AUM
$970.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
7247612510
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in AZ
506 advisers found
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
ESTANCIA CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$908.0M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-448-5001
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
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
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
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
RRA CAPITAL
Phoenix, AZ
AUM
$663.3M
Wealth Mgmt
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
602-714-5111
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
NORTHRIM ADVISER, LLC
Mesa, AZ
AUM
$556.0M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-206-7683