To determine the top financial advisor firms in Phoenix, SmartAsset looked at all U.S. Securities and Exchange Commission (SEC)-registered firms in the Phoenix metro area, as these firms have a fiduciary duty to act in their clients’ best interests. From those firms, [SmartAsset] eliminated any that had disciplinary issues, to ensure that all of the firms that made the list had clean records. [SmartAsset] also cut any firms that do not have financial planners or that do not manage individual accounts. Then [it] sorted the remaining firms from most assets under management to least.” The list contained 10 firms out of [hundreds] of potential firms in the area. This rating may not be representative of any one client’s experience and is not indicative of our future performance. Ironwood did not pay SmartAsset to be included in this ranking.