Arizona Advisor Match
About us

We help Arizonans find advice they can trust.

Finding a financial advisor shouldn't mean guessing from a search page or fielding calls from strangers. We built Arizona Advisor Match to make it simple, local, and personal.

Why we started

Most people choose a financial advisor the same way: a referral from a friend, an ad, or a search that turns up dozens of firms that all look the same. It's hard to tell who's qualified, how they're paid, or whether they work with people like you.

We started Arizona Advisor Match to fix that for one state we know well. We get to know Arizona advisors, check their records, and learn who they serve best. Then, when you tell us what you need, we introduce you to the one who fits.

How we make money

Advisors in our network pay us a fee for introductions. You never pay us, and the fee doesn't change what your advisor charges. Advisors can't pay to be matched ahead of a better fit. Our disclosures explain this in full.

Local

Arizona only, so we know the advisors, the cities, and the rules.

Personal

A real person reviews every request and makes every match.

Independent

We aren't owned by any advisory firm or product company.

Private

We never sell your information. It goes only to your match.

Our advisor standards

Every advisor is checked before joining our network

We only introduce you to advisors who meet all four standards.

  • Registered and in good standing

    Registered with the SEC or the Arizona Corporation Commission, with a current Form ADV on file.

  • Clean disciplinary record

    We review each advisor's history on the SEC's adviser database and FINRA BrokerCheck.

  • Fiduciary for advisory clients

    A legal duty to act in your best interest when giving investment advice.

  • Based in Arizona

    Advisors who live and work here and can meet you in person.

Advisor reviewCompleted before any advisor joins
  • SEC or Arizona Corporation Commission registrationVerified
  • Current Form ADV on fileVerified
  • Disciplinary history on IAPD and BrokerCheckReviewed
  • Fiduciary duty for advisory clientsConfirmed
  • Office and clients in ArizonaConfirmed
Free · Private · No obligation

Find your Arizona advisor in about two minutes

Tell us what you need. Our team does the matching.

Get matched