#1Babb Wealth Advisors LLC
BABB WEALTH ADVISORS LLC
Based in Fort Valley, AZ
Retirement Plan Advisors in Coconino County, AZ
The top-ranked retirement plan advisors serving Coconino County, AZ are Babb Wealth Advisors LLC, Heffernan Advisory, Inc. and Vora Wealth Management, PLLC. We list 5 retirement plan advisors serving Coconino County, AZ. 5 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Coconino County, AZ. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Coconino County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Babb Wealth Advisors LLC | SEC-registered investment adviser (CRD)#298347 | Fort Valley, AZ | (928) 526-2911 |
| 2 | Heffernan Advisory, Inc. | SEC-registered investment adviser (CRD)#116771 | Flagstaff, AZ | (928) 774-9598 |
| 3 | Vora Wealth Management, PLLC | SEC-registered investment adviser (CRD)#153559 | Flagstaff, AZ | (928) 526-8672 |
| 4 | Allen Financial Partners | SEC-registered investment adviser (CRD)#342928 | Prescott, AZ (97 mi) | (602) 677-7546 |
| 5 | Lane Brothers Investment Counsel | SEC-registered investment adviser (CRD)#105968 | AZ | (928) 776-8870 |
#2Heffernan Advisory, Inc.
HEFFERNAN ADVISORY, INC.Based in Flagstaff, AZ#3Vora Wealth Management, PLLC
VORA WEALTH MANAGEMENT, PLLCBased in Flagstaff, AZ#4Allen Financial Partners
JOE ALLEN, LLCServes this area from Prescott, AZ (97 mi)#5Lane Brothers Investment Counsel
LANE BROTHERS & CO INCServes this area from AZ
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Frequently asked questions
How many retirement plan advisors serve Coconino County?
We list 5 retirement plan advisors serving Coconino County, AZ: 3 based there and 2 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Coconino County?
The top-ranked retirement plan advisors serving Coconino County, AZ are Babb Wealth Advisors LLC, Heffernan Advisory, Inc., Vora Wealth Management, PLLC, Allen Financial Partners and Lane Brothers Investment Counsel. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Coconino County are verified against official records?
5 of the top 5 match an active official record: Babb Wealth Advisors LLC (U.S. Securities and Exchange Commission), Heffernan Advisory, Inc. (U.S. Securities and Exchange Commission), Vora Wealth Management, PLLC (U.S. Securities and Exchange Commission), Allen Financial Partners (U.S. Securities and Exchange Commission) and Lane Brothers Investment Counsel (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Cities in Coconino County
Communities served
Tuba City, Page, Doney Park, Williams, Timberline-Fernwood, Kachina Village, Grand Canyon Village, Fort Valley, Red Lake, Kaibito, Mountain View Ranches, Parks, Fredonia, LeChee, Bellemont, Munds Park, Mountainaire, Kaibab Estates West, Leupp, Moenkopi, Valle, Cameron, Blue Ridge, Tusayan, Tonalea, Oak Creek Canyon, Greenehaven, Bitter Springs, Tolani Lake, Forest Lakes, Mormon Lake, Supai