IRONWOOD WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480.473.3455
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in AZ
506 advisers found
STEWARDSHIP WEALTH ADVISORS
Phoenix, AZ
AUM
$93.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
623-251-7282
3ROOTS WEALTH PARTNERS LLC
Scottsdale, AZ
AUM
$92.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
402-980-1525
BIG CEDAR INVESTMENT ADVISORS
Scottsdale, AZ
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-477-3577
POGSON & MATT WEALTH MANAGEMENT GROUP
Phoenix, AZ
AUM
$89.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
480-334-2267
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
520-399-6340
BRIDGE FINANCIAL STRATEGIES
Scottsdale, AZ
AUM
$89.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
480-378-2383
INNOVATIVE FINANCIAL SOLUTIONS, INC.
Chandler, AZ
AUM
$89.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(480) 345-8540
SUNSTONE FINANCIAL
Chandler, AZ
AUM
$88.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
908-800-2145
SONMORE FINANCIAL LLC
Chandler, AZ
AUM
$86.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
480-439-0500
CPA ADVISORY SERVICES, P.C.
Scottsdale, AZ
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-860-1252
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(855) 275-4437
TITAN CAPITAL MANAGEMENT
Scottsdale, AZ
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(209) 529-3089
STEWARDSHIP FINANCIAL
Gilbert, AZ
AUM
$83.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(602) 777-3327
ZENITH INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$82.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
858-716-8500
VAL VISTA CAPITAL MANAGEMENT, LLC
Sun Lakes, AZ
AUM
$81.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
480-219-0657
SUN VALLEY ADVISORY
Scottsdale, AZ
AUM
$79.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(480) 579-3954
PROCESS DESIGN CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$78.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(480) 386-0491
AUM
$77.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(603) 498-1854
BUSINE WEALTH
Scottsdale, AZ
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858.255.4274
SBC INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
602 641 5996
TUSHAUS WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-620-6560
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
VORA WEALTH MANAGEMENT, PLLC
Flagstaff, AZ
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
928-526-8672