| Forum Wealth Management |
2550 W Union Hills Dr Ste 350, Phoenix, AZ 85027 |
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48044xxxx9 |
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| Confluent Asset Management |
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20357xxxx5 |
inf*@c**********.com |
5 |
4 |
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12 |
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18 |
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| Pogson & Matt Wealth Management Group, LLC |
6930 E Chauncey Ln #120, Phoenix, AZ 85054 |
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60228xxxx6 |
bi**@p*********.com |
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| Brian Derrick - Financial Advisor - Derrick Family Financial - Raymond James |
18301 N 79th Ave Suite D148, Glendale, AZ 85308 |
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62323xxxx7 |
aar************@r***********.com |
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17473 |
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18000 |
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| Surevest Private Wealth |
2425 E Camelback Rd #890, Phoenix, AZ 85016 |
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48027xxxx6 |
ale******@s*******.com |
5 |
1 |
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| Wise Wealth Partners |
2375 E Camelback Rd #600, Phoenix, AZ 85016 |
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48023xxxx4 |
c18*****************************@s*****.wixpress |
5 |
8 |
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| Holman Wealth Management |
1839 E Queen Creek Rd, Chandler, AZ 85286 |
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48020xxxx2 |
tre*@h***********.com |
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| Vertex Wealth Advisors - Ameriprise Financial Services, LLC |
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260 |
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48047xxxx6 |
dns*****@a***.com |
5 |
3 |
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| Stellar Capital Management, LLC now HoyleCohen, LLC |
2200 E Camelback Rd UNIT 130, Phoenix, AZ 85016 |
|
60277xxxx7 |
ale********@h*********.com |
5 |
3 |
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| Merrill Lynch Financial Advisor Jane Y Zheng |
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016 |
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60295xxxx9 |
ale*********@m*.com |
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| Tanya Forsythe - TIAA Wealth Management Advisor |
3131 E Camelback Rd UNIT 420, Phoenix, AZ 85016 |
|
86654xxxx5 |
acc**********@t***.org |
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90969 |
524 |
91000 |
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| Northsight Wealth Management |
20715 N Pima Rd Suite 108, Scottsdale, AZ 85255 |
|
48026xxxx6 |
cac*****@n***************.com |
4.8 |
17 |
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5 |
15 |
383 |
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393 |
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| Christine Painley Gustafson - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2398 E Camelback Rd, Ste 550, Phoenix, AZ 85016 |
|
48092xxxx2 |
ama***********@a***.com |
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| Farnam Financial |
2415 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60260xxxx0 |
joh******@f**************.com |
5 |
11 |
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| Matt MacLean - Private Wealth Advisor, Ameriprise Financial Services, LLC |
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381 |
|
62338xxxx5 |
aff*****************@a***.com |
1 |
1 |
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402 |
9 |
444 |
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| Northwestern Mutual Investment Services, LLC: David L Schell |
2201 E Camelback Rd site 400, Phoenix, AZ 85016 |
|
60280xxxx0 |
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| Eldridge Capital Group |
3933 E Half Hitch Pl Suite 100, Phoenix, AZ 85050 |
|
60250xxxx6 |
dav**@e*******************.com |
5 |
2 |
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193 |
13 |
221 |
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| Wealthnest Planners |
5720 W Chandler Blvd #4, Chandler, AZ 85226 |
|
48069xxxx5 |
ang*******@w*********.com |
4.8 |
42 |
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4.8 |
37 |
572 |
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579 |
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| Zach Lytle - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
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60238xxxx4 |
lar********@r**.com |
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156 |
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| Affirm Wealth Advisors - Ameriprise Financial Services, LLC |
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381 |
|
62397xxxx3 |
aff*****************@a***.com |
5 |
2 |
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386 |
9 |
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| The Whalen Team - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60266xxxx9 |
ben*******************@u**.com |
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| Watermark Wealth Strategies - Scottsdale |
11333 N Scottsdale Rd #295, Scottsdale, AZ 85254 |
|
48044xxxx9 |
a@w**************.com |
3.9 |
8 |
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| Life Managed |
5134 N Central Ave #101, Phoenix, AZ 85012 |
|
60241xxxx6 |
inf*@l**********.com |
5 |
1 |
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5 |
7 |
370 |
5 |
375 |
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| Arrowhead Financial Services: Michael Federico |
17505 N 79th Ave #305A, Glendale, AZ 85308 |
|
62322xxxx0 |
a.a***@j************.com |
5 |
1 |
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| Orange Rock Wealth Management |
9125 W Thunderbird Rd, Peoria, AZ 85381 |
|
48053xxxx0 |
jim@o*************************.com |
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| Paul Hert - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx6 |
wms**********@r**.com |
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11448 |
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12768 |
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| Aegis Wealth Partners LLC |
3420 E Shea Blvd #200, Phoenix, AZ 85028 |
|
48060xxxx5 |
amc********@a**********.net |
5 |
1 |
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| Welborn Financial |
5225 N Central Ave UNIT 218, Phoenix, AZ 85012 |
|
60281xxxx2 |
ken*@w****************.com |
5 |
15 |
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| Mitchell's Tax Service |
8648 W Cypress St, Phoenix, AZ 85037 |
|
62390xxxx5 |
axt***@a**.com |
4.7 |
31 |
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| Stephen F. Couch - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx4 |
rbc*********@r**.com |
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12495 |
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| Double N Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60266xxxx9 |
ale*******@u**.com |
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| Merrill Lynch Financial Advisor Steven Selsky |
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016 |
|
60295xxxx4 |
ale*********@m*.com |
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| Edward Jones - Financial Advisor: Robert Farwell, CFP®|AAMS™ |
1333 N Greenfield Rd, Suite 102, Mesa, AZ 85205 |
|
48083xxxx9 |
a.j*********@e**********.com |
5 |
2 |
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125 |
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118 |
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| Summit Wealth Advisors, LLC. |
9125 W Thunderbird Rd #100, Peoria, AZ 85381 |
|
48056xxxx0 |
com*******@m********.com |
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| Todd Lee - Rbc Wealth Management Financial Advisor |
16150 N Arrowhead Fountains Center Dr, Peoria, Az 85382 |
|
62333xxxx6 |
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| GuidePoint Private Wealth Management |
1630 E Bethany Home Rd, Phoenix, AZ 85016 |
|
60273xxxx0 |
adm**@g*****.com |
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| Scott Murray - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60295xxxx3 |
abc*******@u**.com |
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| Nyfty Wealth |
18001 N 79th Ave Ste: B42-8, Glendale, AZ 85308 |
|
62330xxxx8 |
adv*******@n**********.com |
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| Ashton Thomas Private Wealth |
8605 E Raintree Dr Suite 280, Scottsdale, AZ 85260 |
|
60273xxxx5 |
inf*@a****.com |
5 |
6 |
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171 |
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197 |
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| ProVision, PLC |
382 E Palm Ln Suite 100, Phoenix, AZ 85004 |
|
48046xxxx0 |
abd************@p**************.com |
4.8 |
80 |
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489 |
2 |
509 |
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| Mariner |
2425 E Camelback Rd # 620, Phoenix, AZ 85016 |
|
60222xxxx0 |
aar********@m********************.com |
1 |
1 |
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| KANDAS FINANCIAL GROUP - Ameriprise Financial Services, LLC |
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016 |
|
48092xxxx5 |
che**********@a***.com |
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183 |
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198 |
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| Scottsdale Wealth Advisory |
8501 N Scottsdale Rd #205, Paradise Valley, AZ 85253 |
|
48024xxxx0 |
doe*****@s***********************.com |
5 |
25 |
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| Palladian Wealth Management |
2415 E Camelback Rd, Phoenix, AZ 85016 |
|
60261xxxx6 |
emg******@d********************.com |
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| Basha Wealth Management |
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|
60248xxxx6 |
bas************@c*************.com |
5 |
1 |
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| Perspective Financial Services, East Missouri Avenue, Phoenix, AZ |
1440 E Missouri Ave c250, Phoenix, AZ 85014 |
|
60228xxxx7 |
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3.7 |
3 |
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| Cole Wealth Management |
9332 E Raintree Dr # 100, Scottsdale, AZ 85260 |
|
48027xxxx4 |
ana***@g****.com |
5 |
3 |
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| Brian K Flader - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx9 |
mic***********@r**.com |
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143 |
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147 |
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| U.S. Bancorp Investments - Financial Advisors: Kim Devoss |
2222 E Camelback Rd, Phoenix, AZ 85016 |
|
60222xxxx9 |
aar************@u*****.com |
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345628 |
5337 |
348000 |
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| Longevity Partners - Northwestern Mutual |
2201 E Camelback Rd #400, Phoenix, AZ 85016 |
|
60280xxxx6 |
soc***@n*****************.com |
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|
107332 |
16205 |
108000 |
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| Gilberg Private Wealth |
18275 N 59th Ave Bldg N Ste 184, Glendale, AZ 85308 |
|
62326xxxx9 |
aar************@r***********.com |
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17473 |
|
18000 |
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| Burgesser Wealth Management |
3930 E Ray Rd Ste. 155, Phoenix, AZ 85044 |
|
48038xxxx7 |
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| Fann Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60295xxxx5 |
abc***@u**.com |
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| Financial Life Planners |
10429 S 51st St Suite 220, Phoenix, AZ 85044 |
|
48047xxxx0 |
cyn****@f********************.com |
5 |
7 |
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5 |
17 |
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341 |
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| Real Property Management Private Wealth |
16165 N 83rd Ave Suite 200, Peoria, AZ 85382 |
|
60268xxxx9 |
|
3.2 |
28 |
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| Trajan Wealth | Scottsdale Headquarters |
18700 Hayden Rd Suite 470, Scottsdale, AZ 85255 |
|
48099xxxx0 |
abi****@t***********.com |
4.7 |
90 |
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4.6 |
53 |
1759 |
13 |
1800 |
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| Camelback Wealth Strategies |
2200 E Camelback Rd # 207, Phoenix, AZ 85016 |
|
60271xxxx2 |
b.b*****@c**************.com |
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| AWM Capital |
1 N 1st St Ste 685, Phoenix, AZ 85004 |
|
32394xxxx9 |
aar**@a*****.com |
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| Chad Stauffacher - Private Wealth Advisor, Ameriprise Financial Services, LLC |
4040 E Camelback Rd UNIT 212, Phoenix, AZ 85018 |
|
48092xxxx9 |
cst*********@a***.com |
4 |
3 |
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108 |
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| 215 Advisors Wealth Management - Joel Beyer |
20 E Thomas Rd #2200, Phoenix, AZ 85012 |
|
83321xxxx6 |
awi*****@r**********.com |
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114 |
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| Money Management International |
2401 W Peoria Ave Ste. 350, Phoenix, AZ 85029 |
|
60224xxxx0 |
ada********@m**************.org |
4.9 |
15 |
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| Validus Financial Associates PLLC |
8877 W Union Hills Dr Suite 540 Suite 540, Peoria, AZ 85382 |
|
62356xxxx1 |
aar**@v******.com |
5 |
6 |
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135 |
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147 |
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| Financial Planning Unlimited |
4545 N 12th St, Phoenix, AZ 85014 |
|
60227xxxx1 |
cli*******@f*****.com |
5 |
3 |
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| Priority Financial Group |
16150 N Arrowhead Fountains Center Dr #345, Peoria, AZ 85382 |
|
80040xxxx0 |
and******@p******.com |
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| Sonoran Wealth Systems, LLC. |
1702 E Highland Ave Ste 214, Phoenix, AZ 85016 |
|
60227xxxx9 |
inf*@s*************.com |
3.7 |
6 |
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| 345 Wealth Management |
4835 E Cactus Rd Suite 255, Scottsdale, AZ 85254 |
|
48044xxxx0 |
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| Kendrick Wealth Management |
36600 N Pima Rd # 104, Carefree, AZ 85377 |
|
48088xxxx8 |
noa**********@k*********.com |
5 |
2 |
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| ARQ Wealth Advisors LLC |
14500 N Northsight Blvd STE 200, Scottsdale, AZ 85260 |
|
48021xxxx2 |
bra****@a********.com |
5 |
37 |
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1197 |
81 |
1100 |
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| Mathis Wealth Management |
7210 N 16th St, Phoenix, AZ 85020 |
|
60239xxxx1 |
cam****@m***********.com |
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139 |
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153 |
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| RBC Wealth Management Branch - Phoenix |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx0 |
wms**********@r**.com |
3.7 |
3 |
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14777 |
|
16000 |
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| Kevin L Ehlers - Private Wealth Advisor, Ameriprise Financial Services, LLC |
15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381 |
|
62348xxxx0 |
ash**********@a***.com |
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103 |
12 |
113 |
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| Tania Kvakic - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx8 |
tan*********@r**.com |
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| William Day - TIAA Wealth Management Advisor |
3131 E Camelback Rd UNIT 420, Phoenix, AZ 85016 |
|
86654xxxx5 |
acc**********@t***.org |
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90970 |
524 |
91000 |
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| David DiVito - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx2 |
joe*******@r**.com |
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354 |
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354 |
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| Moore Wealth Management |
7025 W Bell Rd Ste C9, Glendale, AZ 85308 |
|
48080xxxx7 |
eck*@g*********.com |
5 |
1 |
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| Sonoran Wealth Systems, LLC |
1702 E Highland Ave Suite 214, Phoenix, AZ 85016 |
|
60227xxxx9 |
inf*@s*************.com |
3.7 |
6 |
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| Midgley-rich Wealth Management Group |
275 E Rivulon Blvd Ste 400, Gilbert, Az 85295 |
|
48075xxxx0 |
ann********@m*.com |
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| Allworth Financial |
11240 N Tatum Blvd Suite 110, Phoenix, AZ 85028 |
|
48060xxxx0 |
bil***********@a****************.com |
3 |
2 |
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5377 |
47 |
5500 |
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| Elliott Financial Group |
18001 N 79th Ave # A15, Glendale, AZ 85308 |
|
62333xxxx0 |
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3 |
2 |
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| Emerald Wealth |
14362 N Frank Lloyd Wright Blvd Ste 1390, Scottsdale, AZ 85260 |
|
48088xxxx1 |
inf*@e***************.com |
5 |
3 |
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| Dewane-Kraemer Wealth Management Group |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx3 |
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| Arrowhead Wealth Partners |
7111 W Bell Rd Ste 106, Glendale, AZ 85308 |
|
62344xxxx1 |
cod*******@a**********.com |
5 |
1 |
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65 |
16 |
79 |
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| Safe Wealth Management, LLC |
4600 E Washington St # 300, Phoenix, AZ 85034 |
|
87746xxxx4 |
inf*@l*************.com |
5 |
24 |
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| Ben Spalding - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
48060xxxx3 |
ben*********@r**.com |
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135 |
|
134 |
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| RBC Wealth Management |
2398 E Camelback Rd Ste 700, Phoenix, AZ 85016 |
|
60238xxxx0 |
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5 |
28 |
5 |
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| William J. Hertzog - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx6 |
wms**********@r**.com |
5 |
1 |
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|
14777 |
|
16000 |
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| Acute Wealth Advisors, LLC |
4856 E Baseline Rd #104, Mesa, AZ 85206 |
|
48062xxxx7 |
inf*@a******************.com |
4.5 |
13 |
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151 |
2 |
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| Independent Wealth Management |
9844 W Yearling Rd D-1160, Peoria, AZ 85383 |
|
62377xxxx0 |
mgu****@i****.com |
5 |
16 |
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| J Martin Wealth Management |
333 N Dobson Rd, Unit, Chandler, AZ 85224 |
|
48063xxxx7 |
inf*@j********.com |
|
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5 |
19 |
169 |
8 |
173 |
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5 |
19 |
| Wilde Wealth Management Group |
7025 N Scottsdale Rd STE 115, Paradise Valley, AZ 85253 |
|
80039xxxx6 |
ali***@w**********.com |
4.4 |
7 |
|
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2621 |
27 |
2600 |
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| Dobbins Financial |
2730 W Agua Fria Fwy #201, Phoenix, AZ 85027 |
|
60227xxxx4 |
bri**@d***************.com |
3.5 |
8 |
|
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239 |
10 |
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| Marcus Brandt - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016 |
|
48092xxxx2 |
dns*****@a***.com |
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| Bonsai Financial |
3235 E Camelback Rd UNIT 103, Phoenix, AZ 85018 |
|
60234xxxx9 |
joh*******@b**************.com |
5 |
5 |
|
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183 |
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| Continuum Wealth Management |
12725 W Indian School Rd Suite E-101, Avondale, AZ 85392 |
|
48029xxxx6 |
cra****@c***************.com |
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| EP Wealth Advisors |
3131 E Camelback Rd # 135, Phoenix, AZ 85016 |
|
60296xxxx4 |
ab@e*******.com |
|
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|
1142 |
33 |
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| RBC Wealth Management Branch - Phoenix |
2938 E Camelback Rd, Phoenix, AZ 85016 |
|
60283xxxx0 |
wms**********@r**.com |
|
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|
11545 |
|
12869 |
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| Key Wealth Management |
8669 E San Alberto #100, Scottsdale, AZ 85258 |
|
48062xxxx9 |
inf*@m**********.com |
5 |
1 |
|
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|
305 |
|
326 |
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| Ensign Wealth Management |
4447 E Broadway Rd #101, Mesa, AZ 85206 |
|
48028xxxx1 |
cha*@e*******.com |
5 |
2 |
|
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|
113 |
|
122 |
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| Alliance Wealth Management |
3550 N Central Ave Suite 1440, Phoenix, AZ 85012 |
|
48087xxxx3 |
agr**@a***************.com |
|
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153 |
2 |
155 |
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|
| Triton Wealth Management |
13211 N 103rd Ave #4, Sun City, AZ 85351 |
|
62320xxxx0 |
tri***********************@c*************.com |
5 |
2 |
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| Active Money Management |
11811 N Tatum Blvd #2200, Phoenix, AZ 85028 |
|
60249xxxx1 |
bez***********@g****.com |
5 |
1 |
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|
| JBrooks Wealth Advisors - CPA, CFP, PC |
4647 N 32nd St Suite B245, Phoenix, AZ 85018 |
|
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5 |
127 |
|
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| DW Wealth |
3707 E Southern Ave, Mesa, AZ 85206 |
|
48090xxxx5 |
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|
| Smith Wealth Management Group - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60295xxxx6 |
abc***@u**.com |
|
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|
| Mark Dewane - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx9 |
wms**********@r**.com |
|
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|
14777 |
|
16000 |
|
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|
| Asset Preservation Wealth & Tax, Financial Advisors |
11323 W Bell Rd #301, Surprise, AZ 85378 |
|
60244xxxx6 |
chr************@a********.com |
4.7 |
49 |
|
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|
265 |
4 |
302 |
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|
| JB Financial LLC |
11024 N 28th Dr #225, Phoenix, AZ 85029 |
|
60245xxxx7 |
inf*@j*************.com |
5 |
4 |
|
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|
| John C Boulware - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
62333xxxx2 |
rbc*********@r**.com |
|
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48 |
|
51 |
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| Phocus Financial |
7600 N 16th St STE 100, Phoenix, AZ 85020 |
|
60295xxxx5 |
amy@p**************.com |
1 |
1 |
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| Zeches Wealth Management |
4647 N 32nd St Ste 110, Phoenix, AZ 85018 |
|
60295xxxx8 |
cze****@z***********.com |
|
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| Bright Wealth Management, Financial Advisors |
6991 E Camelback Rd d300, Scottsdale, AZ 85251 |
|
83377xxxx6 |
inf*@b*******.com |
5 |
4 |
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| Brighton Jones |
4211 N Marshall Way Suite 100, Scottsdale, AZ 85251 |
|
48035xxxx6 |
adv***********@b************.com |
4.6 |
10 |
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618 |
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702 |
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| Radden Private Wealth Management |
2201 E Camelback Rd #400, Phoenix, AZ 85016 |
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ama***********@n*.com |
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17 |
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| AWM Capital |
1 N 1st St Floor 7, Phoenix, AZ 85004 |
|
32394xxxx9 |
aar**@a*****.com |
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| EP Wealth Advisors |
4425 E Agave Rd #132, Phoenix, AZ 85044 |
|
48044xxxx2 |
ab@e*******.com |
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| Merrill Lynch Financial Advisor John A Cross |
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016 |
|
60295xxxx2 |
ann********@m*.com |
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| Bayntree Wealth Advisors |
7001 N Scottsdale Rd #2055, Scottsdale, AZ 85253 |
|
48049xxxx0 |
ajo*******@b*******.com |
5 |
4 |
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| CUE Financial Group, Inc. |
3200 N Central Ave #200, Phoenix, AZ 85012 |
|
60225xxxx1 |
adu***@c***********.com |
5 |
1 |
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| Preferred Wealth Management |
1202 E Maryland Ave Ste. 1J, Phoenix, AZ 85014 |
|
60249xxxx0 |
ann@p**********.com |
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162 |
5 |
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| Merrill Lynch Private Wealth Advisor Ruggero Borletti |
2555 E Camelback Rd, Phoenix, AZ 85016 |
|
48060xxxx7 |
ari*********@m*.com |
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| Southwest Wealth Advisory Group, LLC |
426 N 44th St Ste 115, Phoenix, AZ 85008 |
|
60293xxxx0 |
bra*@s**************.com |
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| Objective Wealth |
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48027xxxx2 |
inf*@o****************.com |
5 |
2 |
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125 |
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136 |
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| STF Wealth Management |
1250 E Missouri Ave, Phoenix, AZ 85014 |
|
60239xxxx0 |
jsm***@s********.com |
1 |
1 |
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4.6 |
11 |
166 |
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171 |
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| Joe DiVito - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx0 |
joe*******@r**.com |
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354 |
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354 |
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| Rosevest Financial |
7220 N 16th St C, Phoenix, AZ 85020 |
|
48095xxxx0 |
axx**@r****************.com |
5 |
5 |
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| Stoker Ostler Wealth Advisors |
4900 N Scottsdale Rd # 2600, Scottsdale, AZ 85251 |
|
48089xxxx8 |
agi***@a*.nv |
5 |
4 |
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| Morgan Stanley Financial Advisors |
2398 E Camelback Rd Suite 800, Phoenix, AZ 85016 |
|
60295xxxx6 |
acm***********@m************.com |
5 |
7 |
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| KDI Wealth Management |
8901 E Pima Center Pkwy Unit 205, Scottsdale, AZ 85258 |
|
87747xxxx0 |
car***@k********.com |
5 |
2 |
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| The Camelback Wealth Management Group - Morgan Stanley |
2398 E Camelback Rd Suite 800, Phoenix, AZ 85016 |
|
60295xxxx2 |
acm***********@m************.com |
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| Bahbah Sobers Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60295xxxx9 |
ale*******@u**.com |
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| SagePoint Financial |
20 E Thomas Rd Suite 2000, Phoenix, AZ 85012 |
|
86646xxxx2 |
dom****@a***********.com |
1 |
3 |
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2986 |
27 |
3500 |
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| AZ Legacy Wealth LLC: Luekenga Ross |
6751 N Sunset Blvd #320, Glendale, AZ 85305 |
|
62393xxxx2 |
ro**@a***************.com |
5 |
2 |
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| Charles Schwab Corporate Office |
2423 E Lincoln Dr, Phoenix, AZ 85016 |
|
80043xxxx0 |
aar********@s*****.com |
2.7 |
9 |
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264416 |
135 |
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| Merrill Lynch Financial Advisor Brett Woods |
14100 N 83rd Ave, Peoria, AZ 85381 |
|
62387xxxx0 |
ann********@m*.com |
5 |
1 |
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| Copper Canyon Wealth Management |
1830 S Alma School Rd Ste 104, Mesa, AZ 85210 |
|
48024xxxx3 |
cli**********@c*******.com |
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| STF Wealth Management |
2601 E Thomas Rd Ste 135, Phoenix, AZ 85016 |
|
60239xxxx0 |
mai*@s********.com |
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| TruWest Wealth Management Services |
5136 E Roosevelt St, Phoenix, AZ 85008 |
|
60262xxxx2 |
wea*************@t******.org |
5 |
1 |
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| Silver Oak Wealth Management |
11811 N Tatum Blvd UNIT 3031, Phoenix, AZ 85028 |
|
60295xxxx6 |
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4 |
4 |
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| Scarlet Filmore - Financial Advisor, Ameriprise Financial Services, LLC |
7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381 |
|
62397xxxx3 |
aff*****************@a***.com |
5 |
1 |
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402 |
9 |
444 |
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| RBC Wealth Management Branch - Desert Southwest |
2938 E Camelback Rd, Phoenix, AZ 85016 |
|
60283xxxx0 |
wms**********@r**.com |
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14777 |
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16000 |
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| Brian Williams - Morgan Stanley Financial Advisor |
2398 E Camelback Rd Suite 800, Phoenix, AZ 85016 |
|
60295xxxx1 |
acc**********@m************.com |
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| Capital Choice, AZ |
11022 N 28th Dr, Phoenix, AZ 85029 |
|
60239xxxx1 |
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5 |
4 |
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| Jacque Decker - RBC Wealth Management Financial Advisor |
16150 N Arrowhead Fountains Center Dr Suite 300, Peoria, AZ 85382 |
|
62333xxxx5 |
joh*******@c*.rbcwealthmanagement |
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| Ascension Financial Strategies |
1525 S Higley Rd, Gilbert, Az 85296 |
|
48060xxxx0 |
che********@g****.com |
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| SK Wealth Consulting |
2801 E Camelback Rd Ste 200, Phoenix, AZ 85016 |
|
60291xxxx5 |
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5 |
3 |
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| First Financial Asset Management |
2700 N 3rd St Suite 1002, Phoenix, AZ 85004 |
|
60297xxxx0 |
|
1.3 |
3 |
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| Wright Wealth Management |
2415 E Camelback Rd, Phoenix, AZ 85016 |
|
48094xxxx0 |
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| Axberg Wealth Management, LLC |
13613 W Camino Del Sol, Sun City West, AZ 85375 |
|
62339xxxx8 |
pax****@a***********.com |
5 |
14 |
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| Charles Schwab |
16150 N Arrowhead Fountains Center Dr Ste 185, Peoria, AZ 85382 |
|
62397xxxx1 |
acc************@s*****.com |
4.1 |
17 |
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| Insight Partners Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60266xxxx2 |
ale*******@u**.com |
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| Heritage Wealth Solutions |
2990 E Northern Ave Suite C105, Phoenix, AZ 85028 |
|
60288xxxx0 |
chr**@h*************.pro |
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82 |
2 |
82 |
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| Wilde Wealth Management Group |
13985 W Grand Ave #100, Surprise, AZ 85374 |
|
48036xxxx3 |
ali***@w**********.com |
5 |
5 |
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2621 |
27 |
2600 |
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| Ellish Wealth Management - Ameriprise Financial Services, LLC |
15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381 |
|
62330xxxx0 |
dns*****@a***.com |
5 |
1 |
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154 |
6 |
156 |
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| Larry Lytle - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx0 |
lar********@r**.com |
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| Wealth Engineering, LLC |
20325 N 51st Ave #134, Glendale, AZ 85308 |
|
48029xxxx2 |
dav*@w*****************.com |
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| Pearl Capital Management |
4417 N 40th St #300, Phoenix, AZ 85018 |
|
60271xxxx7 |
ema**@t**************.com |
5 |
3 |
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| Tandem Wealth Advisors LLC |
1850 N Central Ave # 330, Phoenix, AZ 85004 |
|
60229xxxx0 |
abu**@t***********.com |
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| Smart Card Merchant Services |
3039 W Peoria Ave #464, Phoenix, AZ 85029 |
|
88862xxxx3 |
|
3.4 |
36 |
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| Intentional Wealth Solutions |
2040 W Whispering Wind Dr STE 149, Phoenix, AZ 85085 |
|
62345xxxx0 |
ant*****@i************.com |
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| ELITE LEGACY FINANCIAL |
|
|
48050xxxx9 |
ang**@e*******************.com |
5 |
8 |
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| Johnathon Lawson CFP® Wealth Management, Certified Financial Planner Mesa & Gilbert, AZ |
7922 E Portobello Ave, Mesa, AZ 85212 |
|
48075xxxx1 |
|
5 |
3 |
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| U.S. Bank - Wealth Management Banker: Christian Eppley |
9746 W Happy Valley Rd, Peoria, AZ 85383 |
|
62337xxxx6 |
aar************@u*****.com |
|
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|
345640 |
5331 |
348000 |
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| Capital Asset Advisors |
2850 E Camelback Rd, Phoenix, AZ 85016 |
|
60227xxxx2 |
chu**@c**********.com |
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| Merrill Lynch Financial Advisor Ryan P Bertenshaw |
2555 E Camelback Rd Ste 900, Phoenix, AZ 85016 |
|
60295xxxx1 |
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| 360 Wealth Management, Inc. |
10037 E Dynamite Blvd # C-110, Scottsdale, AZ 85262 |
|
48058xxxx2 |
inf*@3******************.com |
5 |
1 |
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6 |
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5 |
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| Chavez Financial Management |
1 N 1st St, Phoenix, AZ 85004 |
|
48094xxxx8 |
ebe*@e*******.com |
4.8 |
24 |
|
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287 |
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| James Boullion - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
48044xxxx0 |
abc*******@u**.com |
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| Larson Wealth Management Arizona - Investment Services | Financial Planning |
4500 S Lakeshore Dr Suite 342, Tempe, AZ 85282 |
|
48069xxxx0 |
dav**@l*******.com |
5 |
59 |
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348 |
54 |
361 |
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| Maher Wealth Management |
2111 E Highland Ave Suite B225, Phoenix, AZ 85016 |
|
48071xxxx0 |
inf*@m******.com |
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284 |
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284 |
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| TCP Asset Management |
11130 N Tatum Blvd Ste 101, Phoenix, AZ 85028 |
|
60249xxxx0 |
aha*****@t*******.com |
5 |
1 |
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| Michael Doubleday - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60266xxxx5 |
abc*******@u**.com |
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| Camelback Wealth Consultants |
4648 N 32nd St, Phoenix, AZ 85018 |
|
60229xxxx2 |
|
3.5 |
4 |
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| Stine Wealth Management |
6991 E Camelback Rd Ste D-300, Scottsdale, AZ 85251 |
|
48047xxxx7 |
ali***@s********************.com |
5 |
20 |
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304 |
10 |
458 |
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| J. Martin Wealth Management |
1166 E Warner Rd #101, Gilbert, AZ 85296 |
|
48063xxxx7 |
inf*@j********.com |
5 |
6 |
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5 |
19 |
169 |
8 |
173 |
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| Northwestern Mutual |
2201 E Camelback Rd #400, Phoenix, AZ 85016 |
|
60280xxxx0 |
ade********@n*.com |
4 |
4 |
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| Baird Private Wealth Management |
2425 E Camelback Rd UNIT 530, Phoenix, AZ 85016 |
|
87779xxxx0 |
acu*****@r******.com |
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8170 |
959 |
8700 |
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| UBS Wealth Management Group - Southwest - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60295xxxx2 |
ale*******@u**.com |
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| TCI Wealth Advisors |
4011 E Sunrise Dr, Tucson, AZ 85718 |
|
52073xxxx7 |
add*************@t********.com |
5 |
5 |
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52 |
2 |
71 |
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| The Robert Harding Financial Group |
18301 N 79th Ave d149, Glendale, AZ 85308 |
|
62397xxxx3 |
338*************************************@w*****************.com |
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| Todd Lee - RBC Wealth Management Financial Advisor |
16150 N Arrowhead Fountains Center Dr Suite 300, Peoria, AZ 85382 |
|
62333xxxx6 |
wms**********@r**.com |
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11556 |
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12881 |
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| Phoenix Wealth Management - Ameriprise Financial Services, LLC |
2398 E Camelback Rd Ste 550, Phoenix, AZ 85016 |
|
48092xxxx3 |
dns*****@a***.com |
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| Wealth Management International Ltd |
23131 N Lake Pleasant Pkwy #100, Peoria, AZ 85383 |
|
62387xxxx4 |
dou*@w**********.com |
4 |
4 |
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| Luke Waldier - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60252xxxx8 |
she**********@r**.com |
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48 |
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51 |
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| Wealth Guardian Group |
1757 E Baseline Rd Ste 118, Gilbert, AZ 85233 |
|
48098xxxx1 |
bak****@w******************.com |
4.8 |
28 |
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4.9 |
35 |
857 |
51 |
870 |
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5 |
35 |
| Chris Young - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx1 |
mic***********@r**.com |
|
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143 |
|
147 |
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| Arizona Private Wealth - Ameriprise Financial Services, LLC |
4040 E Camelback Rd Ste 212, Phoenix, AZ 85018 |
|
48092xxxx9 |
cst*********@a***.com |
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| WT Wealth Management |
7161 E Rancho Vista Dr STE 112, Scottsdale, AZ 85251 |
|
80082xxxx6 |
aus***@w*****************.com |
5 |
5 |
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94 |
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| Asset Preservation Wealth & Tax, Financial Advisors |
16435 N Scottsdale Rd #175, Scottsdale, AZ 85254 |
|
60244xxxx6 |
and*********@a********.com |
5 |
21 |
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265 |
4 |
302 |
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| Dynamic Wealth Advisors |
2415 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
87725xxxx0 |
amy******@d********************.com |
3.8 |
4 |
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| Clarus Wealth Advisors |
9125 W Thunderbird Rd #100, Peoria, AZ 85381 |
|
62358xxxx0 |
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| Walsvick Wealth Management |
3823 E Daley Ln, Phoenix, AZ 85050 |
|
48030xxxx9 |
con****@p*************.org |
5 |
1 |
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23 |
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| Singh Private Wealth Management |
|
|
48042xxxx4 |
ram**@s*******.com |
5 |
7 |
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| Arizona Investment & Management LLC |
6534 N 27th Ave, Phoenix, AZ 85017 |
|
60227xxxx8 |
sec*****@s***********.com |
3 |
54 |
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| Baird Private Wealth Management |
14648 N Scottsdale Rd Ste 175, Scottsdale, AZ 85254 |
|
87779xxxx4 |
aci******@r******.com |
5 |
2 |
|
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|
8165 |
958 |
8700 |
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| Carson Wealth |
4800 N Scottsdale Rd #1900, Scottsdale, AZ 85251 |
|
48066xxxx0 |
abr****@c***********.com |
5 |
1 |
|
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|
2046 |
53 |
2300 |
|
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| CorePath Wealth Partners Scottsdale |
7114 E Stetson Dr Suite 205, Scottsdale, AZ 85251 |
|
48044xxxx4 |
adm**@c*************.com |
5 |
5 |
|
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|
1137 |
18 |
923 |
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| Baird Private Wealth Management |
16155 N 83rd Ave #205, Peoria, AZ 85382 |
|
48037xxxx0 |
bsc*******@r******.com |
|
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|
8164 |
953 |
8700 |
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| Westmark Wealth Management |
5050 N 40th St Ste 140, Phoenix, AZ 85018 |
|
60271xxxx0 |
bre****@w*************.com |
|
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5 |
7 |
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65 |
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| Fiduciary Advisors, Ltd. |
4242 N 19th Ave #150, Phoenix, AZ 85015 |
|
60286xxxx2 |
bda***@f****.com |
4.1 |
13 |
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| Wells Fargo Advisors |
2425 E Camelback Rd #1050, Phoenix, AZ 85016 |
|
60295xxxx3 |
a-p*************@w*****************.com |
5 |
1 |
|
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|
188292 |
|
189000 |
|
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| Phillips Financial Management |
18325 N Allied Way STE 220, Phoenix, AZ 85054 |
|
60263xxxx3 |
joh*@k*****************.com |
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|
| Merrill Lynch Financial Advisor Christian Serena |
14100 N 83rd Ave, Peoria, AZ 85381 |
|
62387xxxx1 |
ann********@m*.com |
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|
| Stewardship Wealth Advisors |
1440 E Missouri Ave Suite C115, Phoenix, AZ 85014 |
|
62325xxxx2 |
hel**@s**.financial |
|
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18 |
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|
| StoneCrest Wealth Management, Inc |
118 S Kyrene Rd Ste 4, Chandler, AZ 85226 |
|
60225xxxx0 |
bri***********@s***************.com |
5 |
11 |
|
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|
| Priority Financial Group |
3200 N Central Ave #200, Phoenix, AZ 85012 |
|
60220xxxx0 |
doe**@p******.com |
|
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|
| Wert Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
48044xxxx5 |
ben*******************@u**.com |
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|
| FocalPoint Wealth Management |
20860 N Tatum Blvd #195, Phoenix, AZ 85050 |
|
48077xxxx6 |
aj@f***************.com |
5 |
2 |
|
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76 |
3 |
76 |
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|
| Summit Wealth Group |
14500 N Northsight Blvd Suite 112, Scottsdale, AZ 85260 |
|
60238xxxx4 |
abu*********@s****************.com |
5 |
17 |
|
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|
4051 |
4 |
4000 |
|
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|
| Ryan M Dontoh: Primerica - Financial Services |
645 E Missouri Ave Suite 175, Phoenix, AZ 85012 |
|
60742xxxx9 |
aac**********@p********.com |
5 |
11 |
|
|
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|
149305 |
3762 |
161000 |
|
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|
| Greg Kraemer - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx6 |
rbc*********@r**.com |
|
|
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|
14777 |
|
16000 |
|
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|
| Western Wealth Communities |
5005 E Washington St, Phoenix, AZ 85034 |
|
48066xxxx9 |
cus************@w***********************.com |
3.1 |
336 |
|
|
2.7 |
27 |
317 |
15 |
349 |
|
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|
| Merrill Lynch Financial Advisor Daniel M Dozier |
14100 N 83rd Ave, Peoria, AZ 85381 |
|
62387xxxx9 |
bri************@b***.com |
5 |
1 |
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|
| Me Financial, PLLC |
3033 N Central Ave STE 640, Phoenix, AZ 85012 |
|
48044xxxx6 |
inf*@m**********.net |
5 |
3 |
|
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|
| Velocity Wealth Management, LLC |
5080 N 40th St #400, Phoenix, AZ 85018 |
|
48040xxxx3 |
bca***@v****************.com |
5 |
31 |
|
|
5 |
16 |
269 |
|
272 |
|
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|
| Bledsoe Asset Management, LLC |
1500 E Bethany Home Rd Ste. 100, Phoenix, AZ 85014 |
|
60259xxxx4 |
joh*@b*********.com |
|
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|
| Tarian Wealth Management |
17505 N 79th Ave Ste 102, Glendale, AZ 85308 |
|
62359xxxx0 |
deb**********@a***.com |
|
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|
38 |
|
49 |
|
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|
| Fisher Investments |
2425 E Camelback Rd Suite 660, Phoenix, AZ 85016 |
|
48066xxxx9 |
aa@f****************.com |
1 |
2 |
|
|
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|
161022 |
608 |
158000 |
|
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|
| Mgr Wealth Advisors |
26902 N 66th Ln, Phoenix, AZ 85083 |
|
62385xxxx5 |
|
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| Oxford Retirement & Estate Planning |
10699 W Bell Rd, Sun City, AZ 85351 |
|
62397xxxx6 |
|
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|
| Merrill Lynch Wealth Management |
14100 N 83rd Ave, Peoria, AZ 85381 |
|
62397xxxx6 |
ale*********@m*.com |
3 |
2 |
|
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|
| Tehrani Wealth Management |
4742 N 24th St Suite 300, Phoenix, AZ 85016 |
|
60246xxxx5 |
|
|
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|
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| Merrill Lynch Financial Advisor W Craig Fielder |
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016 |
|
60295xxxx4 |
ann********@m*.com |
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| Trajan Wealth |
1616 N Litchfield Rd suite a-135, Goodyear, AZ 85395 |
|
48099xxxx0 |
abi****@t***********.com |
5 |
15 |
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4.6 |
53 |
1733 |
13 |
1800 |
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| WJ Wealth Management |
18275 N 59th Ave #112-B, Glendale, AZ 85308 |
|
60294xxxx1 |
all**********@l**.com |
5 |
2 |
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| Eaton-Cambridge Inc. |
5090 N 40th St UNIT 205, Phoenix, AZ 85018 |
|
48038xxxx9 |
acc*******@e*************.com |
3.7 |
6 |
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| Savant Wealth Management |
3225 N Central Ave Suite 180, Phoenix, AZ 85012 |
|
48056xxxx3 |
cfe******@s***********.com |
5 |
1 |
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1624 |
22 |
1900 |
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| Domask Wealth Management |
7320 N Dreamy Draw Dr Suite 130, Phoenix, AZ 85020 |
|
60237xxxx4 |
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5 |
1 |
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| Kalina Wealth Advisors |
6868 N 7th Ave Suite 111, Phoenix, AZ 85013 |
|
60237xxxx5 |
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5 |
1 |
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| Capital Investment Advisors |
2141 E Camelback Rd Suite 205, Phoenix, AZ 85016 |
|
60281xxxx0 |
abb**@y*********.com |
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1270 |
19 |
1300 |
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| Tailwind Investment Management, LLC |
2 N Central Ave Suite #1800, Phoenix, AZ 85004 |
|
60275xxxx3 |
con****@s*********.com |
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| Prominent Peak Wealth Management |
2 N Central Ave Ste 1800, Phoenix, AZ 85004 |
|
48024xxxx9 |
bre***********@p************.com |
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| Fidelity Investments |
Investor Center, 3240 E Camelback Rd, Phoenix, AZ 85018 |
|
88874xxxx1 |
a61****@f*******.com |
3.8 |
11 |
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328871 |
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352000 |
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| Mountain View Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60295xxxx7 |
ale*******@u**.com |
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| Foundations Investment Advisors |
4050 E Cotton Center Blvd suite 40, Phoenix, AZ 85040 |
|
48062xxxx9 |
ale*@f*******.com |
5 |
3 |
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183 |
25 |
196 |
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| Prime Wealth Advisors |
13843 W Meeker Blvd #105, Sun City West, AZ 85375 |
|
62377xxxx3 |
inf*@p***.com |
5 |
30 |
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5 |
6 |
124 |
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132 |
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| Copper Square Private Wealth, LLC |
2 N Central Ave Suite #1800, Phoenix, AZ 85004 |
|
48035xxxx4 |
aha**@c*************.com |
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| Versant Capital Management, Inc. |
2394 E Camelback Rd Suite 100, Phoenix, AZ 85016 |
|
60263xxxx0 |
ale*********@v********.com |
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544 |
8 |
585 |
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| Wilde Wealth Management Group Inc |
19420 N 59th Ave, Glendale, AZ 85308 |
|
48036xxxx3 |
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5 |
1 |
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| Asset Preservation Wealth & Tax, Financial Advisors |
4310 E Cotton Center Blvd #120, Phoenix, AZ 85040 |
|
60244xxxx6 |
and*********@a********.com |
4.9 |
29 |
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263 |
4 |
300 |
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| Southwest Wealth Advisory Group LLC |
426 N 44th St #115, Phoenix, AZ 85008 |
|
60293xxxx0 |
bra*@s**************.com |
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| Clay Coffeen - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx5 |
rbc*********@r**.com |
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14806 |
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16000 |
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| Polaris Wealth Group - Ameriprise Financial Services, LLC |
15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381 |
|
62348xxxx0 |
ash**********@a***.com |
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103 |
12 |
113 |
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| Kris Dahl - RBC Wealth Management Financial Advisor |
6710 N Scottsdale Rd Suite 150, Scottsdale, AZ 85253 |
|
48060xxxx6 |
rbc*********@r**.com |
5 |
2 |
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14791 |
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16000 |
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| Shea Boulware-Creed - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
62333xxxx2 |
rbc*********@r**.com |
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48 |
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51 |
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| Wealth Management Solutions |
suite 130, 8550 E Shea Blvd, Scottsdale, AZ 85260 |
|
48060xxxx4 |
ada*@w****.com |
5 |
6 |
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| Wisdom Wealth, Investment Advisors, LLC |
6930 E Chauncey Ln STE 220, Phoenix, AZ 85054 |
|
60249xxxx0 |
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| Arbor Wealth Management |
7581 S Willow Dr STE 110, Tempe, AZ 85283 |
|
48081xxxx0 |
inf*@a********.com |
5 |
2 |
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351 |
4 |
348 |
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| TCI Wealth Advisors |
6929 E Greenway Pkwy Suite 150, Scottsdale, AZ 85254 |
|
48099xxxx1 |
aba*****@t********.com |
5 |
1 |
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52 |
2 |
71 |
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| Radden Timothy |
2201 E Camelback Rd, Phoenix, Az 85016 |
|
60280xxxx3 |
tim**********@n*.com |
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17 |
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| Fusion Wealth Management |
4040 E Camelback Rd UNIT 235, Phoenix, AZ 85018 |
|
60292xxxx0 |
d-e******@f*******.com |
3.7 |
3 |
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5 |
6 |
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45 |
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| Springsteel Investment Advisors |
2198 E Camelback Rd Suite 220, Phoenix, AZ 85016 |
|
48026xxxx0 |
inf*@s****************.com |
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| Foothills Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
60295xxxx5 |
ale*******@u**.com |
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| 21:5 Advisors Wealth Management |
20 E Thomas Rd Ste 2200, Phoenix, AZ 85012 |
|
83321xxxx6 |
awi*****@r**********.com |
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114 |
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| Pac West Investment Management & Financial Planning |
1643 E Bethany Home Rd, Phoenix, AZ 85016 |
|
60299xxxx2 |
cbe**@p********.com |
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28 |
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34 |
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| Westmark Wealth Management LLC |
5050 N 40th St UNIT 140, Phoenix, AZ 85018 |
|
60288xxxx9 |
ale*@w*************.com |
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| U.S. Bank – Wealth Management Banker: Brandon Daniels |
2222 E Camelback Rd, Phoenix, AZ 85016 |
|
60222xxxx9 |
aar************@u*****.com |
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345628 |
5337 |
348000 |
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| Premiere Retirement Planning |
2929 N Power Rd Ste 101, Mesa, AZ 85215 |
|
48035xxxx5 |
ala*****@p******.com |
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1284 |
2 |
1300 |
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| Luminvest Wealth Management |
|
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48070xxxx3 |
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5 |
1 |
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| Edward Jones - Financial Advisor: Tracy G Milanese, CFP®|CEPA®|AAMS™|CRPS™ |
6868 N 7th Ave #103, Phoenix, AZ 85013 |
|
60226xxxx7 |
a.j*********@e**********.com |
5 |
2 |
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87442 |
|
100000 |
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| Kaizen Wealth Management Group |
18001 N 79th Ave # A15, Glendale, AZ 85308 |
|
62333xxxx0 |
hel**@k****************.com |
5 |
5 |
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4 |
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| Eric McDowell - TIAA Wealth Management Advisor |
3131 E Camelback Rd UNIT 420, Phoenix, AZ 85016 |
|
86654xxxx5 |
ama******@t***.org |
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90969 |
524 |
91000 |
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| Merrill Lynch Financial Advisor Brian J King |
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016 |
|
60295xxxx8 |
ann********@m*.com |
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| Fitzgerald Wealth Management |
7010 E Acoma Dr, Scottsdale, AZ 85254 |
|
48094xxxx0 |
use*@d*****.com |
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| Hillspring Financial Inc |
12213 W Bell Rd #209, Surprise, AZ 85378 |
|
62358xxxx1 |
ala*@h******************.com |
5 |
5 |
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| Ironwood Wealth Management LLC |
3100 W Ray Rd Suite 301, Chandler, AZ 85226 |
|
48077xxxx0 |
ama***@i*********.com |
4.6 |
7 |
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| Brian Ford - TIAA Wealth Management Advisor |
3131 E Camelback Rd UNIT 420, Phoenix, AZ 85016 |
|
86654xxxx5 |
acc**********@t***.org |
|
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|
90969 |
524 |
91000 |
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| Michael Flader - RBC Wealth Management Financial Advisor |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx0 |
mic***********@r**.com |
|
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143 |
|
147 |
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| Northwestern Mutual Financial Planning & Wealth Management - Trennon Payne |
111 E Rivulon Blvd Ste 101, Gilbert, Az 85297 |
|
48072xxxx9 |
a.-***********@n*****************.com |
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| PK Financial Strategies, LLC |
5300 N Central Ave Suite 110, Phoenix, AZ 85012 |
|
60277xxxx0 |
gco****@p***.net |
3 |
2 |
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| Lytle Wealth Management Group |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
|
60238xxxx0 |
lar********@r**.com |
|
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156 |
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| Esparza Group LLC |
23335 N 18th Dr STE 136, Phoenix, AZ 85027 |
|
48047xxxx0 |
and***@e***********.org |
4.2 |
5 |
|
|
5 |
7 |
714 |
142 |
742 |
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| Northern Trust: Tony Bolazina: Wealth Manager |
2398 E Camelback Rd #1100, Phoenix, AZ 85016 |
|
60246xxxx0 |
ams*************@n***.com |
1 |
2 |
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|
9129 |
|
9600 |
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| Turning Pointe Wealth Management |
60 E Rio Salado Pkwy #900, Tempe, AZ 85281 |
|
48098xxxx0 |
cli**********@t***.co |
3 |
2 |
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| Johnathon Lawson CFP® Wealth Management, Certified Financial Planner™ Mesa & Gilbert, AZ |
7922 E Portobello Ave, Mesa, AZ 85212 |
|
14807xxxxx1 |
c18*****************************@s*****.wixpress |
5 |
3 |
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| Silverhawk Private Wealth |
21090 N Pima Rd, Scottsdale, AZ 85255 |
|
48029xxxx0 |
all****@s******************.com |
5 |
7 |
|
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|
367 |
17 |
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| CAPTRUST |
2375 E Camelback Rd # 700, Phoenix, AZ 85016 |
|
60246xxxx2 |
a@c*******.com |
|
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|
440 |
62 |
562 |
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| Prominent Peak Wealth Management |
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48024xxxx9 |
bre***********@p************.com |
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| AZ Private Wealth - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
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48044xxxx4 |
abc*******@u**.com |
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| Fleming Wealth Strategies, LLC |
19420 N 59th Ave Suite B247, Glendale, AZ 85308 |
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48026xxxx9 |
tim*************@l**.com |
5 |
2 |
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| Howell Wealth Consulting Group - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
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56234xxxx1 |
abc*******@u**.com |
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| Merrill Lynch Wealth Management |
2555 E Camelback Rd Suite 900, Phoenix, AZ 85016 |
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60295xxxx0 |
ale*********@m*.com |
2 |
3 |
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| Preferred Financial Group, LLC |
1202 E Maryland Ave Ste 1J, Phoenix, AZ 85014 |
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60249xxxx0 |
dav**@p**********.com |
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| DiGrazia & Tenney Wealth Management - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
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60295xxxx2 |
abc***@u**.com |
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| Wall Capital Group |
2550 W Union Hills Dr, Phoenix, AZ 85027 |
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62324xxxx2 |
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5 |
1 |
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| Wealth Enhancement & Preservation |
1757 E Baseline Rd Ste 137, Gilbert, AZ 85233 |
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48063xxxx8 |
aba****@w****************.com |
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| Capital Asset Advisors |
2850 E Camelback Rd Ste 200, Phoenix, AZ 85016 |
|
60227xxxx2 |
sco**@c**********.com |
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| The Di Vito Consulting Group |
2398 E Camelback Rd Suite 700, Phoenix, AZ 85016 |
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62388xxxx2 |
joe*******@r**.com |
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354 |
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354 |
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| Rock Martin Private Wealth Management |
9784 W Yearling Rd Suite B-1540, Peoria, AZ 85383 |
|
62322xxxx6 |
der***@r***************.com |
5 |
20 |
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116 |
3 |
133 |
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| Highroads Private Wealth Management |
33411 N 24th Dr, Phoenix, AZ 85085 |
|
48029xxxx0 |
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| Cire Wealth Advisory Group, LLC |
2550 W Union Hills Dr, Phoenix, AZ 85027 |
|
84492xxxx9 |
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| Cogent Wealth Management, LLC |
7170 W Camino San Xavier Suite D118, Glendale, AZ 85308 |
|
62344xxxx9 |
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| Grand Canyon Wealth Management |
2722 N Adair Cir, Mesa, AZ 85207 |
|
48059xxxx0 |
mic**********@l**.com |
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| Scott D. MacDonald, CPWA® - UBS Financial Services Inc. |
2575 E Camelback Rd # 900, Phoenix, AZ 85016 |
|
48044xxxx4 |
abc*******@u**.com |
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