CAPITAL ASSET ADVISORS LLC.
Scottsdale, AZ
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
602-274-6432
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
QUANTUMVEST, INC.
Scottsdale, AZ
AUM
$41.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-237-4007
SG WEALTH MANAGERS LLC
Scottsdale, AZ
AUM
$41.1M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
480-597-1743
ELION FINANCIAL, LLC
Tucson, AZ
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
(520) 201-3689
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
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