Arizona · 506 firms
Wealth Managers in Arizona
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 506 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
Wealth Management 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
GI PARTNERS
Scottsdale, AZ
AUM
$35.74B
Team
85 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
623-887-4320
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
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
Scottsdale, AZ
AUM
$3.67B
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
480-890-8088
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
AUM
$2.96B
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
760-635-7526
TREK FINANCIAL
Scottsdale, AZ
AUM
$2.82B
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
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
Team
5 advisors
Clients
0
Fees
Percentage of AUM
3102728185
576 total advisers in Arizona. Browse all Arizona advisors