Industry Analysis Report

Financial Planner • Peoria Arizona

Total Businesses

25 analyzed in detail

Categories

14 different business types

Services

396 unique service offerings

Top Service

52.0% Investment advising

Avg Rating

4.8 ★ average

Total Reviews

451 across all businesses
Top 10 Most Common Services
#1
Investment advising
13 businesses (52.0%)
#2
Financial planning
12 businesses (48.0%)
#3
Wealth management
11 businesses (44.0%)
#4
Retirement savings consulting
8 businesses (32.0%)
#5
Tax planning
8 businesses (32.0%)
#6
Retirement Planning
8 businesses (32.0%)
#7
Estate planning
7 businesses (28.0%)
#8
Investment Advisory Services
7 businesses (28.0%)
#9
Estate Planning
7 businesses (28.0%)
#10
Financial Advisor
6 businesses (24.0%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 25 businesses reveals critical competitive intelligence for the financial planner industry in Peoria Arizona. With 396 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 396 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Asset Preservation Wealth & Tax, Financial Advisors Open Website Open GBP 126 4.8 ★ 7 79 0.0% 17 21
Affirm Wealth Advisors - Ameriprise Financial Services, LLC Open Website Open GBP 20 5 ★ 2 23 0.0% 13 21
Validus Financial Associates PLLC Open Website Open GBP 13 5 ★ 1 8 0.0% 16 22
Independent Wealth Management Open Website Open GBP 19 4.8 ★ 1 21 0.0% 1 6
Fullerton Financial Planning Open Website Open GBP 70 4.3 ★ 2 51 0.0% 15 21
Trajan Wealth Open Website Open GBP 50 4.8 ★ 3 73 47.9% 17 21
Rock Martin Private Wealth Management Open Website Open GBP 20 5 ★ 2 46 0.0% 6 21
Bergen Financial Group Open Website Open GBP 24 5 ★ 2 0 0% 18 21
Strategic Wealth Designers Open Website Open GBP 1 5 ★ 3 67 0.0% 14 22
Morgan Stanley Financial Advisors Open Website Open GBP 1 5 ★ 2 12 0.0% 17 21
CWF Financial Open Website Open GBP 1 5 ★ 1 6 0.0% 14 22
Phoenix Financial Group, Ltd Open Website Open GBP 7 3.3 ★ 1 15 0.0% 16 22
Ellish Wealth Management - Ameriprise Financial Services, LLC Open Website Open GBP 1 5 ★ 2 15 0.0% 17 21
Kingdom Financial Group, llc No Website Open GBP 1 0 0% 15 21
Merrill Lynch Financial Advisor Brett Woods Open Website Open GBP 1 5 ★ 2 25 0.0% 17 21
Universal Wealth, LLC Open Website Open GBP 5 5 ★ 7 0 0% 13 18
Oxford Retirement & Estate Planning Open Website Open GBP 29 5 ★ 4 8 0.0% 7 20
John Snyder - Private Wealth Advisor, Ameriprise Financial Services, LLC Open Website Open GBP 1 5 ★ 3 0 0% 13 21
Prime Wealth Advisors Open Website Open GBP 29 5 ★ 9 39 56.4% 1 2
Polaris Wealth Group - Ameriprise Financial Services, LLC Open Website Open GBP 2 16 0.0% 17 21
Gilberg Private Wealth Open Website Open GBP 2 3 0.0% 1 19
Gilberg Private Wealth Open Website Open GBP 2 3 0.0% 1 19
Charles Schwab Open Website Open GBP 17 4.4 ★ 4 37 0.0% 17 21
Strategy Financial Group - Peoria Office Open Website Open GBP 3 0 0% 18 22
Dynamic Wealth Management Open Website Open GBP 16 4.5 ★ 1 45 0.0% 1 1

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