Industry Analysis Report

Financial Planner • Phoenix Arizona

Total Businesses

24 analyzed in detail

Categories

16 different business types

Services

474 unique service offerings

Top Service

66.7% Financial planning

Avg Rating

4.9 ★ average

Total Reviews

1,144 across all businesses
Top 10 Most Common Services
#1
Financial planning
16 businesses (66.7%)
#2
Wealth management
15 businesses (62.5%)
#3
Investment advising
14 businesses (58.3%)
#4
Retirement savings consulting
14 businesses (58.3%)
#5
Estate planning
13 businesses (54.2%)
#6
Tax planning
13 businesses (54.2%)
#7
Retirement Planning
11 businesses (45.8%)
#8
Financial Advisor
9 businesses (37.5%)
#9
Insurance Planning
7 businesses (29.2%)
#10
Investment Management
7 businesses (29.2%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 24 businesses reveals critical competitive intelligence for the financial planner industry in Phoenix Arizona. With 474 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 474 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
Gilberg Private Wealth Open Website Open GBP 2 3 0.0% 0 1
Creative Planning Open Website Open GBP 16 4.7 ★ 5 70 0.0% 8 13
Asset Preservation Wealth & Tax, Financial Advisors Open Website Open GBP 132 5 ★ 8 70 0.0% 2 3
Farnam Financial Open Website Open GBP 22 5 ★ 1 59 0.0% 11 13
Endeavor Advisors, LLC Open Website Open GBP 161 5 ★ 3 38 0.0% 11 13
Bright Wealth Management - Financial Planner Open Website Open GBP 32 4.9 ★ 4 15 100.0% 12 13
Me Financial, PLLC Open Website Open GBP 14 5 ★ 2 44 2.3% 5 12
Asset Preservation Wealth & Tax, Financial Advisors Open Website Open GBP 126 4.8 ★ 7 79 0.0% 2 3
Strategy Financial Group Open Website Open GBP 31 4.6 ★ 4 55 0.0% 1 3
Perspective Financial Services, East Missouri Avenue, Phoenix, AZ Open Website Open GBP 3 3.7 ★ 1 11 0.0% 9 13
TrueWealth Financial Partners Open Website Open GBP 16 5 ★ 1 9 0.0% 12 13
Financial Freedom Advisors Open Website Open GBP 16 5 ★ 1 8 0.0% 1 3
Johnson Financial Advisors Open Website Open GBP 80 5 ★ 3 62 0.0% 1 1
Velocity Wealth Management, LLC Open Website Open GBP 40 4.7 ★ 6 37 0.0% 8 13
Wise Wealth Partners Open Website Open GBP 21 5 ★ 1 18 0.0% 12 13
Stillwater Financial Planning Open Website Open GBP 1 5 ★ 3 5 0.0% 8 13
Financial Planning Unlimited Open Website Open GBP 3 5 ★ 1 36 0.0% 9 12
Asset Preservation Wealth & Tax, Financial Advisors Open Website Open GBP 67 4.8 ★ 6 87 0.0% 2 3
Solana Financial Group Open Website Open GBP 154 5 ★ 1 2 0.0% 0 0
Arizona Private Wealth - Ameriprise Financial Services, LLC Open Website Open GBP 1 5 ★ 2 13 0.0% 8 13
JBrooks Wealth Advisors - CPA, CFP, PC No Website Open GBP 123 5 ★ 5 18 0.0% 10 13
ARQ Wealth Advisors Open Website Open GBP 75 5 ★ 3 46 0.0% 1 2
Edward Jones - Financial Advisor: Jamie Fort, CFP® Open Website Open GBP 9 5 ★ 4 0 0% 0 0
CSI Financial Group Open Website Open GBP 1 5 ★ 2 38 50.0% 2 12

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