ABLE FINANCIAL GROUP, LLC
Scottsdale, AZ
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-258-6104
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AZ
209 advisers found
WINDSOR CAPITAL MANAGEMENT, LLC
Phoenix, AZ
AUM
$703.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-515-3514
IRONWOOD FINANCIAL, LLC
Tucson, AZ
AUM
$662.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
520-318-4600
AUM
$650.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-866-8616
AUM
$584.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(650) 200-0308
AUM
$538.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
952-831-8243
KINGDOM FINANCIAL GROUP, LLC
Peoria, AZ
AUM
$520.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
623-974-0300
PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
Scottsdale, AZ
AUM
$481.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-771-4301
EATON-CAMBRIDGE INC.
Phoenix, AZ
AUM
$480.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(480) 385-7399
NOVA FINANCIAL SERVICES
Tucson, AZ
AUM
$469.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-745-5555
HARMONY ASSET MANAGEMENT LLC
Scottsdale, AZ
AUM
$462.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-314-5967
AUM
$444.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
484-631-3684
BILTMORE WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$439.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
480-998-1819
HERITAGE FAMILY OFFICES, LLP
Scottsdale, AZ
AUM
$423.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(602) 775-5400
WT WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$419.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-825-0616
HEFFERNAN ADVISORY, INC.
Flagstaff, AZ
AUM
$409.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
928-774-9598
STERLING INVESTMENT MANAGEMENT, LLC
Tucson, AZ
AUM
$409.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
520-293-3311
AUM
$394.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-549-4720
SOUTHWEST INVESTMENT ADVISORS, INC.
Tucson, AZ
AUM
$386.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
520-544-2500
BUTTONWOOD CAPITAL MANAGEMENT (BCM)
Scottsdale, AZ
AUM
$380.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-305-2105
AUM
$376.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
4254957484
SEROS WEALTH PARTNERS
Gilbert, AZ
AUM
$359.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
480-967-1155
AUM
$357.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
323-876-3300
AUM
$356.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
607-434-0742