L. ROY PAPP & ASSOCIATES, LLP
Phoenix, AZ
AUM
$1.62B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
602-956-0980
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AZ
209 advisers found
SCHRODER WEALTH MANAGEMENT (US) LIMITED
London, AZ
AUM
$1.40B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
00 44 (0)20 7658 6000
GALVIN, GAUSTAD & STEIN, LLC
Scottsdale, AZ
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-776-1445
TOTAL INVESTMENT MANAGEMENT, INC.
Scottsdale, AZ
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Subscription fees +1 more
480-998-5735
MSH CAPITAL ADVISORS LLC
Scottsdale, AZ
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
480-563-2021
BROOKWOOD INVESTMENT GROUP
Phoenix, AZ
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4803514740
DECISIONPOINT FINANCIAL, LLC
Mesa, AZ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
480-553-6249
ARQ WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
480-214-9572
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
925-283-3104
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
703-361-6130
BALBOA WEALTH PARTNERS, INC.
Scottsdale, AZ
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-801-5010
GR FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
520-577-4711
BRIDGEPORT FINANCIAL SOLUTIONS
Phoenix, AZ
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877-411-2737
WATTS GWILLIAM & COMPANY, LLC
Gilbert, AZ
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
480-889-8998
FORTITUDE FAMILY OFFICE
Scottsdale, AZ
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(602) 834-0089
AUM
$970.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
7247612510
SEM WEALTH MANAGEMENT
Tucson, AZ
AUM
$933.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
520-749-4580
ROVIN CAPITAL
Mesa, AZ
AUM
$917.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-739-2110
AUM
$871.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
412-515-8899
CLAREMONT CAPITAL MANAGEMENT, LLC
Phoenix, AZ
AUM
$843.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
602-560-8053
AUM
$787.4M
Wealth MgmtTrusts & Estates
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-372-7517
STANDPOINT ASSET MANAGEMENT, LLC
Scottsdale, AZ
AUM
$771.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(602) 688-2918
CURAFIN ADVISORS
Phoenix, AZ
AUM
$748.4M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
480-284-7080
AUGUST GROUP
Toronto, AZ
AUM
$740.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; PERCENTAGE OF NET WORTH
438-792-5161