#1Graystone Partners Wealth Management, LLC
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
Based in Tempe, AZ
Retirement Plan Advisors in Tempe, AZ
The top-ranked retirement plan advisors serving Tempe, AZ are Graystone Partners Wealth Management, LLC, Optima Capital Management and 3roots Wealth Partners LLC. We list 67 retirement plan advisors serving Tempe, 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 Tempe, AZ (Maricopa County). 67 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 Tempe
#2Optima Capital Management
OPTIMA CAPITAL MANAGEMENT LLCBased in Tempe, AZ#33roots Wealth Partners LLC
3ROOTS WEALTH PARTNERS LLCServes this area from Scottsdale, AZ (5 mi)#4Wlth Capital Management, LLC
WLTH CAPITAL MANAGEMENT, LLCServes this area from Chandler, AZ (5 mi)#5Strategic Income Group LLC
STRATEGIC INCOME GROUP LLCServes this area from Chandler, AZ (5 mi)#6Stonecrest Wealth Management, Inc
STONECREST WEALTH MANAGEMENT, INCServes this area from Chandler, AZ (6 mi)#7Brookwood Investment Group
BROOKWOOD INVESTMENT GROUP LLCServes this area from Phoenix, AZ (6 mi)#8Sovereign Investment Advisors LLC
SOVEREIGN INVESTMENT ADVISORS LLCServes this area from Phoenix, AZ (6 mi)#9Corepath Wealth Partners LLC
COREPATH WEALTH PARTNERS LLCServes this area from Scottsdale, AZ (8 mi)#10One Wealth Capital Management, LLC
ONE WEALTH CAPITAL MANAGEMENT, LLCServes this area from Scottsdale, AZ (8 mi)
20 more providers serving this area
- 17 Capital Partners, LLC, Phoenix, AZ (9 mi)
- Westmark Wealth Management, Phoenix, AZ (9 mi)
- Eaton-cambridge Inc., Phoenix, AZ (9 mi)
- Tfo Family Office Partners, Phoenix, AZ (9 mi)
- Balboa Wealth Partners, Inc., Scottsdale, AZ (10 mi)
- Clarity Wealth Management, L.L.C., Gilbert, AZ (10 mi)
- Curafin Advisors, Phoenix, AZ (10 mi)
- Dynamic, Phoenix, AZ (10 mi)
- Farnam Financial, Phoenix, AZ (10 mi)
- L. Roy Papp & Associates, LLP, Phoenix, AZ (10 mi)
- Bridgeport Financial Solutions, Phoenix, AZ (10 mi)
- Pfg Advisors, Phoenix, AZ (11 mi)
- Juncture Wealth Strategies, LLC, Scottsdale, AZ (12 mi)
- Miller Wealth Management, Gilbert, AZ (12 mi)
- Redeem Wealth Management, Gilbert, AZ (12 mi)
- Verus Capital Partners, LLC, Scottsdale, AZ (12 mi)
- Gps Investments, Scottsdale, AZ (12 mi)
- Aim Capital, Scottsdale, AZ (12 mi)
- Decisionpoint Financial, LLC, Mesa, AZ (12 mi)
- Galvin, Gaustad & Stein, LLC, Scottsdale, AZ (12 mi)
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Frequently asked questions
How many retirement plan advisors serve Tempe?
We list 67 retirement plan advisors serving Tempe, AZ: 2 based there and 65 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 Tempe?
The top-ranked retirement plan advisors serving Tempe, AZ are Graystone Partners Wealth Management, LLC, Optima Capital Management, 3roots Wealth Partners LLC, Wlth Capital Management, LLC and Strategic Income Group LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Tempe are verified against official records?
10 of the top 10 match an active official record: Graystone Partners Wealth Management, LLC (U.S. Securities and Exchange Commission), Optima Capital Management (U.S. Securities and Exchange Commission), 3roots Wealth Partners LLC (U.S. Securities and Exchange Commission), Wlth Capital Management, LLC (U.S. Securities and Exchange Commission) and Strategic Income Group 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 .