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Best Financial Advisor in Phoenix — 2026 Directory

Find and compare the top financial advisors in Phoenix, AZ. Fiduciary, fee-only, and certified professionals.

8Advisors Listed

AZPhoenix

8 Financial Advisors in Phoenix

Featured

Tricia Morales

Sonoran Wealth Management

★★★★½ 4.9 (71 reviews)

13+ years experience

FiduciaryFee-Only CFPChFC Wealth ManagementEstate Planning

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Featured

David Ramirez

Desert Sun Financial Group

★★★★½ 4.8 (124 reviews)

20+ years experience

Fiduciary CFPRICPChFC Retirement PlanningEstate Planning

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Featured

Pamela Scott

Pinnacle Financial Advisors

★★★★½ 4.8 (96 reviews)

23+ years experience

Fiduciary CFPChFCCPA Estate PlanningWealth Management

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Karen Liu

Liu Wealth Strategies

★★★★½ 4.7 (88 reviews)

14+ years experience

FiduciaryFee-Only CFPCPAAIF Fee OnlyInvestment Management

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Nicole James

Phoenix Financial Planning Co.

★★★★½ 4.7 (62 reviews)

10+ years experience

FiduciaryFee-Only CFPCPA Retirement PlanningFee Only

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Mark Henderson

Edward Jones - Phoenix Camelback

★★★★½ 4.6 (103 reviews)

17+ years experience

CFPCLU Retirement PlanningCollege Planning

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Eduardo Vega

Southwest Retirement Advisors

★★★★½ 4.6 (89 reviews)

16+ years experience

Fiduciary CFPRICPAIF Retirement PlanningInvestment Management

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William Cross

UBS Financial Services - Phoenix

★★★★½ 4.5 (157 reviews)

33+ years experience

CFACFP Wealth ManagementInvestment Management

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