Search Results

186 advisors in arizona
FirmFeeAUMMin.Clients

L. ROY PAPP & ASSOCIATES, LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #105130
Typical Fee--
AUM$1.5B
Minimum--
Clients1,833

LANE BROTHERS INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Prescott, ArizonaCRD #105968
Typical Fee1.15%
AUM$193M
Minimum--
Clients877

LEVIN FUNDING GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tucson, ArizonaCRD #170087
Typical Fee--
AUM$168M
Minimum--
Clients157

LGM CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Phoenix, ArizonaCRD #283872
Typical Fee--
AUM$15M
Minimum--
Clients1

LUMINVEST WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #326261
Typical Fee--
AUM$398M
Minimum--
Clients370

MARTINSEN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tempe, ArizonaCRD #332433
Typical Fee1.00%
AUM$143M
Minimum--
Clients846

MATHIS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #172858
Typical Fee--
AUM$183M
Minimum--
Clients691

MEIXLER INVESTMENT MANAGEMENT, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Show Low, ArizonaCRD #168223
Typical Fee--
AUM$190M
Minimum--
Clients885

MSH CAPITAL ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Scottsdale, ArizonaCRD #157835
Typical Fee--
AUM$1.1B
Minimum--
Clients2,077

MULHOLLAND WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #282408
Typical Fee--
AUM$543M
Minimum--
Clients1,435

NERDWALLET ADVISORY

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #325767
Typical Fee--
AUM--
Minimum--
Clients--

NORTHRIM ADVISER, LLC

Fee-Only, No ConflictsClean Record
Mesa, ArizonaCRD #306796
Typical Fee--
AUM$522M
Minimum--
Clients3

NOVA FINANCIAL SERVICES

Clean RecordAlso Compensated via Brokerage
Tucson, ArizonaCRD #150148
Typical Fee--
AUM$391M
Minimum--
Clients1,354

NRG WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oro Valley, ArizonaCRD #289548
Typical Fee--
AUM$242M
Minimum--
Clients418

ONE WEALTH CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #331395
Typical Fee--
AUM$307M
Minimum--
Clients548

OPTIMA CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Tempe, ArizonaCRD #306036
Typical Fee--
AUM$150M
Minimum--
Clients425

OSAIC WEALTH, INC.

Also Compensated via Brokerage
Scottsdale, ArizonaCRD #23131
Typical Fee3.00%
AUM$200.3B
Minimum--
Clients797,559

PERINI CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #158540
Typical Fee--
AUM$217M
Minimum--
Clients55

PFG ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #173344
Typical Fee--
AUM$3.1B
Minimum--
Clients13,550

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #282003
Typical Fee--
AUM$481M
Minimum--
Clients1,348

PRAVATI CAPITAL LLC

Fee-Only, No ConflictsClean Record
Scottsdale, ArizonaCRD #300435
Typical Fee--
AUM$161M
Minimum--
Clients5

PRESTON INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kingman, ArizonaCRD #289926
Typical Fee--
AUM$146M
Minimum--
Clients2,142

PROFOCUS INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenix, ArizonaCRD #113954
Typical Fee--
AUM$151M
Minimum--
Clients525

PROSPER PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mesa, ArizonaCRD #333708
Typical Fee--
AUM$113M
Minimum--
Clients167

PUBLIC SAFETY FINANCIAL/GALLOWAY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mesa, ArizonaCRD #141091
Typical Fee0.40%
AUM$942M
Minimum$50,000
Clients4,184

R.H. INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #115994
Typical Fee--
AUM$238M
Minimum--
Clients97

REDWOOD INVESTMENT MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #153139
Typical Fee--
AUM$2.5B
Minimum--
Clients1,758

RELEVE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #285243
Typical Fee--
AUM$256M
Minimum--
Clients1,275

RESQ INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scottsdale, ArizonaCRD #169528
Typical Fee--
AUM$58M
Minimum--
Clients2

RIDGELINE PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mesa, ArizonaCRD #318258
Typical Fee--
AUM$173M
Minimum--
Clients627
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