17 CAPITAL PARTNERS, LLC
Phoenix, AZ
AUM
$246.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(602) 718-1177
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in AZ
198 advisers found
ALLIED PORTFOLIO MANAGEMENT, INC.
Tucson, AZ
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
520-296-1035
LANE BROTHERS INVESTMENT COUNSEL
Prescott, AZ
AUM
$240.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
928-776-8870
CLARITY WEALTH MANAGEMENT, L.L.C.
Gilbert, AZ
AUM
$236.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-776-9670
AUM
$236.7M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
800-346-0138
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Scottsdale, AZ
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
805-226-0280
WLTH CAPITAL MANAGEMENT, LLC
Chandler, AZ
AUM
$229.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
480-795-4475
AUM
$227.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513) 407-5430
SHARPEPOINT, LLC
Phoenix, AZ
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-999-3033
LEVIN FUNDING GROUP LLC
Tucson, AZ
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-751-2000
MATHIS WEALTH MANAGEMENT
Phoenix, AZ
AUM
$212.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
602-393-0501
AUM
$212.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
424-277-2260
BABB WEALTH ADVISORS LLC
Flagstaff, AZ
AUM
$209.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY MANAGERS
928-526-2911
PRESTON INVESTMENTS
Kingman, AZ
AUM
$197.7M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
928-757-1600
WESTMARK WEALTH MANAGEMENT
Phoenix, AZ
AUM
$195.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
602-887-5179
AUM
$190.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
906-863-8069
AUM
$188.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
951-526-5173
ARCWOOD FINANCIAL, LLC
Phoenix, AZ
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
602-726-6282
HILLSPRING FINANCIAL, INC.
Surprise, AZ
AUM
$186.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
623-583-6141
COLE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$181.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-275-6354
WEALTH MANAGEMENT SOLUTIONS
Scottsdale, AZ
AUM
$172.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-609-4334
AUM
$167.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(651) 427-9001
VESTPOINTE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$165.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
602-212-1040
WILKINSON WEALTH MANAGEMENT, LLC
Tucson, AZ
AUM
$164.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-777-1911