TREASURE INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$252.7M
Wealth MgmtInstitutional
Team
4 employees
Clients
—
Fees
Percentage of AUM
310-957-9428
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AZ
209 advisers found
TRIBECA FINANCIAL, LLC
Mesa, AZ
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; REFERRAL FEES
480-553-6247
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
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
ACUTE INVESTMENT ADVISORY
Mesa, AZ
AUM
$238.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
480-620-6907
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
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
MEIXLER INVESTMENT MANAGEMENT, LTD.
Show Low, AZ
AUM
$228.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
928-537-8700
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
AUM
$212.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
424-277-2260
AUM
$202.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
602-791-1800
AUM
$201.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(925) 261-8330
BRADLEY WEALTH LLC
Scottsdale, AZ
AUM
$196.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-800-8638
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
$189.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; OTHER INVESTMENT ADVISER FOR SUB-ADVISORY SERVICES
805-886-8140
AUM
$188.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
951-526-5173
ACCORDANT INVESTMENTS LLC
Scottsdale, AZ
AUM
$186.4M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
602-609-2193
AUM
$182.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(415) 544-5090
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
BLAKELY WALTERS WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$173.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-776-5897
RIDGELINE PRIVATE WEALTH
Mesa, AZ
AUM
$172.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
480-779-0127
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
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