OSAIC WEALTH, INC.
Scottsdale, AZ
AUM
$234.86B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7143 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-821-5100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in AZ, SCOTTSDALE
56 advisers found
AUM
$12.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
546 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
480-991-0225
ASHTON THOMAS PRIVATE WEALTH
Scottsdale, AZ
AUM
$6.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
602-732-4745
TREK FINANCIAL
Scottsdale, AZ
AUM
$2.82B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-990-3719
GALVIN, GAUSTAD & STEIN, LLC
Scottsdale, AZ
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-776-1445
MSH CAPITAL ADVISORS LLC
Scottsdale, AZ
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
480-563-2021
ARQ WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
480-214-9572
BALBOA WEALTH PARTNERS, INC.
Scottsdale, AZ
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-801-5010
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
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
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
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
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
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
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
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
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
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
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
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