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.”
Best Financial Advisors in Surprise, AZ
15 firms listed · 11 in Surprise · 9 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Dynamic Wealth Management
“I also participate in their "rules based" program to move my money to safe investments if the market takes a significant downturn, a feature that has allowed me to improve my investment performance in this volatile market.”
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Kratos Financial & Insurance Solutions
“She listens to your needs and puts a plan together that meets those needs.”
Your Sure Foundation
“Your Sure Foundation is really helpful they helped me pick a path toward working toward becoming financially stable.”
Kramer & Kramer Estate Planning
“When we were in need of anything they were right there to help us and lead us into the right direction.”
J.P. Wealth Development - Johnny Perez
“Johnny is a very caring professional that has your best interest to heart.”
The 15 firms listed for Surprise, 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: Surprise, AZ
Of the 15 firms we list here, 11 are in Surprise itself and 4 come from Peoria (2, 11 mi), Sun City West (1, 6 mi) and Sun City (1, 11 mi). 10 of the firms on this page have a rating, from 4.2 to 5.0 across 121 reviews; 9 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (70%) and responsiveness (70%). The services the firms on this page list most often on their websites are estate planning (2), retirement planning (2) and tax planning (2). 2 show a license on their websites; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 7 list a public email and 3 take 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 Surprise listed here?
11 of the 15 firms are located in Surprise. 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.
Landmark Financial
The Wealth Store
Vista Cima Wealth Management
Larkin and Associates
Net Worth Solutions
Rock Martin Private Wealth Management
“He keeps level-headed and calm during bad times (Great Recession) and helped me do the same and he's done the same when the economy is great.”
Prime Wealth Advisors
“I would recommend Prime Wealth Advisors to anyone who wants good, safe help with their financial needs.”
Validus Financial Associates
“Aaron Montez is an outstanding advisor who goes above and beyond to provide the best counsel on wealth management and other personal money matters.”
Rotchford & Associates Llc
“Rotchford and Associates are an extremely professional financial group that I have worked with for over 15 years.”
Why these companies made our list
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