Arizona · 6 advisers
Financial Advisors in Glendale, Arizona
Looking for a financial advisor in Glendale, Arizona? Falists indexes 6 SEC-registered and state-registered investment advisers in Glendale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $261.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
6
With website
5
Largest AUM
$261.5M
Financial planning
5
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Glendale
Ranked by AUM · Fees, team & specialties at a glance
WJ WEALTH MANAGEMENT
Glendale, AZ
AUM
$261.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
602-942-1321
AZ LEGACY WEALTH LLC
Glendale, AZ
AUM
$65.8M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
623-933-3442
MCBEE ADVISORS, INC.
Glendale, AZ
AUM
$58.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
623-500-2385
FLEMING WEALTH STRATEGIES, LLC
Glendale, AZ
AUM
$46.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
480-265-9119
VALHALLA ADVISORS LLC
Glendale, AZ
AUM
$22.9M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
480-378-3046
SWISS AMERICAN ASSET MANAGEMENT
Glendale, AZ
AUM
$15.0M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
602-703-6611
More cities in Arizona
Common questions
- How many financial advisors are in Glendale, Arizona?
- 6 registered investment advisers are listed in our Glendale directory, sourced from public SEC filings.
- What types of advisors are in Glendale?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Glendale?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.