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.

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.

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.

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.

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.

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.

Harmony Asset Management LLC, based out of Scottsdale, AZ, is a reputable local investment advisory firm serving over 100 individual clients. With a robust portfolio comprising more than $313,866,000 in assets under management, Harmony Asset Management LLC has established itself as a trusted partner in wealth management. The company operates from three well-equipped offices, ensuring accessibility and convenience for its valued clients. While 401K and individual accounts make up less than 30% of their total assets under management, Harmony Asset Management LLC possesses the expertise and capability to effectively manage employer funds. An impressive 95% of the assets they oversee are handled on a discretionary basis, exemplifying their commitment to providing tailored investment solutions aligned with client objectives. Harmony Asset Management LLC employs a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows them to cater to a diverse range of client needs and preferences. With a team of nine dedicated professionals, Harmony Asset Management LLC has a solid foundation to deliver exceptional investment advisory services. Their experienced and knowledgeable staff, including esteemed advisors such as Hairold Lopez, Dale Boettcher, and Alan Rosenfield, collectively contribute to the firm's success. On average, each investment advisor at the company manages approximately $39,230,000 in assets, ensuring personalized attention and optimal client outcomes. Harmony Asset Management LLC's commitment to client satisfaction, extensive expertise, and a comprehensive range of services make them a go-to choice for individuals and businesses seeking reliable and effective wealth management solutions.

Based in Scottsdale, Arizona, Bradley Wealth LLC is a small investment advisory firm that offers comprehensive wealth management services. With a team of four dedicated professionals, they specialize in providing personalized investment advice to their clients. Each investment advisor at Bradley Wealth LLC has an impressive average of $36,490,000 in assets under management, reflecting their expertise in managing substantial portfolios. The firm's compensation structure is designed to align their interests with their clients, incorporating various types of fees such as a percentage of assets under management and performance-based fees. With over 210 individual clients, Bradley Wealth LLC manages a substantial amount of assets, totaling over $185,711,000. The majority of their assets under management are for high net worth individuals, although they also have the capability to manage employer funds, although they represent less than 30% of their total assets. In addition to their investment advisory services, Bradley Wealth LLC serves as an insurance broker or agent, providing clients with comprehensive coverage options to protect their assets. With two office locations, the firm offers convenient access to their services for clients in the Scottsdale area. Bradley Wealth LLC prides itself on its experienced team of advisors, with notable names such as Alexander Cohen, Brandon Scott, and Michael Bradley, who have been with the firm for many years. Their long tenure underscores the firm's commitment to building lasting relationships with their clients and delivering exceptional financial guidance.

Alpha Fiduciary, a small investment advisory firm based out of Scottsdale, AZ, boasts an impressive track record in managing assets and providing top-notch financial services. With a team of four dedicated professionals, including two experienced investment advisors, they consistently deliver outstanding results to their clients. Compared to the industry average, Alpha Fiduciary stands out with an impressive average of approximately $253,440,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various types of fees, including a percentage of assets under management. Alpha Fiduciary takes pride in serving over 60 individual clients, with a combined total of over $145,458,000 in assets under management. While 401K and individual accounts represent less than 30% of their managed assets, the firm possesses the expertise and capability to effectively manage employer funds. Alpha Fiduciary's dedication to delivering exceptional service extends beyond traditional investment advisory roles. They also offer services as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration, further diversifying their expertise and enhancing their value proposition. With one office location in Scottsdale, AZ, Alpha Fiduciary provides a personalized approach to wealth management, catering to the unique needs of each client. Arthur Doglione and Curtis Anderson, two of the longest tenured registered advisors with the firm, bring a wealth of knowledge and experience to ensure clients receive expert guidance and support. Striving for excellence in discretionary asset management, Alpha Fiduciary maintains a 100% discretionary asset management rate, demonstrating their commitment to maintaining clients' trust and achieving their financial goals.

Smead Capital Management, Inc., headquartered in Phoenix, AZ, is a distinguished investment advisory firm with a strong presence in the local market. With three offices strategically located, Smead Capital Management, Inc. operates with a team of 16 dedicated professionals, 10 of whom specialize in providing comprehensive investment advisory services. Renowned for their expertise and commitment to client success, Smead Capital Management, Inc. manages an impressive portfolio, averaging around $525,100,000 in assets under management per investment advisor, surpassing industry standards. At Smead Capital Management, Inc., their compensation structure is designed to align their interests with those of their clients. This includes earning a percentage of the assets they manage, emphasizing their commitment to achieving optimal results for their clients. An impressive 98% of the assets under their management are handled with discretionary authority, allowing Smead Capital Management, Inc. to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Smead Capital Management, Inc. offers a range of specialized services. As a commodity pool operator or commodity trading advisor, whether registered or exempt from registration, they possess the expertise to navigate and capitalize on opportunities within the commodities market. With a notable clientele of over 10 individual clients, Smead Capital Management, Inc. oversees an extensive portfolio of assets under management exceeding $5,250,998,000. The firm takes pride in their team's longevity, with several of their most experienced advisors, including Cole Smead, Robert Carter, and James Casey, contributing to their track record of success. Smead Capital Management, Inc. continues to provide exceptional investment advisory services, delivering value and fostering long-term financial growth for their clients.