AUM
$345.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Fixed fees
212-698-0706
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
INTRINSIC WEALTH COUNSEL, INC.
Tempe, AZ
AUM
$344.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-924-5613
AUM
$343.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
480-648-9369
ATTESSA CAPITAL LLC
Tucson, AZ
AUM
$343.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; FREE
520-600-3064
AUM
$335.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
7603491750
VIGILARE WEALTH MANAGEMENT LLC
Scottsdale, AZ
AUM
$330.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
(480) 636-8292
ZENITH WEALTH ADVISORS
Scottsdale, AZ
AUM
$328.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-999-9900
AUM
$326.3M
Wealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM
512-240-2244
AUM
$325.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-998-1798
TREIBERG WEALTH MANAGEMENT
Tucson, AZ
AUM
$325.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(520) 232-0505
AUM
$322.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(336) 715-3300
AUM
$318.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
888-463-6861
PACIFICA PARTNERS CAPITAL MANAGEMENT
Surrey, AZ
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
604-576-8908
AIM CAPITAL
Scottsdale, AZ
AUM
$309.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-346-1556
ONE WEALTH CAPITAL MANAGEMENT, LLC
Scottsdale, AZ
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-663-9584
STABLEFORD CAPITAL LLC
Scottsdale, AZ
AUM
$305.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-493-2300
CLARUS WEALTH ADVISORS, LLC
Peoria, AZ
AUM
$305.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
623-583-6840
KEY GROUP MANAGEMENT, INC.
Fountain Hills, AZ
AUM
$303.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-477-5252
AUM
$303.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
671-472-6400
JOHNSON FINANCIAL ADVISORS
Tempe, AZ
AUM
$301.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
602-242-4000
AUM
$300.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(480) 722-9414
CAPITAL WEALTH ALLIANCE, LLC
Scottsdale, AZ
AUM
$300.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-948-7590
CAPITAL WEST PARTNERS, LLC
Tucson, AZ
AUM
$300.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-296-9803
INTERWEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$298.0M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
602-799-0937