AUM
$394.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
303-549-4720
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in AZ
506 advisers found
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
AUM
$345.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Fixed fees
212-698-0706
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