L. Roy Papp & Associates, LLP

L. Roy Papp & Associates, LLP (CRD# 105130) is a financial advisory firm headquartered in Phoenix, AZ. They manage $879,052,152 in 1,349 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    879
    MILLION
  • Total Number of Accounts
    1,349
    ACCOUNTS
  • Average Account Value
    $651,632
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MI, NE, NY, TX, WA

Financial Advisors at L. Roy Papp & Associates, LLP
Showing 1 - 8 of 8 top financial advisors.
1
Brian M. Riordan
CRD#: 2846934
2201 E. Camelback Road, Suite 227b, Phoenix, AZ 85016
96
Wealthminder
score

Brian Riordan (CRD# 2846934) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has over 19 years of experience in the finance industry.

2
Jeffrey N. Edwards
CRD#: 1105196
6225 North 24th Street, Suite 150, Phoenix, AZ 85016
93
Wealthminder
score

Jeffrey Edwards (CRD# 1105196) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has over 21 years of experience in the finance industry.

3
Julie A. Hein
CRD#: 2116306
622 North 24th Street, Ste. 150, Phoenix, AZ 85016
93
Wealthminder
score

Julie Hein (CRD# 2116306) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has over 13 years of experience in the finance industry.

4
Matthew P. Baum
CRD#: 5535260
2201 E. Camelback Road, Suite 227b, Phoenix, AZ 85016
92
Wealthminder
score

Matthew Baum (CRD# 5535260) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has over 2 years of experience in the finance industry.

5
Rosellen C. Papp
CRD#: 4680179
6225 N. 24th Street, Suite 150, Phoenix, AZ 85016
90
Wealthminder
score

Rosellen Papp (CRD# 4680179) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has 1 year of experience in the finance industry.

6
Christopher L. Schaefer
CRD#: 4293432
2201 E. Camelback Road, Suite 227b, Phoenix, AZ 85016
90
Wealthminder
score

Christopher Schaefer (CRD# 4293432) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has 1 year of experience in the finance industry.

7
Judith A. Macias
CRD#: 6563793
2201 E. Camelback Road, Suite 227b, Phoenix, AZ 85016
88
Wealthminder
score

Judith Macias (CRD# 6563793) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has over 2 years of experience in the finance industry.

8
Harry A. Papp
CRD#: 4523575
6225 North 24th Street, Suite 150, Phoenix, AZ 85016
87
Wealthminder
score

Harry Papp (CRD# 4523575) is an Investment Advisor Representative working at L. Roy Papp & Associates, LLP in Phoenix, AZ and has 1 year of experience in the finance industry.

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