THE INNES ASSOCIATES, LTD.
Tempe, AZ
AUM
$12.0M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
480-706-0819
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
NORTHFRONT FINANCIAL USA INC
Calgary, Alberta, AZ
AUM
$11.3M
Wealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
403-571-8960
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
LEGACY WEALTH ADVISORS, LTD.
Phoenix, AZ
AUM
$3.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
928-899-9132
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
MARK BUSSEY & ASSOCIATES, LC
Phoenix, AZ
AUM
$1.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-697-6839
Full profileNo website
ALAMOS CAPITAL, LLC
Tucson, AZ
AUM
$1.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
520-664-2001
Full profileNo website
AUM
$150K
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
520-321-3348
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
345 INVESTMENT ADVISORY, LLC
Scottsdale, AZ
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(303) 887-8786
Full profileNo website
Full profileNo website
ADVANCED FINANCIAL SERVICES
Scottsdale, AZ
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Percentage of AUM
602 769-4967
Full profileNo website
ALKEME INVESTMENTS LLC
Scottsdale, AZ
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(480)588-0825
Full profileNo website
Full profileNo website
Full profileNo website
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