Same Day · Surprise

Same-Day Financial Advisors in Surprise, AZ

Can't wait a week? These financial advisors in Surprise offer same-day or next-day appointments. Call now to check availability.

As of July 2026, RatingsNearMe ranks 18 financial advisors in Surprise, AZ by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Radiant Financial Group LLC with a 5.0-star rating from 148 Google reviews and an RNM Score of 86/100. Also in the top tier: David Mangiapane - Mortgage Advisor - Radiant Financial Group LLC and Axberg Wealth Management, LLC. The average rating across all listed financial advisors in Surprise is 4.9 stars from 23 reviews per business on average.

Financial advisors in Surprise 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

Edward Jones - Financial Advisor: Tricia R Pickering, AAMS®

Tricia R Pickering is consistently top-ranked among Surprise advisors for her accredited asset management expertise and trusted client relationships.

Most Reviewed

Edward Jones - Financial Advisor: Michael Gray

A higher number of reviews indicates broad client engagement and a proven track record of service reliability.

When selecting a financial advisor in Surprise, consider both the advisor's credentials and the volume of client feedback to find a fit that matches your personal financial goals and comfort level.

Filter:

Local Market Snapshot

18

Businesses listed

4.9★

Avg rating

23

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(148 reviews)

Top-rated financial advisor in Surprise with 5.0 stars from 148 reviews.

Next to Vogue, 15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA
5.0(125 reviews)

Exceptional 5.0-star rating from over 125 Google reviews in Surprise, AZ.

15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA
5.0(26 reviews)

5.0 stars from 26 reviews, reflecting exceptional client satisfaction in Surprise.

13613 W Camino Del Sol, Sun City West, AZ 85375, USA

Financial Advisors Rankings in Surprise, AZ

#BusinessRatingReviews
#1Radiant Financial Group LLCNext to Vogue, 15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA5.0148
#2David Mangiapane - Mortgage Advisor - Radiant Financial Group LLC15411 W Waddell Rd Ste 107, Surprise, AZ 85379, USA5.0125
#3Axberg Wealth Management, LLC13613 W Camino Del Sol, Sun City West, AZ 85375, USA5.026
#4Edward Jones - Financial Advisor: Joshua R Butler13930 W Camino Del Sol Ste 101, Sun City West, AZ 85375, USA5.017
#5J.P. Wealth Development - Johnny Perez15331 W Bell Rd #212, Surprise, AZ 85374, USA5.07
#6Hillspring Financial Inc12213 W Bell Rd #209, Surprise, AZ 85378, USA5.05
#7Edward Jones - Financial Advisor12801 W Bell Rd Suite 137, Surprise, AZ 85378, USA5.01
#8Edward Jones - Financial Advisor: Tricia R Pickering, AAMS®10451 W Palmeras Dr #102-E, Sun City, AZ 85373, USA5.01
#9Vista Cima Wealth Management14985 W Bell Rd suite 150, Surprise, AZ 85374, USA5.01
#10Edward Jones - Financial Advisor: Michael Gray13856 W Waddell Rd Suite 105, Surprise, AZ 85379, USA5.01

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Surprise

4
5.0· 17 reviews

Exceptional 5.0-star rating from 17 Google reviews in Surprise, AZ.

13930 W Camino Del Sol Ste 101, Sun City West, AZ 85375, USA

5
5.0· 7 reviews

Rated 5.0 stars from 7 Google reviews by clients in Surprise.

15331 W Bell Rd #212, Surprise, AZ 85374, USA

6
5.0· 5 reviews

5.0-star rating from 5 Google reviews for financial advising in Surprise.

12213 W Bell Rd #209, Surprise, AZ 85378, USA

7
5.0· 1 reviews

5.0 stars from 1 review; a highly-rated local financial advisor.

12801 W Bell Rd Suite 137, Surprise, AZ 85378, USA

8
5.0· 1 reviews

5.0 stars from one review shows exceptional client satisfaction.

10451 W Palmeras Dr #102-E, Sun City, AZ 85373, USA

9
5.0· 1 reviews

Earns a perfect 5.0-star rating from clients on Google.

14985 W Bell Rd suite 150, Surprise, AZ 85374, USA

10
5.0· 1 reviews

5.0-star rating from customers ensures trusted, reliable financial guidance in Surprise.

13856 W Waddell Rd Suite 105, Surprise, AZ 85379, USA

11
· 0 reviews

This financial advisor has yet to receive any Google reviews to establish a local reputation.

12455 W Bell Rd, Surprise, AZ 85378, USA

12
· 0 reviews

This financial advisor has no Google reviews yet, so consider requesting a referral.

14979 W Bell Rd Ste 100, Surprise, AZ 85374, USA

13
5.0· 8 reviews

5.0 stars from 8 Google reviews, reflecting exceptional client satisfaction.

19509 N Sunrise Blvd Suite 4, Surprise, AZ 85374, USA

14
4.5· 16 reviews

Trusted by clients, this Surprise financial advisor holds a strong 4.5-star rating from 16 reviews.

14749 W Mountain View Blvd #144, Surprise, AZ 85374, USA

15
5.0· 11 reviews

Trusted financial advisor in Surprise, AZ with a perfect 5.0 rating from 11 reviews.

13985 W Grand Ave Suite 100, Surprise, AZ 85374, USA

16
4.5· 4 reviews

Rated 4.5 stars from 4 Google reviews, this Surprise financial advisor is well-regarded.

14239 W Bell Rd Suite 222, Surprise, AZ 85374, USA

17
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, offering trusted financial guidance in Surprise.

15331 W Bell Rd Suite 320, Surprise, AZ 85374, USA

18
5.0· 1 reviews

5.0-star rating from early clients reflects exceptional service and trust.

19509 N Sunrise Blvd Suite 4, Surprise, AZ 85374, USA

Data from Google Business listings
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Financial Advisors in Surprise, AZ — Compared

#BusinessRNM ScoreRatingReviews
1Radiant Financial Group LLC86/1005.0 ★148
2David Mangiapane - Mortgage Advisor - Radiant Financial Group LLC85/1005.0 ★125
3Axberg Wealth Management, LLC88/1005.0 ★26
4Edward Jones - Financial Advisor: Joshua R Butler74/1005.0 ★17
5J.P. Wealth Development - Johnny Perez70/1005.0 ★7
6Hillspring Financial Inc68/1005.0 ★5
7Edward Jones - Financial Advisor62/1005.0 ★1
8Edward Jones - Financial Advisor: Tricia R Pickering, AAMS®62/1005.0 ★1
9Vista Cima Wealth Management62/1005.0 ★1
10Edward Jones - Financial Advisor: Michael Gray62/1005.0 ★1

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 Surprise

What is a fiduciary financial advisor and why does it matter in Surprise?

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 Surprise, 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 Surprise?

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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About This Financial Advisors Directory — Surprise, AZ

This page lists and ranks 18 financial advisors serving Surprise, AZ as of July 2026. The average verified rating across all listings is 4.9 stars, with an average of 23 customer reviews per business. The top-ranked financial advisors in Surprise by our algorithm is Radiant Financial Group LLC (5.0 stars, 148 reviews). Financial advisors in Surprise typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Surprise: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the AZ licensing board before hiring.

Request Free Quotes — Top-Rated Financial Advisors in Surprise