Brian
Riordan

L. Roy Papp & Associates, Llp

CRD#2846934
Investment Advisor
in Phoenix, AZ

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About this Advisor

Brian Riordan is a chartered financial analyst who works out of Phoenix, Arizona with a total of 11 years of industry experience. Riordan is on the advisory team at L. Roy Papp & Associates, Llp. They have been an employee of L. Roy Papp & Associates, Llp for their entire career. Riordan holds a Series 63 license, which qualifies them as a securities agent, and is approved to advise clients in Arizona. L. Roy Papp & Associates, Llp is an advisory firm operating out of Phoenix, AZ. It oversees $1 billion in assets under management across its 1,724 client accounts, placing it among the bigger firms in the United States by assets under management. The firm serves 24 charities and foundations. Of its 1,724 accounts, 52% are associated with high-net-worth clients who have more than $1 million in investable assets. L. Roy Papp & Associates, Llp offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by L. Roy Papp & Associates, Llp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

2201 E. Camelback Road Suite 227B
Phoenix, AZ 85016

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L. Roy Papp & Associates, Llp Brokerage Details

Total Assets Under Management

$1,264,971,951

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

1,724

AZ Average: 1,370
Average Account Size

$733,742

AZ Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Brian Riordan Work History

Brian has been registered as a financial advisor for 11 years.*

2004 - Present (20 years)

L. Roy Papp & Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Riordan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at L. Roy Papp & Associates, Llp

Matthew Baum
Phoenix, AZ
Gregory Smith
Phoenix, AZ
Christopher Schaefer
Phoenix, AZ
Brian Riordan
Phoenix, AZ
Judith Macias
Phoenix, AZ
Julie Hein
Phoenix, AZ
Jeffrey Edwards
Phoenix, AZ
Rosellen Papp
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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