# Financial advisors for high-net-worth individuals in Phoenix, AZ

> AdvisorCensus lists 299 investment advisory firms with a principal office in the Phoenix metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/for-high-net-worth-individuals/page/3

## At a glance

- Investment advisory firms: 299
- Registration: SEC-registered investment adviser: 148, State-registered investment adviser: 151
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 90 (30%); Percentage of assets 288 (96%); Hourly charges 163 (55%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 195 (65%); Commissions 4 (1%); Performance-based fees 20 (7%); Other 42 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 56 (19%); $25 million to $100 million 90 (30%); $100 million to $500 million 107 (36%); $500 million to $1 billion 8 (3%); $1 billion to $5 billion 23 (8%); Over $5 billion 7 (2%); Not reported 8 (3%)
- Years registered: Under 5 years 107 (36%); 5 to 9 years 83 (28%); 10 to 19 years 75 (25%); 20 years or more 31 (10%); Not reported 3 (1%)

## Firms (page 3 of 6, 101 to 150 of 299, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Financial Life Planners](https://advisorcensus.com/firm/financial-life-planners-tempe-az-129415) ([md](https://advisorcensus.com/firm/financial-life-planners-tempe-az-129415.md)) | 129415 | Tempe, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Finco Investment Services, Inc.](https://advisorcensus.com/firm/finco-investment-services-inc-gilbert-az-163491) ([md](https://advisorcensus.com/firm/finco-investment-services-inc-gilbert-az-163491.md)) | 163491 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [First Financial Strategies Inc](https://advisorcensus.com/firm/first-financial-strategies-inc-phoenix-az-110467) ([md](https://advisorcensus.com/firm/first-financial-strategies-inc-phoenix-az-110467.md)) | 110467 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Firstline Financial LLC](https://advisorcensus.com/firm/firstline-financial-llc-gilbert-az-308056) ([md](https://advisorcensus.com/firm/firstline-financial-llc-gilbert-az-308056.md)) | 308056 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Fleming Financial Services](https://advisorcensus.com/firm/fleming-financial-services-mesa-az-145717) ([md](https://advisorcensus.com/firm/fleming-financial-services-mesa-az-145717.md)) | 145717 | Mesa, AZ | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee, Other |
| [Foothills Advisors, LLC](https://advisorcensus.com/firm/foothills-advisors-llc-cave-creek-az-298408) ([md](https://advisorcensus.com/firm/foothills-advisors-llc-cave-creek-az-298408.md)) | 298408 | Cave Creek, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Form Prosperity Wealth Advisors, LLC](https://advisorcensus.com/firm/form-prosperity-wealth-advisors-llc-chandler-az-307792) ([md](https://advisorcensus.com/firm/form-prosperity-wealth-advisors-llc-chandler-az-307792.md)) | 307792 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Fortitude Family Office](https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615) ([md](https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615.md)) | 317615 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Forward Financial Planning LLC](https://advisorcensus.com/firm/forward-financial-planning-llc-phoenix-az-322647) ([md](https://advisorcensus.com/firm/forward-financial-planning-llc-phoenix-az-322647.md)) | 322647 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Foundations Investment Advisors LLC](https://advisorcensus.com/firm/foundations-investment-advisors-llc-phoenix-az-175083) ([md](https://advisorcensus.com/firm/foundations-investment-advisors-llc-phoenix-az-175083.md)) | 175083 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Fountain Financial Group, Inc.](https://advisorcensus.com/firm/fountain-financial-group-inc-fountain-hills-az-123364) ([md](https://advisorcensus.com/firm/fountain-financial-group-inc-fountain-hills-az-123364.md)) | 123364 | Fountain Hills, AZ | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Four Peaks Planning and Investments LLC](https://advisorcensus.com/firm/four-peaks-planning-and-investments-llc-gilbert-az-305739) ([md](https://advisorcensus.com/firm/four-peaks-planning-and-investments-llc-gilbert-az-305739.md)) | 305739 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [FSG Financial Services, Inc.](https://advisorcensus.com/firm/fsg-financial-services-inc-sun-city-az-291629) ([md](https://advisorcensus.com/firm/fsg-financial-services-inc-sun-city-az-291629.md)) | 291629 | Sun City, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Other |
| [Fuller Asset Management, LLC](https://advisorcensus.com/firm/fuller-asset-management-llc-scottsdale-az-134446) ([md](https://advisorcensus.com/firm/fuller-asset-management-llc-scottsdale-az-134446.md)) | 134446 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Galvin, Gaustad & Stein, LLC](https://advisorcensus.com/firm/galvin-gaustad-and-stein-llc-scottsdale-az-153410) ([md](https://advisorcensus.com/firm/galvin-gaustad-and-stein-llc-scottsdale-az-153410.md)) | 153410 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Global Strategic Nextgen Ocio](https://advisorcensus.com/firm/global-strategic-nextgen-ocio-scottsdale-az-175300) ([md](https://advisorcensus.com/firm/global-strategic-nextgen-ocio-scottsdale-az-175300.md)) | 175300 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [GPS Investments](https://advisorcensus.com/firm/gps-investments-scottsdale-az-333381) ([md](https://advisorcensus.com/firm/gps-investments-scottsdale-az-333381.md)) | 333381 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Graystone Partners Wealth Management, LLC](https://advisorcensus.com/firm/graystone-partners-wealth-management-llc-tempe-az-306068) ([md](https://advisorcensus.com/firm/graystone-partners-wealth-management-llc-tempe-az-306068.md)) | 306068 | Tempe, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Harding Wealth, Inc.](https://advisorcensus.com/firm/harding-wealth-inc-tempe-az-282686) ([md](https://advisorcensus.com/firm/harding-wealth-inc-tempe-az-282686.md)) | 282686 | Tempe, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Harmony Asset Management LLC](https://advisorcensus.com/firm/harmony-asset-management-llc-scottsdale-az-116069) ([md](https://advisorcensus.com/firm/harmony-asset-management-llc-scottsdale-az-116069.md)) | 116069 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Harris Investment Advisors LLC](https://advisorcensus.com/firm/harris-investment-advisors-llc-scottsdale-az-118857) ([md](https://advisorcensus.com/firm/harris-investment-advisors-llc-scottsdale-az-118857.md)) | 118857 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Heintz Wealth Management, LLC](https://advisorcensus.com/firm/heintz-wealth-management-llc-scottsdale-az-286160) ([md](https://advisorcensus.com/firm/heintz-wealth-management-llc-scottsdale-az-286160.md)) | 286160 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Heritage Family Offices, LLP](https://advisorcensus.com/firm/heritage-family-offices-llp-scottsdale-az-323930) ([md](https://advisorcensus.com/firm/heritage-family-offices-llp-scottsdale-az-323930.md)) | 323930 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Hillspring Financial, Inc.](https://advisorcensus.com/firm/hillspring-financial-inc-surprise-az-113938) ([md](https://advisorcensus.com/firm/hillspring-financial-inc-surprise-az-113938.md)) | 113938 | Surprise, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [IDX Advisors](https://advisorcensus.com/firm/idx-advisors-scottsdale-az-299658) ([md](https://advisorcensus.com/firm/idx-advisors-scottsdale-az-299658.md)) | 299658 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Immaculate Wealth Management, LLC](https://advisorcensus.com/firm/immaculate-wealth-management-llc-mesa-az-167657) ([md](https://advisorcensus.com/firm/immaculate-wealth-management-llc-mesa-az-167657.md)) | 167657 | Mesa, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Indigo Partners LLC](https://advisorcensus.com/firm/indigo-partners-llc-scottsdale-az-163648) ([md](https://advisorcensus.com/firm/indigo-partners-llc-scottsdale-az-163648.md)) | 163648 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Innovative Financial Solutions, Inc.](https://advisorcensus.com/firm/innovative-financial-solutions-inc-chandler-az-289906) ([md](https://advisorcensus.com/firm/innovative-financial-solutions-inc-chandler-az-289906.md)) | 289906 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Integrated Financial Solutions, PLLC](https://advisorcensus.com/firm/integrated-financial-solutions-pllc-mesa-az-291326) ([md](https://advisorcensus.com/firm/integrated-financial-solutions-pllc-mesa-az-291326.md)) | 291326 | Mesa, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Intelligent Capitalworks](https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081) ([md](https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081.md)) | 135081 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Interwealth Management, LLC](https://advisorcensus.com/firm/interwealth-management-llc-scottsdale-az-155597) ([md](https://advisorcensus.com/firm/interwealth-management-llc-scottsdale-az-155597.md)) | 155597 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Intrinsic Value Partners, LLC](https://advisorcensus.com/firm/intrinsic-value-partners-llc-phoenix-az-165214) ([md](https://advisorcensus.com/firm/intrinsic-value-partners-llc-phoenix-az-165214.md)) | 165214 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly |
| [Intrinsic Wealth Counsel, Inc.](https://advisorcensus.com/firm/intrinsic-wealth-counsel-inc-tempe-az-105022) ([md](https://advisorcensus.com/firm/intrinsic-wealth-counsel-inc-tempe-az-105022.md)) | 105022 | Tempe, AZ | SEC-registered investment adviser | $100 million to $500 million | 42 | % of assets, Hourly, Other |
| [Invest Smart USA, Inc.](https://advisorcensus.com/firm/invest-smart-usa-inc-scottsdale-az-168135) ([md](https://advisorcensus.com/firm/invest-smart-usa-inc-scottsdale-az-168135.md)) | 168135 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Investedge Planning](https://advisorcensus.com/firm/investedge-planning-peoria-az-316167) ([md](https://advisorcensus.com/firm/investedge-planning-peoria-az-316167.md)) | 316167 | Peoria, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Ironwood Investment Counsel, LLC](https://advisorcensus.com/firm/ironwood-investment-counsel-llc-scottsdale-az-110623) ([md](https://advisorcensus.com/firm/ironwood-investment-counsel-llc-scottsdale-az-110623.md)) | 110623 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets |
| [Ironwood Wealth Advisors, LLC](https://advisorcensus.com/firm/ironwood-wealth-advisors-llc-scottsdale-az-155276) ([md](https://advisorcensus.com/firm/ironwood-wealth-advisors-llc-scottsdale-az-155276.md)) | 155276 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Ironwood Wealth Management, LLC](https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511) ([md](https://advisorcensus.com/firm/ironwood-wealth-management-llc-chandler-az-200511.md)) | 200511 | Chandler, AZ | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [J.W. Advisors Inc.](https://advisorcensus.com/firm/j-w-advisors-inc-phoenix-az-113883) ([md](https://advisorcensus.com/firm/j-w-advisors-inc-phoenix-az-113883.md)) | 113883 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Janus Financial](https://advisorcensus.com/firm/janus-financial-scottsdale-az-323940) ([md](https://advisorcensus.com/firm/janus-financial-scottsdale-az-323940.md)) | 323940 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [Jariwala Financial Wellness, LLC](https://advisorcensus.com/firm/jariwala-financial-wellness-llc-mesa-az-338561) ([md](https://advisorcensus.com/firm/jariwala-financial-wellness-llc-mesa-az-338561.md)) | 338561 | Mesa, AZ | State-registered investment adviser | Not reported | 0 | Subscription, Fixed fee |
| [Johnson Financial Advisors](https://advisorcensus.com/firm/johnson-financial-advisors-tempe-az-104621) ([md](https://advisorcensus.com/firm/johnson-financial-advisors-tempe-az-104621.md)) | 104621 | Tempe, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Jolley Wealth Management, LLC](https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209) ([md](https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209.md)) | 334209 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [JR Snell Capital Management, LLC](https://advisorcensus.com/firm/jr-snell-capital-management-llc-carefree-az-117598) ([md](https://advisorcensus.com/firm/jr-snell-capital-management-llc-carefree-az-117598.md)) | 117598 | Carefree, AZ | State-registered investment adviser | $25 million to $100 million | 24 | % of assets |
| [Juncture Wealth Strategies, LLC](https://advisorcensus.com/firm/juncture-wealth-strategies-llc-scottsdale-az-298110) ([md](https://advisorcensus.com/firm/juncture-wealth-strategies-llc-scottsdale-az-298110.md)) | 298110 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Karpinski Financial, LLC](https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085) ([md](https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085.md)) | 153085 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Keats, Connelly & Associates, Inc](https://advisorcensus.com/firm/keats-connelly-and-associates-inc-phoenix-az-148884) ([md](https://advisorcensus.com/firm/keats-connelly-and-associates-inc-phoenix-az-148884.md)) | 148884 | Phoenix, AZ | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee, Other |
| [Key Group Management, Inc.](https://advisorcensus.com/firm/key-group-management-inc-fountain-hills-az-146054) ([md](https://advisorcensus.com/firm/key-group-management-inc-fountain-hills-az-146054.md)) | 146054 | Fountain Hills, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Kingdom Financial Group, LLC](https://advisorcensus.com/firm/kingdom-financial-group-llc-peoria-az-155676) ([md](https://advisorcensus.com/firm/kingdom-financial-group-llc-peoria-az-155676.md)) | 155676 | Peoria, AZ | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Kingdom Wealth Advisers](https://advisorcensus.com/firm/kingdom-wealth-advisers-gilbert-az-328498) ([md](https://advisorcensus.com/firm/kingdom-wealth-advisers-gilbert-az-328498.md)) | 328498 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/az/phoenix/for-high-net-worth-individuals/page/2.md
- Next page: https://advisorcensus.com/advisors/az/phoenix/for-high-net-worth-individuals/page/4.md

## Questions people ask

**Which financial advisors in Phoenix, AZ work with high-net-worth individuals?**
299 investment advisory firms with a principal office in the Phoenix metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Phoenix, AZ?**
AdvisorCensus lists 463 investment advisory firms with a principal office in the Phoenix metro area, from Form ADV filings as of October 2026: 179 SEC-registered, 253 state-registered, and 31 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Phoenix, AZ?**
122 of the 463 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Phoenix, AZ offer financial planning?**
317 of the 432 firms in Phoenix, AZ that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Phoenix, AZ fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 122 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Arizona](https://advisorcensus.com/advisors/az) (https://advisorcensus.com/advisors/az.md)
- [Financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix) (https://advisorcensus.com/advisors/az/phoenix.md)
- [Fee-only financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/fee-only) (https://advisorcensus.com/advisors/az/phoenix/fee-only.md)
- [Flat-fee financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/flat-fee) (https://advisorcensus.com/advisors/az/phoenix/flat-fee.md)
- [Hourly financial advisors in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/hourly) (https://advisorcensus.com/advisors/az/phoenix/hourly.md)
- [Financial advisors for business owners in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/business-owners) (https://advisorcensus.com/advisors/az/phoenix/business-owners.md)
- [Financial advisors for corporate executives in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/corporate-executives) (https://advisorcensus.com/advisors/az/phoenix/corporate-executives.md)
- [Financial advisors for financial independence and early retirement in Phoenix, AZ](https://advisorcensus.com/advisors/az/phoenix/financial-independence-and-early-retirement) (https://advisorcensus.com/advisors/az/phoenix/financial-independence-and-early-retirement.md)
- [Financial advisors in Scottsdale, AZ](https://advisorcensus.com/advisors/az/phoenix/scottsdale) (https://advisorcensus.com/advisors/az/phoenix/scottsdale.md)
- [Financial advisors in Mesa, AZ](https://advisorcensus.com/advisors/az/phoenix/mesa) (https://advisorcensus.com/advisors/az/phoenix/mesa.md)
- [Financial advisors in Gilbert, AZ](https://advisorcensus.com/advisors/az/phoenix/gilbert) (https://advisorcensus.com/advisors/az/phoenix/gilbert.md)
- [Financial advisors in Chandler, AZ](https://advisorcensus.com/advisors/az/phoenix/chandler) (https://advisorcensus.com/advisors/az/phoenix/chandler.md)
- [Financial advisors in Tempe, AZ](https://advisorcensus.com/advisors/az/phoenix/tempe) (https://advisorcensus.com/advisors/az/phoenix/tempe.md)
- [Financial advisors in Glendale, AZ](https://advisorcensus.com/advisors/az/phoenix/glendale) (https://advisorcensus.com/advisors/az/phoenix/glendale.md)
- [Financial advisors in Tucson](https://advisorcensus.com/advisors/az/tucson) (https://advisorcensus.com/advisors/az/tucson.md)
- [Financial advisors in Prescott Valley](https://advisorcensus.com/advisors/az/prescott-valley) (https://advisorcensus.com/advisors/az/prescott-valley.md)
- [Financial advisors in Flagstaff](https://advisorcensus.com/advisors/az/flagstaff) (https://advisorcensus.com/advisors/az/flagstaff.md)
- [Financial advisors in Lake Havasu City](https://advisorcensus.com/advisors/az/lake-havasu-city) (https://advisorcensus.com/advisors/az/lake-havasu-city.md)
- [Financial advisors in Yuma](https://advisorcensus.com/advisors/az/yuma) (https://advisorcensus.com/advisors/az/yuma.md)
- [Financial advisors in Sierra Vista](https://advisorcensus.com/advisors/az/sierra-vista) (https://advisorcensus.com/advisors/az/sierra-vista.md)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Phoenix, AZ: 299 firms from Form ADV filings as of October 2026.