Top Picks · Mesa
Best Financial Advisors in Mesa, AZ
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As of July 2026, RatingsNearMe ranks 19 financial advisors in Mesa, AZ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Acute Wealth Advisors, LLC with a 4.9-star rating from 47 Google reviews and an RNM Score of 78/100. Also in the top tier: Ridgeline Private Wealth and East Valley Wealth & Retirement. The average rating across all listed financial advisors in Mesa is 4.9 stars from 11 reviews per business on average.
Financial advisors in Mesa typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
East Valley Wealth & Retirement
This firm is recognized as a top-ranked advisor in Mesa for its comprehensive financial planning and strong client satisfaction.
Most Reviewed
Edward Jones - Financial Advisor: Josh Hansen, CFP®|CRPC™
A larger number of reviews reflects a broad client base and consistent service quality over time.
When choosing a financial advisor, verify their credentials, fee structure, and whether they act as a fiduciary. Consider scheduling consultations with multiple advisors to find the best fit for your retirement and wealth goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
11
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 4.9 stars from 47 Google reviews, this Mesa financial advisor is highly trusted.
4856 E Baseline Rd Suite 104, Mesa, AZ 85206, USA5.0-star rating from 38 Google reviews reflects exceptional client satisfaction.
2929 N Power Rd #101, Mesa, AZ 85215, USATrusted Mesa financial advisor with a 4.8-star rating from 16 reviews.
366 N Gilbert Rd UNIT 205, Gilbert, AZ 85234, USAFinancial Advisors Rankings in Mesa, AZ
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Acute Wealth Advisors, LLC4856 E Baseline Rd Suite 104, Mesa, AZ 85206, USA | 4.9★ | 47 |
| #2 | Ridgeline Private Wealth2929 N Power Rd #101, Mesa, AZ 85215, USA | 5.0★ | 38 |
| #3 | East Valley Wealth & Retirement366 N Gilbert Rd UNIT 205, Gilbert, AZ 85234, USA | 4.8★ | 16 |
| #4 | Financial Advisor Pro3707 E Southern Ave, Mesa, AZ 85206, USA | 5.0★ | 19 |
| #5 | Edward Jones - Financial Advisor: Bryson Murset, CEPA®|AAMS®2550 N Thunderbird Cir #211, Mesa, AZ 85215, USA | 5.0★ | 15 |
| #6 | JW Financial Consulting2500 S Power Rd STE 217, Mesa, AZ 85209, USA | 5.0★ | 12 |
| #7 | Fleming Financial Services4702 E Southern Ave, Mesa, AZ 85206, USA | 3.6★ | 7 |
| #8 | Klein Financial LLC4140 E Baseline Rd, Mesa, AZ 85206, USA | 5.0★ | 6 |
| #9 | Edward Jones - Financial Advisor: David W Murset, AAMS®2550 N Thunderbird Cir #211, Mesa, AZ 85215, USA | 5.0★ | 4 |
| #10 | Edward Jones - Financial Advisor: Dawn M Blocker1423 S Higley Rd Suite 124, Mesa, AZ 85206, USA | 5.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Mesa
5.0 stars from 19 reviews, reflecting exceptional client satisfaction in Mesa.
3707 E Southern Ave, Mesa, AZ 85206, USA
5.0-star rated financial advisor in Mesa with dozens of glowing client reviews.
2550 N Thunderbird Cir #211, Mesa, AZ 85215, USA
Earns a perfect 5.0-star rating from 12 Google reviews in Mesa.
2500 S Power Rd STE 217, Mesa, AZ 85209, USA
A Mesa financial advisor with a 3.6-star rating from 7 Google reviews.
4702 E Southern Ave, Mesa, AZ 85206, USA
Consistently earns a perfect 5.0-star rating across 6 Google reviews.
4140 E Baseline Rd, Mesa, AZ 85206, USA
Rated 5.0 stars from 4 Google reviews, this Mesa financial advisor earns exceptional client praise.
2550 N Thunderbird Cir #211, Mesa, AZ 85215, USA
Exceptional 5.0-star rating from four Google reviews for this Mesa financial advisor.
1423 S Higley Rd Suite 124, Mesa, AZ 85206, USA
Rated 5.0 stars from 3 Google reviews, this Mesa financial advisor is highly regarded.
3303 E Baseline Rd Suite #107, Gilbert, AZ 85234, USA
5.0 stars from 4 Google reviews, reflecting exceptional client satisfaction.
1058 N Higley Rd Ste 110, Mesa, AZ 85205, USA
5.0 stars from 2 Google reviews for this Mesa financial advisor.
1333 N Greenfield Rd STE 102, Mesa, AZ 85205, USA
5.0-star rating from 2 Google reviews for a Mesa financial advisor.
5550 E McKellips Rd # 101, Mesa, AZ 85215, USA
Trusted Mesa financial advisor with a perfect 5.0-star rating from clients.
1136 E Harmony Ave # 203, Mesa, AZ 85204, USA
Earns a perfect 5.0-star rating from its small number of client reviews.
49 W 1st St Suite 101, Mesa, AZ 85201, USA
Trusted by clients with a perfect 5.0 rating from 6 Google reviews.
2509 S Power Rd #107, Mesa, AZ 85209, USA
Rated 5.0 stars from three Google reviews, this Mesa financial advisor is highly recommended.
3850 E Baseline Rd Suite 119 Building 7, Mesa, AZ 85206, USA
Trusted by clients with a 4.8-star rating from 23 reviews in Mesa.
2812 N Norwalk STE 116, Mesa, AZ 85215, USA
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Financial Advisors in Mesa, AZ — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Acute Wealth Advisors, LLC | 78/100 | 4.9 ★ | 47 |
| 2 | Ridgeline Private Wealth | 78/100 | 5.0 ★ | 38 |
| 3 | East Valley Wealth & Retirement | 82/100 | 4.8 ★ | 16 |
| 4 | Financial Advisor Pro | 75/100 | 5.0 ★ | 19 |
| 5 | Edward Jones - Financial Advisor: Bryson Murset, CEPA®|AAMS® | 73/100 | 5.0 ★ | 15 |
| 6 | JW Financial Consulting | 72/100 | 5.0 ★ | 12 |
| 7 | Fleming Financial Services | 46/100 | 3.6 ★ | 7 |
| 8 | Klein Financial LLC | 69/100 | 5.0 ★ | 6 |
| 9 | Edward Jones - Financial Advisor: David W Murset, AAMS® | 67/100 | 5.0 ★ | 4 |
| 10 | Edward Jones - Financial Advisor: Dawn M Blocker | 67/100 | 5.0 ★ | 4 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Mesa
What is a fiduciary financial advisor and why does it matter in Mesa?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Mesa, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Mesa?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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