Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop,
Tucson, AZ 85706-5041 |
108674 |
$27,422,634,630 |
152 |
A percentage of AUM |
GR FINANCIAL GROUP, LLC 4556 E Camp Lowell,
Tucson, AZ 85712 |
172370 |
$854,122,214 |
2356 |
A percentage of AUM, Fixed fees, Other (TECHNOLOGY FEE) |
WELLSPRING FINANCIAL PARTNERS 4703 E. Camp Lowell Drive,
Suite 135 Tucson, AZ 85712 |
158872 |
$816,759,226 |
348 |
A percentage of AUM, Hourly charges, Fixed fees |
FINANCIAL DIRECTIONS LLC 1228 East Prince Road,
Tucson, AZ 85719 |
108475 |
$535,488,991 |
2721 |
A percentage of AUM, Fixed fees |
STERLING INVESTMENT MANAGEMENT, LLC 6262 North Swan Rd.,
Suite 210 Tucson, AZ 85718 |
112923 |
$337,723,197 |
436 |
A percentage of AUM, Hourly charges |
NOVA FINANCIAL SERVICES 1630 E River Rd,
Suite 212 Tucson, AZ 85718 |
150148 |
$308,496,440 |
1541 |
A percentage of AUM, Hourly charges, Fixed fees |
GREENBERG FINANCIAL GROUP 4511 N Campbell Ave #255,
Tucson, AZ 85718-6423 |
38747 |
$206,563,416 |
766 |
A percentage of AUM, Fixed fees, Commision Based |
CAPITAL WEST PARTNERS, LLC 6842 E. Tanque Verde Road,
Suite C Tucson, AZ 85715 |
130762 |
$206,267,971 |
410 |
A percentage of AUM, Hourly charges, Fixed fees |
TREIBERG WEALTH MANAGEMENT 3573 East Sunrise Drive,
Suite 115 Tucson, AZ 85718 |
284140 |
$200,309,580 |
212 |
A percentage of AUM, Hourly charges, Fixed fees |
IMUS WILKINSON INVESTMENT MANAGEMENT, LLC 3561 E. Sunrise Road,
Suite 117 Tucson, AZ 85718 |
157457 |
$193,618,495 |
1468 |
A percentage of AUM, Hourly charges, Fixed fees |
ALLIED PORTFOLIO MANAGEMENT, INC. 5987 E. Grant Road,
Tucson, AZ 85712 |
113809 |
$179,231,161 |
353 |
A percentage of AUM, Hourly charges, Fixed fees |
AIO FINANCIAL, LLC 6700 N Oracle Road, Suite 119,
Tucson, AZ 85704 |
114030 |
$150,509,163 |
650 |
A percentage of AUM, Hourly charges, Fixed fees |
LEVIN FUNDING GROUP LLC 2200 East River Road,
Suite 104 Tucson, AZ 85718 |
170087 |
$131,200,377 |
148 |
A percentage of AUM, Hourly charges, Fixed fees |
WILKINSON WEALTH MANAGEMENT, LLC 7411 E Tanque Verde,
Tucson, AZ 85715 |
317741 |
$103,440,080 |
616 |
A percentage of AUM, Hourly charges, Fixed fees |
SECURE INVESTMENT MANAGEMENT, LLC 7400 N Oracle Rd,
Suite 150-124 Tucson, AZ 85704 |
141195 |
$36,717,410 |
659 |
A percentage of AUM, Hourly charges |