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Financial advisory firms
in Phoenix, AZ.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

57 financial advisors35 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

35 advisory firmsCompare public facts. Verify experience directly.
57 financial advisors35 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

17 CAPITAL PARTNERS, LLCCRD 283013

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHATRUST ADVISORSCRD 340962

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASTEROZOA MANAGEMENTCRD 316870

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AWM CAPITAL, LLCCRD 287980

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLEDSOE ASSET MANAGEMENT, LLCCRD 145943

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BRIDGEPORT FINANCIAL SOLUTIONSCRD 325485

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BROOKWOOD INVESTMENT GROUPCRD 316544

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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CLAREMONT CAPITAL MANAGEMENT, LLCCRD 155189

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Insurance companiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CURAFIN ADVISORSCRD 329091

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Pension and profit sharing plansPooled investment vehicles (other than ICs)Pension consulting servicesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DYNAMICCRD 151367

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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EATON-CAMBRIDGE INC.CRD 116798

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FARNAM FINANCIALCRD 306180

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningOther: RIA CONSULTING SERVICE
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FOUNDATIONS INVESTMENT ADVISORS LLCCRD 175083

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INTRINSIC VALUE PARTNERS, LLCCRD 165214

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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L. ROY PAPP & ASSOCIATES, LLPCRD 105130

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LGM CAPITAL MANAGEMENT LLCCRD 283872

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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LILLIANO CAPITAL MANAGEMENT LLCCRD 339106

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MATHIS WEALTH MANAGEMENTCRD 172858

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
PFG ADVISORSCRD 173344

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
PROFOCUS INCORPORATEDCRD 113954

Advisory firm

Filed advisory firm office: Phoenix, AZ

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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