Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
VISION2020 WEALTH MANAGEMENT CORP. 20 E. Thomas Road,
Suite 2000 Phoenix, AZ 85012 |
154149 |
$21,118,915,717 |
128490 |
A percentage of AUM |
TFO PHOENIX, INC. 5060 North 40th Street,
Suite 200 Phoenix, AZ 85018 |
159440 |
$3,575,981,952 |
1536 |
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF NET WORTH) |
WINDSOR CAPITAL MANAGEMENT, LLC 20860 North Tatum Blvd.,
Suite 220 Phoenix, AZ 85050 |
116593 |
$626,371,000 |
1208 |
A percentage of AUM, Hourly charges |
HERITAGE WEALTH MANAGEMENT, LLC 2355 E. Camelback Road,
Ste. 330 Phoenix, AZ 85016 |
287909 |
$590,516,414 |
1946 |
A percentage of AUM, Hourly charges, Fixed fees |
RRA CAPITAL 5050 North 40th Street,
Suite 340 Phoenix, AZ 85018 |
306287 |
$249,846,097 |
3 |
A percentage of AUM, Performance Based, Other (ORIGINATION FEES, SERVICING FEES, MODIFICATION FEES) |
TANDEM WEALTH ADVISORS 1850 N. Central Avenue, Suite 330,
Phoenix, AZ 85004 |
157794 |
$221,976,075 |
697 |
A percentage of AUM |
EATON-CAMBRIDGE INC. 5090 N. 40th Street Suite 205,
Phoenix, AZ 85018 |
116798 |
$190,884,696 |
706 |
A percentage of AUM, Hourly charges, Fixed fees, Other (THIRD PARTY MANAGER FEES) |
INTRINSIC VALUE PARTNERS, LLC 4742 N 24th Street,
Suite 300 Phoenix, AZ 85016 |
165214 |
$183,383,721 |
210 |
A percentage of AUM, Hourly charges |
REDWOOD PRIVATE WEALTH 3930 E. Ray Road,
Phoenix, AZ 85044 |
312942 |
$149,252,320 |
982 |
A percentage of AUM, Hourly charges, Fixed fees |
BLEDSOE ASSET MANAGEMENT, LLC 1500 E. Bethany Home Rd.,
Suite 100 Phoenix, AZ 85014 |
145943 |
$135,271,892 |
600 |
A percentage of AUM, Hourly charges |
17 CAPITAL PARTNERS, LLC 4417 N. 40th Street,
Suite 300 Phoenix, AZ 85018 |
283013 |
$132,068,628 |
124 |
A percentage of AUM |
IDX ADVISORS 2201 E Camelback Road,
Suite 605 Phoenix, AZ 85016 |
299658 |
$31,281,215 |
1 |
A percentage of AUM |
JOHNSON WEALTH MANAGEMENT, LLC 5090 North 40th Street,
Suite 205 Phoenix, AZ 85018 |
306504 |
$4,926,535 |
25 |
A percentage of AUM, Fixed fees |
ILIAD WEALTH SOLUTIONS 6991 E Camelback Rd,
Suite D300 Phoenix, AZ 85251 |
315826 |
$667,000 |
11 |
A percentage of AUM, Hourly charges, Fixed fees |
BROOKWOOD INVESTMENT GROUP 3930 E. Ray Road,
Suite 155 Phoenix, AZ 85044 |
316544 |
$0 |
0 |
A percentage of AUM, Hourly charges, Fixed fees |