AUM
$538.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
952-831-8243
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
AUM
$444.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
484-631-3684
SOCIAL LEVERAGE ADVISORS, LLC
Scottsdale, AZ
AUM
$443.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
602-315-9966
AUM
$443.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
305-491-9396
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
AUM
$416.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
COST PLUS A DESIGNATED MARKUP FROM THE PARENT COMPANY
480 841 5600
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