ENVISION CAPITAL MANAGEMENT LTD
Scottsdale, AZ
AUM
$40.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-219-6240
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
JAGUAR INVESTMENT SERVICES, LTD
Marana, AZ
AUM
$39.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
520.572.0728
Full profileNo website
PINNACLE PEAK WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$31.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
602-510-3833
Full profileNo website
SWISS AMERICAN ASSET MANAGEMENT
Glendale, AZ
AUM
$15.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
602-703-6611
Full profileNo website
FIRST FINANCIAL STRATEGIES INC
Phoenix, AZ
AUM
$13.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
602-230-7721
Full profileNo website
COVENANT FINANCIAL ADVISORS, LLC
Phoenix, AZ
AUM
$12.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
602-861-0033
Full profileNo website
STERLING ADVISOR GROUP
Mesa, AZ
AUM
$11.7M
Trusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; SOLICITATION FEES
480-729-8000
Full profileNo website
BURRIS WEALTH MANAGEMENT, INC.
Surprise, AZ
AUM
$11.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
623-776-5567
Full profileNo website
REACH ONE TEACH ONE FINANCIAL
Phoenix, AZ
AUM
$8.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
888-877-1138
Full profileNo website
CLOUT INC. ADVISORS
Tucson, AZ
AUM
$8.0M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
520-745-0755
Full profileNo website
CONFLUENT ASSET MANAGEMENT LLC
Scottsdale, AZ
AUM
$3.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
623-200-2207
Full profileNo website
COOL WEALTH MANAGEMENT
Tempe, AZ
AUM
$3.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
623-986-1793
Full profileNo website
PERSONAL BENEFITS PLANNING LLC
Phoenix, AZ
AUM
$3.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
602-955-5742
Full profileNo website
OMNI INVESTMENT SOLUTIONS LLC
Mesa, AZ
AUM
$2.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
480-284-6393
Full profileNo website
RUBICON FINANCIAL NETWORK
Tempe, AZ
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
480-650-9517
Full profileNo website
ANNECY LLC
Tucson, AZ
AUM
$16K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(520) 589-7000
Full profileNo website
BETTS LLC
Phoenix, AZ
AUM
—
Trusts & Estates
Team
1 advisors
Clients
—
Fees
FIRM WILL RECEIVE SOLICITOR FEES
602-216-0076
Full profileNo website
PreviousPage 18 of 18