Rock Martin Private Wealth Management
“I've been working with Marty and Rock Martin Wealth team since 2019 and I've been extremely happy with his ability to communicate complex financial investment strategies in a way that is easy to understand.”
Best Financial Advisors in Peoria, AZ
15 firms listed · 8 in Peoria · 10 rated 4.5+ · 3 show a license
Data verified October 17, 2026
Validus Financial Associates
“He also takes the time to help ensure that I fully understand all of the angles of every decision we make, and uses my goals as the driver behind all of our decisions.”
Independent Wealth Management
“Everyone from the office staff to Marty are so knowledgeable, kind and helpful.”
Strategic
“They have helped us with everything from estate planning, to saving for college for our baby boy to having appropriate savings for short term and long term.”
Clarus Wealth Advisors
Themoneymd.com
The 15 firms listed for Peoria, AZ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Peoria, AZ
Of the 15 firms we list here, 8 are in Peoria itself and 7 come from Surprise (4, 11 mi), Glendale (2, 15 mi) and Sun City West (1, 9 mi). 11 of the firms on this page have a rating, from 4.2 to 5.0 across 124 reviews; 10 are rated 4.5 or higher. The services the firms on this page list most often on their websites are retirement planning (4), business succession planning (2), charitable giving (2), estate planning (2) and insurance (2). 3 show a license on their websites; 2 list staff certifications (CFP) and 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 40 years. 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 10 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Peoria listed here?
8 of the 15 firms are located in Peoria. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Summit Wealth Advisors
Orange Rock Wealth Management
Kaizen Wealth Management Group
“Sheila is very trustworthy and I will always go to her if I ever need anything!”
Hillspring Financial
“I will readily continue, without hesitation, to recommend you to all others with whom I may come in contact for financial services, as I have done thus far.”
Dynamic Wealth Management
“I have worked in this industry for a long time and these guys are awesome, honest, full of integrity!”
Prime Wealth Advisors
“Both updating my Living Trust and making sure I have secure income for my entire future was such a relief.”
Your Sure Foundation
“Very encouraging & knowledgeable when helping with your financial future whether you're 20 or 65+.”
Kramer & Kramer Estate Planning
“Jerry was very patient and helpful on the phone with me, I had never been through this before and had a lot of questions.”
Fleming Wealth Strategies
“Whenever I have a question he is always available and takes the time to explain things for however long it takes.”
Why these companies made our list
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