DECISIONPOINT FINANCIAL, LLC
Mesa, AZ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
480-553-6249
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
31 advisers found
ROVIN CAPITAL
Mesa, AZ
AUM
$917.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-739-2110
NORTHRIM ADVISER, LLC
Mesa, AZ
AUM
$556.0M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-206-7683
TRIBECA FINANCIAL, LLC
Mesa, AZ
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEES
480-553-6247
ACUTE INVESTMENT ADVISORY
Mesa, AZ
AUM
$238.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
480-620-6907
RIDGELINE PRIVATE WEALTH
Mesa, AZ
AUM
$172.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
480-779-0127
TAURUM RETIREMENT PARTNERS, LLC
Mesa, AZ
AUM
$155.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL/SOLICITOR FEES
480-626-2501
PROSPER PRIVATE WEALTH
Mesa, AZ
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-404-3042
AUM
$140.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-776-3511
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 275-4437
BASELINE PARTNERS LLC
Mesa, AZ
AUM
$75.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
480-336-9730
FLEMING FINANCIAL SERVICES
Mesa, AZ
AUM
$58.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
480-632-8770
LARSON WEALTH MANAGEMENT, LLC
Mesa, AZ
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-699-5540
FENGER FINANCIAL, PLLC
Mesa, AZ
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-832-8082
EPL INVESTMENT ADVISORY LLC
Mesa, AZ
AUM
$22.0M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-831-1731
OVERSON ADVISORY GROUP
Mesa, AZ
AUM
$21.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-776-3550
VISION FINANCIAL SERVICES, INC
Mesa, AZ
AUM
$20.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES
480-833-1553
PUBLIC SAFETY FINANCIAL/GALLOWAY
Mesa, AZ
AUM
$17.9M
Financial PlanningWealth MgmtInstitutional
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
480-325-8668
TARASCIO FINANCIAL PLANNING, LLC
Mesa, AZ
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
503-995-3120
PRO TAX FINANCIAL SERVICES, LLC
Mesa, AZ
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
480-464-1040
AUM
$11.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-681-1400
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; REFERRAL FEES
888-390-5277
HORIZON RIDGE ADVISORS L.L.C.
Mesa, AZ
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
480-896-2650
KAMSON FINANCIAL
Mesa, AZ
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
623-204-8558
Page 1 of 2Next