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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
576 advisers found
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
TREASURE INVESTMENT MANAGEMENT, LLC
Scottsdale, AZ
AUM
$252.7M
Wealth MgmtInstitutional
Team
4 employees
Clients
—
Fees
Percentage of AUM
310-957-9428
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
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
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