Finding a Top Financial Advisor Firm in Chandler, Arizona
When you’re looking for a financial advisor, it quickly can become overwhelming. There are so many options available and it’s hard to sort through all the information out there. That’s where SmartAsset comes in. We researched the top firms in Chandler, Arizona and found the best ones. You can also use SmartAsset's free financial advisor matching tool to connect with advisors who serve your area.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Ironwood Wealth Management, LLC  Find an Advisor | $662,230,787 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | StoneCrest Wealth Management, Inc.  Find an Advisor | $307,364,055 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Strategic Income Group, LLC  Find an Advisor | $354,914,578 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in Chandler, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Ironwood Wealth Management
Ironwood Wealth Management is an advisory firm that specializes in helping retirees and pre-retirees to turn their nest egg into a lasting source of income. The firm does not have a specific account minimum for new clients. Ironwood works with both non-high-net-worth and high-net-worth individuals, as well as corporations.
Ironwood’s wealth management plans include expertise on financial planning, retirement income planning, tax planning, life and disability insurance, business succession, intergenerational wealth transfer and philosophy. The firm also offers its Foundations Program, an automated, online investment management platform that can be used separately or that it may recommend to be used in conjunction with the firm’s traditional portfolios.
Ironwood Wealth Management’s investment process includes multiple steps. First, the firm creates a specific breakdown that defines a client’s goals, risk tolerance and time horizon, which it translates into the framework for a well-diversified asset mix.
Ironwood then turns to asset allocation, which it believes is a key determinant of portfolio performance. Ironwood then selects which securities it will use for that client’s portfolio. It primarily allocates client investment assets among mutual funds and exchange-traded funds (ETFs). From there, Ironwood monitors and evaluates the portfolio and continually rebalances it as the markets fluctuate and adjust.
StoneCrest Wealth Management
If you're interested in becoming a client of StoneCrest Wealth Management, you won't have to worry about any minimum asset requirement. This is reflected in the firm's client base, as it only works with individuals, most of whom don't have a high net worth.
Investment management and financial planning are the two main offerings of StoneCrest. The former focuses on building a personalized investment portfolio for each client, while the latter can center around various topics. These include retirement planning, education fund planning, insurance planning and more.
StoneCrest Wealth Management works with clients to determine their investor profile before actually placing any of their assets in the market. This involves doing a deep dive into their personal financial goals, time horizon, income needs, risk tolerance and any other pertinent factors. Even still, StoneCrest tends to invest with an eye towards the long term, meaning it doesn't take an overly risky approach so it can maximize future returns.
For the most part, the firm prefers to invest in mutual funds and exchange-traded funds (ETFs). However, under certain circumstances, the firm may include individual stocks, bonds and other securities in your portfolio's asset allocation.
Strategic Income Group
Founded in 2013, Strategic Income Group finishes out our list. The Chandler-based firm has no account minimum and offers services such as financial planning, investment management, estate planning, strategic tax management and insurance analysis. In addition to working with clients in person, the firm offers free downloadable financial organizer forms and a paid financial planning workbook that Gauthier created himself.
Strategic Income Group, operating under a fee-based model, requires its portfolio management clients to adhere to its wrap fee program. This means that all of your costs will be "wrapped" into a single rate, encompassing transactional fees, broker fees, advisory charges and more. This is meant to simplify the fee-paying relationship you have with your advisor.
At the core of the firm's investment philosophy is the client's specific needs. For example, your investment plan will account for your risk tolerance, time horizon, income needs and investment preferences. In general, the firm tends to invest in stocks, bonds, mutual funds, exchange-traded funds (ETFs) and options.
