TAURUM RETIREMENT PARTNERS, LLC
Mesa, AZ
AUM
$155.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL/SOLICITOR FEES
480-626-2501
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
WISE WEALTH PARTNERS, LLC
Phoenix, AZ
AUM
$153.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-866-0200
SIERRA LEGACY GROUP
Scottsdale, AZ
AUM
$152.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
775-322-4500
AUM
$152.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
407-267-8445
PROSPER PRIVATE WEALTH
Mesa, AZ
AUM
$150.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-404-3042
OPTIMA CAPITAL MANAGEMENT
Tempe, AZ
AUM
$150.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
480-757-9052
UNION CAPITAL COMPANY
Tucson, AZ
AUM
$150.0M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Commissions
520-664-2001
AUM
$149.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(877) 695-8004
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
(415) 752-7311
MARTINSEN WEALTH MANAGEMENT
Tempe, AZ
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
480-550-6556
AUM
$142.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
623-230-4110
FORTRESS FINANCIAL SOLUTIONS, LLC
Tucson, AZ
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
520-751-8600
AUM
$141.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
253-535-5530
AUM
$140.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-776-3511
DYNAMIC WEALTH ADVISORS
Surprise, AZ
AUM
$140.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
623-466-6060
WISDOM WEALTH INVESTMENT ADVISORS LLC
Phoenix, AZ
AUM
$138.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(602) 494-4100
ARBOR WEALTH MANAGEMENT, LLC
Tempe, AZ
AUM
$138.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-818-8300
AUM
$137.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
480-672-2800
BRIDGELIGHT CAPITAL LLC
Scottsdale, AZ
AUM
$136.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
480-270-5240
IA PRIVATE WEALTH (USA) INC.
Toronto, Ontario, AZ
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
122 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-855-999-2081
ALMEGA WEALTH MANAGEMENT
Scottsdale, AZ
AUM
$134.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
480-770-4700
DEGREEN PRIVATE WEALTH, LLC
Scottsdale, AZ
AUM
$132.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
440-409-6352
BRIGHTSCAPE INVESTMENT CENTERS
Scottsdale, AZ
AUM
$131.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
480-450-7407
FOOTHILLS ADVISORS, LLC
Cave Creek, AZ
AUM
$128.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
480-203-8879