Company lists · Data refreshed September 2026

Top 25 Chartered financial planners based in Tucson, United States

Name: Chartered financial planners based in Tucson, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 52 companies tracked

RevenueBase identified 52 chartered financial planners headquartered in Tucson, United States as of September 2026 and tracks 368 professional contacts across them, including 68 with verified work emails. New York is the largest hub.

This list covers chartered financial planners headquartered in Tucson, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

52Companies

368Contacts tracked

68Verified emails

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The 25 largest chartered financial planners based in Tucson, United States

Ranked by team size

Top 25 of 52 chartered financial planners based in Tucson, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to chartered financial planners: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	J.D. Mellberg Financial	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	51-200	68 contacts →
	Indirect evidence “Acquired by Private Equity” Source: RevenueBase Database · checked Sep 19, 2026
2	Secure Income Management	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	11-50	46 contacts →
	Indirect evidence “Experience you can trust, service you can rely on.” Source: RevenueBase Database · checked Sep 19, 2026
3	Vetrano Financial Services	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “Vetrano Financial Services and its founder Thomas R.” Source: RevenueBase Database · checked Sep 19, 2026
4	Greenberg Financial Group	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Partial evidence “Greenberg Financial Group is both a Registered Investment Advisory and Retail Broker / Dealer in Tucson, Arizona.” Source: RevenueBase Database · checked Sep 19, 2026
5	Southwest Investment Advisors	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Southwest Investment Advisors, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
6	Wellspring Financial Partners	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “Wellspring Financial Partners is a unique investment firm acting as disruptors of the Wall Street status quo, to the benefit of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
7	Underhill Financial Advisors, LLC	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Based in Tucson, AZ, and founded in 1997, Underhill Financial Advisors, LLC has been helping and guiding families and small business owners through life's transitions.” Source: RevenueBase Database · checked Sep 19, 2026
8	AIO Financial Planners	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “We earn no commissions and sell no products.” Source: RevenueBase Database · checked Sep 19, 2026
9	Adara Wealth Management	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “At Adara Wealth Management, we help individuals, families, and business owners make confident financial decisions through personalized guidance and comprehensive wealth strategies.” Source: RevenueBase Database · checked Sep 19, 2026
10	Raskob Kambourian Financial Advisors, LTD	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Raskob Kambourian Financial Advisors is an independent, fee-only comprehensive financial advisory firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 19, 2026
11	G & A Cpas And Advisors	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “G and A CPAs and Advisors in Tucson, AZ is a financial firm, specializing in tax services, financial planning, accounting and bookkeeping.” Source: RevenueBase Database · checked Sep 19, 2026
12	Modern Wealth Management	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	11-50	7 contacts →
	Indirect evidence “Michelle Anthony, owner of Modern Wealth Management, created an Independent, Education-Based Investment Firm.” Source: RevenueBase Database · checked Sep 19, 2026
13	Schulz Financial Group	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “Our team of dedicated financial professionals truly enjoys partnering with clients to navigate all aspects of their financial lives.” Source: RevenueBase Database · checked Sep 19, 2026
14	HSL & Associates	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “We are dedicated to providing customized investment management, insurance solutions, and financial planning to YOU!” Source: RevenueBase Database · checked Sep 19, 2026
15	JRS Wealth Management	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “We take the same approach in planning our future as we do with our clients financial future; detailed, methodical, and testing the plan against the “unknown” to offer greater…” Source: RevenueBase Database · checked Sep 19, 2026
16	JNJ Wealth Management Group, LLC	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “This communication is strictly intended for individuals residing in the states of AZ, CA, CO, IL, NV, OR.” Source: RevenueBase Database · checked Sep 19, 2026
17	Retirement Wealth Partners, LLC	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Retirement Wealth Partners LLC is a team of financial professionals working with organizations as well as individuals and their families.” Source: RevenueBase Database · checked Sep 19, 2026
18	Wealth Management Partners LLC	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “At Wealth Management Partners our team’s goal is to provide personalized investment management and estate planning solutions to individuals, families, executives and businesses.” Source: RevenueBase Database · checked Sep 19, 2026
19	Shepherd Wealth & Retirement	Indirect evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Indirect evidence “Shepherd Wealth and Retirement is a fee-based Registered Investment Advisory Firm.” Source: RevenueBase Database · checked Sep 19, 2026
20	Retirement Evolutions	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Retirement Evolutions’ mission is to keep you on the path towards financial security and independence because everyone deserves a secure, independent retirement.” Source: RevenueBase Database · checked Sep 19, 2026
21	Gordian Advisors	Partial evidence	Tucson, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Gordian Advisors is an independent financial planning and investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
22	Damschen Financial Planning	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Financial advisory firm with a special focus on helping women - and the men who love them - feel more confident, informed, and prepared for the next chapter of life.” Source: RevenueBase Database · checked Sep 19, 2026
23	Financial Directions LLC	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “FINANCIAL DIRECTIONS, LLC was established in 1996 and registered with the Securities Exchange Commission as a Registered Investment Advisor in As a RIA we are mandated by the…” Source: RevenueBase Database · checked Sep 19, 2026
24	JIM Hannley Llc, A Registered Investment Advisor	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Provider of investment advice, investment portfolio management, financial plans, socially conscious investing, portfolio analysis, and general financial advice on a fee for…” Source: RevenueBase Database · checked Sep 19, 2026
25	Hallmark Financial, LLC	Partial evidence	Tucson, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Partial evidence “Hallmark Financial is an independently owned financial consulting firm with more than 35 years of dedicated personalized service to our clients.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: chartered financial planners. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names chartered financial planners.
Partial evidence: Its own public description names part of chartered financial planners, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name chartered financial planners. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 52 chartered financial planners based in Tucson, United States

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Chartered financial planners based in Tucson, United States at a glance

As of Sep 19, 2026

18.5%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

713.5%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for Tucson, so it is reported there. Company counts and contact totals on this page are exact for Tucson, over 52 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among chartered financial planners, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Tucson, United States whose own description of what they do matches “chartered financial planners”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names chartered financial planners), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among chartered financial planners, and records with no verified work email. Companies headquartered outside Tucson are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 68 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Chartered financial planners by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names chartered financial planners, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many chartered financial planners are there based in Tucson, United States?

RevenueBase identified 52 chartered financial planners headquartered in Tucson, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

J.D. Mellberg Financial, headquartered in Tucson, tops this list with the largest team on record.

Which city has the most chartered financial planners?

New York leads with 371 headquartered companies, followed by Atlanta (248) and Houston (244).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 68 verified decision-maker contacts tracked across these 52 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.