Ranking Arizona: Top 10 investment advisors for 2021

Ranking Arizona | 23 Apr |

Here are the Top 10 independent investment advisors in Arizona, based on public voting for the 2021 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?

To make your vote count in the 2022 edition of Ranking Arizona, click here to vote.

Voting for the 2022 issue of Ranking Arizona ends July 31, 2021.


READ ALSO: Ranking Arizona: Top 10 banks for 2021


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Here are the Top 10 independent investment advisors in Arizona, as featured in the 2021 edition of Ranking Arizona:

1. Bennett & Porter

Background:  Bennett & Porter is a full-service insurance and wealth management firm. Based in Scottsdale and with over two decades of experience co-founders Jack Bennett and Scott Porter, CFP, have designed their firm to assist clients with protecting and building their wealth. Bennett & Porter’s services are tailored for each client’s situation and unique needs.

Strengths: “Our personal relationship with each client is what differentiates us. We do not have a one-size-fits-all approach and each client’s solution is personally unique to their situation and risk tolerance.”

2. North Star Wealth Management

3. Stonegate Capital Advisors

4. Pinnacle Financial Advisors

5. Thompson Wealth Management

6. Charles Schwab & Co.

7. Integrated Wealth Management

8. Raymond James & Associates

9. Edward Jones

10. Vanguard

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