Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
REDWOOD INVESTMENT MANAGEMENT, LLC. 4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ 85251 |
153139 |
$2,441,903,849 |
1217 |
A percentage of AUM, Performance Based |
AUTUS ASSET MANAGEMENT, LLC 16435 North Scottsdale Road,
Suite 105 Scottsdale, AZ 85254 |
118439 |
$1,438,890,003 |
2407 |
A percentage of AUM, Hourly charges, Fixed fees |
TRAJAN WEALTH, L.L.C. 7702 E. Doubletree Ranch Road,
Suite 100 Scottsdale, AZ 85258 |
158847 |
$1,054,443,957 |
8885 |
A percentage of AUM, Fixed fees, Other (1031 ADVISORY FEES) |
ARQ WEALTH ADVISORS, LLC 14500 N. Northsight Blvd,
Suite 200 Scottsdale, AZ 85260 |
147351 |
$412,046,629 |
1086 |
A percentage of AUM, Fixed fees |
MULHOLLAND WEALTH ADVISORS, LLC 4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ 85251 |
282408 |
$310,388,640 |
878 |
A percentage of AUM |
STABLEFORD CAPITAL LLC 14646 North Kierland Blvd.,
Suite 145 Scottsdale, AZ 85254 |
173383 |
$294,272,000 |
264 |
A percentage of AUM |
PINNACLE PEAK PRIVATE CLIENT GROUP, LLC 18867 N. Thompson Peak Parkway,
Ste #225 Scottsdale, AZ 85255 |
282003 |
$270,835,956 |
950 |
A percentage of AUM, Hourly charges, Fixed fees |
AIM CAPITAL 7337 E Doubletree Ranch Road,
Suite 195 Scottsdale, AZ 85258 |
165183 |
$263,521,761 |
421 |
A percentage of AUM, Hourly charges |
KEY GROUP MANAGEMENT, INC. 8765 East Bell Road,
Suite 207 Scottsdale, AZ 85260 |
146054 |
$183,098,999 |
425 |
A percentage of AUM, Hourly charges, Fixed fees |
INTERWEALTH MANAGEMENT, LLC 8585 E Hartford Dr,
Suite 108 Scottsdale, AZ 85255 |
155597 |
$171,000,000 |
485 |
A percentage of AUM |
PERINI CAPITAL 20645 North Pima Road,
Suite N-230 Scottsdale, AZ 85255 |
158540 |
$158,905,836 |
73 |
A percentage of AUM, Performance Based |
CYPRESS STRATEGIES 6424 E. Greenway Parkway,
Suite 100 Scottsdale, AZ 85254 |
172113 |
$126,916,158 |
75 |
A percentage of AUM, Hourly charges, Fixed fees |
SPAHN WEALTH & RETIREMENT LLC 4310 North 75th Street,
Scottsdale, AZ 85251 |
285932 |
$117,072,252 |
211 |
A percentage of AUM |
HARMONY ASSET MANAGEMENT LLC 15169 N. Scottsdale Road,
Suite 205 Scottsdale, AZ 85254 |
116069 |
$116,697,087 |
332 |
A percentage of AUM, Hourly charges, Fixed fees |
RESQ INVESTMENT PARTNERS, LLC 9260 E Raintree Dr,
Suite 100 Scottsdale, AZ 85260 |
169528 |
$66,131,705 |
2 |
A percentage of AUM |