Ranking Arizona: Top 10 investment advisors

Business News | 3 Jul |

Here are the Top 10 independent investment advisors in Arizona, based on public voting for the 2019 edition of Ranking Arizona, the state’s biggest and most comprehensive business opinion poll. Ranking Arizona is based purely on opinion and ranks companies based on how voters answer this simple question: with whom would you recommend doing business?

Want to buy a copy of the 2019 edition of Ranking Arizona? Click here.

Don’t see your favorite on the list? This is the last month to make your vote count in the 2020 edition of Ranking Arizona. Voting closes July 31, 2019, at midnight. Click here to vote.

Here are the Top 10 independent investment advisors in Arizona, as featured in the 2019 edition of Ranking Arizona:

1. Stonegate Capital Advisors

Background: Stonegate Capital Advisors is an independent, boutique wealth management firm known for its fiduciary focus and blending sophisticated, institutional portfolio management strategies with a wide range of consulting and planning services. Stonegate provides a comprehensive suite of investment and wealth management solutions to meet the personalized needs of high-net-worth individuals, business owners, endowments, retirement plans and institutions. Stonegate’s research-driven, time-tested strategies are managed by its Investment Committee, a team of dedicated Advisors with decades of wealth management experience to seek attractive returns across global capital markets while actively managing risk, minimizing costs and focusing on tax efficiency.

2. Bennett & Porter

3. Thompson Wealth Management

4. North Star Wealth Management

5. America’s Annuity

6. Stellar Capital Management

7. Versant Capital Management

8. Heritage Advisors

9. Pinnacle Financial Advisors

10. MassMutual Arizona

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