#1Dynamic Wealth Advisors
DYNAMIC WEALTH ADVISORS
Based in Surprise, AZ
Retirement Plan Advisors in Surprise, AZ
The top-ranked retirement plan advisors serving Surprise, AZ are Dynamic Wealth Advisors, Hillspring Financial, Inc. and Legacy Cornerstone Wealth LLC. We list 62 retirement plan advisors serving Surprise, 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 Surprise, 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 Surprise
#2Hillspring Financial, Inc.
HILLSPRING FINANCIAL, INC.Based in Surprise, AZ#3Legacy Cornerstone Wealth LLC
LEGACY CORNERSTONE WEALTH LLCServes this area from Peoria, AZ (10 mi)#4Kingdom Financial Group, LLC
KINGDOM FINANCIAL GROUP, LLCServes this area from Peoria, AZ (13 mi)#5Saratoga Capital Management, LLC
SARATOGA CAPITAL MANAGEMENT, LLCServes this area from Avondale, AZ (14 mi)#6Wall Capital Group, Inc.
WALL CAPITAL GROUP, INC.Serves this area from Phoenix, AZ (20 mi)#7Arcwood Financial, LLC
ARCWOOD FINANCIAL, LLCServes this area from Phoenix, AZ (25 mi)#8Mathis Wealth Management
LARRY MATHIS FINANCIAL PLANNING, L.L.C.Serves this area from Phoenix, AZ (25 mi)#9Pfg Advisors
PFG ADVISORS, LLCServes this area from Phoenix, AZ (25 mi)#10Bridgeport Financial Solutions
BRIDGEPORT FINANCIAL SOLUTIONS LLCServes this area from Phoenix, AZ (26 mi)
20 more providers serving this area
- 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)
- Windsor Capital Management, LLC, Phoenix, AZ (27 mi)
- Eaton-cambridge Inc., Phoenix, AZ (29 mi)
- Tfo Family Office Partners, Phoenix, AZ (29 mi)
- Westmark Wealth Management, Phoenix, AZ (29 mi)
- 17 Capital Partners, LLC, Phoenix, AZ (29 mi)
- Stableford Capital LLC, Phoenix, AZ (29 mi)
- Wisdom Wealth Investment Advisors LLC, Phoenix, AZ (30 mi)
- Aim Capital, Scottsdale, AZ (31 mi)
- Galvin, Gaustad & Stein, LLC, Scottsdale, AZ (31 mi)
- Osaic Wealth, Inc., Scottsdale, AZ (31 mi)
- United Planners' Financial Services Of America A Limited Partner, Scottsdale, AZ (31 mi)
- Vestpointe Wealth Management, LLC, Scottsdale, AZ (31 mi)
- Gps Investments, Scottsdale, AZ (32 mi)
- Balboa Wealth Partners, Inc., Scottsdale, AZ (32 mi)
- Buttonwood Capital Management (bcm), Scottsdale, AZ (32 mi)
- Trek Financial, Scottsdale, AZ (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Surprise?
We list 62 retirement plan advisors serving Surprise, 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 Surprise?
The top-ranked retirement plan advisors serving Surprise, AZ are Dynamic Wealth Advisors, Hillspring Financial, Inc., Legacy Cornerstone Wealth LLC, Kingdom Financial Group, LLC and Saratoga Capital Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Surprise are verified against official records?
10 of the top 10 match an active official record: Dynamic Wealth Advisors (U.S. Securities and Exchange Commission), Hillspring Financial, Inc. (U.S. Securities and Exchange Commission), Legacy Cornerstone Wealth LLC (U.S. Securities and Exchange Commission), Kingdom Financial Group, LLC (U.S. Securities and Exchange Commission) and Saratoga Capital Management, 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 .