AdvisorCensus / Financial advisors / Arizona / Phoenix, AZ / Fidelity Investments
Financial advisors in Phoenix, AZ using Fidelity Investments
40 SEC-registered investment advisory firms headquartered in the Phoenix, AZ metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Apex Wealth Advisors LLC | Pheonix | SEC-registered investment adviser | $100 million to $500 million |
| Arcwood Financial, LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Ashton Thomas Private Wealth | Scottsdale | SEC-registered investment adviser | Over $5 billion |
| Bayntree Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Bridgeport Financial Solutions | Phoenix | SEC-registered investment adviser | $1 billion to $5 billion |
| Corepath Wealth Partners LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| DEW Wealth Management | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Dynamic | Phoenix | SEC-registered investment adviser | Over $5 billion |
| Financial Life Planners | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| Foundations Investment Advisors LLC | Phoenix | SEC-registered investment adviser | Over $5 billion |
| Galvin, Gaustad & Stein, LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| GPS Investments | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Harding Wealth, Inc. | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| Harmony Asset Management LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Intelligent Capitalworks | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Interwealth Management, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Ironwood Investment Counsel, LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Ironwood Wealth Management, LLC | Chandler | SEC-registered investment adviser | $500 million to $1 billion |
| Johnson Financial Advisors | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| Kingdom Financial Group, LLC | Peoria | SEC-registered investment adviser | $500 million to $1 billion |
| Martinsen Wealth Management | Tempe | SEC-registered investment adviser | $100 million to $500 million |
| Mulholland Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $500 million to $1 billion |
| O'Connor Capital Advisory, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Osaic Wealth, Inc. | Scottsdale | SEC-registered investment adviser | Over $5 billion |
| Prosper Private Wealth | Mesa | SEC-registered investment adviser | $100 million to $500 million |
| Redwood Investment Management, LLC. | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Scottsdale Wealth Planning, Inc. | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Stableford Capital LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Wealth Advisors, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Strategy Financial Group | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Total Investment Management, Inc. | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| United Planners' Financial Services of America a Limited Partner | Scottsdale | SEC-registered investment adviser | Over $5 billion |
| Verus Capital Partners, LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Vestpointe Wealth Management, LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Vigilare Wealth Management LLC | Scottsdale | SEC-registered investment adviser | $100 million to $500 million |
| Watts Gwilliam & Company, LLC | Gilbert | SEC-registered investment adviser | $1 billion to $5 billion |
| Westmark Wealth Management | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| Wise Wealth Partners, LLC | Phoenix | SEC-registered investment adviser | $100 million to $500 million |
| WLTH Capital Management, LLC | Chandler | SEC-registered investment adviser | $100 million to $500 million |
| Xcelsior Advisor Partners LLC | Scottsdale | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Phoenix, AZ using Fidelity Investments. https://advisorcensus.com/advisors/az/phoenix/custodians/fidelity https://advisorcensus.com/advisors/az/phoenix/custodians/fidelity