Arizona · 51 advisers
Financial Advisors in Tucson, Arizona
Looking for a financial advisor in Tucson, Arizona? Falists indexes 51 SEC-registered and state-registered investment advisers in Tucson — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 46 firms list a website you can visit directly. Firms in this directory manage up to $30.12B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
51
With website
46
Largest AUM
$30.12B
Financial planning
42
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Tucson
Ranked by AUM · Fees, team & specialties at a glance
DAVIS SELECTED ADVISERS LP
Tucson, AZ
AUM
$30.12B
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(800) 279-2279
TCI WEALTH ADVISORS, INC.
Tucson, AZ
AUM
$5.37B
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
520-733-1477
WELLSPRING FINANCIAL PARTNERS
Tucson, AZ
AUM
$1.22B
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-327-1019
GR FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$1.05B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
520-577-4711
SEM WEALTH MANAGEMENT
Tucson, AZ
AUM
$933.5M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
520-749-4580
WEALTH MANAGEMENT PARTNERS, LLC
Tucson, AZ
AUM
$793.5M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-297-7999
FINANCIAL DIRECTIONS LLC
Tucson, AZ
AUM
$737.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
520-408-7777
IRONWOOD FINANCIAL, LLC
Tucson, AZ
AUM
$662.5M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
520-318-4600
CAMBRIDGE FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$645.8M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
520-531-0550
NOVA FINANCIAL SERVICES
Tucson, AZ
AUM
$469.4M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-745-5555
STERLING INVESTMENT MANAGEMENT, LLC
Tucson, AZ
AUM
$409.2M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
520-293-3311
GREENBERG FINANCIAL GROUP
Tucson, AZ
AUM
$406.9M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
520-544-4909
SOUTHWEST INVESTMENT ADVISORS, INC.
Tucson, AZ
AUM
$386.9M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
520-544-2500
ATTESSA CAPITAL LLC
Tucson, AZ
AUM
$343.5M
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; FREE
520-600-3064
TREIBERG WEALTH MANAGEMENT
Tucson, AZ
AUM
$325.1M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(520) 232-0505
CAPITAL WEST PARTNERS, LLC
Tucson, AZ
AUM
$300.0M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-296-9803
GORDIAN ADVISORS, LLC
Tucson, AZ
AUM
$265.2M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
520-615-2779
ALLIED PORTFOLIO MANAGEMENT, INC.
Tucson, AZ
AUM
$240.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
520-296-1035
LEVIN FUNDING GROUP LLC
Tucson, AZ
AUM
$215.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-751-2000
AIO FINANCIAL, LLC
Tucson, AZ
AUM
$199.2M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
520-325-0769
WILKINSON WEALTH MANAGEMENT, LLC
Tucson, AZ
AUM
$164.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-777-1911
UNION CAPITAL COMPANY
Tucson, AZ
AUM
$150.0M
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Commissions
520-664-2001
FORTRESS FINANCIAL SOLUTIONS, LLC
Tucson, AZ
AUM
$142.0M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-751-8600
SCHULZ FINANCIAL GROUP
Tucson, AZ
AUM
$114.9M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(520) 495-2800
More cities in Arizona
Common questions
- How many financial advisors are in Tucson, Arizona?
- 51 registered investment advisers are listed in our Tucson directory, sourced from public SEC filings.
- What types of advisors are in Tucson?
- 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 Tucson?
- 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.