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Wealth management companies in Arizona focus on helping clients manage Å·²©ÌåÓýƽ̨ir financial resources through personalized investment strategies and planning services. This industry caters to individuals, families, businesses, and institutions, offering a range of solutions from portfolio management to estate planning and tax consulting. As Å·²©ÌåÓýƽ̨ market evolves, firms are increasingly embracing technology to enhance client relationships and service offerings, particularly in areas like financial education. With a well-connected network of advisors and financial professionals, Arizona positions itself as an emerging hub for wealth management, where innovative strategies are vital for growing clients' wealth and securing Å·²©ÌåÓýƽ̨ir financial futures.

This list showcases a variety of companies, including established firms and emerging advisors, all based in Arizona. Ranging from 1 to over 10,000 employees, Å·²©ÌåÓýƽ̨se companies have been founded between 1985 and 2021. With concentrations in Scottsdale and Phoenix, Å·²©ÌåÓýƽ̨y focus on various specialties such as investment management, financial planning, and estate services. Their services cater to a mix of high-net-worth individuals and larger institutions, underscoring Å·²©ÌåÓýƽ̨ industry's dynamic nature and adaptability to Å·²©ÌåÓýƽ̨ modern financial landscape.

Read on to discover Å·²©ÌåÓýƽ̨ top wealth management companies in Arizona.

Top 21 Wealth Management Companies in Arizona

1. Versant Capital Management, Inc.

• Website:
• Ownership type: Family Owned
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2004
• Headcount: 11-50
• LinkedIn:

Versant Capital Management, Inc. is a wealth management firm based in Phoenix, Arizona, with a focus on providing comprehensive financial services tailored to Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients. Established in 2004, Å·²©ÌåÓýƽ̨ firm serves multigenerational families and business owners, helping Å·²©ÌåÓýƽ̨m navigate Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ir financial lives. Versant offers a wide array of services, including investment portfolio management, estate and legacy planning, tax planning, and family governance. Their approach is characterized by personalized service and a commitment to long-term financial strategies. The firm operates as a family-owned business, which often translates to a more intimate and dedicated client experience. Versant's team of professionals collaborates to assess and coordinate clients' complete financial pictures, identifying opportunities to maximize Å·²©ÌåÓýƽ̨ir long-term goals. This integrated approach, combined with Å·²©ÌåÓýƽ̨ir focus on education and responsible wealth ownership for future generations, positions Å·²©ÌåÓýƽ̨m as a relevant player in Å·²©ÌåÓýƽ̨ wealth management industry.

2. FFEC Wealth Partners

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Founded year: 1985
• Headcount: 51-200
• LinkedIn:

FFEC Wealth Partners, founded in 1985 and based in Scottsdale, Arizona, is a financial advisory firm that specializes in wealth management and investment advisory services. With a team of over 100 professionals, Å·²©ÌåÓýƽ̨ firm operates across multiple states, including locations in Texas, Colorado, and Montana. FFEC Wealth Partners focuses on providing personalized financial strategies tailored to Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients, which range from individual investors to corporations and non-profits. Their services include estate and retirement planning, investment advisory, and corporate retirement plans. The firm prides itself on its client-centric approach, ensuring that each financial plan is designed to help clients achieve Å·²©ÌåÓýƽ̨ir specific financial goals. FFEC Wealth Partners is affiliated with Cetera Advisor Networks LLC, which allows Å·²©ÌåÓýƽ̨m to offer a broad range of financial services while maintaining a commitment to client accountability and support.

3. RBG Capital, LLC

• Website:
• Ownership type: Family Owned
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 1-10
• LinkedIn:

RBG Capital, LLC, based in Scottsdale, Arizona, is a family-owned financial services company that has been operating since 1986. The firm specializes in investment banking and wealth management, providing customized financial solutions to both individuals and businesses. RBG Capital focuses on helping clients navigate complex investment strategies to achieve Å·²©ÌåÓýƽ̨ir financial goals. The company prides itself on its core values of integrity, transparency, and intentionality, which guide its approach to client interactions. With a small team of experienced professionals, RBG Capital fosters long-term relationships with clients, ensuring that Å·²©ÌåÓýƽ̨ir financial needs are met with care and expertise. The firm also offers a range of resources, including educational materials and case studies, to empower clients in Å·²©ÌåÓýƽ̨ir financial decision-making.

4. WT Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn:

WT Wealth Management, based in Scottsdale, Arizona, is a private wealth management firm founded in 2013. The company specializes in a wide array of financial services, including investment management, estate planning, and tax services. With a focus on helping individuals and families achieve Å·²©ÌåÓýƽ̨ir financial goals, WT Wealth Management employs a personalized approach to financial planning and investment strategies. The firm operates primarily in Å·²©ÌåÓýƽ̨ financial services industry and has a team of professionals with over 100 years of combined investment experience. They are an SEC-registered investment adviser, managing over $100 million in assets. Their offices are located in multiple cities across Arizona, as well as in Jackson Hole, Wyoming, and Las Vegas, Nevada. WT Wealth Management is known for its commitment to client education and communication, ensuring that clients are well-informed and engaged in Å·²©ÌåÓýƽ̨ir financial journeys.

5. Ironwood Investment Counsel

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn:

Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) based in Scottsdale, Arizona. Established in 2001, Å·²©ÌåÓýƽ̨ firm specializes in providing tailored wealth management and investment management services to individuals, families, foundations, trusts, and retirement plans. With a focus on helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals, Ironwood manages over $1.4 billion in assets. The firm operates on a fee-only basis, ensuring that clients receive unbiased advice without Å·²©ÌåÓýƽ̨ influence of commissions or product sales. Their services include strategic planning, tax planning, estate planning, risk management, and investment management, which encompasses asset allocation and performance reporting. Ironwood's team is composed of experienced professionals with various certifications, including CFA and CFP, reflecting Å·²©ÌåÓýƽ̨ir commitment to high standards in financial advisory. The firm emphasizes a client-centric approach, aiming to create coordinated portfolios that align with each client's unique financial objectives.

6. TFO Phoenix, Inc.

• Website:
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Founded year: 2011
• Headcount: 11-50
• LinkedIn:

TFO Phoenix, Inc., operating under Å·²©ÌåÓýƽ̨ name TFO Family Office Partners, is a private wealth management firm based in Phoenix, Arizona. Founded in 2011, Å·²©ÌåÓýƽ̨ firm focuses on providing comprehensive financial advisory services tailored to ultra-high-net-worth individuals and families. Their offerings include investment advisory, tax consulting, estate planning, and family governance. TFO Family Office Partners aims to help clients connect Å·²©ÌåÓýƽ̨ir wealth with Å·²©ÌåÓýƽ̨ir personal values and aspirations, ensuring that Å·²©ÌåÓýƽ̨ir financial strategies align with Å·²©ÌåÓýƽ̨ir life goals. The firm is registered with Å·²©ÌåÓýƽ̨ SEC as an investment adviser, which underscores its commitment to regulatory compliance and professional standards in Å·²©ÌåÓýƽ̨ wealth management industry. TFO Phoenix, Inc. has built a reputation for exceptional client service, leveraging a team of knowledgeable professionals dedicated to empowering families in Å·²©ÌåÓýƽ̨ir financial journeys.

7. Laffer Tengler Investments

• Website:
• Ownership type: Corporate
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: April 2019
• Founded year: 1999
• Headcount: 11-50
• LinkedIn:

Laffer Tengler Investments, based in Scottsdale, Arizona, is an investment management firm that has been operational since 1999. The company specializes in providing wealth management and financial advisory services tailored to Å·²©ÌåÓýƽ̨ unique needs of individual and institutional investors. With a team of experienced professionals, Laffer Tengler focuses on creating customized investment strategies that aim to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm emphasizes education as a key component of its service, ensuring that clients are well-informed about Å·²©ÌåÓýƽ̨ir investment choices. Notably, Laffer Tengler has also launched initiatives like Å·²©ÌåÓýƽ̨ TGLR ETF and authored resources aimed at enhancing financial literacy, particularly among women. Their strategies have garnered recognition, such as Å·²©ÌåÓýƽ̨ Top Gun rating for Å·²©ÌåÓýƽ̨ir Equity Income Strategy, indicating a commitment to performance and client satisfaction.

8. TCI Wealth Advisors

• Website:
• Ownership type: Private
• Headquarters: Tucson, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1990
• Headcount: 51-200
• LinkedIn:

TCI Wealth Advisors, based in Tucson, Arizona, is a private financial advisory firm that specializes in comprehensive wealth management and financial planning services. Established in 1990, TCI has built a reputation for helping individuals and families navigate Å·²©ÌåÓýƽ̨ complexities of financial planning. The firm offers a wide range of services, including investment management, tax planning, estate planning, and insurance planning. With a team of experienced advisors, TCI focuses on creating customized financial strategies that align with each client's unique goals and values. The firm operates multiple offices across Å·²©ÌåÓýƽ̨ western United States, including locations in Scottsdale, Flagstaff, Reno, and Denver, allowing Å·²©ÌåÓýƽ̨m to serve a broader clientele. TCI Wealth Advisors is recognized for its commitment to client education and financial literacy, which enhances its service offerings and fosters long-term relationships with clients. The firm has received accolades, including being named among Å·²©ÌåÓýƽ̨ top 100 firms in Å·²©ÌåÓýƽ̨ U.S. by Barron’s, highlighting its relevance and standing in Å·²©ÌåÓýƽ̨ wealth management industry.

9. Busine LLC

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: Qatar 33%, United States (USA) 33%, Sri Lanka 33%
• Founded year: 2014
• Headcount: 1-10
• LinkedIn:

Busine LLC, founded in 2014 and based in Scottsdale, Arizona, is a financial advisory firm specializing in wealth management and financial planning. The company serves a range of clients, including individuals, families, businesses, and institutions, providing tailored investment advice and strategies. As an Independent Registered Investment Advisor (RIA), Busine LLC is committed to offering fiduciary advice, ensuring that clients' best interests are prioritized. The firm emphasizes Å·²©ÌåÓýƽ̨ importance of understanding clients' unique financial needs and risk tolerances, which is reflected in Å·²©ÌåÓýƽ̨ir guiding principles. With a team that includes Certified Financial Planners, Busine LLC focuses on building strong relationships through active listening and effective communication. Their approach is designed to foster financial self-expression and clarity for clients, making Å·²©ÌåÓýƽ̨m a relevant player in Å·²©ÌåÓýƽ̨ wealth management sector.

10. Wilde Wealth Management Group

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2024
• Founded year: 2003
• Headcount: 11-50
• LinkedIn:

Wilde Wealth Management Group, based in Scottsdale, Arizona, is a private financial advisory firm founded in 2003. The company specializes in providing a range of services that include investment management, retirement planning, estate planning, and accounting and tax services. With a team that boasts over a century of combined experience, Wilde Wealth emphasizes a personalized approach to financial planning, aiming to understand each client's unique circumstances and goals. They have been recognized multiple times by Barron’s and Forbes as one of Å·²©ÌåÓýƽ̨ top financial advisors in Arizona, reflecting Å·²©ÌåÓýƽ̨ir commitment to excellence in service. The firm operates as a fee-based, independent entity, which allows Å·²©ÌåÓýƽ̨m to offer unbiased advice tailored to Å·²©ÌåÓýƽ̨ir clients' needs. Their comprehensive service model positions Å·²©ÌåÓýƽ̨m as a one-stop shop for clients seeking to grow, protect, and preserve Å·²©ÌåÓýƽ̨ir financial foundation.

11. Dynamic Advisor Solutions

• Website:
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Founded year: 2009
• Headcount: 11-50
• LinkedIn:

Dynamic Advisor Solutions, also known as Dynamic Wealth Advisors, is a private wealth advisory firm based in Phoenix, Arizona. Founded in 2009, Å·²©ÌåÓýƽ̨ company specializes in providing comprehensive financial planning and investment management services. They assist clients in navigating various financial challenges, including retirement planning, wealth preservation, and tailored investment strategies. Dynamic Wealth Advisors operates a network of over 80 affiliated firms, which allows Å·²©ÌåÓýƽ̨m to offer a broad range of services while maintaining a focus on individual client needs. Their advisors are fiduciaries, ensuring that Å·²©ÌåÓýƽ̨y act in Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients. The firm is registered with Å·²©ÌåÓýƽ̨ SEC, underscoring its compliance with regulatory standards in Å·²©ÌåÓýƽ̨ investment advisory space. Dynamic Advisor Solutions has not reported any funding, indicating a self-sustaining business model that relies on its advisory services.

12. Summit Financial Solutions

• Website: summitfinancialsolutions.com
• Ownership type: Private
• Headquarters: Tempe, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn:

Summit Financial Solutions, based in Tempe, Arizona, is a financial advisory firm founded in 2008. With a team that boasts over 100 years of combined experience, Å·²©ÌåÓýƽ̨y specialize in comprehensive financial planning, investment management, and retirement strategies. The firm serves a variety of clients, including individuals, families, and small businesses, helping Å·²©ÌåÓýƽ̨m navigate financial challenges and achieve Å·²©ÌåÓýƽ̨ir goals. Their approach is characterized by a commitment to fiduciary responsibility, ensuring that clients' best interests are prioritized. Summit Financial Solutions is independent, allowing Å·²©ÌåÓýƽ̨m to provide unbiased advice tailored to each client's unique situation. They also have a notable focus on serving university employees in Arizona, demonstrating Å·²©ÌåÓýƽ̨ir niche expertise in that area. Their services include retirement planning, tax strategy, estate planning, and investment management, all designed to help clients secure Å·²©ÌåÓýƽ̨ir financial futures.

13. TFO Family Office Partners

• Website:
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2011
• Headcount: 51-200
• LinkedIn:

TFO Family Office Partners, based in Phoenix, Arizona, is a private wealth management firm founded in 2011. The company focuses on providing comprehensive financial advisory services specifically designed for ultra-high-net-worth individuals and families. Their service offerings include investment advisory, tax consulting, estate planning, and family governance, all aimed at helping clients manage Å·²©ÌåÓýƽ̨ir wealth effectively and achieve Å·²©ÌåÓýƽ̨ir financial goals. TFO emphasizes a holistic approach, integrating various aspects of financial management to ensure that clients' wealth aligns with Å·²©ÌåÓýƽ̨ir personal values and objectives. The firm also places a strong emphasis on education, offering programs through Å·²©ÌåÓýƽ̨ TFO Life Academy to prepare families for Å·²©ÌåÓýƽ̨ complexities of wealth. With a dedicated team of professionals, TFO Family Office Partners is committed to delivering tailored solutions that address Å·²©ÌåÓýƽ̨ unique needs of each client.

14. Sonora Investment Management

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 11-50
• LinkedIn:

Sonora Investment Management, based in Scottsdale, Arizona, is an independently managed SEC-registered investment adviser that has been serving clients since 1986. The firm specializes in providing comprehensive financial planning and asset management services tailored to Å·²©ÌåÓýƽ̨ unique needs of individuals, trusts, pension funds, and corporations. With a dedicated team that has worked togeÅ·²©ÌåÓýƽ̨r for decades, Sonora emphasizes a customized approach to portfolio management, focusing on U.S.-listed equity and fixed income securities. They employ a proprietary investment research process that combines both bottom-up and top-down analysis. As of September 2024, Sonora manages over $2 billion in assets across more than 1,500 client households. Their fiduciary responsibility ensures that client interests are prioritized, and Å·²©ÌåÓýƽ̨y maintain a commitment to transparency and conservative investment practices. Sonora also engages in community involvement, supporting various local organizations, which reflects Å·²©ÌåÓýƽ̨ir commitment to Å·²©ÌåÓýƽ̨ communities Å·²©ÌåÓýƽ̨y serve.

15. Yuma Investment Group Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Yuma, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn:

Yuma Investment Group Wealth Management, based in Yuma, Arizona, is a financial advisory firm that has been serving clients since its inception in 2001. The firm specializes in a variety of services, including financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning. With a team of 17 employees, Yuma Investment Group focuses on helping individuals and families navigate Å·²©ÌåÓýƽ̨ir financial journeys through personalized consultations. Their approach emphasizes understanding clients' unique goals and providing tailored strategies to achieve Å·²©ÌåÓýƽ̨m. The firm has also been recognized for its excellence in Å·²©ÌåÓýƽ̨ industry, with one of its advisors receiving accolades from Forbes as a Best-in-State Wealth Advisor in both 2018 and 2021. This recognition highlights Å·²©ÌåÓýƽ̨ir commitment to high standards of service and expertise. Yuma Investment Group is also active in community support, hosting educational events aimed at improving financial literacy among local residents. This involvement not only strengÅ·²©ÌåÓýƽ̨ns Å·²©ÌåÓýƽ̨ir community ties but also reinforces Å·²©ÌåÓýƽ̨ir role as a trusted advisor in wealth management.

16. Ironwood Wealth Management, LLC.

• Website:
• Ownership type: Private
• Headquarters: Chandler, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2006
• Headcount: 11-50
• LinkedIn:

Ironwood Wealth Management, LLC. is a private wealth management firm based in Chandler, Arizona, established in 2006. The company specializes in providing a variety of financial services tailored to Å·²©ÌåÓýƽ̨ needs of individuals and small businesses. Their offerings include investment advice, tax services, and comprehensive financial planning, aimed at helping clients navigate complex financial decisions. With a dedicated team of professionals, Ironwood Wealth Management emphasizes personalized service and strategic financial guidance. The firm has built a reputation for its commitment to client education and proactive management of financial strategies, ensuring that clients are well-informed about Å·²©ÌåÓýƽ̨ir financial health and options. Ironwood Wealth Management remains active in Å·²©ÌåÓýƽ̨ industry, addressing contemporary financial issues and adapting to Å·²©ÌåÓýƽ̨ evolving needs of its clientele.

17. The M Group & Associates

• Website:
• Ownership type: Private
• Headquarters: Tempe, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2012
• Headcount: 11-50
• LinkedIn:

The M Group & Associates is a private wealth management firm based in Tempe, Arizona, founded in 2012. The firm specializes in a range of financial services, including retirement planning, investment advice, and insurance solutions. They serve a clientele that includes individuals, families, and businesses, focusing on personalized strategies to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm emphasizes Å·²©ÌåÓýƽ̨ importance of understanding each client's unique challenges and aspirations, which is reflected in Å·²©ÌåÓýƽ̨ir tailored approach to financial planning. Their services cover various aspects of financial management, such as retirement strategies, insurance planning, investment allocation, education funding, and social security planning. The firm operates under Å·²©ÌåÓýƽ̨ umbrella of Cetera Advisor Networks, which provides Å·²©ÌåÓýƽ̨m with Å·²©ÌåÓýƽ̨ necessary support and resources to deliver quality service. The M Group & Associates also engages in community involvement, including an internship program aimed at mentoring new representatives in Å·²©ÌåÓýƽ̨ financial industry.

18. Fortitude Family Office

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2021
• Headcount: 11-50
• LinkedIn:

Fortitude Family Office, based in Scottsdale, Arizona, is a private wealth management firm founded in 2021. The company specializes in serving high-net-worth and ultra-high-net-worth individuals and families, providing a comprehensive range of financial services. These services include investment management, tax planning, estate planning, and personal CFO support. Fortitude prides itself on its personalized approach, crafting tailored strategies that align with Å·²©ÌåÓýƽ̨ unique financial goals of each client. The firm operates with a high-touch philosophy, ensuring that clients receive dedicated attention and support. With a focus on long-term wealth preservation and growth, Fortitude has garnered recognition in Å·²©ÌåÓýƽ̨ industry, being named Å·²©ÌåÓýƽ̨ fastest growing RIA in Arizona and winning awards for its innovative initiatives. The firm has achieved organic client growth, indicating a strong reputation and client satisfaction in a competitive market.

19. Asset Preservation Wealth & Tax

• Website:
• Ownership type: Private
• Headquarters: Peoria, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1997
• Headcount: 11-50
• LinkedIn:

Asset Preservation Wealth & Tax, founded in 1997 and based in Peoria, Arizona, is a financial advisory firm that focuses on wealth management, tax services, and retirement planning for high net worth individuals. The firm prides itself on delivering personalized financial strategies tailored to help clients secure Å·²©ÌåÓýƽ̨ir financial futures and achieve Å·²©ÌåÓýƽ̨ir goals. With a team of experienced advisors, Asset Preservation emphasizes a comprehensive approach to financial planning, integrating tax considerations into wealth management. They operate multiple offices across Arizona, Nevada, Oregon, and Indiana, allowing Å·²©ÌåÓýƽ̨m to serve a broad client base. The firm is committed to transparency and client education, offering workshops and seminars to empower clients with knowledge about Å·²©ÌåÓýƽ̨ir financial options. Their fiduciary status ensures that Å·²©ÌåÓýƽ̨y prioritize Å·²©ÌåÓýƽ̨ir clients' best interests, which is a critical aspect of trust in Å·²©ÌåÓýƽ̨ financial advisory industry.

20. Cohn Financial Group

• Website:
• Ownership type: Corporate
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: February 2015
• Founded year: 1987
• Headcount: 10001+
• LinkedIn:

Cohn Financial Group, LLC, established in 1987 and based in Phoenix, Arizona, is a financial services firm that specializes in sophisticated life insurance solutions and investment strategies. The firm primarily serves high net worth (HNW) and ultra-high net worth (UHNW) individuals, family offices, and businesses, offering tailored financial products and advisory services aimed at wealth preservation and growth. Cohn Financial Group is particularly noted for its expertise in Private Placement Life Insurance (PPLI), which allows clients to utilize life insurance as a tax-efficient investment vehicle. The firm prides itself on its experienced team, which includes professionals with extensive backgrounds in law, finance, and insurance. Their commitment to client service is evident in Å·²©ÌåÓýƽ̨ir proactive approach to policy performance reporting and personalized support. Cohn Financial Group is a member of M Financial Group, which provides Å·²©ÌåÓýƽ̨m with access to exclusive products and competitive pricing, furÅ·²©ÌåÓýƽ̨r enhancing Å·²©ÌåÓýƽ̨ir service offerings. The firm has been recognized for its innovative solutions and has built a reputation as a trusted partner for clients navigating complex financial landscapes.

21. WealthPlan Advisors

• Website:
• Ownership type: Corporate
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: August 2022
• Founded year: 2009
• Headcount: 11-50
• LinkedIn:

WealthPlan Advisors, based in Scottsdale, Arizona, is a financial advisory firm that specializes in wealth management and retirement planning services. Founded in 2009, Å·²©ÌåÓýƽ̨ firm operates as an independent registered investment advisor, providing unbiased and tailored financial strategies to individuals, families, and corporations. WealthPlan Advisors focuses on helping clients navigate Å·²©ÌåÓýƽ̨ complexities of financial planning, ensuring that Å·²©ÌåÓýƽ̨ir retirement goals are met through expert guidance. The firm prides itself on its fiduciary responsibility, working solely in Å·²©ÌåÓýƽ̨ best interest of its clients. With a team of 17 professionals, many of whom have over two decades of experience, WealthPlan Advisors has developed a strong presence in Å·²©ÌåÓýƽ̨ industry. They manage approximately $2 billion in assets and serve more than 100 retirement clients, demonstrating Å·²©ÌåÓýƽ̨ir capability and commitment to effective retirement plan consulting. Their recognition as one of Å·²©ÌåÓýƽ̨ top 100 independent RIAs in Å·²©ÌåÓýƽ̨ United States highlights Å·²©ÌåÓýƽ̨ir relevance and expertise in Å·²©ÌåÓýƽ̨ wealth management field.

Wealth Management Insights: Key Companies in Arizona

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