Firms by city
Registered investment advisers in Flagstaff, AZ
2 SEC-registered advisers headquartered in Flagstaff, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
2 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Heffernan Advisory | Flagstaff, AZ | $410M |
| Babb Wealth Advisors | Flagstaff, AZ | $209M |
- Headquarters
- Flagstaff, AZ
- Regulatory AUM
- $410M
- Headquarters
- Flagstaff, AZ
- Regulatory AUM
- $209M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Flagstaff on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Arizona.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.