Dynamic Wealth Advisors, based out of Surprise, AZ, is a small investment advisory firm specializing in providing comprehensive financial services to individual and institutional clients. With a team of three dedicated professionals, they offer personalized investment advisory services tailored to meet the unique financial goals and risk tolerance of their clients. Led by experienced advisors, Gary Luna, Adam Carlini, and Grant Hadden, Dynamic Wealth Advisors has established a reputation for their expertise in managing assets. They have a deep understanding of the investment landscape and strive to provide insightful guidance to their clients. With an impressive average of approximately $144,650,000 in assets under management per investment advisor, Dynamic Wealth Advisors outperforms the industry average, showcasing their ability to generate and preserve wealth for their clients. Their compensation structure is designed to align their interests with those of their clients, with options including a percentage of assets under management and performance-based fees. Dynamic Wealth Advisors prides itself on its extensive experience in managing employer 401Ks and individual portfolios, which collectively account for around half of their assets under management. The firm's impeccable track record and commitment to providing excellent service have earned them the trust of over 340 individual clients, who entrust them with more than $123,463,000 in assets. Located in Surprise, AZ, Dynamic Wealth Advisors operates from a single office, ensuring close proximity to their clients and allowing for easy access to their services. As a discretionary asset manager, they have full authority to make investment decisions on behalf of their clients, enabling them to take swift and strategic actions to capitalize on market opportunities. Dynamic Wealth Advisors is dedicated to helping their clients achieve their financial objectives by offering expert advice, personalized strategies, and exceptional service. With their seasoned team and proven track record, they are a trusted partner in wealth management.

Trek Financial is a highly regarded regional investment advisory firm headquartered in Scottsdale, AZ, with a wide network of 31 offices. With a dedicated team of 57 professionals, nearly all of whom specialize in investment advisory services, Trek Financial offers comprehensive financial guidance to individuals and businesses alike. Their client-centric approach and commitment to excellence have established them as a trusted partner in managing wealth and achieving financial goals. Drawing upon their extensive expertise, Trek Financial excels in advising on employer 401Ks and individual investments, boasting a wealth of experience in this domain. Their compensation structure is diverse, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet the unique needs of each client. Trek Financial has cultivated an impressive portfolio, with assets under management averaging approximately $36,090,000 per investment advisor. The firm exclusively manages discretionary assets, ensuring full authority to make investment decisions on behalf of their clients. With a broad client base exceeding 3,680 individuals, Trek Financial currently oversees assets totaling over $1,876,635,000. The company takes pride in the long-standing relationships they have developed with their clients, facilitated by their experienced team of advisors. Notable among these advisors are David Carroll, Mark Johnson, and Stephen Captain, who have demonstrated unwavering commitment and loyalty to the firm. As a regional investment advisory leader, Trek Financial remains dedicated to delivering personalized financial solutions and empowering clients to navigate the complexities of the financial landscape with confidence.

DecisionPoint Financial, LLC is a reputable local investment advisory firm headquartered in Mesa, AZ, with two offices strategically located to serve a diverse clientele. With a team of ten dedicated professionals, six of whom specialize in providing comprehensive investment advisory services, DecisionPoint Financial, LLC has established itself as a trusted partner in managing clients' wealth. Their impressive track record is reflected in their average assets under management per investment advisor, amounting to approximately $95,650,000, which aligns with industry standards. DecisionPoint Financial, LLC adopts a flexible compensation structure, offering options such as a percentage of assets under management and hourly charges to ensure client satisfaction. While 401(k) and individual accounts constitute less than 30% of their overall assets under management, DecisionPoint Financial, LLC possesses the expertise and capabilities to effectively handle employer funds, further expanding their portfolio. As a testament to their client-centric approach, DecisionPoint Financial, LLC currently serves over 230 individual clients, managing an impressive $573,924,000 in assets. The firm takes pride in fostering enduring relationships with their clients, exemplified by the long-standing commitment of advisors such as Scott Johnson, Matthew Daley, and Curtis Harrison. DecisionPoint Financial, LLC distinguishes itself as a trusted partner by offering a fully discretionary management approach, allowing clients to rely on their expertise and experience to make informed investment decisions. With their comprehensive range of services and commitment to delivering personalized financial strategies, DecisionPoint Financial, LLC stands as a reliable choice for individuals and businesses seeking exceptional investment advisory services.

L. Roy Papp & Associates, LLP, a prominent local investment advisory firm headquartered in Phoenix, AZ, boasts a team of highly experienced professionals dedicated to providing top-notch financial services. With a total of 10 employees, the firm excels in delivering comprehensive investment advisory solutions to their discerning clientele. Notably, 9 of these employees specialize in investment advisory services, making L. Roy Papp & Associates a reliable choice for individuals seeking expert guidance. Impressively, the firm manages an average of approximately $594,590,000 in assets under management per investment advisor, significantly surpassing the industry average. This remarkable achievement underscores their exceptional ability to generate substantial returns and optimize clients' portfolios effectively. Furthermore, L. Roy Papp & Associates' compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' specific needs. With over 200 individual clients and a remarkable $1,264,972,000 in assets under management, the firm has cultivated an extensive and diverse client base. The majority of the assets they manage cater to high-net-worth individuals, highlighting their expertise in managing significant wealth. Moreover, an impressive 83% of the assets they oversee are discretionary, demonstrating the trust and confidence placed in L. Roy Papp & Associates' seasoned advisors. L. Roy Papp & Associates, LLP operates from a single office in Phoenix, AZ, serving as a cornerstone of their commitment to providing personalized and attentive service. The firm takes pride in their team's longevity, with key advisors such as Rosellen Papp, Harry Papp, and Jeffrey Edwards, who have been instrumental in the firm's success. Their unwavering dedication, coupled with the firm's exceptional track record, positions L. Roy Papp & Associates, LLP as a leading force in the investment advisory industry.

TCI Wealth Advisors, Inc. is a well-established regional investment advisory firm headquartered in Tucson, AZ. With six offices strategically located throughout the region, the firm serves a diverse clientele seeking expert financial guidance. With over 1,810 individual clients and a staggering $3,431,527,000 in assets under management, TCI Wealth Advisors, Inc. has solidified its position as a trusted partner in wealth management. While their assets under management include a variety of accounts, such as 401Ks and individual portfolios, these represent less than 30% of the total. Notably, the firm possesses the expertise and capabilities to effectively manage employer funds. Moreover, TCI Wealth Advisors, Inc. boasts a remarkable 100% discretionary management rate, indicating their commitment to making well-informed investment decisions on behalf of their clients. The firm primarily serves high net worth individuals, catering to their unique financial objectives. TCI Wealth Advisors, Inc. offers a flexible compensation structure, providing various options including a percentage of assets under management, hourly charges, and fixed fees. This adaptability ensures that clients can choose the fee arrangement that best suits their needs. With a team of 54 dedicated professionals, including 29 investment advisors, TCI Wealth Advisors, Inc. upholds their commitment to delivering personalized and comprehensive financial services. Their investment advisors, including industry veterans John Stephens, Kenneth Riebe, and Robert Swift, bring extensive experience and deep expertise to the table. As an organization, TCI Wealth Advisors, Inc. maintains an impressive average of approximately $118,330,000 in assets under management per investment advisor, aligning with the industry average. With their proven track record and client-centered approach, TCI Wealth Advisors, Inc. continues to provide exceptional wealth management solutions to their valued clients.

Balboa Wealth Partners, Inc. is a reputable investment advisory firm headquartered in Scottsdale, AZ, boasting a network of 11 offices. With a team of 30 dedicated professionals, 21 of whom specialize in investment advisory services, Balboa Wealth Partners, Inc. has established itself as a trusted partner in the financial industry. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at an impressive $22,340,000. The company's compensation structure is flexible, encompassing various methods such as a percentage of assets under management, hourly charges, and subscription fees. Notably, Balboa Wealth Partners, Inc. excels in managing employer 401Ks and individual investments, representing approximately half of their assets under management. This expertise positions them as a go-to resource for individuals and businesses seeking robust financial management solutions. With an impressive 92% of their managed assets falling under the discretionary category, Balboa Wealth Partners, Inc. demonstrates their clients' trust in their decision-making abilities. In addition to their investment advisory services, they also serve as insurance brokers or agents, further enhancing their comprehensive approach to financial planning. The firm prides itself on its extensive client base, catering to over 640 individual clients with assets under management totaling more than $469,071,000. Balboa Wealth Partners, Inc. owes its success in part to the knowledge and experience of its long-standing advisors, including Michael Frager, Cheryl Gruetzmacher, and Thomas Breslin, who have consistently delivered exceptional service to their clients over the years.

SEM Wealth Management, a renowned investment advisory firm headquartered in Tucson, AZ, has established a strong presence in the financial industry. With a vast client base of over 1,290 individuals, the firm manages an impressive portfolio worth more than $817,873,000. Operating from two well-equipped offices, SEM Wealth Management offers a comprehensive range of financial services. Although the firm's expertise extends beyond individual and 401K accounts, these categories represent less than 30% of the total assets under management. SEM Wealth Management also excels in managing employer funds and prides itself on its ability to provide exceptional results for its clients. A notable 44% of the assets under their management are handled with discretionary authority, enabling them to make agile investment decisions. SEM Wealth Management employs a diverse team of 11 professionals, with four dedicated investment advisors delivering top-notch advisory services. Their compensation structure includes various types, one of which is a percentage of the assets under management, ensuring alignment of interests with their clients' financial success. Setting a high standard in the industry, SEM Wealth Management's investment advisors average an impressive $204,470,000 in assets under management each, surpassing the industry average. The firm takes pride in its experienced advisors, with longstanding professionals like Shannon Chandler, Jeffrey Hybiak, and Richard Gage leading the way. With a proven track record, commitment to excellence, and a client-centric approach, SEM Wealth Management continues to guide individuals and organizations towards their financial goals, solidifying its reputation as a trusted partner in wealth management.

STERLING INVESTMENT MANAGEMENT, LLC: Based out of Tucson, AZ, Sterling Investment Management, LLC is a small investment advisory firm with a solid reputation in the financial industry. With a total of 8 employees, including 4 experienced investment advisors, they offer a range of comprehensive investment advisory services. Drawing from ChatGPT's knowledge, Sterling Investment Management, LLC maintains an average of approximately $47,810,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure encompasses various methods, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency for their clients. Boasting an impressive portfolio, Sterling Investment Management, LLC oversees assets worth over $341,522,000 for more than 80 individual clients. While their primary focus lies in managing the assets of high net worth individuals, they also possess the expertise and capacity to manage employer funds, even though 401K and individual accounts account for less than 30% of their assets under management. With two offices, Sterling Investment Management, LLC serves their clients from multiple locations, offering convenience and accessibility. The firm takes pride in their team of experienced advisors, with notable names like Ross Patterson, Arumayta Arguello, and John Payne among their longest-tenured professionals. Sterling Investment Management, LLC distinguishes itself in the competitive landscape by providing tailored investment strategies and exceptional client service. Their commitment to discretion is evident as they manage 100% of their clients' assets on a discretionary basis.

Allied Portfolio Management, Inc., based in Tucson, AZ, is a highly regarded small investment advisory firm. With over $160,934,000 in assets under management, they cater to a diverse clientele consisting of more than 70 individual clients. While 401K and individual accounts make up less than 30% of their portfolio, Allied Portfolio Management has the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, ensuring a high level of trust and confidence in their investment strategies. Specializing in catering to high net worth individuals, Allied Portfolio Management has established a strong reputation for delivering exceptional financial services. Their compensation structure encompasses various options, including a percentage of assets under management, fixed fees, and hourly charges, allowing clients to choose what works best for them. With a total of two employees, including one dedicated investment advisor, Allied Portfolio Management maintains an impressive asset-to-advisor ratio. Each investment advisor manages an average of approximately $160,930,000 in assets, well above the industry average. This demonstrates the firm's commitment to providing personalized attention and achieving optimal results for their clients. Among the experienced team at Allied Portfolio Management, Steven Graham stands out as one of the longest-tenured registered advisors, having been with the firm since 1999. With a deep understanding of the industry and a proven track record of success, Steven contributes invaluable expertise to the firm's investment advisory services. Allied Portfolio Management, Inc. distinguishes itself through its unwavering commitment to delivering tailored investment solutions, ensuring the financial well-being and long-term growth of its discerning clientele.

R.H. Investment Group, LLC is a distinguished investment advisory firm based out of Scottsdale, AZ. With over 20 years of experience in the financial industry, they have established a solid reputation for delivering exceptional service to their clients. The firm boasts an impressive roster of over 100 individual clients, entrusting R.H. Investment Group with their financial portfolios. Under the skillful guidance of Ehren Haymore, one of the longest tenured registered advisors since 2001, R.H. Investment Group excels in managing a substantial $164,882,000 in assets. Their expertise lies in discretionary asset management, with 100% of the assets they oversee falling under this category. Catering predominantly to high net worth individuals, R.H. Investment Group understands the unique needs and objectives of this clientele. R.H. Investment Group's compensation structure is diverse, offering several types of arrangements, including a percentage of assets under management. This flexibility ensures that their clients' interests align with the firm's success, fostering a mutually beneficial partnership. With a lean team of two dedicated professionals, R.H. Investment Group provides personalized and attentive service. Their average of approximately $164,880,000 in assets under management per investment advisor surpasses industry standards, reflecting their commitment to delivering exceptional results. As a small investment advisory firm, R.H. Investment Group, LLC values the trust and confidence their clients place in them. Through their expertise, personalized approach, and commitment to excellence, R.H. Investment Group strives to build long-lasting relationships and help their clients achieve their financial goals.

PFG Advisors, a regional investment advisory firm based out of Phoenix, AZ, is dedicated to providing comprehensive financial solutions to its clients. With an extensive network of 130 offices, PFG Advisors has established a strong presence in the region. Led by a team of 94 experienced professionals, including 78 investment advisors, the firm boasts a wealth of expertise in managing assets and delivering top-notch investment advisory services. PFG Advisors takes a client-centric approach, tailoring its services to meet individual needs and financial goals. They excel in handling employer 401Ks and individual accounts, which collectively account for half of the impressive $1,835,591,000 in assets under management. With an average of $23,530,000 in assets under management per investment advisor, PFG Advisors demonstrates their commitment to providing personalized attention and maintaining a high level of client satisfaction. Transparency and fairness are key principles at PFG Advisors, reflected in their compensation structure. Advisors receive compensation based on a percentage of assets under management, hourly charges, or fixed fees, ensuring alignment with clients' interests. Moreover, with 84% of the assets under management being discretionary, PFG Advisors has the flexibility to make informed investment decisions on behalf of their clients. The firm takes pride in its team of seasoned professionals, including Anthony Dastice, Todd Kalina, and Michael Prior, who have been with the company for a significant period. Their extensive industry knowledge and experience contribute to the firm's success and the trust placed in PFG Advisors by their 4,590 individual clients. Overall, PFG Advisors stands out as a reputable investment advisory firm, combining a regional presence, extensive expertise, and a commitment to client satisfaction, making them a trusted partner for individuals and businesses seeking comprehensive financial solutions.