Find a Financial Advisor in Peoria, AZ

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We Only Work With The Best Peoria Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Peoria, AZ


  • Financial Advisor Close to Peoria, AZ

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • 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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)



The Top Financial Advisor Firms in Peoria, AZ

 

CLARUS WEALTH ADVISORS, LLC

Website

(623) 583-6840

9125 W. Thunderbird Road, Suite 100

Peoria, AZ 85381

SEC#: 801-110156
Years in Business: 5 years

KINGDOM FINANCIAL GROUP, LLC

Website

(623) 974-0300

14155 N. 83 Ave #144

Peoria, AZ 85381

SEC#: 801-113161
Years in Business: 3 years

ADVISORNET FINANCIAL, INC.

Website

(623) 875-5204

23131 N. Lake Pleasant Parkway

Peoria, AZ 85383

SEC#: 801-77035
Years in Business: 9 years

MMWKM ADVISORS, LLC

Website

(480) 400-7700

14050 N. 83Rd Ave.
Suite 290, Unit #15
Peoria, AZ 85381

SEC#: 801-72262
Years in Business: 11 years

SEARCY FINANCIAL SERVICES, INC.

Website

(913) 814-3800

26787 N. 90th Dr

Peoria, AZ 85383

SEC#: 801-16377
Years in Business: 40 years

ALLOS INVESTMENT ADVISORS, LLC

Website

(913) 948-7788

26787 N. 90th Dr

Peoria, AZ 85383

SEC#: 801-72028
Years in Business: 11 years

ADVISORNET FINANCIAL, INC.

Website

(623) 875-5204

23131 N. Lake Pleasant Parkway

Peoria, AZ 85383

SEC#: 801-77035
Years in Business: 9 years

HORTER INVESTMENT MANAGEMENT, LLC

Website

(602) 652-2665

20542 N. Lake Pleasant Road
#111
Peoria, AZ 85382

SEC#: 801-67471
Years in Business: 15 years

SIMPLICITY WEALTH LLC

Website

(602) 652-2665

20542 N Lake Pleasant Rd
#111
Peoria, AZ 85382

SEC#: 801-114798
Years in Business: 3 years

 


Peoria, AZ Financial Advisor FAQs

Peoria is a city in the state of Arizona, located in Maricopa and Yavapai counties. The majority of the city is within Maricopa County, with a small section in Yavapai County to the north. It is a significant Phoenix suburb. With 1,500 employees and $375.0 million in annual revenue, the City of Peoria is a major player in the government sector. It is Peoria, Arizona's largest employer. Lake Pleasant Regional Park in Peoria is a beautiful oasis amid the desert. Two marinas are located within the 23,000-acre park, a popular site for boating, fishing, water skiing, kayaking, camping, and even scuba diving! We bring you in contact with top-tier financial advisers in Peoria, Arizona, and we've collaborated with them. Peoria is a city in the Arizona counties of Maricopa and Yavapai. The majority of the city is in Maricopa County, with a small section in Yavapai County to the north. Most of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

One way to select a financial advisor is by locating possible candidates through the Financial Industry Regulatory Agency (FINRA) website. Another method for selecting an advisor is looking at their authenticity, transparency, regulation compliance, certifications, academic background and professional experience.

Financial advisors make for excellent financial consultants and can help you with difficulties in your finances. They provide a range of services such as debt management, mortgage financing, equity trading, portfolio management, budgeting and retirement consultation.

Financial advisors are compensated in different ways. Some may be paid as a percentage of assets invested with them, some as a set fee for setting up an account and managing the financial plan, and others may depend on how profitable their investment decisions have been for their clients.

A financial adviser can be important for working out a sound plan going forward so they can set up goals and track their progress over time by meeting periodically to review budgets, investments, debt repayment plans etcetera.

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.