Company lists · Data refreshed September 2026

Top 18 Personal financial advisors based in Tempe, United States

Name: Personal financial advisors based in Tempe, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 29 companies tracked

RevenueBase identified 29 company matches for personal financial advisors associated with Tempe, United States as of September 2026 and tracks 92 professional contacts across them, including 44 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Tempe has 29.

This list covers company matches for personal financial advisors associated with Tempe, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

29Companies

92Contacts tracked

44Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 18 largest personal financial advisors based in Tempe, United States

Ranked by team size

Top 18 of 29 company matches for personal financial advisors based in Tempe, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Summit Financial Solutions	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Summit Financial Solutions is headquartered in Tempe, Arizona, one of the sunniest cities in the nation and home to Arizona State University.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Momentum Financial Partners	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Organize.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Capital Strategies Group, LLC	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “The demands of everyday life often leave many working tirelessly for a paycheck, but lacking the time to prioritize spending, saving, debt payoff, and investing for the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Legacy Wealth Alliance	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Most financial decisions are made in isolation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Optima Capital Management	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Harding Wealth INC	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Financial advisors and wealth management firms all say the same thing:"We help you achieve your goals","We take a comprehensive approach","We're a fiduciary advisor".” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Redpoint Wealth Management	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “A boutique wealth management firm focused on partnering with those in or near retirement and those who want to be or stay as Millionaires Next Door.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Seros Financial, LLC	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “For starters, Seros digs deep, analyzes thoroughly and plans carefully.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Accupro Advisors, LLC	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “AccuPro Advisors is your Trusted Advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Intrinsic Wealth Counsel	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Real Planning For Real Life.™ Simply put, our goal is to help people make money and life work.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Arbor Wealth Management	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Arbor’s logo is a stylized musical note called a natural.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Modern Strategy Investments	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We have the privilege every day of working with individuals and small businesses to help them identify solutions and opportunities in managing their finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Propath Financial	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Financial planning and asset management for the 50+ retirement visionary.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	KE Wealth Advisors	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At Ke Wealth we help clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	S & G Wealth Partners	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Helping clients make educated decisions to reach and realize financial goals regarding investments, life insurance, retirement, college savings and estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Polley Financial Group, LLC	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Graystone Partners Wealth Management	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “If you’re not sure, you’re not alone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Modern Legacy Advisors	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We have the privilege every day of working with individuals and small businesses to help them identify solutions and opportunities in managing their finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal financial advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 29 personal financial advisors based in Tempe, United States

See the full list, filter by size, metro and specialty, and access 44 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personal financial advisors based in Tempe, United States at a glance

As of Sep 20, 2026

47.8%Verified-email coverage

3.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Tempe, so it is reported there. Company counts and contact totals on this page are exact for Tempe, over 29 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Tempe, United States whose business descriptions match “personal financial advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 44 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal financial advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Tempe, United States?

RevenueBase identified 29 company matches for personal financial advisors associated with Tempe, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Summit Financial Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Tempe has 29.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 44 professional contacts with verified work emails tracked across these 29 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 29 personal financial advisors based in Tempe, United States. Start with a free account, no credit card.

Download this list →

Related lists

Personal financial advisors by geography

Browse the directory

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 SmartSearch, 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.