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 more than 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 | $617,577,703 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Strategic Income Group, LLC  Find an Advisor | $316,200,677 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | StoneCrest Wealth Management, Inc.  Find an Advisor | $243,186,706 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
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.
Advisory certifications at the firm include Certified Financial Planner™ (CFP®), chartered financial analyst (CFA), chartered financial consultant (ChFC), accredited investment fiduciary (AIF) and registered financial consultant (RFC).
Ironwood works with both non-high-net-worth and high-net-worth individuals, as well as corporations.
Certain representatives of Ironwood Wealth Management are also insurance agents. This makes the firm fee-based. While these representatives may receive a commission for the sale of insurance products, the firm’s fiduciary duty requires it to act in its clients’ best interests.
Ironwood Wealth Management Background
Ironwood Wealth Management was formed in 2006. The registered investment advisor (RIA) is principally owned by three managing members: Cean Kenefick-Rogers, Alexander Marek and Rydan Case.
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 Investment Process
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.
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.
Typical clients include individuals both with and without a high net worth and pooled investment vehicles. This firm employs several Certified Financial Planners™ (CFPs®).
Certain on-staff advisors at this firm can receive commissions for trading securities or selling insurance products. While this creates a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests at all times.
Strategic Income Group Background
Founder Michael Gauthier owns Strategic Income Group indirectly through the Gauthier Family Trust. He has more than 20 years of experience working in the finance industry and left Wall Street in 2013 to found this firm.
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 Investing Strategy
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.
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.
The small team of advisors at StoneCrest holds multiple certifications, including Certified Financial Planners™ (CFPs®) and accredited investment fiduciaries (AIFs).
Over the last decade, this firm has received awards from entities like AdvisorOne, the National Association of Board Certified Advisory Practices (NABCAP) and more.
As a fee-based firm, StoneCrest employs advisors who can receive commissions from the sale of certain insurance products and securities to clients. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in its best interest no matter what.
StoneCrest Wealth Management Background
StoneCrest Wealth Management has been in business for quite some time, as it was established back in 1987. The firm is under the ownership of its president, chief compliance officer (CCO) and managing principal K. Casey Mahan. Mahan has around 30 years experience in the financial services industry.
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 Investing Strategy
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.
