Top financial advisors in Glendale, AZ
We’ve curated a list of the best financial advisors in Glendale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$166,448,195
Number of advisors
6 advisors
| $166,448,195 | 6 advisors | |
| 2 |
Assets under management
$32,606,535
Number of advisors
1 advisors
| $32,606,535 | 1 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.
Methodology
To generate our top financial advisors list in Glendale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Glendale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Wj Wealth Management
WJ Wealth Management, LLC, operating as WJ Wealth Management, is a registered investment adviser based in Glendale, Arizona. Established in 2024, the firm specializes in providing asset management services tailored to individual client needs. The firm's Wrap Program offers ongoing investment advice and management on various investment types, including mutual funds, ETFs, equities, and fixed income securities. Clients have the option to impose restrictions on investing in certain securities. The firm operates on a discretionary basis, with assets held at LPL Financial as custodian. For the Wrap Program, clients pay a negotiable annual advisory fee based on a percentage of assets, with a minimum account value of $25,000. The maximum advisory fee is 2.5%, with fees deducted quarterly in advance. While clients do not pay brokerage commissions, they should be aware of transaction charges paid by the advisor to LPL. Additionally, clients may incur additional fees from third parties, such as mutual fund expenses and charges for variable annuities. The firm's investment strategies include alternative strategy mutual funds, closed-end funds, ETFs, ETNs, options, structured products, hedge funds, managed futures, and variable annuities. Clients retain the right to vote proxies for securities held in their accounts. The firm does not engage in principal transactions with clients and requires associated persons to prioritize client interests in personal investments. Regular account reviews are conducted to ensure alignment with client objectives. Clients receive detailed quarterly performance reports and monthly account statements from LPL Financial, the qualified custodian. The firm may aggregate client transactions to improve execution quality.
$166,448,195 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersMcbee Advisors, Inc.
McBee Advisors, Inc., led by Seth D. McBee, a Business Advisor Representative, was established in 2017 and operates in Glendale, AZ, and Bellevue, WA. Seth McBee holds a Bachelor's degree in Business Administration with a Finance Concentration from Seattle Pacific University. With a clean disciplinary record, he has no history of legal or regulatory issues. Seth is also an insurance agent offering life insurance products and is involved in various business activities, including serving as Chairman of Evanjafrica, a nonprofit Christian ministry, and as Manager of Ryan Emery Golf LLC. While Seth does not receive compensation from non-client individuals for advisory services, he may earn commissions from insurance product sales, with full disclosure to clients. Seth is supervised by himself as the CEO and Chief Compliance Officer. He has no history of arbitration claims, civil, self-regulatory, or administrative proceedings, or bankruptcy proceedings. Clients can access additional information on Seth D. McBee via the SEC's website.
$32,606,535 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesActive Investment Management
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.
Methodology
To generate our top financial advisors list in Glendale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Glendale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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