SEC-registered financial advisors in Scottsdale, AZ
Common fee types
- 99%Percentage of assets
- 65%Fixed or flat fee
- 51%Hourly
Showing 24 of 74
- 345 Investment Advisory, LLC$100M to $500MSEC recordPercentage of assets
- 3Roots Wealth Partners LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Able Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Accordant Investments LLC$100M to $500MSEC recordPercentage of assets
- Aim Capital$100M to $500MSEC recordPercentage of assetsHourly
- Almega Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyOther
- Amplify Financial, LLC$100M to $500MSEC recordOther
- Arq Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ascent Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Ashton Thomas Private Wealth$1B or moreSEC recordPercentage of assetsHourly
- Balboa Wealth Partners, Inc.$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsPerformance-based
- Bayntree Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blakely Walters Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bradley Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bridgelight Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Buttonwood Capital Management (BCM)$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- C2c Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Capital Wealth Alliance, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cole Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Corepath Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CSP Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Degreen Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dew Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Exeter Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Faith Investor Services$100M to $500MSEC recordPercentage of assets
- Fortitude Family Office$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Galvin, Gaustad & Stein, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Global Strategic Nextgen OCIO$1B or moreSEC recordPercentage of assets
- GPS Investments$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Harmony Asset Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Family Offices, LLP$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Idx Advisors$100M to $500MSEC recordPercentage of assets
- Indigo Partners LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Intelligent Capitalworks$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Interwealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Ironwood Investment Counsel, LLC$1B or moreSEC recordPercentage of assets
- Juncture Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Luminescent Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Luminvest Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- MSH Capital Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Mulholland Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Next Up Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- O'Connor Capital Advisory, LLC$100M to $500MSEC recordPercentage of assets
- One Wealth Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Osaic Wealth, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Pinnacle Peak Private Client Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- R.H. Investment Group, LLC$100M to $500MSEC recordPercentage of assets
- Redwood Investment Management, LLC.$1B or moreSEC recordPercentage of assets
- Releve Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sage Financial Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Scottsdale Wealth Planning, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sensible Money, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Sierra Legacy Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- SL Capital$100M to $500MSEC recordPercentage of assets
- Spahn Wealth & Retirement LLC$100M to $500MSEC recordPercentage of assets
- Spirit West Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Stableford Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stoker Ostler, A Part of BMO Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Suttle Crossland Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Taylor Frigon Capital Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Taylor Frigon Family Office, LLCUnder $25MSEC recordPercentage of assets
- Titan Capital Management$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Total Investment Management, Inc.$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Trajan Wealth, L.L.C.$1B or moreSEC recordPercentage of assetsPerformance-based
- Trek Financial$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- United Planners' Financial Services of America A Limited Partner$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Verus Capital Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Vestpointe Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Vigilare Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Wealth Engineering, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Management Solutions$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- WT Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Xcelsior Advisor Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Zenith Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.