Find the right financial advisor, right here in Arizona.
Answer a few questions about your goals. Our local team matches you with a vetted Arizona advisor who fits, and introduces you.
- Advisors based in Arizona and registered with the SEC or the state
- Matched by a real person on our team, not an algorithm
- Free to use, with no obligation to hire
Three steps to the right advisor
No scrolling through hundreds of profiles. Tell us what you need, and a real person does the matching.
- Step 1
Answer a few questions
About two minutes. Tell us your stage of life, your goals, and how you like to meet.
- Step 2
Our team matches you
A real person on our Arizona team reviews your answers and picks the advisor whose experience, fees, and location fit you best.
- Step 3
Meet for free
We introduce you by email and your advisor reaches out. Your first meeting is free, with no obligation to hire.
Every advisor is checked before joining our network
We only introduce you to advisors who meet all four standards.
Registered and in good standing
Registered with the SEC or the Arizona Corporation Commission, with a current Form ADV on file.
Clean disciplinary record
We review each advisor's history on the SEC's adviser database and FINRA BrokerCheck.
Fiduciary for advisory clients
A legal duty to act in your best interest when giving investment advice.
Based in Arizona
Advisors who live and work here and can meet you in person.
- SEC or Arizona Corporation Commission registrationVerified
- Current Form ADV on fileVerified
- Disciplinary history on IAPD and BrokerCheckReviewed
- Fiduciary duty for advisory clientsConfirmed
- Office and clients in ArizonaConfirmed
Arizona has its own money rules. Your advisor should know them.
An Arizona advisor plans around the state's taxes, its community property law, and what retiring here actually costs.
Flat state income tax, one of the lowest in the country.
State income tax on Social Security benefits.
Community property state, which shapes how couples own and pass on assets.
No state estate tax or inheritance tax.
Help for every part of your financial life
Retirement Planning
When you can retire, how much you can spend, and how to make it last.
Wealth Management
Investments, tax, and estate planning managed together.
Fiduciary Advisors
Advisors with a legal duty to act in your best interest.
401(k) Rollovers
What to do with an old employer plan.
Tax Planning
Keep more of what you earn and what you've saved.
Estate Planning
Pass on what you've built, simply and on your terms.
Serving every corner of Arizona
Financial advisors in Phoenix
Phoenix is Arizona's capital and one of the largest cities in the country.
View Phoenix Maricopa CountyFinancial advisors in Scottsdale
Scottsdale is home to many retirees, executives, and business owners.
View Scottsdale Maricopa CountyFinancial advisors in Paradise Valley
Paradise Valley households often have complex finances: multiple properties, business interests, and multi-generational plans.
View Paradise Valley Maricopa CountyFinancial advisors in Mesa
Mesa is the third-largest city in Arizona, with a large community of retirees and growing families.
View Mesa Maricopa CountyFinancial advisors in Chandler
Chandler's tech and engineering employers mean many residents have 401(k)s, stock plans, and fast-growing savings.
View Chandler Maricopa CountyFinancial advisors in Gilbert
Gilbert is one of the fastest-growing communities in the Valley, full of families building wealth.
View Gilbert Pima CountyFinancial advisors in Tucson
Tucson, Arizona's second-largest city, is home to the University of Arizona and popular retirement communities like Oro Valley and Green Valley.
View Tucson Coconino CountyFinancial advisors in Flagstaff
Flagstaff and Northern Arizona have fewer advisors per household than the Valley.
View Flagstaff Yavapai CountyFinancial advisors in Prescott
Prescott and Prescott Valley are among Arizona's most popular places to retire.
View PrescottLearn before you meet
How much does a financial advisor cost?
The four ways advisors charge, typical ranges, and how to compare what you'd really pay.
Read the guide Choosing an advisor · 5 min readFiduciary vs. non-fiduciary advisors: what's the difference?
What the fiduciary standard means, how it differs from 'best interest', and how to check any advisor.
Read the guide Getting started · 7 min readHow to choose a financial advisor in Arizona
A step-by-step way to find, check, and choose the right advisor for you in Arizona.
Read the guideSix questions to ask any financial advisor
Good advisors are happy to answer these in your first meeting.
- ?Are you a fiduciary all of the time, for every account?
- ?How are you paid, and what will I pay in total each year?
- ?What are your credentials, such as CFP® or CFA?
- ?Who are your typical clients?
- ?Where is my money held, and who is the custodian?
- ?How often will we meet, and who else on your team will I work with?
Frequently asked questions
Anything else on your mind? Start your match and ask our team directly.
Is Arizona Advisor Match really free?
Yes. You never pay us anything. Advisors in our network pay us a fee for introductions. That fee does not change what an advisor charges you.
How do you choose my advisor?
A person on our team, not an algorithm, reviews your answers: your goals, your savings, your ZIP code, and how you like to meet. We then match you with the advisor in our network whose experience, fees, and typical clients fit you best.
How quickly will I hear from you?
Usually within a few hours on business days. A match specialist confirms a few details, and once your match is confirmed we introduce you to your advisor by email. You choose when to meet.
Am I obligated to hire the advisor?
No. The first meeting is free, and you're under no obligation to hire anyone. If the fit isn't right, tell us and we can suggest someone else.
Who will see my information?
Our team and the advisor you're matched with. We never sell your information to anyone else. See our Privacy Policy for details.
Do you work with people outside Arizona?
Not right now. Every advisor in our network is based in Arizona and works with Arizona residents.
What does a financial advisor cost?
It depends on the advisor. Common models are a percentage of the assets they manage (often around 1% a year), a flat annual fee, or an hourly rate. Your advisor will explain exactly how they're paid before you commit to anything.
Find your Arizona advisor in about two minutes
Tell us what you need. Our team does the matching.
Get matched