Sage Financial Advisors Inc., based out of Scottsdale, AZ, is a small investment advisory firm with a strong presence in the financial industry. With two offices, this dynamic firm employs a total of seven dedicated professionals, three of whom specialize in providing expert investment advisory services. Sage Financial Advisors Inc. boasts an impressive average of approximately $53,860,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure is diverse, offering clients a range of options including a percentage of assets under management, hourly charges, and fixed fees. Notably, all assets managed by Sage Financial Advisors Inc. are under the complete discretion of the advisors. Catering primarily to high-net-worth individuals, the firm manages over $161,593,000 in assets for more than 30 individual clients. With a steadfast commitment to providing exceptional financial guidance, Sage Financial Advisors Inc. has garnered a reputation for delivering personalized and reliable investment strategies tailored to their clients' unique financial goals. The firm takes pride in its seasoned team of professionals, with some of the longest tenured advisors being Andrew Holemon, Sharon Bargetto, and Kelly Christensen. With their extensive knowledge and experience, Sage Financial Advisors Inc. continues to build trust and foster long-term relationships with their clients, ensuring that their financial objectives are met with utmost diligence and expertise.

Cole Wealth Management, LLC, based out of Scottsdale, AZ, is a reputable investment advisory firm with a team of three highly skilled professionals dedicated to providing comprehensive financial services. With an average of $101,100,000 in assets under management per investment advisor, Cole Wealth Management offers expertise that aligns with industry standards. Their compensation structure includes various types, such as a percentage of assets under management, ensuring their interests are closely tied to the success of their clients. With over 200 individual clients and an impressive $125,000,000 in assets under management, Cole Wealth Management has built a strong track record of effectively managing diverse portfolios. Notably, approximately half of their assets under management are derived from employer 401Ks and individual investors, indicating their proficiency in this specialized area. All the assets entrusted to them are managed on a discretionary basis, providing clients with peace of mind and the assurance that their investments are in capable hands. In addition to their investment advisory services, Cole Wealth Management offers complementary services such as insurance brokerage, accounting, and tax advisory. As a small firm, they have a single office location, which allows for personalized attention and tailored solutions for their clients. With a team that includes long-tenured advisors like Robert Di Carlo, Christopher O'Brien, and Martin Cole, Cole Wealth Management combines experience and expertise to deliver exceptional financial guidance and results. Whether individuals, businesses, or employer-sponsored retirement plans, Cole Wealth Management is committed to helping clients achieve their financial goals and secure their financial future.

Verus Capital Partners, LLC is a highly regarded regional investment advisory firm headquartered in Scottsdale, AZ. With an extensive network of 28 offices, Verus Capital Partners offers comprehensive investment advisory services to clients across the region. The firm boasts a dedicated team of 47 professionals, nearly all of whom specialize in providing expert investment advice. With an impressive track record, Verus Capital Partners manages a substantial portfolio, averaging approximately $21,550,000 in assets under management per investment advisor. Their compensation structure is designed to align with client needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. Distinguished by their expertise in managing employer 401Ks and individual investments, Verus Capital Partners handles roughly half of their assets under management in this space. Their deep experience in this area has earned them a reputation for delivering superior results and personalized service. Verus Capital Partners, LLC exercises complete discretion in managing all of the assets entrusted to their care, ensuring a comprehensive approach tailored to each client's unique financial goals. With over 3,910 individual clients and a staggering $948,187,000 in assets under management, the firm has garnered a significant client base and a robust portfolio. The firm takes pride in its team of seasoned advisors, including notable professionals like Karen Longo, Zachary Mason, and Christopher Oxenham. These long-tenured advisors bring extensive industry knowledge and expertise to Verus Capital Partners, enhancing the firm's ability to deliver exceptional investment advisory services to its valued clients.

Householder Group Estate & Retirement Specialists, based out of Scottsdale, AZ, is a renowned regional investment advisory firm with 28 offices. With a focus on estate and retirement planning, they cater to high net worth individuals, managing over $1,081,198,000 in assets under management for more than 140 clients. While their expertise extends beyond individual accounts and 401Ks, which account for less than 30% of their assets, Householder Group Estate & Retirement Specialists also possess the capability to manage employer funds. An impressive 99% of the assets they oversee are under their discretionary management. The firm's compensation structure is versatile, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This flexibility ensures that clients can choose the most suitable arrangement for their specific needs. With a dedicated team of 96 employees, including 48 investment advisors, Householder Group Estate & Retirement Specialists boasts an impressive average of approximately $22,520,000 in assets under management per investment advisor. The firm takes pride in its experienced staff, including some of the longest-tenured advisors such as Robert Behunin, Veronica Aaron, and Karen Day. As a trusted partner in estate and retirement planning, Householder Group Estate & Retirement Specialists is committed to providing personalized and comprehensive financial strategies, ensuring their clients' financial well-being throughout their lives. With their extensive expertise and wealth management services, they continue to be a leading choice for individuals seeking reliable and tailored investment advice.

Acrylic Financial, Inc., a prominent investment advisory firm headquartered in Fountain Hills, AZ, boasts a team of 16 highly skilled professionals. With 14 of these experts exclusively dedicated to providing top-tier investment advisory services, Acrylic Financial stands out for its commitment to delivering exceptional financial guidance to its diverse clientele. The firm prides itself on its remarkable track record, with an average of $465,100,000 in assets under management per investment advisor—a significantly higher figure compared to industry standards. Acrylic Financial employs a well-structured compensation model that encompasses various approaches, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' financial objectives. Acrylic Financial has garnered a loyal client base of over 280 individuals who entrust the management of their assets, totaling more than $72,416,000, to the firm. The company's expertise and specialization in employer 401Ks and individual accounts have contributed to their success, as approximately half of their assets under management originate from these sources. What sets Acrylic Financial apart is their dedication to delivering personalized service and tailored investment strategies. All the assets managed by the firm are under their full discretion, allowing them to act in the best interest of their clients at all times. Having firmly established themselves within the Fountain Hills community, Acrylic Financial operates from 16 strategically located offices. The firm boasts a team of seasoned advisors, including Patrick Gierke, John Cox, and Charles Truhlar, who bring extensive experience and knowledge to their roles, ensuring clients receive the highest level of expertise and guidance.