L. Roy Papp & Associates, LLP
Phoenix, AZ·SEC-registered · CRD #105130
L. Roy Papp & Associates, LLP is an SEC-registered investment advisory firm in Phoenix, AZ managing $1.6B across 2.3k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
2.3k
Advisory staff
10
Fee model
Fee-only
How L. Roy Papp & Associates, LLP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about L. Roy Papp & Associates, LLP
How much does L. Roy Papp & Associates, LLP manage?
Per its most recent SEC Form ADV filing (05/27/2026), L. Roy Papp & Associates, LLP reports $1.6B in regulatory assets under management across roughly 2.3k client accounts.
How does L. Roy Papp & Associates, LLP charge?
L. Roy Papp & Associates, LLP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is L. Roy Papp & Associates, LLP a fiduciary?
Yes. L. Roy Papp & Associates, LLP is registered with the U.S. Securities and Exchange Commission (CRD #105130), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is L. Roy Papp & Associates, LLP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks L. Roy Papp & Associates, LLP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Phoenix, AZ
Profile compiled from L. Roy Papp & Associates, LLP's public SEC Form ADV filing (CRD #105130, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of L. Roy Papp & Associates, LLP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with L. Roy Papp & Associates, LLP? Claim this profile.