Sagepoint Financial, Inc. is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $13,401,006,851 of assets under management and employs about 3563 people. Sagepoint Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Smead Capital Management, Inc. (SCM) is a registered investment adviser established in July 2007, specializing in providing investment management services to separate accounts, mutual funds, advisors, family offices, and institutions. SCM's investment strategy focuses on Capital Appreciation, managing the Smead Value Fund, Smead International Value Fund, and Smead US Value UCITS Fund. The firm offers discretionary investment management services with a minimum portfolio value of 0.85% of the account's market value. SCM may negotiate fees based on certain criteria. The firm does not charge performance-based fees and acts as a fiduciary for its clients. SCM exercises investment discretion for managed assets totaling over $7 billion as of December 31, 2024. The firm's investment philosophy involves assessing securities based on eight criteria and managing risks through regular reviews and adherence to a Code of Ethics. SCM also provides model delivery services to certain unified managed accounts. Clients receive quarterly reports and are encouraged to discuss their needs and objectives with SCM. The firm votes proxies on behalf of clients and has no financial commitments impairing its ability to meet obligations. SCM does not compensate for client referrals and maintains custody through qualified custodians, ensuring clients receive regular statements.

Foundations Investment Advisors LLC is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $4,581,668,593 of assets under management and employs about 229 people. Foundations Investment Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Indigo Partners LLC is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $3,586,680,165 of assets under management and employs about 9 people. Indigo Partners LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

TFO Family Office Partners is a registered investment adviser based in Phoenix, AZ, established in October 2011. The firm manages investment portfolios for various clients, including individuals, retirement plans, trusts, and charitable organizations. TFO offers a range of services, such as investment management, family office services, retirement plan services, and consulting services. The firm primarily creates portfolios using mutual funds, ETFs, and managed accounts of individual equities/bonds. Clients have the option to impose restrictions on TFO's discretionary authority over their portfolios. TFO may allocate a portion of a portfolio to an independent third-party investment advisor when appropriate. The firm provides additional wealth management services, including financial planning, tax planning, and insurance analysis. TFO's fee structure is negotiable and typically charged as a percentage of assets under management, with fees ranging up to 1.25%. The firm may also charge fixed fees for certain services. TFO does not charge performance-based fees and does not vote proxies on behalf of clients. Clients have the responsibility for receiving and voting proxies for their securities. TFO does not have any financial commitments that impair its ability to meet its obligations to clients.

Dynamic Wealth Advisors is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $3,145,758,900 of assets under management and employs about 120 people. Dynamic Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and asset-based and flat fees for model portfolio adviser services.

Pfg Advisors is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $1,539,959,727 of assets under management and employs about 94 people. Pfg Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

L. Roy Papp & Associates, LLP is a registered investment advisor founded in 1978, primarily owned by Harry Papp, Rosellen Papp, and Victoria Cavallero. The firm specializes in providing customized investment management services to high-net-worth individuals, trusts, estates, pension and profit sharing plans, and other legal entities. L. Roy Papp & Associates manages portfolios based on individual client goals and objectives, considering factors such as investment time horizon, risk tolerance, and personal preferences. The firm primarily invests in domestic stocks, bonds, ETFs, and mutual funds, tailoring investment allocations to client preferences for growth or conservative strategies. Clients are charged an annual investment management fee based on a tiered schedule, with fees deducted quarterly in arrears. The minimum account size is generally $2,000,000 but is negotiable. L. Roy Papp & Associates does not charge performance-based fees and acts as a fiduciary for ERISA and IRA accounts. The firm does not participate in wrap fee programs and primarily uses Charles Schwab & Co. for brokerage services. The firm's investment strategies focus on fundamental analysis conducted by its Research Director and Analysts, with a growth style of management for equity investments. L. Roy Papp & Associates emphasizes long-term investments but may make short-term trades for liquidity purposes or opportunities. The firm discloses risks associated with market conditions, equity securities, fixed income securities, ETFs, and cybersecurity breaches. L. Roy Papp & Associates has not been involved in any disciplinary events in the past 10 years and does not compensate for client referrals. Clients' accounts are monitored regularly, and the firm has custody over client assets. L. Roy Papp & Associates typically manages client accounts on a discretionary basis, with clients maintaining proxy voting authority unless delegated to the firm. The firm has established policies and procedures for voting client securities in the best interest of clients.

Versant Capital Management, Inc. is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $812,924,067 of assets under management and employs about 18 people. Versant Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.