Arizona · 209 firms
Institutional Advisors in Arizona
Advisers managing assets for institutions, endowments, and corporations. Browse 209 advisers in Arizona matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in Arizona
OSAIC WEALTH, INC.
Scottsdale, AZ
AUM
$234.86B
Team
7143 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-821-5100
RATHBONES
Liverpool, AZ
AUM
$135.09B
Team
725 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
+44-151 236 6666
VOYA INVESTMENTS, LLC
Scottsdale, AZ
AUM
$59.48B
Team
71 advisors
Clients
—
Fees
Percentage of AUM
480-477-3000
BMO PRIVATE INVESTMENT COUNSEL INC.
Toronto, Ontario, AZ
AUM
$40.18B
Team
130 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
416 359-5001
DAVIS SELECTED ADVISERS LP
Tucson, AZ
AUM
$30.12B
Team
10 advisors
Clients
0
Fees
Percentage of AUM
(800) 279-2279
AUM
$12.77B
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
Team
289 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
480-626-2979
BALBEC CAPITAL MANAGEMENT LP
Scottsdale, AZ
AUM
$7.99B
Team
40 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
602-802-8300
ASHTON THOMAS PRIVATE WEALTH
Scottsdale, AZ
AUM
$6.01B
Team
63 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
602-732-4745
DYNAMIC
Phoenix, AZ
AUM
$5.64B
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
Team
10 advisors
Clients
—
Fees
Percentage of AUM
602-889-3660
TCI WEALTH ADVISORS, INC.
Tucson, AZ
AUM
$5.37B
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
Team
18 advisors
Clients
0
Fees
Percentage of AUM
+41.22.307.9000
TFO FAMILY OFFICE PARTNERS
Phoenix, AZ
AUM
$5.04B
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
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
Team
16 advisors
Clients
251-500
Fees
Percentage of AUM
1-800-310-4664
SOVEREIGN INVESTMENT ADVISORS LLC
Phoenix, AZ
AUM
$3.31B
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
480-385-2850
PFG ADVISORS
Phoenix, AZ
AUM
$3.26B
Team
86 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(800) 405-8850
TREK FINANCIAL
Scottsdale, AZ
AUM
$2.82B
Team
55 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(480) 483-1510
REDWOOD INVESTMENT MANAGEMENT, LLC.
Scottsdale, AZ
AUM
$2.47B
Team
5 advisors
Clients
0
Fees
Percentage of AUM
3102728185
VERUS CAPITAL PARTNERS, LLC
Scottsdale, AZ
AUM
$2.29B
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
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
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
480-609-4700
AUM
$1.71B
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
720-734-2460
576 total advisers in Arizona. Browse all Arizona advisors