Top 7 advisors in Tempe
We’ve curated a list of the best financial advisors in Tempe, take a look at it below
Find an advisor in Tempe| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $287,290,000 | 4 advisors | ||
| 2 | $209,565,670 | 8 advisors | ||
| 3 | $201,068,097 | 5 advisors | ||
| 4 | $183,934,175 | 6 advisors | ||
| 5 | $165,462,058 | 3 advisors | ||
| 6 | $101,340,562 | 3 advisors | ||
| 7 | $62,203,321 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Tempe, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tempe. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Biltmore Wealth Management, LLC
Assets under management
$287,290,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Intrinsic Wealth Counsel, Inc.
Assets under management
$209,565,670
Fee structure
A percentage of assets under your management
Hourly charges
MINIMUM RETAINER FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. Graystone Partners Wealth Management, LLC
Assets under management
$201,068,097
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
Pension Consulting Services
Selection Of Other Advisers
4. Seros Financial, LLC
Assets under management
$183,934,175
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
5. Johnson Financial Advisors
Assets under management
$165,462,058
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
6. Harding Wealth, Inc.
Assets under management
$101,340,562
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Capital Strategies Group, LLC
Assets under management
$62,203,321
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Your first meeting is free.