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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
AUM
$297.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Fixed fees
859-538-6044
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