BRADLEY WEALTH LLC
Scottsdale, AZ
AUM
$196.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-800-8638
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
182 advisers found
ACCORDANT INVESTMENTS LLC
Scottsdale, AZ
AUM
$186.4M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
602-609-2193
SPAHN WEALTH & RETIREMENT LLC
Scottsdale, AZ
AUM
$181.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
602-730-6114
COLE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$181.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-275-6354
C2C WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$179.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(646) 222-7440
BLAKELY WALTERS WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$173.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-776-5897
PRAVATI CAPITAL LLC
Scottsdale, AZ
AUM
$173.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
844-772-8284
WEALTH MANAGEMENT SOLUTIONS
Scottsdale, AZ
AUM
$172.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-609-4334
ASCENT CAPITAL PARTNERS, LLC
Scottsdale, AZ
AUM
$172.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(480) 841-6956
SCOTTSDALE WEALTH PLANNING, INC.
Scottsdale, AZ
AUM
$171.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(480) 550-8555
WEALTH ENGINEERING, LLC
Scottsdale, AZ
AUM
$171.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
480-296-2042
VESTPOINTE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$165.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
602-212-1040
SIERRA LEGACY GROUP
Scottsdale, AZ
AUM
$152.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
775-322-4500
BRIDGELIGHT CAPITAL LLC
Scottsdale, AZ
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
480-270-5240
ALMEGA WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$134.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-770-4700
DEGREEN PRIVATE WEALTH, LLC
Scottsdale, AZ
AUM
$132.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
440-409-6352
BRIGHTSCAPE INVESTMENT CENTERS
Scottsdale, AZ
AUM
$131.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-450-7407
IDX ADVISORS
Scottsdale, AZ
AUM
$128.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
833-662-6346
GPS INVESTMENTS
Scottsdale, AZ
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
602-558-1211
LUMINESCENT WEALTH MANAGEMENT, INC.
Scottsdale, AZ
AUM
$127.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(602) 838-8870
CSP FINANCIAL GROUP LLC
Scottsdale, AZ
AUM
$119.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
480-600-9626
ALPHA FIDUCIARY
Scottsdale, AZ
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-505-4033
O'CONNOR CAPITAL ADVISORY, LLC
Scottsdale, AZ
AUM
$112.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-729-6260
SPIRIT WEST ADVISORS, LLC
Scottsdale, AZ
AUM
$111.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-306-7823