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Our Process for Choosing
An Independent Financial Advisor in Peoria, AZ
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Financial Advisor Close to Peoria, AZ
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Peoria, AZ
A good financial planner can increase your returns by as much as 3% annually.
Vanguard
$2,010,221.91
Without Advisor
$4,643,687.46
With Advisor
Find a Fee-Only Financial Planner Near Peoria, AZ
We evaluated over 13,000 RIA firms to bring you the best of the best Peoria financial advisors.
How Retirement-Friendly is Peoria, AZ?
- Population: 168,196
- % of Population 62 Years and Over: 20.8%
- Average Home Value: $272,500
- Average Monthly Housing Cost: $1,271
- Average Household Income: $92,916
- Arizona Total Tax Burden: 8.19% (20th Lowest in U.S.)
- Arizona Property Tax: 2.53% (17th Lowest in U.S.)
- Arizona Individual Income Tax: 1.43% (11th Lowest in U.S.)
- Arizona Sales and Excise Tax: 4.23% (10th Highest in U.S.)
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The Top Financial Advisor Firms in Peoria, AZ
CLARUS WEALTH ADVISORS, LLC
(623) 583-68409125 W. Thunderbird Road, Suite 100
Peoria, AZ 85381
SEC#: 801-110156
Years in Business: 5 years
KINGDOM FINANCIAL GROUP, LLC
(623) 974-030014155 N. 83 Ave #144
Peoria, AZ 85381
SEC#: 801-113161
Years in Business: 3 years
ADVISORNET FINANCIAL, INC.
(623) 875-520423131 N. Lake Pleasant Parkway
Peoria, AZ 85383
SEC#: 801-77035
Years in Business: 9 years
MMWKM ADVISORS, LLC
(480) 400-770014050 N. 83Rd Ave.
Suite 290, Unit #15
Peoria, AZ 85381
SEC#: 801-72262
Years in Business: 11 years
SEARCY FINANCIAL SERVICES, INC.
(913) 814-380026787 N. 90th Dr
Peoria, AZ 85383
SEC#: 801-16377
Years in Business: 40 years
ALLOS INVESTMENT ADVISORS, LLC
(913) 948-778826787 N. 90th Dr
Peoria, AZ 85383
SEC#: 801-72028
Years in Business: 11 years
ADVISORNET FINANCIAL, INC.
(623) 875-520423131 N. Lake Pleasant Parkway
Peoria, AZ 85383
SEC#: 801-77035
Years in Business: 9 years
HORTER INVESTMENT MANAGEMENT, LLC
(602) 652-266520542 N. Lake Pleasant Road
#111
Peoria, AZ 85382
SEC#: 801-67471
Years in Business: 15 years
SIMPLICITY WEALTH LLC
(602) 652-266520542 N Lake Pleasant Rd
#111
Peoria, AZ 85382
SEC#: 801-114798
Years in Business: 3 years
Peoria, AZ Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.