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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pheonix, AZ

Every SEC-registered investment adviser representative at a firm office in Pheonix, with the firms that employ the most of them.

5 registered advisors work in Pheonix; the most are at Creative Planning Institutional Advisors, LLC (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Pheonix

FirmAdvisors in Pheonix
Creative Planning Institutional Advisors, LLC news1
McAdam LLC1
Schwab Wealth Advisory, Inc. news1
Tribeca Financial, LLC1
Vistamark Investments1

Advisors in Pheonix, A to Z

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Other cities in Arizona

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Scottsdale 3,391Phoenix 2,391Tucson 813Chandler 602Tempe 564Gilbert 511Mesa 298Peoria 216Glendale 114Prescott 108Surprise 92Flagstaff 68Queen Creek 50Goodyear 48Sun City 46Oro Valley 45Fountain Hills 36Yuma 36Sun City West 33Cave Creek 31Lake Havasu City 29San Tan Valley 25Sedona 25Carefree 22

Questions

How many financial advisors are in Pheonix, AZ?

5 investment adviser representatives are registered at firm offices in Pheonix, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Pheonix?

Creative Planning Institutional Advisors, LLC, with 1 registered advisors in Pheonix, followed by McAdam LLC with 1.

How do I check a financial advisor in Pheonix?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.