educators, Teachers, and Academics	33
Roth conversion strategy	31
Business sale tax planning	30
Established Professionals	30
Multi-generational wealth transfer	29
Divorce financial planning	22
Religious/faith focused	22
Equity Recipients (RS/RSU, SOP, ESPP)	19
Married/Couples/Partners	17
Women Professionals	16
Attorney	14
Family Business	13
Business Financial Management	12
Cross-border / expatriate tax planning	11
Airline Pilot	9
Disability insurance	9
Public Service Employee	9
Medicare planning	8
Military & Veterans	8
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	7
Christian Faith Based	5
Liquidity event planning	5
Technology Professional	5
Early retirement planning	4
Expats	4
Young Families	4
Dentist	3
Elder care planning	3
Trust structures (GRAT, IDGT, revocable)	3

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