Retirement Plan Advisors in Maricopa County, AZ
The top-ranked retirement plan advisors serving Maricopa County, AZ are 17 Capital Partners, LLC, 3roots Wealth Partners LLC and Aim Capital. We list 62 retirement plan advisors serving Maricopa County, AZ. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Maricopa County, AZ. 62 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Maricopa County
- 17 CAPITAL PARTNERS, LLCBased in Phoenix, AZ
#23roots Wealth Partners LLC
3ROOTS WEALTH PARTNERS LLCBased in Scottsdale, AZ#3Aim Capital
THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLPBased in Scottsdale, AZ#4Almega Wealth Management
ALMEGA WEALTH MANAGEMENT LLCBased in Scottsdale, AZ#5Arcwood Financial, LLC
ARCWOOD FINANCIAL, LLCBased in Phoenix, AZ#6Arq Wealth Advisors, LLC
ARQ WEALTH ADVISORS, LLCBased in Scottsdale, AZ#7Ashton Thomas Private Wealth
ASHTON THOMAS PRIVATE WEALTH, LLCBased in Scottsdale, AZ#8Balboa Wealth Partners, Inc.
BALBOA WEALTH PARTNERS, INC.Based in Scottsdale, AZ#9Bridgeport Financial Solutions
BRIDGEPORT FINANCIAL SOLUTIONS LLCBased in Phoenix, AZ#10Brookwood Investment Group
BROOKWOOD INVESTMENT GROUP LLCBased in Phoenix, AZ
20 more providers serving this area
- Buttonwood Capital Management (bcm), Scottsdale, AZ
- Clarity Wealth Management, L.L.C., Gilbert, AZ
- Cmg Financial Consulting, Scottsdale, AZ
- Corepath Wealth Partners LLC, Scottsdale, AZ
- Curafin Advisors, Phoenix, AZ
- Decisionpoint Financial, LLC, Mesa, AZ
- Dew Wealth Management, Scottsdale, AZ
- Dynamic, Phoenix, AZ
- Dynamic Wealth Advisors, Surprise, AZ
- Eaton-cambridge Inc., Phoenix, AZ
- Farnam Financial, Phoenix, AZ
- Galvin, Gaustad & Stein, LLC, Scottsdale, AZ
- Gps Investments, Scottsdale, AZ
- Graystone Partners Wealth Management, LLC, Tempe, AZ
- Heritage Family Offices, LLP, Scottsdale, AZ
- Hillspring Financial, Inc., Surprise, AZ
- Juncture Wealth Strategies, LLC, Scottsdale, AZ
- Kingdom Financial Group, LLC, Peoria, AZ
- Legacy Cornerstone Wealth LLC, Peoria, AZ
- L. Roy Papp & Associates, LLP, Phoenix, AZ
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Frequently asked questions
How many retirement plan advisors serve Maricopa County?
We list 62 retirement plan advisors serving Maricopa County, AZ: 60 based there and 2 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Maricopa County?
The top-ranked retirement plan advisors serving Maricopa County, AZ are 17 Capital Partners, LLC, 3roots Wealth Partners LLC, Aim Capital, Almega Wealth Management and Arcwood Financial, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Maricopa County are verified against official records?
10 of the top 10 match an active official record: 17 Capital Partners, LLC (U.S. Securities and Exchange Commission), 3roots Wealth Partners LLC (U.S. Securities and Exchange Commission), Aim Capital (U.S. Securities and Exchange Commission), Almega Wealth Management (U.S. Securities and Exchange Commission) and Arcwood Financial, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Maricopa County
Communities served
Fountain Hills, Anthem, New River, Sun Lakes, Paradise Valley, Tolleson, Wickenburg, Youngtown, Litchfield Park, Guadalupe, Citrus Park, Cave Creek, Carefree, Rio Verde, Gila Bend, Komatke, Maricopa Colony, St. Johns, Wittmann, Gila Crossing, Aguila, Circle City, Morristown, Arlington, Theba, Kaka, Wintersburg, Tonopah