LESSARD WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(480) 463-4528
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in AZ
506 advisers found
FOUNTAIN FINANCIAL GROUP, INC.
Fountain Hills, AZ
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-837-5971
LARSON WEALTH MANAGEMENT, LLC
Mesa, AZ
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-699-5540
AXIOM FOUNDERS FAMILY OFFICE
Scottsdale, AZ
AUM
$36.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
480-367-9000
ELEVATE INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$36.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
480-916-8620
21:5 ADVISORS, LLC
Peoria, AZ
AUM
$36.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
888-788-5953
ALPHA SQUARED CAPITAL, LLC
Scottsdale, AZ
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(480) 470-6200
THE IVY LEAGUE ADVISORY GROUP, LLC
San Tan Valley, AZ
AUM
$35.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
603-899-7572
KINGDOM WEALTH ADVISERS
Gilbert, AZ
AUM
$34.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(480) 885-1010
JANUS FINANCIAL
Scottsdale, AZ
AUM
$33.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
480-826-4878
HAWTREE ADVISORY GROUP, LLC
Tucson, AZ
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
520-886-5161
FULLER ASSET MANAGEMENT, LLC
Scottsdale, AZ
AUM
$33.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(480) 766-2490
AGAVE WEALTH ADVISORS
Tucson, AZ
AUM
$33.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
520-226-0082
THE PLANNING ASSOCIATES, INC.
Phoenix, AZ
AUM
$32.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480.993.3757
FIRSTLINE FINANCIAL LLC
Gilbert, AZ
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-788-7290
MCA CROSS BORDER ADVISORS INC.
Montreal, AZ
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
514-940-8066
FORTHRIGHT FINANCES LLC
Tucson, AZ
AUM
$28.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
424-258-4460
BABIN WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$28.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-805-8106
HARRIS INVESTMENT ADVISORS LLC
Scottsdale, AZ
AUM
$28.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-659-8380
UNIVERSAL WEALTH MANAGEMENT LLC
Surprise, AZ
AUM
$28.0M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
623-323-2268
TACTICAL TAX WEALTH MANAGEMENT
Phoenix, AZ
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-267-8817
VIBRANT WEALTH
Chandler, AZ
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
866-383-6137
FENGER FINANCIAL, PLLC
Mesa, AZ
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-832-8082
CLEAR SKIES FINANCIAL
Gilbert, AZ
AUM
$24.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-278-4610