Top financial advisors in Sun City, AZ
We’ve curated a list of the best financial advisors in Sun City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$309,095,348
Number of advisors
8 advisors
| $309,095,348 | 8 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 Sun City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sun City. 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.
Triton Wealth Management, Pllc
Triton Wealth Management, PLLC is a financial advisor firm based in Sun City, Arizona, established in 2018. The firm's ownership is equally shared among Cody Ashton, David Dorsey, Michael Bird, and William Mitton, who are also Investment Adviser Representatives. Triton Wealth Management offers comprehensive portfolio management services, including asset management, financial planning, and consulting. The firm acts as a fiduciary, always prioritizing clients' best interests. Investment strategies include asset allocation, fixed income, and long-term and short-term purchases. The firm manages $379,504,905 on a discretionary basis as of December 31, 2024. Fees for comprehensive portfolio management services do not exceed 1.75% annually and are billed quarterly. Clients may incur transaction fees and other expenses, including a $15 technology fee per account each quarter. Triton Wealth Management does not charge performance-based fees and allows clients to place reasonable restrictions on investments. The firm recommends using Schwab as a custodian and broker. Clients receive account statements directly from the custodian at least quarterly. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure.
$309,095,348 under management
8 advisors
Fee structure
A percentage of assets under your management
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 Sun City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sun City. 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.
Your first meeting is free.