Vora Wealth Management, PLLC, a small investment advisory firm based out of Flagstaff, AZ, has established itself as a trusted partner in the financial industry. With two offices strategically located, Vora Wealth Management, PLLC provides comprehensive investment advisory services to a diverse clientele. The firm boasts a team of five dedicated professionals, with four of them specializing in investment advisory services. Vora Wealth Management, PLLC has developed a reputation for managing significant assets under management, averaging approximately $18,700,000 per investment advisor. The firm's compensation structure offers clients flexibility, including options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, Vora Wealth Management, PLLC has excelled in managing employer 401Ks and individual accounts, which collectively account for half of their assets under management. With extensive experience in this area, the firm has a deep understanding of the complexities and nuances associated with these types of investments. Moreover, Vora Wealth Management, PLLC exercises complete discretion over the assets it manages, ensuring personalized and tailored strategies for each client. In addition to their expertise in investment advisory services, Vora Wealth Management, PLLC also acts as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial interests. With a vast client base of over 590 individuals, Vora Wealth Management, PLLC manages a substantial $74,797,000 in assets under management. The firm takes pride in its team of seasoned advisors, including Michael Herrmann, Joseph Lynch, and Dharmesh Vora, who have demonstrated their commitment and loyalty to the firm over the years.

Babb Wealth Advisors LLC is a small, reputable investment advisory firm headquartered in Flagstaff, AZ, with two offices. With a total of five dedicated employees, they strive to provide top-notch financial services to their clients. Three of their highly experienced team members specialize in investment advisory services, ensuring clients receive expert guidance tailored to their unique financial goals. The firm manages an impressive average of approximately $63,500,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is diversified, incorporating various types such as a percentage of assets under management and fixed fees. Babb Wealth Advisors LLC serves a substantial client base of over 290 individuals, effectively overseeing assets exceeding $106,066,000. An area of expertise for Babb Wealth Advisors LLC lies in managing employer 401Ks and individual investments, constituting approximately half of their assets under management. With an unwavering commitment to client satisfaction, they leverage their extensive experience in this space to deliver exceptional results. Notably, Babb Wealth Advisors LLC exclusively manages discretionary assets, reflecting their clients' trust in the firm's expertise and decision-making capabilities. The firm's enduring success can be attributed, in part, to the expertise and longevity of their advisors. Ronald Getto, Kathleen Schroeder, and Travis Babb are among the longest-tenured advisors at Babb Wealth Advisors LLC, exemplifying the firm's commitment to stability and excellence in the financial industry.