# Financial advisors in Phoenix, AZ

> AdvisorCensus lists 463 investment advisory firms with a principal office in the Phoenix metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. 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/page/3

## At a glance

- Investment advisory firms: 463
- Registration: SEC-registered investment adviser: 179, State-registered investment adviser: 253, Exempt reporting adviser: 31
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 122 (28%); Percentage of assets 396 (92%); Hourly charges 214 (50%); Subscription fees (newsletter or periodical) 10 (2%); Fixed fees 247 (57%); Commissions 6 (1%); Performance-based fees 44 (10%); Other 70 (16%); No compensation arrangements reported 31
- Regulatory assets under management (Item 5.F): Under $25 million 133 (29%); $25 million to $100 million 98 (21%); $100 million to $500 million 116 (25%); $500 million to $1 billion 14 (3%); $1 billion to $5 billion 24 (5%); Over $5 billion 10 (2%); Not reported 68 (15%)
- Years registered: Under 5 years 193 (42%); 5 to 9 years 110 (24%); 10 to 19 years 113 (24%); 20 years or more 42 (9%); Not reported 5 (1%)

## Firms (page 3 of 10, 101 to 150 of 463, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Covenant Financial Advisors, LLC](https://advisorcensus.com/firm/covenant-financial-advisors-llc-phoenix-az-328840) ([md](https://advisorcensus.com/firm/covenant-financial-advisors-llc-phoenix-az-328840.md)) | 328840 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [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 |
| [CPA Advisory Services, P.C.](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170) ([md](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170.md)) | 114170 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [Crafted Financial Planning](https://advisorcensus.com/firm/crafted-financial-planning-glendale-az-329597) ([md](https://advisorcensus.com/firm/crafted-financial-planning-glendale-az-329597.md)) | 329597 | Glendale, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Creationsvc Management LLC](https://advisorcensus.com/firm/creationsvc-management-llc-scottsdale-az-329037) ([md](https://advisorcensus.com/firm/creationsvc-management-llc-scottsdale-az-329037.md)) | 329037 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Crossover Capital 2019, LLC](https://advisorcensus.com/firm/crossover-capital-2019-llc-phoenix-az-315605) ([md](https://advisorcensus.com/firm/crossover-capital-2019-llc-phoenix-az-315605.md)) | 315605 | Phoenix, AZ | Exempt reporting adviser | Not reported | 4 | Not reported |
| [CSP Financial Group LLC](https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819) ([md](https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819.md)) | 310819 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Curafin Advisors](https://advisorcensus.com/firm/curafin-advisors-phoenix-az-329091) ([md](https://advisorcensus.com/firm/curafin-advisors-phoenix-az-329091.md)) | 329091 | Phoenix, AZ | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Fixed fee |
| [Dana Whiting Financial, LLC](https://advisorcensus.com/firm/dana-whiting-financial-llc-scottsdale-az-164151) ([md](https://advisorcensus.com/firm/dana-whiting-financial-llc-scottsdale-az-164151.md)) | 164151 | Scottsdale, AZ | State-registered investment adviser | Not reported | 9 | Other |
| [Deborah Wealth Advisory LLC](https://advisorcensus.com/firm/deborah-wealth-advisory-llc-phoenix-az-341446) ([md](https://advisorcensus.com/firm/deborah-wealth-advisory-llc-phoenix-az-341446.md)) | 341446 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Decisionpoint Financial, LLC](https://advisorcensus.com/firm/decisionpoint-financial-llc-mesa-az-296988) ([md](https://advisorcensus.com/firm/decisionpoint-financial-llc-mesa-az-296988.md)) | 296988 | Mesa, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly |
| [Degreen Private Wealth, LLC](https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192) ([md](https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192.md)) | 332192 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [DEW Wealth Management](https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148) ([md](https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148.md)) | 114148 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee, Other |
| [Digital Asset Management](https://advisorcensus.com/firm/digital-asset-management-phoenix-az-330507) ([md](https://advisorcensus.com/firm/digital-asset-management-phoenix-az-330507.md)) | 330507 | Phoenix, AZ | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Disciplined Money, LLC](https://advisorcensus.com/firm/disciplined-money-llc-phoenix-az-173349) ([md](https://advisorcensus.com/firm/disciplined-money-llc-phoenix-az-173349.md)) | 173349 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 11 | Hourly |
| [Domask Wealth Management, LLC](https://advisorcensus.com/firm/domask-wealth-management-llc-phoenix-az-154629) ([md](https://advisorcensus.com/firm/domask-wealth-management-llc-phoenix-az-154629.md)) | 154629 | Phoenix, AZ | State-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [DSA Asset Management, LLC](https://advisorcensus.com/firm/dsa-asset-management-llc-chandler-az-284185) ([md](https://advisorcensus.com/firm/dsa-asset-management-llc-chandler-az-284185.md)) | 284185 | Chandler, AZ | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Du LAC Investment Group, LLC](https://advisorcensus.com/firm/du-lac-investment-group-llc-carefree-az-154112) ([md](https://advisorcensus.com/firm/du-lac-investment-group-llc-carefree-az-154112.md)) | 154112 | Carefree, AZ | State-registered investment adviser | Not reported | 16 | % of assets, Hourly |
| [Dyad Financial Group](https://advisorcensus.com/firm/dyad-financial-group-mesa-az-172428) ([md](https://advisorcensus.com/firm/dyad-financial-group-mesa-az-172428.md)) | 172428 | Mesa, AZ | State-registered investment adviser | Not reported | 11 | % of assets |
| [Dynamic](https://advisorcensus.com/firm/dynamic-phoenix-az-151367) ([md](https://advisorcensus.com/firm/dynamic-phoenix-az-151367.md)) | 151367 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [Dynamic Financial Solutions, LLC](https://advisorcensus.com/firm/dynamic-financial-solutions-llc-phoenix-az-144965) ([md](https://advisorcensus.com/firm/dynamic-financial-solutions-llc-phoenix-az-144965.md)) | 144965 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Dynamic Wealth Advisors](https://advisorcensus.com/firm/dynamic-wealth-advisors-surprise-az-169792) ([md](https://advisorcensus.com/firm/dynamic-wealth-advisors-surprise-az-169792.md)) | 169792 | Surprise, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed 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 |
| [Eaton-Cambridge Inc.](https://advisorcensus.com/firm/eaton-cambridge-inc-phoenix-az-116798) ([md](https://advisorcensus.com/firm/eaton-cambridge-inc-phoenix-az-116798.md)) | 116798 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Ebis](https://advisorcensus.com/firm/ebis-phoenix-az-164024) ([md](https://advisorcensus.com/firm/ebis-phoenix-az-164024.md)) | 164024 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Echelon Private Wealth LLC](https://advisorcensus.com/firm/echelon-private-wealth-llc-scottsdale-az-312446) ([md](https://advisorcensus.com/firm/echelon-private-wealth-llc-scottsdale-az-312446.md)) | 312446 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Performance fee |
| [EDM Capital, LLC](https://advisorcensus.com/firm/edm-capital-llc-phoenix-az-287669) ([md](https://advisorcensus.com/firm/edm-capital-llc-phoenix-az-287669.md)) | 287669 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Elevate Financial](https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375) ([md](https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375.md)) | 172375 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Elevate Investment Management, LLC](https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862) ([md](https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862.md)) | 337862 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Embark Wealth Management, LLC](https://advisorcensus.com/firm/embark-wealth-management-llc-tempe-az-157950) ([md](https://advisorcensus.com/firm/embark-wealth-management-llc-tempe-az-157950.md)) | 157950 | Tempe, AZ | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Endeavor Advisors LLC](https://advisorcensus.com/firm/endeavor-advisors-llc-phoenix-az-309563) ([md](https://advisorcensus.com/firm/endeavor-advisors-llc-phoenix-az-309563.md)) | 309563 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, 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 |
| [Enso Financial](https://advisorcensus.com/firm/enso-financial-phoenix-az-328410) ([md](https://advisorcensus.com/firm/enso-financial-phoenix-az-328410.md)) | 328410 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Envision Capital Management Ltd](https://advisorcensus.com/firm/envision-capital-management-ltd-scottsdale-az-110266) ([md](https://advisorcensus.com/firm/envision-capital-management-ltd-scottsdale-az-110266.md)) | 110266 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Envision Retirement LLC](https://advisorcensus.com/firm/envision-retirement-llc-tempe-az-319587) ([md](https://advisorcensus.com/firm/envision-retirement-llc-tempe-az-319587.md)) | 319587 | Tempe, AZ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [EP Wealth Management LLC](https://advisorcensus.com/firm/ep-wealth-management-llc-carefree-az-331835) ([md](https://advisorcensus.com/firm/ep-wealth-management-llc-carefree-az-331835.md)) | 331835 | Carefree, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [EPL Investment Advisory LLC](https://advisorcensus.com/firm/epl-investment-advisory-llc-mesa-az-118168) ([md](https://advisorcensus.com/firm/epl-investment-advisory-llc-mesa-az-118168.md)) | 118168 | Mesa, AZ | State-registered investment adviser | Under $25 million | 25 | % of assets, Hourly, Fixed fee |
| [Essential Investing](https://advisorcensus.com/firm/essential-investing-phoenix-az-242790) ([md](https://advisorcensus.com/firm/essential-investing-phoenix-az-242790.md)) | 242790 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Estancia Capital Management, LLC](https://advisorcensus.com/firm/estancia-capital-management-llc-scottsdale-az-166478) ([md](https://advisorcensus.com/firm/estancia-capital-management-llc-scottsdale-az-166478.md)) | 166478 | Scottsdale, AZ | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Performance fee |
| [Estate & Retirement Strategies LLC](https://advisorcensus.com/firm/estate-and-retirement-strategies-llc-tempe-az-117134) ([md](https://advisorcensus.com/firm/estate-and-retirement-strategies-llc-tempe-az-117134.md)) | 117134 | Tempe, AZ | State-registered investment adviser | Under $25 million | 29 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Evolve Wealth Advisors LP](https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038) ([md](https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038.md)) | 316038 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [EW Adviser, LLC](https://advisorcensus.com/firm/ew-adviser-llc-phoenix-az-316118) ([md](https://advisorcensus.com/firm/ew-adviser-llc-phoenix-az-316118.md)) | 316118 | Phoenix, AZ | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Exemplar Wealth Advisors, LLC](https://advisorcensus.com/firm/exemplar-wealth-advisors-llc-phoenix-az-322419) ([md](https://advisorcensus.com/firm/exemplar-wealth-advisors-llc-phoenix-az-322419.md)) | 322419 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee, Performance fee |
| [Exeter Financial, LLC](https://advisorcensus.com/firm/exeter-financial-llc-scottsdale-az-143420) ([md](https://advisorcensus.com/firm/exeter-financial-llc-scottsdale-az-143420.md)) | 143420 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Fairport Advisors, Inc.](https://advisorcensus.com/firm/fairport-advisors-inc-scottsdale-az-117177) ([md](https://advisorcensus.com/firm/fairport-advisors-inc-scottsdale-az-117177.md)) | 117177 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Other |
| [Faith Investor Services](https://advisorcensus.com/firm/faith-investor-services-scottsdale-az-313337) ([md](https://advisorcensus.com/firm/faith-investor-services-scottsdale-az-313337.md)) | 313337 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Family Office Investment Advisory LLC](https://advisorcensus.com/firm/family-office-investment-advisory-llc-scottsdale-az-339607) ([md](https://advisorcensus.com/firm/family-office-investment-advisory-llc-scottsdale-az-339607.md)) | 339607 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Farnam Financial](https://advisorcensus.com/firm/farnam-financial-phoenix-az-306180) ([md](https://advisorcensus.com/firm/farnam-financial-phoenix-az-306180.md)) | 306180 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Fenger Financial, PLLC](https://advisorcensus.com/firm/fenger-financial-pllc-mesa-az-333384) ([md](https://advisorcensus.com/firm/fenger-financial-pllc-mesa-az-333384.md)) | 333384 | Mesa, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Fern Financial Group, LLC](https://advisorcensus.com/firm/fern-financial-group-llc-mesa-az-322658) ([md](https://advisorcensus.com/firm/fern-financial-group-llc-mesa-az-322658.md)) | 322658 | Mesa, AZ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee, Performance fee |

- Previous page: https://advisorcensus.com/advisors/az/phoenix/page/2.md
- Next page: https://advisorcensus.com/advisors/az/phoenix/page/4.md

## Questions people ask

**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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/az/phoenix.csv

Cite as: AdvisorCensus. Financial advisors in Phoenix, AZ: 463 firms from Form ADV filings as of October 2026.