AUM
$297.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Fixed fees
859-538-6044
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
AUM
$297.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(480) 557-9727
AUM
$295.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
310-569-4534
WALL CAPITAL GROUP, INC.
Phoenix, AZ
AUM
$294.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
623-242-6332
AUM
$293.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-489-0700
AUM
$279.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
314-214-1404
GORDIAN ADVISORS, LLC
Tucson, AZ
AUM
$265.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
520-615-2779
AUM
$262.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(612) 747-9420
TANDEM WEALTH ADVISORS
Phoenix, AZ
AUM
$261.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
602-297-8600
WJ WEALTH MANAGEMENT
Glendale, AZ
AUM
$261.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
602-942-1321
COREPATH WEALTH PARTNERS LLC
Scottsdale, AZ
AUM
$261.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(480) 448-0334
AUM
$258.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
517-256-4319
RELEVE FINANCIAL GROUP
Scottsdale, AZ
AUM
$255.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
612-801-5440
AUM
$254.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
760-602-6920
AUM
$254.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+61416433041
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
NRG WEALTH MANAGEMENT
Oro Valley, AZ
AUM
$242.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(520) 818-7822
BAYNTREE WEALTH ADVISORS, LLC
Scottsdale, AZ
AUM
$241.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480.494.2750
ALLIED PORTFOLIO MANAGEMENT, INC.
Tucson, AZ
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
520-296-1035
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
AUM
$236.7M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
800-346-0138