SHEPHERD WEALTH & RETIREMENT LLC
Tucson, AZ
AUM
$96.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-325-1600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AZ
209 advisers found
WISE MONEY ISRAEL
Binyamina, AZ
AUM
$94.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
+972-79-6984545
BIG CEDAR INVESTMENT ADVISORS
Scottsdale, AZ
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-477-3577
CPA ADVISORY SERVICES, P.C.
Scottsdale, AZ
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
480-860-1252
SUN VALLEY ADVISORY
Scottsdale, AZ
AUM
$79.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(480) 579-3954
BUSINE WEALTH
Scottsdale, AZ
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858.255.4274
SBC INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
602 641 5996
BASELINE PARTNERS LLC
Mesa, AZ
AUM
$75.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
480-336-9730
CALISI WEALTH MANAGEMENT
Tempe, AZ
AUM
$74.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
480-277-0677
AUM
$74.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; DUE DILIGENCE FEES
203-992-1100
ACRYLIC FINANCIAL, INC.
Fountain Hills, AZ
AUM
$73.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
833-422-7954
RESQ INVESTMENT PARTNERS, LLC
Scottsdale, AZ
AUM
$65.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
480-634-6980
THE GETZEN GROUP, INC.
Scottsdale, AZ
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-998-8150
METTE ASSOCIATES, LLC
Tempe, AZ
AUM
$62.5M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-433-9760
MCBEE ADVISORS, INC.
Glendale, AZ
AUM
$58.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
623-500-2385
SPRINGSTEEL INVESTMENT ADVISORS, LLC
Phoenix, AZ
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
480-269-9400
FAIRPORT ADVISORS, INC.
Scottsdale, AZ
AUM
$54.7M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
480-247-6874
CHEVELON CAPITAL MANAGEMENT LLC
Scottsdale, AZ
AUM
$54.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-553-4125
EVOLVE WEALTH ADVISORS LP
Scottsdale, AZ
AUM
$53.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
602-805-5683
WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$45.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
480-973-3560
VICTORY WEALTH SERVICES, LLC
Prescott, AZ
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
928-778-1050
QUANTUMVEST, INC.
Scottsdale, AZ
AUM
$41.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-237-4007
LARSON WEALTH MANAGEMENT, LLC
Mesa, AZ
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-699-5540
AGAVE WEALTH ADVISORS
Tucson, AZ
AUM
$33.0M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
520-226-0082