Top financial advisors in Gilbert, AZ
We've curated a list of the best financial advisors in Gilbert, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $411,880,800 Number of advisors 9 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Gilbert, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Watts Gwilliam & Company, LLC
Watts Gwilliam & Company LLC, established in May 2004, manages approximately $820 million in assets on a discretionary basis as of March 2023. The firm primarily offers investment supervisory services, including ongoing portfolio management and oversight tailored to individual client needs, goals, and risk appetite. They utilize strategic asset allocation and a variety of securities, including Equities, ETFs, Mutual Funds, Bonds, and more. The firm's Optic Asset Management division focuses on professionally managed option strategies. Fees are based on a percentage of assets under management, with a maximum fee of 1.25% per year. The minimum annual household fee is $2,500, and fees are typically billed quarterly based on the market value of investments held in the account. The firm does not charge performance-based fees but may be involved in private placement investments with performance-based fees. Clients include individuals, trusts, charitable organizations, and corporate entities. Investment strategies emphasize long-term horizons and diversification. The firm also offers financial planning services and technology-based wealth management through the PATH program. Watts Gwilliam & Co. does not have any disciplinary events and does not complete proxy voting for clients. The firm's custody practices involve using custodians for client accounts, with occasional custody for private investments. Watts Gwilliam & Co. generally manages assets on a fully discretionary basis, with the ability to direct transactions without client approval within agreed-upon parameters.
$411,880,800 under management
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Gilbert, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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