Falists

Arizona · 21 advisers

Financial Advisors in Tempe, Arizona

Looking for a financial advisor in Tempe, Arizona? Falists indexes 21 SEC-registered and state-registered investment advisers in Tempe — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 18 firms list a website you can visit directly. Firms in this directory manage up to $439.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

21

With website

18

Largest AUM

$439.6M

Financial planning

15

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth19Planning15Trusts17Retirement9Institutional7

Top advisors in Tempe

Ranked by AUM · Fees, team & specialties at a glance

View all 21 →

RUBICON FINANCIAL NETWORK

Tempe, AZ

AUM

$1.3M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

480-650-9517

Full profileNo website

More cities in Arizona

Scottsdale (182)Phoenix (86)Tucson (51)Mesa (31)Gilbert (27)Chandler (19)Prescott (7)Fountain Hills (6)Glendale (6)Peoria (5)Surprise (5)Flagstaff (4)

Common questions

How many financial advisors are in Tempe, Arizona?
21 registered investment advisers are listed in our Tempe directory, sourced from public SEC filings.
What types of advisors are in Tempe?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Tempe?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.