# Financial advisors in Gilbert, AZ

> AdvisorCensus lists 32 investment advisory firms with a principal office in Gilbert, Arizona (part of the Phoenix metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Phoenix metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/gilbert

## At a glance

- Investment advisory firms: 32
- Registration: SEC-registered investment adviser: 7, State-registered investment adviser: 24, Exempt reporting adviser: 1
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 6 (19%); Percentage of assets 28 (90%); Hourly charges 18 (58%); Subscription fees (newsletter or periodical) 2 (6%); Fixed fees 23 (74%); Performance-based fees 3 (10%); Other 6 (19%); No compensation arrangements reported 1
- Regulatory assets under management (Item 5.F): Under $25 million 13 (41%); $25 million to $100 million 8 (25%); $100 million to $500 million 6 (19%); $1 billion to $5 billion 1 (3%); Not reported 4 (13%)
- Years registered: Under 5 years 13 (41%); 5 to 9 years 7 (22%); 10 to 19 years 11 (34%); 20 years or more 1 (3%)

## Firms (page 1 of 1, 1 to 32 of 32, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Brightguide Financial](https://advisorcensus.com/firm/brightguide-financial-gilbert-az-339155) ([md](https://advisorcensus.com/firm/brightguide-financial-gilbert-az-339155.md)) | 339155 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Brock Asset Management](https://advisorcensus.com/firm/brock-asset-management-gilbert-az-116791) ([md](https://advisorcensus.com/firm/brock-asset-management-gilbert-az-116791.md)) | 116791 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Clarity Wealth Management, L.L.C.](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874) ([md](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874.md)) | 284874 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Clear Skies Financial](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045) ([md](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045.md)) | 286045 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Coats Wealth Management](https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335) ([md](https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335.md)) | 336335 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [COX Advisors, LLC](https://advisorcensus.com/firm/cox-advisors-llc-gilbert-az-174431) ([md](https://advisorcensus.com/firm/cox-advisors-llc-gilbert-az-174431.md)) | 174431 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [East Valley Wealth LLC](https://advisorcensus.com/firm/east-valley-wealth-llc-gilbert-az-314715) ([md](https://advisorcensus.com/firm/east-valley-wealth-llc-gilbert-az-314715.md)) | 314715 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Ensign Advisory Partners LLC](https://advisorcensus.com/firm/ensign-advisory-partners-llc-gilbert-az-325650) ([md](https://advisorcensus.com/firm/ensign-advisory-partners-llc-gilbert-az-325650.md)) | 325650 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [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 |
| [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 |
| [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 |
| [Hales Tax Solutions PLLC](https://advisorcensus.com/firm/hales-tax-solutions-pllc-gilbert-az-331756) ([md](https://advisorcensus.com/firm/hales-tax-solutions-pllc-gilbert-az-331756.md)) | 331756 | Gilbert, AZ | State-registered investment adviser | Not reported | 1 | Other |
| [Harper Wealth Management LLC](https://advisorcensus.com/firm/harper-wealth-management-llc-gilbert-az-339306) ([md](https://advisorcensus.com/firm/harper-wealth-management-llc-gilbert-az-339306.md)) | 339306 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, 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 |
| [Kingsley Wealth Partners, Inc.](https://advisorcensus.com/firm/kingsley-wealth-partners-inc-gilbert-az-338475) ([md](https://advisorcensus.com/firm/kingsley-wealth-partners-inc-gilbert-az-338475.md)) | 338475 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Klinkloans Fund](https://advisorcensus.com/firm/klinkloans-fund-gilbert-az-330004) ([md](https://advisorcensus.com/firm/klinkloans-fund-gilbert-az-330004.md)) | 330004 | Gilbert, AZ | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Miller Wealth Management](https://advisorcensus.com/firm/miller-wealth-management-gilbert-az-342288) ([md](https://advisorcensus.com/firm/miller-wealth-management-gilbert-az-342288.md)) | 342288 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [MPI Infinite Investors, LLC](https://advisorcensus.com/firm/mpi-infinite-investors-llc-gilbert-az-337830) ([md](https://advisorcensus.com/firm/mpi-infinite-investors-llc-gilbert-az-337830.md)) | 337830 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Other |
| [Redeem Wealth Management](https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761) ([md](https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761.md)) | 313761 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Rise Financial Group](https://advisorcensus.com/firm/rise-financial-group-gilbert-az-284773) ([md](https://advisorcensus.com/firm/rise-financial-group-gilbert-az-284773.md)) | 284773 | Gilbert, AZ | State-registered investment adviser | Not reported | 10 | Hourly, Other |
| [Seros Wealth Partners](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808) ([md](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808.md)) | 166808 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [Smartt Wealth Solutions, LLC](https://advisorcensus.com/firm/smartt-wealth-solutions-llc-gilbert-az-171535) ([md](https://advisorcensus.com/firm/smartt-wealth-solutions-llc-gilbert-az-171535.md)) | 171535 | Gilbert, AZ | State-registered investment adviser | Not reported | 12 | Fixed fee, Other |
| [Stewardship Financial](https://advisorcensus.com/firm/stewardship-financial-gilbert-az-281386) ([md](https://advisorcensus.com/firm/stewardship-financial-gilbert-az-281386.md)) | 281386 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Tetrant Financial](https://advisorcensus.com/firm/tetrant-financial-gilbert-az-150985) ([md](https://advisorcensus.com/firm/tetrant-financial-gilbert-az-150985.md)) | 150985 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [Transition Financial Advisors Group, LLC](https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089) ([md](https://advisorcensus.com/firm/transition-financial-advisors-group-llc-gilbert-az-116089.md)) | 116089 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [VM Jones Financial Consulting, L.L.C.](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678) ([md](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678.md)) | 110678 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [W Wealth Advisors](https://advisorcensus.com/firm/w-wealth-advisors-gilbert-az-154423) ([md](https://advisorcensus.com/firm/w-wealth-advisors-gilbert-az-154423.md)) | 154423 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Watts Gwilliam & Company, LLC](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458) ([md](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458.md)) | 131458 | Gilbert, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee |
| [Wealth Guardian Advisory, PLLC](https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483) ([md](https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483.md)) | 153483 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Wealth Management Advisors, LLC](https://advisorcensus.com/firm/wealth-management-advisors-llc-gilbert-az-289010) ([md](https://advisorcensus.com/firm/wealth-management-advisors-llc-gilbert-az-289010.md)) | 289010 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Wealthlogic](https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644) ([md](https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644.md)) | 326644 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [West Coast Capital Management, LLC](https://advisorcensus.com/firm/west-coast-capital-management-llc-gilbert-az-141981) ([md](https://advisorcensus.com/firm/west-coast-capital-management-llc-gilbert-az-141981.md)) | 141981 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Gilbert, AZ?**
AdvisorCensus lists 32 investment advisory firms with a principal office in Gilbert, Arizona (part of the Phoenix metro area), from Form ADV filings as of October 2026: 7 SEC-registered, 24 state-registered, and 1 exempt reporting adviser. 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 Gilbert, AZ?**
6 of the 32 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 Gilbert, AZ offer financial planning?**
26 of the 31 firms in Gilbert, 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 Gilbert, 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 6 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 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 in Gilbert, AZ: 32 firms from Form ADV filings as of October 2026.