Best Financial Advisors in Tempe, AZ

24 firms listed · all 24 in Tempe · 10 rated 4.5+ · 4 show a license

Data verified October 21, 2026

Wealthability

Wealthability

4.4 42 reviews
“His insights were a great help to me concerning major financial issues, and I highly recommend his firm.”
Since 2009
2402 S Rural Rd Ste 201
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Accupro Advisors

Accupro Advisors

4.9 49 reviews
“My husband and I have been clients of Accu Pro Advisors for many years, and have always had a positive experience, whether in person, over the phone, or via email.”
Virtual consultationsSince 1996
5225 S McClintock Dr ste e
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Johnson Financial Advisors

Johnson Financial Advisors

5.0 11 reviews
“Marcus was very helpful and professional in answering some financial questions that I had.”
Free consultationSince 1996Below average prices
1095 W Rio Salado Pkwy #201
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Martinsen Wealth Management

Martinsen Wealth Management

5.0 12 reviews
“It gave us the tools we needed to be financially stable and enjoy retirement.”
Since 2019
7855 S River Pkwy #206
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Redpoint Wealth Management

Redpoint Wealth Management

5.0 1 review
“Found them through Dave Ramsey, I highly recommend Redpoint Wealth Management.”
Since 2016Prices online
1400 E Southern Ave Suite 618
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Momentum Financial Partners

Momentum Financial Partners

4.0 1 review
“Amazing company with personalized financial plans.”
Since 2014
60 E Rio Salado Pkwy UNIT 1201
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The 24 firms listed for Tempe, 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: Tempe, AZ

All 24 firms we list here are in Tempe itself. We have 25 firms in Tempe on file; this page shows the highest-rated 24. 13 of the firms on this page have a rating, from 4.0 to 5.0 across 216 reviews; 2 have 50 or more reviews and 10 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (4), investment management (3), retirement planning (3), insurance (2) and our process (2). 4 show a license on their websites. 20 have ten or more years of experience, the longest 75 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 16 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Tempe take financial planning bookings online?

4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Summit Financial Solutions

Summit Financial Solutions

4.0 2 reviews
“I wholeheartedly recommend Nestor to anyone seeking a skilled financial planner who combines professionalism, expertise, and a genuine passion for helping clients achieve their financial goals.”
LicensedSince 2009
430 W Warner Rd #123
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JMF Financial Services

JMF Financial Services

5.0 2 reviews
“I've really enjoyed working with JF financial for 20 years!”
Since 2006
1270 E Broadway Rd #202
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Graystone Partners Wealth Management

Graystone Partners Wealth Management

5.0 1 review
“Staff are so friendly and Jerry and Janette really show that they care about every client.”
Since 2013
1095 W Rio Salado Pkwy #101
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Pinnacle Financial Advisors

Pinnacle Financial Advisors

Since 2014
2141 E Broadway Rd #104
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Legacy Wealth Alliance

Legacy Wealth Alliance

5.0 1 review
“I trust them to give me the advice and guidance that is necessary for me to achieve my goals for retirement.”
Since 2009
Parking lot, 8950 S 52nd St UNIT 204
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Sonora Investment Management

Sonora Investment Management

Since 1997
16100 N 71st St #190
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Intrinsic Wealth Counsel

Intrinsic Wealth Counsel

5.0 1 review
Since 2011
1255 W Rio Salado Pkwy
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Lincoln Investment

Lincoln Investment

Since 2015
5016 S Ash Ave #103
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Maxima Wealth Management

Maxima Wealth Management

Since 2014
60 E Rio Salado Pkwy
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Fullerton Financial Planning

Fullerton Financial Planning

Since 2013
600 E Rio Salado Pkwy #102
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Selleh Financial Services

Selleh Financial Services

5.0 1 review
2311 S Rural Rd
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Mosaic Financial Associates

Mosaic Financial Associates

LicensedSince 2007
950 W Elliot Rd Suite 126
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Seros Financial

Seros Financial

Since 2011
2141 E Broadway Rd #220
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Integrity Financial Group

Integrity Financial Group

LicensedSince 2022
430 W Warner Rd #123
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Jana Lavanway

Jana Lavanway

Since 2010
9855 S Priest Dr Suite 102
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Krueger Financial Services

Krueger Financial Services

Since 2014
430 W Warner Rd STE 114
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Jeremiah Butout - Alpha Rising Wealth Management

Jeremiah Butout - Alpha Rising Wealth Management

Since 2018
1655 W Drake Dr
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Biltmore Wealth Management

Biltmore Wealth Management

CRD #151365Since 1951
1400 E Southern Ave Suite 650
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Why these companies made our list

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