Top financial advisors in Oro Valley, AZ
We've curated a list of the best financial advisors in Oro Valley, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $139,994,827 Number of advisors 3 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 Oro Valley, 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.
Nrg Wealth Management
J.P. Davis, Inc. dba NRG Wealth Management is an SEC-registered investment advisory firm established in April 2003 and located in Oro Valley, Arizona. The firm offers portfolio management services tailored to individual client circumstances, including investment strategy, asset allocation, and risk tolerance assessment. Clients may grant discretionary authority for NRG to select securities and execute transactions without prior approval. NRG operates as a fiduciary, prioritizing clients' interests and avoiding practices that could favor certain portfolios. Financial guidance services are also available, covering areas such as cash flow management, retirement planning, and estate planning, with fees based on assets under advisement or hourly rates. The firm does not participate in performance-based fees or wrap fee programs. As of December 31, 2024, NRG managed $193,315,678 in assets under management. Fees for portfolio management range from 0.75% to 1.25% based on total assets, while financial guidance fees vary. NRG does not receive compensation for the sale of securities and does not engage in directed brokerage. Clients are responsible for third-party fees, and the firm does not vote client securities proxies. NRG maintains financial stability and does not have a history of financial difficulties.
$139,994,827 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 Oro Valley, 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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