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Find Retirement Advisors for Retirement Planning in Phoenix, Arizona
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.
Finding the Best Retirement Planners in Phoenix, Arizona
Last Updated - May 15, 2025Phoenix has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 32 non-vetted advisors in your local area. These retirement advisors in Phoenix, Arizona have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Phoenix, Arizona
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDave Stanfield
CFP®, EA
Evergreen Wealth Management
Qualifications
CRD# 3075652
Firm CRD# 125004
Series 6, 63, 66
Minimum Assets Required
$100,000
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, Commissions, Flat Fee, Based on Assets
VERIFIEDAaron 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
VERIFIEDMarcus 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
VERIFIEDRyan Kidd
CRC®
Validus Financial Associates
Qualifications
CRD# 4953236
Firm CRD# 6413
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Phoenix, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 4050 E. Cotton Center Blvd., Suite 40 Phoenix, AZ, 85040 | $6,709,525,290 | 48764 | 240 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 2502 East Camelback Road, Suite 210 Phoenix, AZ, 85016 | $6,072,332,268 | 87 | 17 | A percentage of AUM |
| 3 | 2415 East Camelback Road, Suite 700 Phoenix, AZ, 85016 | $4,829,248,145 | 14988 | 125 | A percentage of AUM, Hourly charges, Fixed fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES) |
| 4 | 5060 North 40th Street, Suite 200 Phoenix, AZ, 85018 | $3,824,063,292 | 1868 | 75 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH) |
| 5 | 2525 East Camelback Rd., Suite 900 Phoenix, AZ, 85016-4278 | $2,925,561,697 | 21 | 8 | A percentage of AUM, Performance Based |
| 6 | 3200 N. Central Ave, Suite #200 Phoenix, AZ, 85012 | $2,830,846,519 | 12918 | 115 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3930 E Ray Road Suite 170, Phoenix, AZ, 85044 | $2,327,230,630 | 139 | 8 | A percentage of AUM, Fixed fees |
| 8 | 2201 E. Camelback Road, Suite 227b Phoenix, AZ, 85016 | $1,534,106,429 | 1833 | 10 | A percentage of AUM |
| 9 | 2394 East Camelback Road, Suite 100 Phoenix, AZ, 85016-9260 | $900,479,528 | 15605 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 1 N. 1st Street, Suite 700 Phoenix, AZ, 85004 | $860,648,664 | 2463 | 30 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 333 E Osborn Road, Suite 300 Phoenix, AZ, 85012 | $734,852,143 | 26 | 3 | A percentage of AUM |
| 12 | 3930 E. Ray Road, Suite 155 Phoenix, AZ, 85044 | $689,082,702 | 2250 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 20860 North Tatum Blvd., Suite 220 Phoenix, AZ, 85050 | $664,971,197 | 1195 | 8 | A percentage of AUM, Hourly charges |
| 14 | 2550 W. Union Hills Drive, Suite 350 Phoenix, AZ, 85027 | $657,740,174 | 1152 | 6 | A percentage of AUM, Fixed fees |
| 15 | 5050 North 40th Street, Suite 340 Phoenix, AZ, 85018 | $432,818,873 | 2 | 25 | A percentage of AUM, Performance Based, Other (ORIGINATION, ASSET MANAGEMENT, SERVICING AND MODIFICATION FEES) |
Information on Top Retirement Planning firms in Phoenix, Arizona
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
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
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)
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)
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
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
QualificationsFirm CRD# 149040
Assets Under Management $2,327,230,630
No. Of Clients139
Clients Per Financial Advisor17
SOVEREIGN INVESTMENT ADVISORS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 139 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
- Fixed fees
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
QualificationsFirm CRD# 105130
Assets Under Management $1,534,106,429
No. Of Clients1833
Clients Per Financial Advisor183
L. ROY PAPP & ASSOCIATES, LLP is a financial advisory firm situated in Phoenix, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1833 clients. The team consists of 10 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 businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 131692
Assets Under Management $900,479,528
No. Of Clients15605
Clients Per Financial Advisor1040
VERSANT CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $900M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15605 clients. The team consists of 15 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
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 287980
Assets Under Management $860,648,664
No. Of Clients2463
Clients Per Financial Advisor82
AWM CAPITAL, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $861M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2463 clients. The team consists of 30 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 pooled investment vehicles
QualificationsFirm CRD# 155189
Assets Under Management $734,852,143
No. Of Clients26
Clients Per Financial Advisor9
CLAREMONT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $735M assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 3 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 businesses or institutional clients
QualificationsFirm CRD# 316544
Assets Under Management $689,082,702
No. Of Clients2250
Clients Per Financial Advisor125
BROOKWOOD INVESTMENT GROUP is a financial advisory firm situated in Phoenix, Arizona. With a nearly $689M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2250 clients. The team consists of 18 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
- Education seminars/workshops
QualificationsFirm CRD# 116593
Assets Under Management $664,971,197
No. Of Clients1195
Clients Per Financial Advisor149
WINDSOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $665M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1195 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (ADVISORY CONSULTING SERVICES)
QualificationsFirm CRD# 105913
Assets Under Management $657,740,174
No. Of Clients1152
Clients Per Financial Advisor192
WALL CAPITAL GROUP, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $658M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1152 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- 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
QualificationsFirm CRD# 306287
Assets Under Management $432,818,873
No. Of Clients2
Clients Per Financial Advisor0
RRA CAPITAL is a financial advisory firm situated in Phoenix, Arizona. With a nearly $433M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ORIGINATION
- ASSET MANAGEMENT
- SERVICING AND MODIFICATION FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (3(C)5 REAL ESTATE INVESTMENT FUNDS)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.