TAYLOR FRIGON CAPITAL MANAGEMENT LLC
Scottsdale, AZ
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
805-226-0280
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
SL CAPITAL
Scottsdale, AZ
AUM
$230.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
480-359-7092
WLTH CAPITAL MANAGEMENT, LLC
Chandler, AZ
AUM
$229.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
480-795-4475
MEIXLER INVESTMENT MANAGEMENT, LTD.
Show Low, AZ
AUM
$228.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
928-537-8700
AUM
$227.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(513) 407-5430
SHARPEPOINT, LLC
Phoenix, AZ
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-999-3033
INTRINSIC VALUE PARTNERS, LLC
Phoenix, AZ
AUM
$220.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(480) 522-2032
LEVIN FUNDING GROUP LLC
Tucson, AZ
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-751-2000
MATHIS WEALTH MANAGEMENT
Phoenix, AZ
AUM
$212.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
602-393-0501
HARDING WEALTH, INC.
Tempe, AZ
AUM
$212.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(602) 610-9545
AUM
$212.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
424-277-2260
BABB WEALTH ADVISORS LLC
Flagstaff, AZ
AUM
$209.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; THIRD PARTY MANAGERS
928-526-2911
FINANCIAL LIFE PLANNERS
Tempe, AZ
AUM
$208.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
480-477-8530
AUM
$201.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(925) 261-8330
AIO FINANCIAL, LLC
Tucson, AZ
AUM
$199.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
520-325-0769
PRESTON INVESTMENTS
Kingman, AZ
AUM
$197.7M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
928-757-1600
BRADLEY WEALTH LLC
Scottsdale, AZ
AUM
$196.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-800-8638
WESTMARK WEALTH MANAGEMENT
Phoenix, AZ
AUM
$195.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
602-887-5179
AUM
$190.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
906-863-8069
AUM
$189.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; OTHER INVESTMENT ADVISER FOR SUB-ADVISORY SERVICES
805-886-8140
BLEDSOE ASSET MANAGEMENT, LLC
Phoenix, AZ
AUM
$189.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
602-595-2324
AUM
$188.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
951-526-5173
ARCWOOD FINANCIAL, LLC
Phoenix, AZ
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
602-726-6282
HILLSPRING FINANCIAL, INC.
Surprise, AZ
AUM
$186.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
623-583-6141