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Top Financial Advisors in Tucson

Filter
  • $113,519,445
    390
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $212,340,000
    346
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • CDR# 112142
    $455,114,000
    1,349
  • CDR# 121362
    $100,481,596
    52
    • Financial planning services
  • $123,385,000
    400
  • $426,007,764
    1,167
    • Financial planning services
    • Educational seminars/workshops
  • $148,434,000
    88
    • Financial planning services
    • Selection of other advisers (including private fund managers)
  • $2,464,227,049
    1,461
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $471,997,116
    145
    • Financial planning services
    • Pension consulting services
  • $188,380,108
    300
    • Financial planning services

To determine the top financial advisors in Tucson we poured through all SEC registered advisory firms who have an office in Tucson. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

IMUS WILKINSON INVESTMENT MANAGEMENT, LLC

CDR# 157457
$113,519,445
390
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
3561 E. SUNRISE ROAD SUITE 117
TUCSON AZ, 85718
(520) 777-1911

$113,519,445
390
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

NOVA FINANCIAL SERVICES

CDR# 150148
$212,340,000
346
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1630 E RIVER RD SUITE 212
TUCSON AZ, 85718
520-745-5555

$212,340,000
346
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SEM WEALTH MANAGEMENT

CDR# 112142
$455,114,000
1,349
Works with high networth individuals
  • A percentage of assets under your management
7367 E. TANQUE VERDE RD
TUCSON AZ, 85715-3475
520-749-4580

$455,114,000
1,349
Works with high networth individuals
  • A percentage of assets under your management

GORDIAN ADVISORS, LLC

CDR# 121362
$100,481,596
52
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
2200 E. RIVER RD. STE. 109
TUCSON AZ, 85718-6516
520-615-2779

$100,481,596
52
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

SOUTHWEST INVESTMENT ADVISORS, INC.

CDR# 117052
$123,385,000
400
Works with high networth individuals
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
7594 N. LA CHOLLA BLVD.
TUCSON AZ, 85741
(520) 544-2500

$123,385,000
400
Works with high networth individuals
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

GR FINANCIAL GROUP, LLC

CDR# 172370
$426,007,764
1,167
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
4556 E CAMP LOWELL
TUCSON AZ, 85712
520-577-4711

$426,007,764
1,167
Works with high networth individuals
  • Financial planning services
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.

CDR# 105047
$148,434,000
88
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4100 N. FIRST AVENUE
TUCSON AZ, 85719-1023
520-690-1999

$148,434,000
88
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

TCI WEALTH ADVISORS, INC.

CDR# 107373
$2,464,227,049
1,461
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4011 EAST SUNRISE DRIVE
TUCSON AZ, 85718
520-733-1477

$2,464,227,049
1,461
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

WELLSPRING FINANCIAL PARTNERS

CDR# 158872
$471,997,116
145
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
4007 E. PARADISE FALLS DRIVE SUITE 128
TUCSON AZ, 85712
520-327-1019

$471,997,116
145
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

IRONWOOD FINANCIAL, LLC

CDR# 151004
$188,380,108
300
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
1926 E. FT. LOWELL ROAD SUITE 100
TUCSON AZ, 85719
888-271-4646

$188,380,108
300
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management