Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Phoenix, AZ
Every SEC-registered financial advisor at a firm office in Phoenix who lists the Chartered Financial Analyst designation, A to Z.
40 CFA charterholders work in Phoenix; the most are at L. Roy Papp & Associates, LLP (7). 11 are also registered broker representatives.
CFA advisors in Phoenix, A to Z
Every advisor in Phoenix →- Ian A. AmbersonMoors & Cabot, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Chris AnoyaSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Francisco J. AyalaThe Coleridge Group LLC · Certified Financial Planner, Chartered Financial Analyst
- Randy N. AzuoguSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Meili C. BarlowTfo Family Office Partners · Chartered Financial Analyst
- Haziq BasharatSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- Matthew P. BaumL. Roy Papp & Associates, LLP · Chartered Financial Analyst
- Amy E. BushTandem Wealth Advisors · Chartered Financial Analyst
- Charles R. CarrollTfo Family Office Partners · Chartered Financial Analyst
- Jonathan CarterCharles Schwab & Co., Inc. · Chartered Financial Analyst
- Thomas J. ConnellyVersant Capital Management, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Jeffrey N. EdwardsL. Roy Papp & Associates, LLP · Chartered Financial Analyst
- Nathan F. EricksonCaptrust · Chartered Financial Analyst
- Daniel S. FlackIntrinsic Value Partners, LLC · Chartered Financial Analyst
- William J. FroelichCaptrust · Certified Financial Planner, Chartered Financial Analyst
- James M. GarberProcess Design Capital Management LLC · Chartered Financial Analyst
- Samuel C. GoddardSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Keith W. GregorFjell Capital · Chartered Financial Analyst
- Martin R. GuerreroMeridian Passage · Chartered Financial Analyst
- Matthew B. HallJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- John HerreroSchwab Wealth Advisory, Inc. · Chartered Financial Analyst
- John S. Hoover IIIJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Marcus E. HugoRevel Wealth Partners · Certified Financial Planner, Chartered Financial Analyst
- Kevin R. JamesTiaa-Cref Individual & Institutional Services, LLC · Chartered Financial Analyst
- Evan D. JudgeCaptrust · Certified Financial Planner, Chartered Financial Analyst
- Michelle A. Kaufman GulkoDynamic · Chartered Financial Analyst
- Grace LauBenefit Financial Services Group · Chartered Financial Analyst
- Brent J. MillerBenefit Financial Services Group · Chartered Financial Analyst
- Andrew K. MulindwaCognis Retirement Group LLC · Chartered Financial Analyst
- Harry A. PappL. Roy Papp & Associates, LLP · Chartered Financial Analyst
- Rosellen C. PappL. Roy Papp & Associates, LLP · Chartered Financial Analyst
- Carter A. PearlIntrinsic Value Partners, LLC · Chartered Financial Analyst
- Brian M. RiordanL. Roy Papp & Associates, LLP · Chartered Financial Analyst
- Steven A. RusnakMerrill Lynch, Pierce, Fenner & Smith Incorporated · Chartered Financial Analyst
- Christopher L. SchaeferL. Roy Papp & Associates, LLP · Chartered Financial Analyst
- Peter M. ShannonEbis · Certified Financial Planner, Chartered Financial Analyst
- Harison SidhuCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
- Gregory S. SmithL. Roy Papp & Associates, LLP · Chartered Financial Analyst
- Justin T. VandegriffCaptrust · Certified Financial Planner, Chartered Financial Analyst
- Murray I. WoloshinBrookwood Investment Group · Chartered Financial Analyst
Firms with the most CFA charterholders in Phoenix
L. Roy Papp & Associates, LLP 7Schwab Wealth Advisory, Inc. 5Captrust 4Benefit Financial Services Group 2Intrinsic Value Partners, LLC 2J.P. Morgan Securities LLC 2Tfo Family Office Partners 2Brookwood Investment Group 1Cambridge Investment Research Advisors, Inc. 1Charles Schwab & Co., Inc. 1Cognis Retirement Group LLC 1Dynamic 1Ebis 1Fjell Capital 1Meridian Passage 1
CFA advisors in other Arizona cities
All of Arizona →Questions
How many CFA financial advisors are in Phoenix, AZ?
40 SEC-registered investment adviser representatives at firm offices in Phoenix, Arizona list the CFA designation; L. Roy Papp & Associates, LLP employs the most of them (7).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.