Sonora Investment Management is a highly regarded investment advisory firm based in Tucson, AZ. With two offices, they provide localized financial services to their clients. The firm boasts a team of 15 professionals, with 12 specializing in investment advisory services, ensuring clients receive expert guidance tailored to their needs. Each investment advisor at Sonora Investment Management manages an average of approximately $164,910,000 in assets, surpassing the industry average and demonstrating their ability to handle significant portfolios. Their compensation structure offers various options, including a percentage of assets under management, providing a fair and transparent fee arrangement. While employer funds and individual accounts account for less than 30% of their assets under management, Sonora Investment Management possesses the capability and expertise to effectively manage these types of assets. With a strong emphasis on discretionary management, they ensure proactive decision-making and customization of investment strategies based on market conditions and client objectives. Sonora Investment Management proudly serves over 1,340 individual clients, managing an impressive sum of over $1,978,888,000 in assets. The firm's success is bolstered by the experience and dedication of advisors such as Michael Arko, Ludwell Gaines, and Edwin Hopper, who have established themselves as the longest-tenured professionals at the firm. Overall, Sonora Investment Management is committed to providing personalized financial solutions, leveraging their experience and comprehensive service offerings to help high-net-worth individuals navigate the complexities of the investment landscape and achieve their financial goals. Their local presence, industry expertise, and seasoned professionals make them a trusted partner for individuals seeking expert guidance 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.

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.

Capital West Partners, LLC, based out of Tucson, AZ, is a reputable investment advisory firm catering to over 130 individual clients. With assets under management totaling over $223,489,000, they have established themselves as a trusted partner in the financial industry. Capital West Partners, LLC operates from a single office, serving clients with personalized attention and expertise. While employer funds make up a significant portion of their managed assets, 401K and individual accounts constitute less than 30% of their portfolio. The firm's strong suit lies in its ability to handle discretionary assets, which account for 85% of their total management. They primarily focus on managing the assets of high net worth individuals, ensuring tailored financial strategies to meet their clients' unique goals. Capital West Partners, LLC offers a diverse compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. With a team of three dedicated employees, two of whom provide investment advisory services, the firm maintains a balanced client-advisor ratio. On average, each investment advisor handles approximately $111,740,000 in assets under management, a figure that aligns with the industry average. The firm takes pride in its experienced staff, with Jason Crane and Jason Ruther serving as some of the longest-tenured registered advisors. Capital West Partners, LLC's commitment to professionalism, client satisfaction, and sound financial management distinguishes them as a reliable choice in the competitive investment advisory landscape.

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.

GR Financial Group, LLC is a reputable investment advisory firm based out of Tucson, AZ. With a team of nine highly skilled professionals, including six dedicated investment advisors, they provide expert financial guidance and management services. Their average assets under management per investment advisor amount to an impressive $41,200,000. The firm's compensation structure encompasses various types, such as a percentage of assets under management, ensuring a vested interest in their clients' financial success. GR Financial Group, LLC has built a strong reputation in the industry, serving over 1,270 individual clients with a remarkable total of $739,835,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks and individual accounts, reflecting their extensive experience and expertise in this specific area. Demonstrating their commitment to client satisfaction, the firm manages 100% of the assets under their care on a discretionary basis. GR Financial Group, LLC takes pride in being deeply rooted in the local community. Operating from their single office in Tucson, they have established themselves as a trusted partner for individuals seeking sound financial advice. The firm boasts a team of seasoned advisors, including Sandra Widmer, Ryan Genzman, and Scott Genzman, who have demonstrated long-term dedication and expertise in the field. With their comprehensive knowledge and personalized approach, GR Financial Group, LLC is committed to helping clients achieve their financial goals and secure a prosperous future.

Wellspring Financial Partners, a reputable local investment advisory firm, is headquartered in Tucson, AZ. With a strong focus on providing exceptional financial solutions, they cater to a diverse client base of over 220 individuals, managing an impressive $691,445,000 in assets. Specializing in discretionary investments, Wellspring Financial Partners possesses the expertise to effectively oversee employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. Comprised of a team of nine dedicated professionals, Wellspring Financial Partners boasts six investment advisors who deliver personalized and comprehensive advisory services. With an average asset under management of approximately $115,240,000 per investment advisor, they align with the industry average. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges. At Wellspring Financial Partners, the company's commitment to excellence is reflected in their long-standing team members. With notable tenure, esteemed advisors like Elias Young, Patrick Zumbusch, and Deirdre Kochanski contribute their extensive experience to the firm's success. Driven by their client-centric approach and extensive financial expertise, Wellspring Financial Partners continues to establish itself as a trusted partner in wealth management. By delivering tailored solutions and maintaining a strong focus on growing and protecting their clients' assets, they consistently strive to exceed expectations and nurture long-term financial success.

Financial Directions LLC, headquartered in Tucson, AZ, is a reputable investment advisory firm with a strong presence in the industry. With a knowledge cutoff of September 2021, Financial Directions LLC had amassed an impressive client base of over 3,570 individuals, entrusting the firm with a substantial $556,560,000 in assets under management. As a small firm with a single office location, Financial Directions LLC prides itself on offering personalized services tailored to each client's unique financial goals and objectives. Distinguishing itself in the market, Financial Directions LLC specializes in managing assets from both employer 401Ks and individual clients, with approximately half of their assets under management originating from these sources. Their expertise in this space has allowed them to provide valuable insights and deliver favorable investment outcomes for their clients. The firm operates under a discretionary model, giving them full authority to make investment decisions on behalf of their clients. Financial Directions LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees, ensuring alignment with their clients' interests. Employing a team of four dedicated professionals, all of whom provide investment advisory services, Financial Directions LLC boasts an impressive average of $139,140,000 in assets under management per investment advisor, surpassing industry averages. Notably, the firm benefits from the knowledge and experience of long-tenured advisors such as Mary Cherba, Stanton Spackeen, and Christopher Hambacher. Financial Directions LLC stands out as a trusted partner in the investment advisory landscape, offering comprehensive financial guidance and striving to optimize their clients' financial success.

AIO Financial, LLC, a small investment advisory firm based out of Tucson, AZ, is committed to providing exceptional financial services to its clients. With six offices spread across the region, AIO Financial offers convenient access to its comprehensive expertise. Their dedicated team of professionals, consisting of one employee, is solely focused on delivering top-notch investment advisory services. With an impressive average of approximately $144,810,000 in assets under management per investment advisor, AIO Financial stands out in the industry. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. AIO Financial excels in managing employer 401Ks and individual portfolios, which together account for around half of their assets under management. Their extensive experience in this space has earned them a reputation for providing reliable and tailored investment strategies. Currently, AIO Financial serves over 150 individual clients, overseeing a total of $144,815,000 in assets under management. Sylvia Matteson and William Holliday, two of the longest-tenured registered advisors at the firm, bring a wealth of knowledge and expertise to their roles. Through their commitment to personalized service, expert advice, and a solid track record, AIO Financial, LLC aims to empower their clients to make informed financial decisions and achieve their long-term goals.

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.

Wilkinson Wealth Management, LLC is a small investment advisory firm based out of Tucson, AZ, dedicated to providing comprehensive wealth management services. With a team of highly skilled professionals, the firm offers personalized investment strategies tailored to meet the unique financial goals of each client. Led by Elbridge Wilkinson, one of the longest tenured registered advisors, Wilkinson Wealth Management, LLC has built a strong reputation for its expertise in managing high net worth individuals' assets. Their client base consists of over 140 individuals, with more than $100,614,000 in assets under management. The firm's commitment to client satisfaction is evident in its exceptional track record and dedication to transparent communication. Wilkinson Wealth Management, LLC takes a holistic approach to investment advisory services, ensuring that every aspect of a client's financial situation is considered. Their compensation structure includes various types, such as a percentage of assets under management, reflecting their alignment with clients' success. While the majority of the firm's assets are managed for high net worth individuals, Wilkinson Wealth Management, LLC also possesses the capability to handle employer funds. They manage all assets under management on a discretionary basis, allowing clients to benefit from their expertise and focus on their financial objectives. With one office in Tucson, AZ, Wilkinson Wealth Management, LLC provides a personalized and client-centric experience to help individuals and families navigate the complexities of wealth management. Their team of dedicated professionals strives to build long-term relationships based on trust, integrity, and a commitment to achieving financial prosperity for their clients.