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Find Retirement Advisors for Retirement Planning in Cottonwood, Arizona
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Cottonwood, Arizona (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034 | $53,243,468,890 | 65 | 135 | A Percentage of AUM, Performance Based |
| 2 | GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253 | $31,053,928,632 | 21 | 150 | A Percentage of AUM, Performance Based |
| 3 | DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop, Tucson, AZ, 85706-5041 | $19,885,317,307 | 148 | 123 | A Percentage of AUM |
| 4 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 5 | BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251 | $5,606,257,800 | 19 | 96 | A Percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES) |
| 6 | SMEAD CAPITAL MANAGEMENT, INC. 2777 East Camelback Road, Suite 375 Phoenix, AZ, 85016 | $5,250,997,806 | 79 | 16 | A Percentage of AUM |
| 7 | FOUNDATIONS INVESTMENT ADVISORS LLC 4050 E. Cotton Center Blvd., Suite 40 Phoenix, AZ, 85040 | $4,694,256,189 | 40472 | 229 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | INDIGO PARTNERS LLC 2525 East Camelback Rd., Suite 900 Phoenix, AZ, 85016-4278 | $3,586,680,165 | 20 | 9 | A Percentage of AUM, Performance Based |
| 9 | TCI WEALTH ADVISORS, INC. 4011 East Sunrise Drive, Tucson, AZ, 85718 | $3,431,526,695 | 9496 | 55 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | TFO FAMILY OFFICE PARTNERS 5060 North 40th Street, Suite 200 Phoenix, AZ, 85018 | $3,340,454,739 | 1685 | 64 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF NET WORTH) |
| 11 | DYNAMIC WEALTH ADVISORS 2415 East Camelback Road, Suite 700 Phoenix, AZ, 85016 | $3,252,482,987 | 12207 | 120 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES) |
| 12 | REDWOOD INVESTMENT MANAGEMENT, LLC. 4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251 | $2,385,975,981 | 1444 | 31 | A Percentage of AUM, Performance Based |
| 13 | STOKER OSTLER, A PART OF BMO FINANCIAL GROUP 4900 N. Scottsdale Road, Suite 2600 Scottsdale, AZ, 85251 | $2,165,479,313 | 3792 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | SOVEREIGN INVESTMENT ADVISORS LLC 3930 E Ray Road Suite 170, Phoenix, AZ, 85044 | $2,101,596,381 | 129 | 9 | A Percentage of AUM, Fixed Fees |
| 15 | ASHTON THOMAS PRIVATE WEALTH 15279 N Scottsdale Road, Suite B2-215 Scottsdale, AZ, 85254 | $2,003,187,684 | 4533 | 48 | A Percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Cottonwood, Arizona
QualificationsFirm CRD# 111091
Assets Under Management $53,243,468,890
No. Of Clients65
Clients Per Financial Advisor0
VOYA INVESTMENTS, LLC is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 clients. The team consists of 135 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 161573
Assets Under Management $31,053,928,632
No. Of Clients21
Clients Per Financial Advisor0
GI PARTNERS is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $31B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 150 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 108674
Assets Under Management $19,885,317,307
No. Of Clients148
Clients Per Financial Advisor1
DAVIS SELECTED ADVISERS LP is a financial advisory firm situated in Tucson, Arizona. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 148 clients. The team consists of 123 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 20804
Assets Under Management $6,085,656,351
No. Of Clients50361
Clients Per Financial Advisor89
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50361 clients. The team consists of 567 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 284363
Assets Under Management $5,606,257,800
No. Of Clients19
Clients Per Financial Advisor0
BALBEC CAPITAL MANAGEMENT LP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 96 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (ASSET MANAGEMENT FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 143567
Assets Under Management $5,250,997,806
No. Of Clients79
Clients Per Financial Advisor5
SMEAD CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Phoenix, Arizona. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 175083
Assets Under Management $4,694,256,189
No. Of Clients40472
Clients Per Financial Advisor177
FOUNDATIONS INVESTMENT ADVISORS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40472 clients. The team consists of 229 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 163648
Assets Under Management $3,586,680,165
No. Of Clients20
Clients Per Financial Advisor2
INDIGO PARTNERS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 107373
Assets Under Management $3,431,526,695
No. Of Clients9496
Clients Per Financial Advisor173
TCI WEALTH ADVISORS, INC. is a financial advisory firm situated in Tucson, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9496 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 159440
Assets Under Management $3,340,454,739
No. Of Clients1685
Clients Per Financial Advisor26
TFO FAMILY OFFICE PARTNERS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1685 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (PERCENTAGE OF NET WORTH)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 151367
Assets Under Management $3,252,482,987
No. Of Clients12207
Clients Per Financial Advisor102
DYNAMIC WEALTH ADVISORS is a financial advisory firm situated in Phoenix, Arizona. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12207 clients. The team consists of 120 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 153139
Assets Under Management $2,385,975,981
No. Of Clients1444
Clients Per Financial Advisor47
REDWOOD INVESTMENT MANAGEMENT, LLC. is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1444 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 111320
Assets Under Management $2,165,479,313
No. Of Clients3792
Clients Per Financial Advisor146
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3792 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 149040
Assets Under Management $2,101,596,381
No. Of Clients129
Clients Per Financial Advisor14
SOVEREIGN INVESTMENT ADVISORS LLC is a financial advisory firm situated in Phoenix, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 153902
Assets Under Management $2,003,187,684
No. Of Clients4533
Clients Per Financial Advisor94
ASHTON THOMAS PRIVATE WEALTH is a financial advisory firm situated in Scottsdale, Arizona. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4533 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Chandler, Arizona
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Looking for more choices? Use our free match service to compare retirement planners serving your area.