L. Roy Papp & Associates, LLP

L. Roy Papp & Associates, LLP (CRD# 105130) is a financial advisory firm headquartered in Phoenix, AZ. They manage $794,923,444 in 1,263 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    795
    MILLION
  • Total Number of Accounts
    1,263
    ACCOUNTS
  • Average Account Value
    $629,393
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

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 17 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 19 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 12 years of experience in the finance industry.

4
Matthew P. Baum
CRD#: 5535260
2201 E. Camelback Road, Suite 227b, Phoenix, AZ 85016
90
Wealthminder
score

Matthew Baum (CRD# 5535260) 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.

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
87
Wealthminder
score

Judith Macias (CRD# 6563793) 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.

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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