Top financial advisors in Chandler, AZ
We've curated a list of the best financial advisors in Chandler, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $536,141,503 Number of advisors 21 advisors | |||
| 2 | Assets under management $270,281,529 Number of advisors 6 advisors | |||
| 3 | Assets under management $207,666,122 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chandler, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Ironwood Wealth Management, LLC
Ironwood Wealth Management, LLC is a Registered Investment Advisor firm established in March 2006 and specializes in providing investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charities. The firm offers both discretionary and non-discretionary investment advisory services, including full-service offerings and financial planning services. Ironwood primarily allocates client investment assets among mutual funds and exchange-traded funds based on clients' investment goals and risk tolerance. The firm may offer fixed fee arrangements for clients with limited investable assets. Ironwood's fees are generally based on a percentage of assets under management, with a minimum annual fee for full-service clients. The firm does not charge performance-based fees and does not offer a wrap fee program. Ironwood receives economic benefits from custodians and may pay referral fees to solicitors. Clients have the option to grant investment discretion to Ironwood for executing transactions without prior approval. Ironwood does not vote proxies on behalf of clients and clients are responsible for directing the voting of proxies. Ironwood has no financial issues that could impair its ability to serve clients. For further inquiries, clients can contact Ironwood's Chief Compliance Officer, Cean Kenefick-Rogers.
$536,141,503 under management
21 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Strategic Income Group LLC
Strategic Income Group LLC, established in March 2013, is a financial advisor firm specializing in Portfolio Management, Financial Planning, and Estate Planning Referrals. The firm tailors investment strategies to meet individual client needs, offering services such as comprehensive financial planning, estate planning, newsletters, and educational seminars. Strategic Income Group manages over $340 million on a discretionary basis and $14.8 million on a non-discretionary basis. The firm's fee structure for Portfolio Management is based on a percentage of assets under management, ranging from 1.75% to 0.45%. Financial Planning fees are assessed on a fixed or hourly basis, with a range of service levels available. The firm provides retirement plan consulting services and utilizes third-party money managers for client accounts. Strategic Income Group does not charge performance-based fees and does not accept proxy authority to vote client securities. The firm discloses its brokerage practices, custody arrangements, and financial industry affiliations, including ownership of Certified Fiduciary Services, Inc. and involvement in private investment funds. Clients are encouraged to review the firm's Code of Ethics, investment strategies, and methods of analysis outlined in the brochure for a comprehensive understanding of the firm's practices and services.
$270,281,529 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Stonecrest Wealth Management, Inc
Stonecrest Wealth Management, Inc is a financial advisory firm based in Chandler, Arizona. It currently has approximately $207,666,122 of assets under management and employs about 4 people. Stonecrest Wealth Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
$207,666,122 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Chandler, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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