PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
Scottsdale, AZ
AUM
$481.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-771-4301
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
182 advisers found
JUNCTURE WEALTH STRATEGIES, LLC
Scottsdale, AZ
AUM
$473.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
480-253-4100
DEW WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$464.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
480-614-9119
HARMONY ASSET MANAGEMENT LLC
Scottsdale, AZ
AUM
$462.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-314-5967
SOCIAL LEVERAGE ADVISORS, LLC
Scottsdale, AZ
AUM
$443.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
602-315-9966
HERITAGE FAMILY OFFICES, LLP
Scottsdale, AZ
AUM
$423.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(602) 775-5400
EXETER FINANCIAL, LLC
Scottsdale, AZ
AUM
$420.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-588-0830
WT WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$419.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-825-0616
LUMINVEST WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$398.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-300-0062
BUTTONWOOD CAPITAL MANAGEMENT (BCM)
Scottsdale, AZ
AUM
$380.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-305-2105
INTELLIGENT CAPITALWORKS
Scottsdale, AZ
AUM
$376.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-951-2900
VIGILARE WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$330.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
(480) 636-8292
ZENITH WEALTH ADVISORS
Scottsdale, AZ
AUM
$328.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-999-9900
AIM CAPITAL
Scottsdale, AZ
AUM
$309.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-346-1556
ONE WEALTH CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-663-9584
STABLEFORD CAPITAL LLC
Scottsdale, AZ
AUM
$305.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-493-2300
CAPITAL WEALTH ALLIANCE, LLC
Scottsdale, AZ
AUM
$300.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-948-7590
INTERWEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$298.0M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
602-799-0937
COREPATH WEALTH PARTNERS LLC
Scottsdale, AZ
AUM
$261.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(480) 448-0334
RELEVE FINANCIAL GROUP
Scottsdale, AZ
AUM
$255.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
612-801-5440
TREASURE INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$252.7M
Wealth MgmtInstitutional
Team
4 employees
Clients
—
Fees
Percentage of AUM
310-957-9428
BAYNTREE WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$241.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480.494.2750
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Scottsdale, AZ
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
805-226-0280
SL CAPITAL
Scottsdale, AZ
AUM
$230.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
480-359-7092