AUM
$408K
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646-580-1448
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
VENTUM ADVISORS CORP.
Toronto, AZ
AUM
$355K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
416-572-5523
KERNS LEGACY PLANNING
Phoenix, AZ
AUM
$277K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(602) 556-0962
GLOBAL WEALTH PARTNERS, LLC
Scottsdale, AZ
AUM
$150K
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
602-421-9320
KINGSLY CAPITAL, LLC
Scottsdale, AZ
AUM
$54K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-469-1201
LIFETIME INVESTMENTS & INSURANCE LLC
Peoria, AZ
AUM
$50K
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
480-349-5386
ALPHATRUST ADVISORS
Phoenix, AZ
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(480) 681-0200
ALT ALPHA CAPITAL, LLC
Scottsdale, AZ
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
551-556-4598
ALTERNATIVE INVESTMENT ADVISORS, LLC
Scottsdale, AZ
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-991-9973
ANNE CORNELIUS, CPA, P.C.
Scottsdale, AZ
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR/REFERRAL FEES
480-966-0870
AQUIFER CAPITAL, LLC
Phoenix, AZ
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-714-8070
ARCADIA WEALTH LLC
Phoenix, AZ
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(602) 560-5638
ARDENT WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-382-3151
BRIGHTGUIDE FINANCIAL
Gilbert, AZ
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-687-1424
CLEARVIEW PRIVATE WEALTH
Peoria, AZ
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
623-227-1158
COATS WEALTH MANAGEMENT
Gilbert, AZ
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
617 913 3019
COGNIS RETIREMENT GROUP LLC
Phoenix, AZ
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
480.364.7401
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; REFERRAL FEES
888-390-5277