National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Arizona, Lake Havasu City

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

Top 15 Retirement Planning firms in Lake Havasu City, 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 Lake Havasu City, 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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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)
View Full Profile

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

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners