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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in AZ
506 advisers found
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
$202.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
602-791-1800
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
ACCORDANT INVESTMENTS LLC
Scottsdale, AZ
AUM
$186.4M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
602-609-2193
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
AUM
$183.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
512-366-8081
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
PRAVATI CAPITAL LLC
Scottsdale, AZ
AUM
$173.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
844-772-8284