ABILITY FIRST
Phoenix, AZ
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
410-336-6118
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in AZ
506 advisers found
ARCHSTONE WEALTH ADVISORS, LLC
Chandler, AZ
AUM
$12.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480 605-1999
PELLETON CAPITAL MANAGEMENT, LTD.
Scottsdale, AZ
AUM
$12.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-513-1830
AUM
$11.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-681-1400
TORTOISE WEALTH MANAGEMENT
Tempe, AZ
AUM
$11.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-242-1553
FINANCIAL CONSULTING PROFESSIONALS, LLC
Scottsdale, AZ
AUM
$10.4M
Financial PlanningWealth MgmtRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
480-463-0842
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
KROZEL CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$9.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-702-2301
SILVER LEAF FINANCIAL, INC.
Scottsdale, AZ
AUM
$9.5M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
877-520-9700
49TH PARALLEL WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
480-520-7770
EBIS
Phoenix, AZ
AUM
$9.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
917-774-5199
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
928-580-7650
PATEL WEALTH STRATEGIES, INC.
Chandler, AZ
AUM
$8.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
480-275-5219
EAST VALLEY WEALTH LLC
Gilbert, AZ
AUM
$8.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(480) 525-1839
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
Scottsdale, AZ
AUM
$8.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-452-5572
SUNSTREET SECURITIES, LLC
Avondale, AZ
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
800-823-1822
JW HECHT WEALTH MANAGEMENT LLC
Phoenix, AZ
AUM
$6.1M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
602-266-7675
SIX SIGMA WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$5.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
0 total employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(480) 669-0069
TRIDENT WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$5.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-346-1333
AKKADIAN WEALTH LLC
Scottsdale, AZ
AUM
$5.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-757-4180
D SQUARED CAPITAL MANAGEMENT, LLC
Oro Valley, AZ
AUM
$5.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
406-551-2198
SKYMARK ADVISORS LLC
Sun City, AZ
AUM
$5.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
623-583-1040
RIDGE CAPITAL ADVISORS, LLC
Oro Valley, AZ
AUM
$4.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADVICE
520-544-7607
TETRANT FINANCIAL
Gilbert, AZ
AUM
$4.5M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
888-852-8070