L. Roy Papp & Associates, LLP
● SEC registered since 1989CRD 105130SEC# 801-35594Phoenix, AZ
Reg. AUM
$1.62B
Employees
10
Accounts
1,847
Location
Phoenix, AZ
L. Roy Papp & Associates, LLP assets under management
L. Roy Papp & Associates, LLP operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 1989. It reports $1.6 billion in regulatory assets under management and employs 10 people.
L. Roy Papp & Associates, LLP owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Elizabeth Ross | General Partner | Under 5% | 2026 |
| Anne Michelle Haggerty | Chief Compliance Officer | Under 5% | 2026 |
| Brian Michael Riordan | General Partner | Under 5% | 2007 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does L. Roy Papp & Associates, LLP manage?
L. Roy Papp & Associates, LLP reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does L. Roy Papp & Associates, LLP have?
L. Roy Papp & Associates, LLP reports 10 employees.
Where is L. Roy Papp & Associates, LLP located?
L. Roy Papp & Associates, LLP is based in Phoenix, AZ and has been SEC-registered since 1989.
Does L. Roy Papp & Associates, LLP disclose fund performance?
L. Roy Papp & Associates, LLP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2201 E. Camelback Road, Suite 227b, Phoenix, AZ 85016 |
| Phone | 602-956-0980 |
| Fax | 602-956-7053 |
| Office hours | 8:30 a.m.- 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.62B▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.62Bregulatory AUM
Discretionary $1.36BNon-discretionary $263.8M