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.

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.

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.