AUM
$443.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-491-9396
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
TEMPLETON FINANCIAL SERVICES INC.
Chandler, AZ
AUM
$441.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
480.883.1073
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
EXETER FINANCIAL, LLC
Scottsdale, AZ
AUM
$420.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-588-0830
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
GREENBERG FINANCIAL GROUP
Tucson, AZ
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
520-544-4909
TRITON WEALTH MANAGEMENT, PLLC
Sun City, AZ
AUM
$405.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
(623) 209-0850
AUM
$401.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 718-6644
LUMINVEST WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$398.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-300-0062
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
INTELLIGENT CAPITALWORKS
Scottsdale, AZ
AUM
$376.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-951-2900
STONECREST WEALTH MANAGEMENT, INC
Chandler, AZ
AUM
$375.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(602) 258-9400
INVICTA FINANCIAL GROUP
Yuma, AZ
AUM
$371.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
928-344-8000
STRATEGY FINANCIAL GROUP
Phoenix, AZ
AUM
$366.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
602-343-9301
STRATEGIC INCOME GROUP LLC
Chandler, AZ
AUM
$362.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-466-7070
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