BILTMORE WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$439.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
480-998-1819
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
21 advisers found
INTRINSIC WEALTH COUNSEL, INC.
Tempe, AZ
AUM
$344.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-924-5613
JOHNSON FINANCIAL ADVISORS
Tempe, AZ
AUM
$301.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
602-242-4000
AUM
$297.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(480) 557-9727
HARDING WEALTH, INC.
Tempe, AZ
AUM
$212.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(602) 610-9545
FINANCIAL LIFE PLANNERS
Tempe, AZ
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
480-477-8530
OPTIMA CAPITAL MANAGEMENT
Tempe, AZ
AUM
$150.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
480-757-9052
MARTINSEN WEALTH MANAGEMENT
Tempe, AZ
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
480-550-6556
ARBOR WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$138.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-818-8300
CAPITAL STRATEGIES GROUP, LLC
Tempe, AZ
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-635-4050
ENVISION RETIREMENT LLC
Tempe, AZ
AUM
$96.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
602-888-3099
CALISI WEALTH MANAGEMENT
Tempe, AZ
AUM
$74.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
480-277-0677
METTE ASSOCIATES, LLC
Tempe, AZ
AUM
$62.5M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-433-9760
EMBARK WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
(888) 433-8881
TORTOISE WEALTH MANAGEMENT
Tempe, AZ
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-242-1553
ESTATE & RETIREMENT STRATEGIES LLC
Tempe, AZ
AUM
$4.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
602-956-7171
THE INNES ASSOCIATES, LTD.
Tempe, AZ
AUM
$12.0M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
480-706-0819
Full profileNo website
COOL WEALTH MANAGEMENT
Tempe, AZ
AUM
$3.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
623-986-1793
Full profileNo website
RUBICON FINANCIAL NETWORK
Tempe, AZ
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
480-650-9517
Full profileNo website