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.

ARQ Wealth Advisors, LLC is a prominent local investment advisory firm headquartered in Scottsdale, AZ. With a single office, they have established themselves as a trusted partner for individuals seeking expert financial guidance. Employing a team of 10 professionals, ARQ Wealth Advisors offers comprehensive investment advisory services to their esteemed clientele. The firm boasts an impressive average of approximately $84,000,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees, ensuring flexibility and tailored solutions for their clients. While 401K and individual accounts constitute less than 30% of their assets under management, ARQ Wealth Advisors demonstrates proficiency in managing employer funds. Notably, all of the assets they manage are discretionary, providing a streamlined and proactive approach to wealth management. With a focus on serving high net worth individuals, ARQ Wealth Advisors caters to over 230 individual clients, overseeing a substantial $420,007,000 in assets under management. The firm takes pride in the expertise and experience of their advisors, with notable names like James Robinson, Richard Siegel, and Gregory Yocum having demonstrated long-standing commitment to their clients' financial success. In summary, ARQ Wealth Advisors, LLC is a leading investment advisory firm in Scottsdale, AZ, known for their comprehensive services, strong asset management capabilities, and a dedicated team of experienced professionals.

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.

Interwealth Management, LLC, based out of Scottsdale, AZ, is a small and reputable investment advisory firm specializing in personalized financial solutions. With three dedicated employees, including two experienced investment advisors, Interwealth Management provides comprehensive wealth management services to a diverse clientele. With an average of approximately $56,560,000 in assets under management per investment advisor, Interwealth Management aligns with the industry average. Their compensation structure caters to clients' needs, offering a variety of options such as a percentage of assets under management and fixed fees. Notably, Interwealth Management boasts a substantial client base, serving over 260 individual clients with a cumulative $161,800,000 in assets under management. The firm has gained solid experience in managing employer 401Ks and individual investments, accounting for nearly half of their total assets under management. Headed by the longest-tenured registered advisors, Denis Ryan and Garrett Ryan, Interwealth Management demonstrates a commitment to stability and expertise in their advisory services. Their deep knowledge of the financial industry, combined with their personalized approach, ensures clients receive tailored investment strategies that align with their goals and risk tolerance. Located in Scottsdale, AZ, Interwealth Management operates from a single office, providing a convenient and accessible location for clients. The firm's mission is to deliver exceptional financial guidance and foster long-term relationships based on trust, integrity, and consistent performance. In summary, Interwealth Management, LLC is a respected investment advisory firm with a proven track record in managing diverse portfolios, particularly in the employer 401K and individual investment space. Through their client-centric approach and experienced team, they strive to help clients navigate the complexities of wealth management and achieve their financial aspirations.

Vigilare Wealth Management LLC is a reputable investment advisory firm based in Scottsdale, AZ. With one office location, the company serves a diverse range of clients seeking comprehensive wealth management solutions. Comprising a team of six dedicated professionals, Vigilare Wealth Management LLC possesses extensive expertise in investment advisory services, with four advisors specializing in this area. On average, each investment advisor oversees approximately $69,040,000 in assets under management, which aligns with industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management. While 401K and individual accounts constitute less than 30% of their total assets under management, Vigilare Wealth Management LLC boasts the capability to effectively manage employer funds. A notable characteristic of their portfolio is that 95% of the assets they handle are discretionary, providing clients with flexibility and trust in their financial decisions. Catering predominantly to high-net-worth individuals, the firm manages assets for over 70 individual clients, amounting to a substantial $276,152,000 in assets under management. Notably, Vigilare Wealth Management LLC also offers insurance brokerage services, further enhancing their ability to address clients' holistic financial needs. The firm takes pride in its team, which includes experienced advisors such as Zeljko Zdrale, Racquel Kolsrud, and Jason Polit, who have demonstrated long-standing commitment and expertise within the organization. With their tailored approach and dedication to excellence, Vigilare Wealth Management LLC strives to provide top-tier financial guidance and build long-term relationships with their valued clients.

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.

Total Investment Management, Inc., a reputable investment advisory firm based out of Scottsdale, AZ, offers comprehensive financial services to a diverse client base. With 10 dedicated professionals on their team, including 7 experienced investment advisors, they provide expert guidance and management to individuals and employer 401Ks alike. With an impressive average of approximately $445,820,000 in assets under management per investment advisor, Total Investment Management surpasses the industry average, reflecting their expertise and commitment to achieving optimal results for their clients. Their compensation structure is designed to align with their clients' interests and includes a combination of fees based on a percentage of assets under management, fixed fees, and performance-based fees. Catering to the unique needs of over 980 individual clients, Total Investment Management skillfully manages a total of over $1,236,052,000 in assets. Notably, their extensive experience in the employer 401K space is evident, as nearly half of their assets under management are derived from this sector. Total Investment Management boasts an impressive track record as all the assets they manage are under their discretion, demonstrating the trust clients place in their expertise. Operating from three conveniently located offices, they provide personalized services to clients in Scottsdale and beyond. The firm takes pride in its team of seasoned advisors, some of whom have been with the company for many years. Philip Lowe, Todd Foster, and James Hughes are among the longest-tenured professionals, bringing a wealth of knowledge and experience to Total Investment Management's clients. Overall, Total Investment Management, Inc. stands as a leading local investment advisory firm in Scottsdale, AZ, distinguished by their high asset values per advisor, strong presence in the employer 401K market, and a team of dedicated and experienced professionals.

Silverhawk Asset Management, LLC is a reputable investment advisory firm located in Scottsdale, AZ. With over 240 individual clients and a staggering $405,177,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from two offices, Silverhawk Asset Management, LLC caters to a diverse clientele, with less than 30% of their assets under management coming from 401K and individual accounts. However, they possess the expertise and capability to effectively manage employer funds. Impressively, 61% of the assets they oversee are discretionary, showcasing their clients' trust in their investment strategies. The majority of these assets are held by high-net-worth individuals, reflecting Silverhawk's specialization in serving this demographic. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees to accommodate the unique needs of their clients. With a team of nine dedicated professionals, including three investment advisors, Silverhawk Asset Management, LLC ensures personalized attention and expert guidance. Each investment advisor oversees an average of approximately $135,060,000 in assets under management, surpassing the industry average. The firm takes pride in its long-tenured advisors, with Shanna Rivera, Paul Mershon, and Joseph Laux among the most experienced and knowledgeable members of their team. Silverhawk Asset Management, LLC upholds a commitment to delivering exceptional investment solutions tailored to the specific goals and risk tolerance of their clients. With a proven track record and a client-centric approach, they have earned a well-deserved reputation as a premier investment advisory firm in Scottsdale, AZ.

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.