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| Rank | Business | Score | |
|---|---|---|---|
| #1 | WealthPlan Advisors | 79 | |
| #2 | Fidelity Investments | 68 | |
| #3 | Bennett Financial Group | 54 | |
| #4 | Northwestern Mutual - Phoenix | 48 | |
| #5 | Edwards Jones | 45 | |
| #6 | The Estate Planning Center | 43 | |
| #7 | Fiduciary Advisors, LLC | 41 | |
| #8 | WealthPlan Partners | 39 | |
| #9 | Fidelity Investments – Phoenix Branch | 36 |
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