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Find Retirement Advisors for Retirement Planning in Arizona

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Arizona, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Arizona

Last Updated - April 24, 2025

Arizona has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 183 non-vetted advisors in your local area. These retirement advisors in Arizona have an average of 21 years of experience.

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List of Qualified Retirement Planning Advisors in Arizona

advisor
vector.svg VERIFIED

Aaron C. Montez
CFP®
Validus Financial Associates

Qualifications
CRD# 4108246
Firm CRD# 6413
Series 6, 7, 24, 63, 66

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Marcus Luckeneder
CFP®, AAMS®
Validus Financial Associates

Qualifications
CRD# 6103189
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor
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James Good
Attessa Capital

Qualifications
CRD# 6612231
Firm CRD# 306827
Series 65

Minimum Assets Required
$1,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Ryan Kidd
CRC®
Validus Financial Associates

Qualifications
CRD# 4953236
Firm CRD# 6413

Minimum Assets Required
$100,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
vector.svg VERIFIED

Michael Treiberg
CFP®, ChFC®
Treiberg Wealth Management, Inc.

Qualifications
CRD# 2932321
Firm CRD# 6413
Series 6, 7, 24, 31, 63, 66

Minimum Assets Required
$25,000,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 15 Retirement Planning firms in Arizona (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

18700 N. Hayden Road, Suite 255
Scottsdale, AZ, 85255
$94,557,613,7444372016838
A percentage of AUM, Hourly charges, Fixed fees
2

7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
$57,786,360,25369121
A percentage of AUM
3

6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
$32,630,475,93625152
A percentage of AUM, Performance Based
4

3600 E. Hemisphere Loop,
Tucson, AZ, 85706-5041
$22,942,793,322142123
A percentage of AUM
5

7333 East Doubletree Ranch Rd, Suite 120,
Scottsdale, AZ, 85258
$9,326,336,70843221570
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
6

4050 E. Cotton Center Blvd., Suite 40
Phoenix, AZ, 85040
$6,709,525,29048764240
A percentage of AUM, Hourly charges, Fixed fees
7

7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
$6,370,551,61320105
A percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
8

2502 East Camelback Road, Suite 210
Phoenix, AZ, 85016
$6,072,332,2688717
A percentage of AUM
9

2415 East Camelback Road, Suite 700
Phoenix, AZ, 85016
$4,829,248,14514988125
A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
10

4011 East Sunrise Drive,
Tucson, AZ, 85718
$4,091,666,7321025263
A percentage of AUM, Hourly charges, Fixed fees
11

5060 North 40th Street, Suite 200
Phoenix, AZ, 85018
$3,824,063,292186875
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH)
12

2525 East Camelback Rd., Suite 900
Phoenix, AZ, 85016-4278
$2,925,561,697218
A percentage of AUM, Performance Based
13

8605 East Raintree Drive, Suite 280
Scottsdale, AZ, 85260
$2,891,584,875533458
A percentage of AUM, Hourly charges
14

3200 N. Central Ave, Suite #200
Phoenix, AZ, 85012
$2,830,846,51912918115
A percentage of AUM, Hourly charges, Fixed fees
15

4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ, 85251
$2,727,993,120172732
A percentage of AUM

Information on Top Retirement Planning firms in Arizona

QualificationsFirm CRD# 23131

Assets Under Management $94,557,613,744

No. Of Clients437201

Clients Per Financial Advisor64

OSAIC WEALTH, INC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 437201 clients. The team consists of 6838 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 111091

Assets Under Management $57,786,360,253

No. Of Clients69

Clients Per Financial Advisor1

VOYA INVESTMENTS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 121 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Selection for other advisors
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QualificationsFirm CRD# 161573

Assets Under Management $32,630,475,936

No. Of Clients25

Clients Per Financial Advisor0

GI PARTNERS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $33B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 152 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 108674

Assets Under Management $22,942,793,322

No. Of Clients142

Clients Per Financial Advisor1

DAVIS SELECTED ADVISERS LP is a financial advisory firm situated in Tucson, Arizona. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 142 clients. The team consists of 123 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 20804

Assets Under Management $9,326,336,708

No. Of Clients43221

Clients Per Financial Advisor76

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43221 clients. The team consists of 570 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 175083

Assets Under Management $6,709,525,290

No. Of Clients48764

Clients Per Financial Advisor203

FOUNDATIONS INVESTMENT ADVISORS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 48764 clients. The team consists of 240 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
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QualificationsFirm CRD# 284363

Assets Under Management $6,370,551,613

No. Of Clients20

Clients Per Financial Advisor0

BALBEC CAPITAL MANAGEMENT LP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 105 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ASSET MANAGEMENT FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (NON-DISCRETIONARY ADVISORY SERVICES TO SEPARATELY MANAGED ACCOUNT)
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QualificationsFirm CRD# 143567

Assets Under Management $6,072,332,268

No. Of Clients87

Clients Per Financial Advisor5

SMEAD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 151367

Assets Under Management $4,829,248,145

No. Of Clients14988

Clients Per Financial Advisor120

DYNAMIC WEALTH ADVISORS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14988 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (MODEL PORTFOLIO ADVISER SERVICES FOR THIRD PARTY PROGRAM)
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QualificationsFirm CRD# 107373

Assets Under Management $4,091,666,732

No. Of Clients10252

Clients Per Financial Advisor163

TCI WEALTH ADVISORS, INC. is a financial advisory firm situated in Tucson, Arizona. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10252 clients. The team consists of 63 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 159440

Assets Under Management $3,824,063,292

No. Of Clients1868

Clients Per Financial Advisor25

TFO FAMILY OFFICE PARTNERS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1868 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PERCENTAGE OF NET WORTH)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (FAMILY OFFICE SERVICES & FINANCIAL CONSULTING SERVICES)
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QualificationsFirm CRD# 163648

Assets Under Management $2,925,561,697

No. Of Clients21

Clients Per Financial Advisor3

INDIGO PARTNERS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 153902

Assets Under Management $2,891,584,875

No. Of Clients5334

Clients Per Financial Advisor92

ASHTON THOMAS PRIVATE WEALTH is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5334 clients. The team consists of 58 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE)
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QualificationsFirm CRD# 173344

Assets Under Management $2,830,846,519

No. Of Clients12918

Clients Per Financial Advisor112

PFG ADVISORS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12918 clients. The team consists of 115 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 153139

Assets Under Management $2,727,993,120

No. Of Clients1727

Clients Per Financial Advisor54

REDWOOD INVESTMENT MANAGEMENT, LLC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1727 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Other (MODEL PORTFOLIO AND SUB-ADVISER TO INVESTMENT ADVISERS, AND SUB-ADVISER TO AFFILIATED INVESTMENT ADVISER.)
View Full Profile

Retirement Planners Near You

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