XCELLERANT VENTURES, LLC
Scottsdale, AZ
AUM
$26.0M
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
480-710-0801
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in AZ
209 advisers found
EPL INVESTMENT ADVISORY LLC
Mesa, AZ
AUM
$22.0M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-831-1731
TAYLOR FRIGON FAMILY OFFICE, LLC
Scottsdale, AZ
AUM
$20.0M
Financial PlanningWealth MgmtInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
805-226-0280
ARETE FINANCIAL SOLUTIONS, LLC
Goodyear, AZ
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
623-505-7141
W WEALTH ADVISORS
Gilbert, AZ
AUM
$17.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
4803345433
PUBLIC SAFETY FINANCIAL/GALLOWAY
Mesa, AZ
AUM
$17.9M
Financial PlanningWealth MgmtInstitutional
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
480-325-8668
ME FINANCIAL, PLLC
Phoenix, AZ
AUM
$17.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-442-5816
LIFE MOVES WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$15.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
602-223-1801
LGM CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$14.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
480-737-5103
LAZAROW WEALTH MANAGEMENT
Tucson, AZ
AUM
$14.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(520) 276-7700
SABINO INVESTMENT MANAGEMENT, L.L.C.
Tucson, AZ
AUM
$12.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(520) 233-7613
ABILITY FIRST
Phoenix, AZ
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
410-336-6118
AUM
$11.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-681-1400
LIFE STRATEGY PARTNERS
Tucson, AZ
AUM
$10.3M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
520-222-9604
SKYMARK ADVISORS LLC
Sun City, AZ
AUM
$5.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
623-583-1040
MAZZELLA ESTATE & ASSET MANAGEMENT, LLC
Scottsdale, AZ
AUM
$4.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-868-2900
BUSTAMANTE & CO
Phoenix, AZ
AUM
$3.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
480-980-5200
212 WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$2.1M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-716-7066
OVERWATCH MANAGEMENT
Chandler, AZ
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-565-6635
VENTUM ADVISORS CORP.
Toronto, AZ
AUM
$355K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
416-572-5523
GLOBAL WEALTH PARTNERS, LLC
Scottsdale, AZ
AUM
$150K
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
602-421-9320
ALT ALPHA CAPITAL, LLC
Scottsdale, AZ
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
551-556-4598
AQUIFER CAPITAL, LLC
Phoenix, AZ
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
602-714-8070
CLEARVIEW PRIVATE WEALTH
Peoria, AZ
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
623-227-1158