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 Trusts & Estates advisors in AZ
425 advisers found
GLOBAL STRATEGIC NEXTGEN OCIO
Scottsdale, AZ
AUM
$1.61B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
480-935-2210
AWM CAPITAL, LLC
Phoenix, AZ
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
28 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(323) 940-1339
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
WELLSPRING FINANCIAL PARTNERS
Tucson, AZ
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-327-1019
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
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
844-967-8491
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-620-4232
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
AUM
$941.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
425-434-1000
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