Retirement Plan Advisors in Peoria, AZ
The top-ranked retirement plan advisors serving Peoria, AZ are Kingdom Financial Group, LLC, Legacy Cornerstone Wealth LLC and Dynamic Wealth Advisors. We list 62 retirement plan advisors serving Peoria, 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 Peoria, AZ (Maricopa County). 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 Peoria
- KINGDOM FINANCIAL GROUP, LLCBased in Peoria, AZ
#2Legacy Cornerstone Wealth LLC
LEGACY CORNERSTONE WEALTH LLCBased in Peoria, AZ#3Dynamic Wealth Advisors
DYNAMIC WEALTH ADVISORSServes this area from Surprise, AZ (10 mi)#4Hillspring Financial, Inc.
HILLSPRING FINANCIAL, INC.Serves this area from Surprise, AZ (11 mi)#5Wall Capital Group, Inc.
WALL CAPITAL GROUP, INC.Serves this area from Phoenix, AZ (16 mi)#6Saratoga Capital Management, LLC
SARATOGA CAPITAL MANAGEMENT, LLCServes this area from Avondale, AZ (21 mi)#7Windsor Capital Management, LLC
WINDSOR CAPITAL MANAGEMENT, LLCServes this area from Phoenix, AZ (22 mi)#8Arcwood Financial, LLC
ARCWOOD FINANCIAL, LLCServes this area from Phoenix, AZ (24 mi)#9Mathis Wealth Management
LARRY MATHIS FINANCIAL PLANNING, L.L.C.Serves this area from Phoenix, AZ (24 mi)#10Wisdom Wealth Investment Advisors LLC
WISDOM WEALTH INVESTMENT ADVISORS LLCServes this area from Phoenix, AZ (26 mi)
20 more providers serving this area
- Stableford Capital LLC, Phoenix, AZ (26 mi)
- Pfg Advisors, Phoenix, AZ (26 mi)
- L. Roy Papp & Associates, LLP, Phoenix, AZ (27 mi)
- Curafin Advisors, Phoenix, AZ (27 mi)
- Dynamic, Phoenix, AZ (27 mi)
- Farnam Financial, Phoenix, AZ (27 mi)
- Msh Capital Advisors LLC, Scottsdale, AZ (27 mi)
- Bridgeport Financial Solutions, Phoenix, AZ (27 mi)
- Osaic Wealth, Inc., Scottsdale, AZ (27 mi)
- Suttle Crossland Wealth Advisors, LLC, Scottsdale, AZ (27 mi)
- Buttonwood Capital Management (bcm), Scottsdale, AZ (28 mi)
- Wt Wealth Management, LLC, Scottsdale, AZ (28 mi)
- Trek Financial, Scottsdale, AZ (28 mi)
- Eaton-cambridge Inc., Phoenix, AZ (28 mi)
- Tfo Family Office Partners, Phoenix, AZ (28 mi)
- Westmark Wealth Management, Phoenix, AZ (28 mi)
- Almega Wealth Management, Scottsdale, AZ (28 mi)
- Arq Wealth Advisors, LLC, Scottsdale, AZ (28 mi)
- Ashton Thomas Private Wealth, Scottsdale, AZ (28 mi)
- 17 Capital Partners, LLC, Phoenix, AZ (29 mi)
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Frequently asked questions
How many retirement plan advisors serve Peoria?
We list 62 retirement plan advisors serving Peoria, AZ: 2 based there and 60 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 Peoria?
The top-ranked retirement plan advisors serving Peoria, AZ are Kingdom Financial Group, LLC, Legacy Cornerstone Wealth LLC, Dynamic Wealth Advisors, Hillspring Financial, Inc. and Wall Capital Group, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Peoria are verified against official records?
10 of the top 10 match an active official record: Kingdom Financial Group, LLC (U.S. Securities and Exchange Commission), Legacy Cornerstone Wealth LLC (U.S. Securities and Exchange Commission), Dynamic Wealth Advisors (U.S. Securities and Exchange Commission), Hillspring Financial, Inc. (U.S. Securities and Exchange Commission) and Wall Capital Group, Inc. (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 .