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
| $139,994,827 | 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.
Methodology
To generate our top financial advisors list in Oro Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oro Valley. 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.
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 ServicesPortfolio 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.
Methodology
To generate our top financial advisors list in Oro Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oro Valley. 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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