OSAIC WEALTH, INC.
Scottsdale, AZ
AUM
$234.86B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7143 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-821-5100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in AZ
425 advisers found
RATHBONES
Liverpool, AZ
AUM
$135.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
725 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
+44-151 236 6666
BMO PRIVATE INVESTMENT COUNSEL INC.
Toronto, Ontario, AZ
AUM
$40.18B
Financial PlanningWealth MgmtTrusts & Estates
Team
130 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
416 359-5001
DAVIS SELECTED ADVISERS LP
Tucson, AZ
AUM
$30.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(800) 279-2279
AUM
$12.77B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
546 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
480-991-0225
FOUNDATIONS INVESTMENT ADVISORS LLC
Phoenix, AZ
AUM
$10.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
289 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-626-2979
ASHTON THOMAS PRIVATE WEALTH
Scottsdale, AZ
AUM
$6.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
63 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
602-732-4745
DYNAMIC
Phoenix, AZ
AUM
$5.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
65 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(877) 257-3840
SMEAD CAPITAL MANAGEMENT, INC.
Phoenix, AZ
AUM
$5.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
602-889-3660
TCI WEALTH ADVISORS, INC.
Tucson, AZ
AUM
$5.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
520-733-1477
PICTET NORTH AMERICA ADVISORS SA
Geneva 73, AZ
AUM
$5.30B
Wealth MgmtTrusts & Estates
Team
18 advisors
Clients
0
Fees
Percentage of AUM
+41.22.307.9000
TFO FAMILY OFFICE PARTNERS
Phoenix, AZ
AUM
$5.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
47 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
602-466-2611
CARDINAL POINT WEALTH MANAGEMENT
Toronto, On, AZ
AUM
$4.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
866-213-2036
CARDINAL CAPITAL MANAGEMENT, INC.
Winnipeg, AZ
AUM
$4.02B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM
1-800-310-4664
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
Scottsdale, AZ
AUM
$3.67B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
480-890-8088
PFG ADVISORS
Phoenix, AZ
AUM
$3.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
86 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(800) 405-8850
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
760-635-7526
TREK FINANCIAL
Scottsdale, AZ
AUM
$2.82B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(480) 483-1510
TRAJAN WEALTH, L.L.C.
Scottsdale, AZ
AUM
$2.60B
Wealth MgmtTrusts & Estates
Team
46 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
480-990-3300
REDWOOD INVESTMENT MANAGEMENT, LLC.
Scottsdale, AZ
AUM
$2.47B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
3102728185
VERUS CAPITAL PARTNERS, LLC
Scottsdale, AZ
AUM
$2.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
480-990-3719
VERSANT CAPITAL MANAGEMENT, INC.
Phoenix, AZ
AUM
$1.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
602-635-3760
IRONWOOD INVESTMENT COUNSEL, LLC
Scottsdale, AZ
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
480-609-4700
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-734-2460
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