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.
182 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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