Top Financial Services Companies in Phoenix, AZ (206)
PNC Bank is part of one of the largest diversified financial services institutions in the United States. With a coast-to-coast presence, PNC is organized around its customers and communities for strong relationships and local delivery of retail and business banking including a full range of lending products; specialized services for corporations and government entities, including corporate banking, real estate finance...
PNC Bank's Top Stability & Growth Strengths
Strong Revenue Growth: Year-over-year increases are evident, with 2025 revenue up about 7% and Q3 2026 revenue up roughly 11%, alongside record revenue reported in Q2 2026. Feedback suggests growth is supported by higher net interest income and fees with rising loans and deposits.
Profitability: Net income rose from about $6.0B in 2024 to $7.0B in 2025 and increased ~15% year over year in Q3 2026. Diluted EPS improved as well, indicating stronger earnings performance.
Market Expansion: Branch openings and a plan for 300+ new branches by 2030, combined with the FirstBank acquisition, expanded the footprint and lifted assets to roughly $616B by mid-2026. Raised 2026 guidance for loans, revenue, and net interest income points to continued scaling.
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....
Wells Fargo's Top Stability & Growth Strengths
Profitability: Earnings and EPS are described as rising year over year, with net income higher than a year earlier and profitability metrics trending toward stated targets. Performance was supported by broader lending activity and contributions from fee-based businesses.
Diversified Revenue Streams: Growth is noted across all four major segments—Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth and Investment Management—indicating multiple engines contributing to results. Wealth and investment management, investment banking fees, and expanding credit-card and auto activities are highlighted as incremental sources.
Strong Market Position & Advantage: Scale and breadth position the company among the largest U.S. banks by assets, with a nationwide franchise and diversified services. Recent regulatory milestones removing prior constraints expand capacity to compete and deploy balance sheet resources.
Block, Inc. is a global technology company with a focus on financial services. Made up of Square, Cash App, Afterpay, TIDAL, Bitkey, and Proto, Block, Inc. builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the...
Block's Top Stability & Growth Strengths
Profitability: Operating profitability is strengthening, with Q2 2026 delivering a 27% adjusted operating margin and 65% growth in adjusted diluted EPS. For 2025, operating income also rose to $1.7B, highlighting improved earnings leverage.
Resilient & Sustainable Growth: Gross profit increased every year from 2021 to 2025 and accelerated 25% year over year in Q2 2026. Management raised its 2026 gross-profit outlook to $12.51B (about 21% growth), reinforcing a multi-period expansion trend.
Cost & Operational Efficiency: Efficiency measures and AI-driven execution are associated with faster product delivery and improved profitability. Workforce streamlining and operating leverage supported margin expansion alongside growth in both Cash App and Square.
Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked...
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Achieve's Top Stability & Growth Strengths
Market Expansion: HELOC availability broadened to 31 states and the Achieve Pro channel opened third‑party distribution through mortgage lenders. These moves expand reach and opportunity, even as announcements alone do not quantify incremental revenue.
Investor Backing & Capital Strength: Repeated capital‑markets access is evident from a $261.5 million HELOC securitization in August 2026 and cumulative HELOC issuance surpassing $1.7 billion. Additional financings, such as a $151.4 million debt‑settlement‑fee securitization, reinforce funding capacity for growth.
Product Line Growth: The HELOC program expanded with higher loan limits (up to $700,000) and wider availability, while a new distribution channel and personal‑loan enhancements broaden the offering. Partnership‑driven underwriting and technology investments signal continued product development.
Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "Wipfli" is the brand name under which Wipfli LLP...
Wipfli's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is described as increasing across recent fiscal years, indicating continued top-line momentum. Growth is characterized as steady, with gains alongside expanded advisory and technology services.
Investor Backing & Capital Strength: A significant minority investment from New Mountain Capital is positioned to fund talent, technology and acquisitions. This capital support strengthens the firm’s capacity to pursue its expansion plans.
Market Expansion: Acquisitions such as the CompliancePoint transaction broaden capabilities in cybersecurity, privacy and regulatory compliance. Organizational steps like appointing a head of corporate development reinforce an active, M&A-led expansion approach.
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings &...
Mariner Wealth Advisors's Top Stability & Growth Strengths
Market Expansion: Company announcements and trade coverage show continued acquisitions, advisor-team additions, and an expanded footprint across 42 states plus Puerto Rico, with a stated goal to materially increase advisor headcount by 2027. Activity in 2025–2026, including multiple firm and team deals, demonstrates ongoing geographic and channel growth.
Strong Revenue Growth: Recent commentary highlights strong year-over-year revenue expansion alongside a notable pickup in organic growth during 2025. Momentum is attributed to scaling across wealth and institutional businesses as well as continued deal activity.
Strong Market Position & Advantage: Industry rankings place the firm among the largest independent RIAs, including a top-tier position in Barron’s Mega RIA category. A very large asset base and national reach support a durable competitive stance.
We’re a Detroit-based company obsessed with helping our clients achieve the dream of homeownership and financial freedom. Our flagship business, now known as Rocket Mortgage, was founded by Dan Gilbert in 1985. Since then, we’ve revolutionized the mortgage industry – twice – and taken our place as the industry leader. Today, the Rocket brand is synonymous with providing simple, fast...
Rocket's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is rising sharply, with full-year 2025 reaching approximately $6.7 billion (up from roughly $4.6–$5.1 billion in 2024) and Q2 2026 net revenue of $2.78 billion, up around 92% year over year. Earnings also improved in Q2 2026, including $229 million in GAAP net income.
Strong Market Position & Advantage: Purchase-market share increased from 3.8% in Q4 2024 to 5.5% in Q4 2025 and reached 6.2% in Q2 2026, with refinance share at 14.3% in Q2 2026. Scale advantages are reinforced by leadership in 2025 loan count and a servicing portfolio around $2.0 trillion UPB across roughly 9.1 million loans.
Diversified Revenue Streams: Diversification is accelerating as Redfin and Mr. Cooper added real estate brokerage and large-scale servicing, while newer products such as Rocket Loans, home equity, and jumbo loans posted year-over-year volume surges. The combined platform creates cross-selling opportunities across home search, origination, and servicing.
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Since we opened our doors in 2009, the world of commerce has evolved immensely, and so has Square. After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, outmoded products and tools that wouldn’t work together. So we expanded into software and started building integrated, omnichannel solutions – to help sellers sell online, manage...
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Square's Top Stability & Growth Strengths
Strong Revenue Growth: Square’s segment revenue increased 10% in 2025 and rose 16% year over year in Q2 2026, pointing to renewed topline momentum. These gains accompany rising seller activity and broader ecosystem adoption.
Profitability: Gross profit reached about $1.16 billion in Q2 2026, up 13% year over year, after a 9% increase for full-year 2025. The trend indicates improving economic contribution from processing, software, and financial services.
Market Expansion: International GPV grew 28% year over year in Q2 2026 while U.S. GPV rose 10%, alongside traction with larger merchants and vertical solutions such as restaurants and banking. These patterns suggest widening geographic and segment reach.
As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers....
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BECU's Top Stability & Growth Strengths
Market Expansion: Branch and geographic presence are expanding, with multiple new financial centers opened and additional sites announced; a proposed combination with SAFE Credit Union would further extend reach if completed. This indicates active investment in serving more communities and growing access.
Investor Backing & Capital Strength: Capital levels strengthened as cooperative equity and the reported net worth ratio increased, signaling a solid capacity to support growth. This improvement points to a more resilient balance sheet.
Strong Hiring & Retention: Headcount rose alongside membership gains, indicating continued investment in staffing to meet service demand. This supports operational scalability as the institution grows.
First Credit Union is a not-for-profit financial cooperative that has been serving Arizona since 1929. Member-owned and operated, it provides a wide range of financial solutions, including loans, savings, and investment services. The organization is dedicated to empowering its members through free financial education and money management tools, striving to deliver 'Financial Sunshine' and a 'people helping people' approach to...
Gust Rosenfeld P.L.C. is a full-service law firm established in 1921, with offices in Phoenix, Tucson, Flagstaff, and Wickenburg. The firm is recognized for the quality of its lawyers and legal advice, providing creative insights and practical solutions in business, public, and civil law. Its expertise spans diverse areas, including alternative dispute resolution, bankruptcy, and corporate law, serving clients ranging...
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits...
We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of...
The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person it serves: associates and their families, business partners, clients, and the community.
Lohman Company, PLLC is an award-winning Certified Public Accounting & Professional Services firm headquartered in Mesa, Arizona, offering Tax, Assurance, Client Accounting, and Advisory services.
Insurica, Inc. is a privately-held company that provides commercial insurance, employee benefits, personal insurance, and bonds, specializing in core industries and business disciplines with unique coverage and risk management programs.
We're an employee owned and customer inspired, insurance and financial services broker that's family to our employees, accountable to our clients, teammates to our carriers, and generous to our communities. By using our independence to commit to transparency and demonstrate authenticity, we're a company that leads with values so value leads.
Higginbotham's Top Stability & Growth Strengths
Strong Market Position & Advantage: The company is positioned as a top-tier independent brokerage, supported by repeated placements in major industry size and performance rankings. Regional strength is also emphasized through descriptions of leadership as the largest Texas-headquartered independent broker.
Strong Revenue Growth: Revenue expansion is described as strong year-over-year, with multiple points indicating material increases across successive years. A long-running pattern of sustained growth is also highlighted as part of the company’s operating history.
Market Expansion: Geographic reach is portrayed as expanding through a steady cadence of acquisitions and partnerships that add new states and offices. The footprint is described as broad, with operations spanning many offices and states alongside a growing employee base.
Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans. In this dog-eat-dog world, we give clients and financial advisors the resources and knowledge they need to make informed decisions and run retirement plans successfully. At Nova 401(k) Associates, we understand your 401(k) plan is a small part of your...
Southwest Airlines Federal Credit Union (SWACU) is a full-service financial institution providing banking and member-focused financial services. Founded in 1975 to serve Southwest Airlines employees, it now serves nearly 60,000 members nationwide through four branches, an e-branch, and a call center. Its offerings include membership services, loans, home-equity financing, and Visa credit cards, with a mission centered on financial knowledge,...
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our...
Mutual of Omaha's Top Stability & Growth Strengths
Strong Market Position & Advantage: Medicare Supplement membership is described as among the top issuers nationwide, with placement near the top of the segment by enrollment. Leadership is also highlighted in specific adjacent niches such as reverse mortgages.
Strong Brand Reputation: Individual life insurance experience is positioned as highly regarded, including being ranked highest for overall customer satisfaction in a prominent industry study. The brand is repeatedly characterized as top-tier in its core lanes even when not the largest overall.
Investor Backing & Capital Strength: High insurer financial strength ratings are cited across core operating companies, supporting confidence in long-term claims-paying ability. Balance-sheet indicators such as rising admitted assets and policyholder surplus are presented as evidence of growing capital strength.
