DAVIS SELECTED ADVISERS LP
Tucson, AZ
AUM
$30.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(800) 279-2279
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AZ, TUCSON
18 advisers found
TCI WEALTH ADVISORS, INC.
Tucson, AZ
AUM
$5.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
520-733-1477
GR FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
520-577-4711
SEM WEALTH MANAGEMENT
Tucson, AZ
AUM
$933.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
520-749-4580
IRONWOOD FINANCIAL, LLC
Tucson, AZ
AUM
$662.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
520-318-4600
NOVA FINANCIAL SERVICES
Tucson, AZ
AUM
$469.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-745-5555
STERLING INVESTMENT MANAGEMENT, LLC
Tucson, AZ
AUM
$409.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
520-293-3311
SOUTHWEST INVESTMENT ADVISORS, INC.
Tucson, AZ
AUM
$386.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
520-544-2500
ATTESSA CAPITAL LLC
Tucson, AZ
AUM
$343.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; FREE
520-600-3064
TREIBERG WEALTH MANAGEMENT
Tucson, AZ
AUM
$325.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(520) 232-0505
LEVIN FUNDING GROUP LLC
Tucson, AZ
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-751-2000
WILKINSON WEALTH MANAGEMENT, LLC
Tucson, AZ
AUM
$164.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-777-1911
SHEPHERD WEALTH & RETIREMENT LLC
Tucson, AZ
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-325-1600
AGAVE WEALTH ADVISORS
Tucson, AZ
AUM
$33.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
520-226-0082
LAZAROW WEALTH MANAGEMENT
Tucson, AZ
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(520) 276-7700
SABINO INVESTMENT MANAGEMENT, L.L.C.
Tucson, AZ
AUM
$12.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(520) 233-7613
LIFE STRATEGY PARTNERS
Tucson, AZ
AUM
$10.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-222-9604
CLOUT INC. ADVISORS
Tucson, AZ
AUM
$8.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
520-745-0755
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