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 18 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 20 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
90
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
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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.