Arizona · 400 firms
Financial Planners in Arizona
Advisers offering comprehensive financial planning services. Browse 400 advisers in Arizona matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Arizona
OSAIC WEALTH, INC.
Scottsdale, AZ
AUM
$234.86B
Team
7143 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-821-5100
RATHBONES
Liverpool, AZ
AUM
$135.09B
Team
725 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
+44-151 236 6666
BMO PRIVATE INVESTMENT COUNSEL INC.
Toronto, Ontario, AZ
AUM
$40.18B
Team
130 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
416 359-5001
AUM
$12.77B
Team
546 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
480-991-0225
FOUNDATIONS INVESTMENT ADVISORS LLC
Phoenix, AZ
AUM
$10.10B
Team
289 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-626-2979
ASHTON THOMAS PRIVATE WEALTH
Scottsdale, AZ
AUM
$6.01B
Team
63 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
602-732-4745
DYNAMIC
Phoenix, AZ
AUM
$5.64B
Team
65 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(877) 257-3840
TCI WEALTH ADVISORS, INC.
Tucson, AZ
AUM
$5.37B
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
520-733-1477
TFO FAMILY OFFICE PARTNERS
Phoenix, AZ
AUM
$5.04B
Team
47 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
602-466-2611
CARDINAL POINT WEALTH MANAGEMENT
Toronto, On, AZ
AUM
$4.81B
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
866-213-2036
CARDINAL CAPITAL MANAGEMENT, INC.
Winnipeg, AZ
AUM
$4.02B
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM
1-800-310-4664
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
Scottsdale, AZ
AUM
$3.67B
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
480-890-8088
PFG ADVISORS
Phoenix, AZ
AUM
$3.26B
Team
86 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(800) 405-8850
AUM
$2.96B
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
760-635-7526
TREK FINANCIAL
Scottsdale, AZ
AUM
$2.82B
Team
55 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(480) 483-1510
VERUS CAPITAL PARTNERS, LLC
Scottsdale, AZ
AUM
$2.29B
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-990-3719
VERSANT CAPITAL MANAGEMENT, INC.
Phoenix, AZ
AUM
$1.81B
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
602-635-3760
IRONWOOD INVESTMENT COUNSEL, LLC
Scottsdale, AZ
AUM
$1.76B
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
480-609-4700
AUM
$1.71B
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-734-2460
AWM CAPITAL, LLC
Phoenix, AZ
AUM
$1.49B
Team
28 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(323) 940-1339
GALVIN, GAUSTAD & STEIN, LLC
Scottsdale, AZ
AUM
$1.35B
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-776-1445
TOTAL INVESTMENT MANAGEMENT, INC.
Scottsdale, AZ
AUM
$1.35B
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +1 more
480-998-5735
MSH CAPITAL ADVISORS LLC
Scottsdale, AZ
AUM
$1.35B
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
480-563-2021
BROOKWOOD INVESTMENT GROUP
Phoenix, AZ
AUM
$1.25B
Team
22 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4803514740
576 total advisers in Arizona. Browse all Arizona advisors