PRO TAX FINANCIAL SERVICES, LLC
Mesa, AZ
AUM
$15.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
480-464-1040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
LGM CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$14.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
480-737-5103
LAZAROW WEALTH MANAGEMENT
Tucson, AZ
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(520) 276-7700
AUM
$14.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
808-746-7774
ALPHA FINANCIAL NORDIC
Fountain Hills, AZ
AUM
$12.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(480) 299 9025
SABINO INVESTMENT MANAGEMENT, L.L.C.
Tucson, AZ
AUM
$12.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(520) 233-7613
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
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