AUM
$183.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
512-366-8081
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
AUM
$182.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(415) 544-5090
AUM
$181.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(925) 855-3880
SPAHN WEALTH & RETIREMENT LLC
Scottsdale, AZ
AUM
$181.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
602-730-6114
COLE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$181.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-275-6354
C2C WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$179.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(646) 222-7440
AUM
$179.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(425) 484-0045
BLAKELY WALTERS WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$173.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
480-776-5897
RIDGELINE PRIVATE WEALTH
Mesa, AZ
AUM
$172.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
480-779-0127
WEALTH MANAGEMENT SOLUTIONS
Scottsdale, AZ
AUM
$172.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-609-4334
ASCENT CAPITAL PARTNERS, LLC
Scottsdale, AZ
AUM
$172.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(480) 841-6956
SCOTTSDALE WEALTH PLANNING, INC.
Scottsdale, AZ
AUM
$171.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(480) 550-8555
WEALTH ENGINEERING, LLC
Scottsdale, AZ
AUM
$171.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
480-296-2042
LILLIANO CAPITAL MANAGEMENT LLC
Phoenix, AZ
AUM
$167.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
480-678-0411
AUM
$167.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(651) 427-9001
VESTPOINTE WEALTH MANAGEMENT, LLC
Scottsdale, AZ
AUM
$165.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
602-212-1040
WILKINSON WEALTH MANAGEMENT, LLC
Tucson, AZ
AUM
$164.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
520-777-1911
AUM
$163.5M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-287-8753
AUM
$162.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(855) 540-0400
FARNAM FINANCIAL
Phoenix, AZ
AUM
$161.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(602) 603-4000
AUM
$161.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
949 464-4466
AUM
$159.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(561) 400-5970
PROFOCUS INCORPORATED
Phoenix, AZ
AUM
$156.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-598-9960
AUM
$156.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(970) 532-5842