WILKINSON WEALTH MANAGEMENT, LLC
Tucson, AZ
AUM
$164.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-777-1911
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AZ
209 advisers found
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(855) 540-0400
AUM
$161.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
949 464-4466
PROFOCUS INCORPORATED
Phoenix, AZ
AUM
$156.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-598-9960
WISE WEALTH PARTNERS, LLC
Phoenix, AZ
AUM
$153.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-866-0200
OPTIMA CAPITAL MANAGEMENT
Tempe, AZ
AUM
$150.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
480-757-9052
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(415) 752-7311
MARTINSEN WEALTH MANAGEMENT
Tempe, AZ
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
480-550-6556
AUM
$141.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
253-535-5530
AUM
$140.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-776-3511
SARATOGA CAPITAL MANAGEMENT, LLC
Avondale, AZ
AUM
$138.8M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
623-266-4567
IA PRIVATE WEALTH (USA) INC.
Toronto, Ontario, AZ
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
122 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-855-999-2081
ALMEGA WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$134.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-770-4700
BRIGHTSCAPE INVESTMENT CENTERS
Scottsdale, AZ
AUM
$131.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-450-7407
FOOTHILLS ADVISORS, LLC
Cave Creek, AZ
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
480-203-8879
IDX ADVISORS
Scottsdale, AZ
AUM
$128.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
833-662-6346
AUM
$127.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
480-500-9055
NATWEALTH MANAGEMENT
Montreal, AZ
AUM
$115.0M
Wealth MgmtTrusts & Estates
Team
109 advisors
Clients
—
Fees
Percentage of AUM; PAYMENTS IN RESPECT OF RESEARCH SERVICES RECEIVED
833-946-1589
ALPHA FIDUCIARY
Scottsdale, AZ
AUM
$114.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-505-4033
FINANCIAL PLANNING FIRST, LLC
Tuscon, AZ
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-314-1301
FORM PROSPERITY WEALTH ADVISORS, LLC
Chandler, AZ
AUM
$112.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-382-3676
AUM
$107.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
419-340-6462
ASTEROZOA MANAGEMENT
Phoenix, AZ
AUM
$103.9M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-692-8461
AUM
$103.8M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
800-290-8319