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 Wealth Management advisors in AZ, TUCSON
47 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
WELLSPRING FINANCIAL PARTNERS
Tucson, AZ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-327-1019
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
WEALTH MANAGEMENT PARTNERS, LLC
Tucson, AZ
AUM
$793.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-297-7999
FINANCIAL DIRECTIONS LLC
Tucson, AZ
AUM
$737.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
520-408-7777
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
CAMBRIDGE FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$645.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
520-531-0550
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
GREENBERG FINANCIAL GROUP
Tucson, AZ
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
520-544-4909
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
CAPITAL WEST PARTNERS, LLC
Tucson, AZ
AUM
$300.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-296-9803
GORDIAN ADVISORS, LLC
Tucson, AZ
AUM
$265.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
520-615-2779
ALLIED PORTFOLIO MANAGEMENT, INC.
Tucson, AZ
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
520-296-1035
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
AIO FINANCIAL, LLC
Tucson, AZ
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
520-325-0769
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
UNION CAPITAL COMPANY
Tucson, AZ
AUM
$150.0M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Commissions
520-664-2001
FORTRESS FINANCIAL SOLUTIONS, LLC
Tucson, AZ
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-751-8600
SCHULZ FINANCIAL GROUP
Tucson, AZ
AUM
$114.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(520) 495-2800
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