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 Wealth Management advisors in AZ, SCOTTSDALE
150 advisers found
VOYA INVESTMENTS, LLC
Scottsdale, AZ
AUM
$59.48B
Wealth Mgmt
Team
71 advisors
Clients
—
Fees
Percentage of AUM
480-477-3000
GI PARTNERS
Scottsdale, AZ
AUM
$35.74B
Wealth Mgmt
Team
85 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
623-887-4320
AUM
$12.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
546 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
480-991-0225
BALBEC CAPITAL MANAGEMENT LP
Scottsdale, AZ
AUM
$7.99B
Wealth MgmtInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
602-802-8300
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
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
Scottsdale, AZ
AUM
$3.67B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
480-890-8088
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
TRAJAN WEALTH, L.L.C.
Scottsdale, AZ
AUM
$2.60B
Wealth MgmtTrusts & Estates
Team
46 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
480-990-3300
REDWOOD INVESTMENT MANAGEMENT, LLC.
Scottsdale, AZ
AUM
$2.47B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
3102728185
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
IRONWOOD INVESTMENT COUNSEL, LLC
Scottsdale, AZ
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
480-609-4700
GLOBAL STRATEGIC NEXTGEN OCIO
Scottsdale, AZ
AUM
$1.61B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
480-935-2210
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
TOTAL INVESTMENT MANAGEMENT, INC.
Scottsdale, AZ
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +1 more
480-998-5735
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
FORTITUDE FAMILY OFFICE
Scottsdale, AZ
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(602) 834-0089
ESTANCIA CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$908.0M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-448-5001
STANDPOINT ASSET MANAGEMENT, LLC
Scottsdale, AZ
AUM
$771.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(602) 688-2918
SENSIBLE MONEY, LLC
Scottsdale, AZ
AUM
$742.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
480-719-7290
ABLE FINANCIAL GROUP, LLC
Scottsdale, AZ
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-258-6104
MULHOLLAND WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$611.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
3102728185
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