Here are the Top 10 independent investment advisors in Arizona, based on public voting for the 2025 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?
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Top 10 independent investment advisors in Arizona
Here are the Top 10 independent investment advisors, as featured in the 2025 edition of Ranking Arizona:
1. Bennett & Porter
Background: With over two decades of excellence, Bennett & Porter is ranked Arizona’s top insurance brokerage and wealth management company. Bennett & Porter’s unwavering commitment to its clients has earned the company a reputation for personalized, comprehensive insurance solutions. As a trusted partner, Bennett & Porter prioritizes securing its clients’ most valuable assets, whether for individuals, families, or businesses. Bennett and Porter’s dedicated team of experts excels in crafting tailored insurance packages and wealth management strategies. Bennett and Porter helps build legacies and protect wealth and what matters most to you.
2. North Star Wealth Management
3. Thompson Wealth Management
4. Beacon Pointe Advisors
5. Goldbook Financial
6. Raymond James & Associates
7. Charles Schwab & Co.
8. Vanguard
9. Wealth Management Solutions
10. Versant Capital Management
Ranking Arizona: Think someone else should be on the list? To make your vote count in the 2026 edition of Ranking Arizona, click here to vote.