Home
Financial Advisor
Arizona
Phoenix
WINDSOR CAPITAL MANAGEMENT, LLC

WINDSOR CAPITAL MANAGEMENT, LLC

Tel: 480-515-3514 20860 North Tatum Blvd. Suite 220 Phoenix, Arizona 85050

About WINDSOR CAPITAL MANAGEMENT, LLC

WINDSOR CAPITAL MANAGEMENT, LLC is a Phoenix, Arizona based financial advisory firm with nearly $664,971,197 in assets under management and provides investment advisory services for 1195 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

116593

Firm SEC#:

801-64200

Assets Under Management:

$664,971,197

No. of Clients:

1195

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (ADVISORY CONSULTING SERVICES)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Arizona?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Arizona, Phoenix

FirmCRD#:143567
SEC#:801-67839
No. of Advisors:17
No. of Clients:87
AUM:$6,072,332,268
FirmCRD#:159440
SEC#:801-72840
No. of Advisors:75
No. of Clients:1868
AUM:$3,824,063,292
FirmCRD#:163648
SEC#:801-101537
No. of Advisors:8
No. of Clients:21
AUM:$2,925,561,697
FirmCRD#:173344
SEC#:801-80797
No. of Advisors:115
No. of Clients:12918
AUM:$2,830,846,519
FirmCRD#:149040
SEC#:801-80942
No. of Advisors:8
No. of Clients:139
AUM:$2,327,230,630
FirmCRD#:105130
SEC#:801-35594
No. of Advisors:10
No. of Clients:1833
AUM:$1,534,106,429
FirmCRD#:131692
SEC#:801-63192
No. of Advisors:15
No. of Clients:15605
AUM:$900,479,528
FirmCRD#:287980
SEC#:801-114373
No. of Advisors:30
No. of Clients:2463
AUM:$860,648,664
FirmCRD#:155189
SEC#:801-71872
No. of Advisors:3
No. of Clients:26
AUM:$734,852,143
FirmCRD#:316544
SEC#:801-122508
No. of Advisors:18
No. of Clients:2250
AUM:$689,082,702
FirmCRD#:105913
SEC#:801-41815
No. of Advisors:6
No. of Clients:1152
AUM:$657,740,174
FirmCRD#:306287
SEC#:801-121881
No. of Advisors:25
No. of Clients:2
AUM:$432,818,873
FirmCRD#:116798
SEC#:801-116885
No. of Advisors:10
No. of Clients:878
AUM:$319,886,737
FirmCRD#:329091
SEC#:801-129547
No. of Advisors:6
No. of Clients:81
AUM:$229,211,703

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.