% of assets managed in Scottsdale, AZ
126 advisers in Scottsdale offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 126
212 Wealth ManagementState registeredNo commissions reported345 Investment Advisory, LLCSEC registeredNo commissions reported3roots Wealth Partners LLCSEC registeredNo commissions reported49th Parallel Wealth ManagementState registeredNo commissions reportedAble Financial Group, LLCSEC registeredNo commissions reportedAccordant Investments LLCSEC registeredNo commissions reportedAim CapitalSEC registeredNo commissions reportedAkkadian Wealth LLCState registeredNo commissions reportedAlmega Wealth ManagementSEC registeredNo commissions reportedAlpha Squared Capital, LLCState registeredNo commissions reported
Arq Wealth Advisors, LLCSEC registeredNo commissions reportedAscent Capital Partners, LLCSEC registeredNo commissions reportedAshton Thomas Private WealthSEC registeredNo commissions reportedAurora Financial Planning & Investment Management LLCState registeredNo commissions reportedAxiom Founders Family OfficeState registeredNo commissions reportedBabin Wealth ManagementState registeredNo commissions reportedBalboa Wealth Partners, INC.SEC registeredNo commissions reportedBayntree Wealth Advisors, LLCSEC registeredNo commissions reportedBedrock Investment AdvisorsState registeredNo commissions reportedBig Cedar Investment AdvisorsState registeredNo commissions reportedBlakely Walters Wealth ManagementSEC registeredNo commissions reportedBonnema Wealth Management LLCState registeredNo commissions reportedBradley Wealth LLCSEC registeredNo commissions reportedBridge Financial StrategiesState registeredNo commissions reportedBridgelight Capital LLCSEC registeredNo commissions reportedBurton Wealth ManagementState registeredNo commissions reportedBusine WealthState registeredNo commissions reportedButtonwood Capital Management (Bcm)SEC registeredNo commissions reportedC2c Wealth Management, LLCSEC registeredNo commissions reportedCapital Asset Advisors LLC.State registeredNo commissions reportedCapital Wealth Alliance, LLCSEC registeredNo commissions reportedChevelon Capital Management LLCState registeredNo commissions reportedCole Wealth Management, LLCSEC registeredNo commissions reportedConfluent Asset Management LLCState registeredNo commissions reportedCorepath Wealth Partners LLCSEC registeredNo commissions reportedCPA Advisory Services, P.C.State registeredNo commissions reportedCsp Financial Group LLCSEC registeredNo commissions reportedDegreen Private Wealth, LLCSEC registeredNo commissions reportedDew Wealth ManagementSEC registeredNo commissions reportedEchelon Private Wealth LLCState registeredNo commissions reportedElevate Investment Management, LLCState registeredNo commissions reportedEnvision Capital Management LTDState registeredNo commissions reportedEvolve Wealth Advisors LPState registeredNo commissions reportedExeter Financial, LLCSEC registeredNo commissions reportedFairport Advisors, INC.State registeredNo commissions reportedFaith Investor ServicesSEC registeredNo commissions reportedFinancial Consulting Professionals, LLCState registeredNo commissions reportedFortitude Family OfficeSEC registeredNo commissions reportedFuller Asset Management, LLCState registeredNo commissions reportedGalvin, Gaustad & Stein, LLCSEC registeredNo commissions reportedGlobal Strategic Nextgen OcioSEC registeredNo commissions reportedGlobal Wealth Partners, LLCState registeredNo commissions reportedGps InvestmentsSEC registeredNo commissions reportedHarmony Asset Management LLCSEC registeredNo commissions reportedHarris Investment Advisors LLCState registeredNo commissions reportedHeritage Family Offices, LLPSEC registeredNo commissions reportedIdx AdvisorsSEC registeredNo commissions reportedIndigo Partners LLCSEC registeredNo commissions reportedIntelligent CapitalworksSEC registeredNo commissions reportedInterwealth Management, LLCSEC registeredNo commissions reportedInvest Smart USA, INC.State registeredNo commissions reportedIronwood Investment Counsel, LLCSEC registeredNo commissions reportedIronwood Wealth Advisors, LLCState registeredNo commissions reportedJanus FinancialState registeredNo commissions reportedJolley Wealth Management, LLCState registeredNo commissions reportedJuncture Wealth Strategies, LLCSEC registeredNo commissions reportedKarpinski Financial, LLCState registeredNo commissions reportedKrozel Capital Management, LLCState registeredNo commissions reportedLessard Wealth ManagementState registeredNo commissions reportedLife Moves Wealth ManagementState registeredNo commissions reportedLife Wise Planning Group LLCState registeredNo commissions reportedLuminescent Wealth Management, INC.SEC registeredNo commissions reportedLuminvest Wealth Management LLCSEC registeredNo commissions reportedMsh Capital Advisors LLCSEC registeredNo commissions reportedMulholland Wealth Advisors, LLCSEC registeredNo commissions reportedNabers Wealth LLCState registeredNo commissions reportedNext Up Wealth Advisors, LLCSEC registeredNo commissions reportedNorth Scottsdale Wealth Advisors, LLCState registeredNo commissions reportedO'Connor Capital Advisory, LLCSEC registeredNo commissions reportedOcotillo Wealth Management LLCState registeredNo commissions reportedOne Wealth Capital Management, LLCSEC registeredNo commissions reportedOsaic Wealth, INC.SEC registeredNo commissions reportedPelleton Capital Management, LTD.State registeredNo commissions reportedPinnacle Peak Private Client Group, LLCSEC registeredNo commissions reportedPinnacle Peak Wealth ManagementState registeredNo commissions reportedQuantumvest, INC.State registeredNo commissions reportedR.h. Investment Group, LLCSEC registeredNo commissions reportedRadix WealthState registeredNo commissions reportedRedwood Investment Management, LLC.SEC registeredNo commissions reportedReleve Financial GroupSEC registeredNo commissions reportedSage Financial Advisors INC.SEC registeredNo commissions reportedSbc Investment Management, LLCState registeredNo commissions reportedScottsdale Wealth Planning, INC.SEC registeredNo commissions reportedSensible Money, LLCSEC registeredNo commissions reportedSg Wealth Managers LLCState registeredNo commissions reportedSierra Legacy GroupSEC registeredNo commissions reportedSilver Leaf Financial, INC.State registeredNo commissions reportedSix Sigma Wealth Advisors, LLCState registeredNo commissions reportedSl CapitalSEC registeredNo commissions reportedSpahn Wealth & Retirement LLCSEC registeredNo commissions reportedSpirit West Advisors, LLCSEC registeredNo commissions reportedStableford Capital LLCSEC registeredNo commissions reportedStoker Ostler, a Part of Bmo Financial GroupSEC registeredNo commissions reportedSun Valley AdvisoryState registeredNo commissions reportedSuttle Crossland Wealth Advisors, LLCSEC registeredNo commissions reportedTaylor Frigon Capital Management LLCSEC registeredNo commissions reportedTaylor Frigon Family Office, LLCSEC registeredNo commissions reportedThe Getzen Group, INC.State registeredNo commissions reportedTitan Capital ManagementSEC registeredNo commissions reportedTotal Investment Management, INC.SEC registeredNo commissions reportedTrajan Wealth, L.L.C.SEC registeredNo commissions reportedTrek FinancialSEC registeredNo commissions reportedTrident Wealth Management, LLCState registeredNo commissions reportedTushaus Wealth ManagementState registeredNo commissions reportedVerus Capital Partners, LLCSEC registeredNo commissions reportedVestpointe Wealth Management, LLCSEC registeredNo commissions reportedVigilare Wealth Management LLCSEC registeredNo commissions reportedWealth Engineering, LLCSEC registeredNo commissions reportedWealth Management SolutionsSEC registeredNo commissions reportedWealthstone Private Wealth Management, LLCState registeredNo commissions reportedWitnauer Sloan & Associates LLCState registeredNo commissions reportedWt Wealth Management, LLCSEC registeredNo commissions reportedXcelsior Advisor Partners LLCSEC registeredNo commissions reportedYour Investment AdvisorState registeredNo commissions reportedZenith Investment Management, LLCState registeredNo commissions reportedZenith Wealth AdvisorsSEC registeredNo commissions reported