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Greenberg Financial Group
“Now that we are distributing the IRA from my father's estate, Dave has been absolutely wonderful, taking care of all the paperwork and explaining the procedure in a way we can all understand.”
Best Financial Advisors in Tucson, AZ
22 firms listed · all 22 in Tucson · 1 open weekends · 21 rated 4.5+ · 6 show a license
Data verified October 18, 2026
Laurence Lof Financial Advisors
Carson Wealth
“The only thing I regret is not making the appointment earlier because I could have been a lot farther than I am now.”
Treiberg Wealth Management
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Fortress Financial Solutions
“Coming from a family where no one had really invested or saved, Adam helped me feel confident and want to continue to work hard and save and invest.”
Rise Private Wealth Advisors
“Very happy with the business relationship with my wife and I have with them.”
The 22 firms listed for Tucson, 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: Tucson, AZ
All 22 firms we list here are in Tucson itself. We have 63 firms in Tucson on file; this page shows the highest-rated 22. The firms on this page are rated from 4.0 to 5.0 across 125 reviews; 21 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (3), business planning (2), insurance planning (2) and wealth management (2). 6 show a license on their websites and 4 have a BBB rating of A or A+. 16 have ten or more years of experience, the longest 37 years. We have a website on file for all 22 of the firms on this page; all 22 publish a contact page; 17 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 Tucson take financial planning bookings online?
4 of the 22 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.
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Schulz Financial Group
“My credit score and relationship with money improved with the suggestions and guidance Mary provided.”
TCI Wealth Advisors
“5 stars--that's all you need to know.”
Adara Wealth Management
“If you are looking for someone you can trust, works hard and is very good at what he does Adam and his team are the.”
Ironwood Financial
“A pleasure to do business with and makes me feel comfortable that they are handling my money.”
Ridgway Private Wealth
“Gordon's experience in the financial world is an asset for his clients.”
Przewlocki Horvath - Tucson
Empower Financial Group
“Stephanie is thoughtful, VERY thorough when it comes to questions and goals and is actively working on your behalf and you feel it.”
Aspirational Wealth Management ,llc
“They are extremely knowledgeable and responsive, and explain things to me in a way that is clear and easy to understand.”
Arena Financial Co
“They have consistently been on top of what is going on in the market and my account.”
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Moore Financial Strategies
Lazarow Wealth Management
Power Women Investing
Burk, Hall & Co. Wealth Management and Investments
“I have worked with Matt Rosen for years and have always found his advice helpful and knowledgeable.”
Bill Westcott
Raskob Kambourian Financial Advisors
“Pat Raskob and the staff at Raskob Kambourian are so knowledgeable when it comes to financial planning.”
GR Financial Group
“In this day and age where expertise and customer satisfaction is hard to come by, GR Financial is a diamond in the rough.”
Why these companies made our list
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