WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$45.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
480-973-3560
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
182 advisers found
INVEST SMART USA, INC.
Scottsdale, AZ
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
480-389-0111
BURTON WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$43.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-629-8144
CAPITAL ASSET ADVISORS LLC.
Scottsdale, AZ
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
602-274-6432
QUANTUMVEST, INC.
Scottsdale, AZ
AUM
$41.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-237-4007
SG WEALTH MANAGERS LLC
Scottsdale, AZ
AUM
$41.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
480-597-1743
LESSARD WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(480) 463-4528
AXIOM FOUNDERS FAMILY OFFICE
Scottsdale, AZ
AUM
$36.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
480-367-9000
ELEVATE INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$36.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
480-916-8620
ALPHA SQUARED CAPITAL, LLC
Scottsdale, AZ
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(480) 470-6200
JANUS FINANCIAL
Scottsdale, AZ
AUM
$33.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
480-826-4878
FULLER ASSET MANAGEMENT, LLC
Scottsdale, AZ
AUM
$33.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(480) 766-2490
BABIN WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-805-8106
HARRIS INVESTMENT ADVISORS LLC
Scottsdale, AZ
AUM
$28.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-659-8380
XCELLERANT VENTURES, LLC
Scottsdale, AZ
AUM
$26.0M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
480-710-0801
NABERS WEALTH LLC
Scottsdale, AZ
AUM
$21.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-401-1787
ECHELON PRIVATE WEALTH LLC
Scottsdale, AZ
AUM
$20.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-319-4735
TAYLOR FRIGON FAMILY OFFICE, LLC
Scottsdale, AZ
AUM
$20.0M
Financial PlanningWealth MgmtInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
805-226-0280
OCOTILLO WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$15.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
480-729-6281
LIFE MOVES WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$15.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-223-1801
PELLETON CAPITAL MANAGEMENT, LTD.
Scottsdale, AZ
AUM
$12.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-513-1830
FINANCIAL CONSULTING PROFESSIONALS, LLC
Scottsdale, AZ
AUM
$10.4M
Financial PlanningWealth MgmtRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
480-463-0842
KROZEL CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$9.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-702-2301
SILVER LEAF FINANCIAL, INC.
Scottsdale, AZ
AUM
$9.5M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
877-520-9700