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Award-Winning Top Financial Advisors

WealthTrust Arizona named a Top Financial Advisor by PBJ

WealthTrust Arizona Named a Top Financial Advisor by the Phoenix Business Journal

WealthTrust Arizona received the distinction of being ranked as one of The National Association of Board Certified Advisory Practices’ (NABCAP) Top Financial Advisors in Arizona. The 48 highest-scoring wealth managers and financial planners were published in the June, 2012 edition of The Phoenix Business Journal.

The financial planners were evaluated by Rank Premier Advisors, an independent third-party, by scoring each participant on 20 categories of practice management that ranged from customer service to transparency to accountability. NABCAP certified practice information by reviewing a firm’s assets under management, fee structure, number of clients and support staff ratios and reviewed each advisor’s compliance and certification records.

 


Top 26 Independent Investment Advisors 2012

26 Independent Investment Advisors

Ranked by total assets under management locally.

Phoenix Business Journal, April 2012

*PBJ award based on 2012 survey.

 

 

 

 

Top 25 Independent Investment Advisors 2011

25 Independent Investment Advisors

Ranked by total assets under management locally.

Phoenix Business Journal, May 2011

*PBJ award based on 2011 survey.

 

 

 

 

NABCAP Top Financial Advisors

Top Financial Advisors

Ranked as one of The National Association of Board Certified Advisory Practices’ (NABCAP) Top Financial Advisors in Arizona.

Phoenix Business Journal, 2011

*NABCAP award based on 2011 advisory practice rank and review process.

 

 

 

 

Top 25 Independent Investment Advisors 2010

25 Independent Investment Advisors

Ranked by total assets under management locally.

Phoenix Business Journal, June 2010

*PBJ award based on 2010 survey.

 

 

 

 

50 Largest Financial Planning Firms 2009

50 Largest Financial Planning Firms

Leading registered investment advisory firms that provide financial planning services to individual investors.

Investment News, October 2009

*Source: RIADatabase.com

 

 

 

 

Top 25 Independent Investment Advisors 2009

25 Independent Investment Advisors

Ranked by total assets under management locally.

Phoenix Business Journal, June 2009

*PBJ award based on 2009 survey.

 

 

 

 

Top 25 Independent Investment Advisors 2008

25 Independent Investment Advisors

Ranked by total assets under management locally.

Phoenix Business Journal, August 2008

*PBJ award based on 2008 survey.

 

 

 

 

Top 25 Independent Investment Advisors 2007

25 Independent Investment Advisors

Ranked by total assets under management locally.

Phoenix Business Journal, August 2007

*PBJ award based on 2007 survey.

 

 

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