AUM
$871.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
412-515-8899
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
CLAREMONT CAPITAL MANAGEMENT, LLC
Phoenix, AZ
AUM
$843.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
602-560-8053
WEALTH MANAGEMENT PARTNERS, LLC
Tucson, AZ
AUM
$793.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-297-7999
AUM
$787.4M
Wealth MgmtTrusts & Estates
Team
16 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
425-372-7517
SENSIBLE MONEY, LLC
Scottsdale, AZ
AUM
$742.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
480-719-7290
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
FINANCIAL DIRECTIONS LLC
Tucson, AZ
AUM
$737.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
520-408-7777
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
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
CAMBRIDGE FINANCIAL GROUP, LLC
Tucson, AZ
AUM
$645.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
520-531-0550
MULHOLLAND WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$611.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
3102728185
IRONWOOD WEALTH MANAGEMENT, LLC
Chandler, AZ
AUM
$607.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
480-776-5960
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
EVT FINANCIAL ADVISORS
Zurich, AZ
AUM
$498.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
+41 44 204 20 50
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
JUNCTURE WEALTH STRATEGIES, LLC
Scottsdale, AZ
AUM
$473.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
480-253-4100
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
DEW WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$464.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
480-614-9119
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