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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1989
- Office Locations
- 1
Office Locations
About L. ROY Papp & Associates, LLP
L. Roy Papp & Associates is an independently owned, SEC-registered RIA in Phoenix providing conservative, research-driven investment management and custom portfolios, plus personal financial planning (retirement income, education, tax, legacy and charitable strategies). The firm emphasizes after-tax, after-fee results and operates fee-based with no sales commissions. Differentiators include 11 partners with 8 CFA charterholders and a CPA, and advising a mutual fund.
Reported data analysis
What the numbers show
Between February 3, 2025 and May 27, 2026, reported AUM increased 5.7%, from $1.5B to $1.6B.
Across 5 reported observations, AUM increased 12.8% between March 25, 2022 and May 27, 2026, from $1.4B to $1.6B.
Of the latest reported AUM, 83.7% is discretionary and 16.3% is non-discretionary.
The firm reports 10 advisory representatives and 576 clients, or 57.6 clients per representative. That equates to $2.8M in reported AUM per client.
The profile lists 1 reported office location and 37 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full L. ROY Papp & Associates, LLP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
HARRY A PAPP
GENERAL PARTNER, Managing Partner
- CRD
- #4523575
- Ownership
- 50% but less than 75%
ROSELLEN C PAPP
GENERAL PARTNER, Partner
- CRD
- #4680179
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Alexander Jacques Robert Arnon-Bennett
--
- CRD
- #7816104
Showing 1 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,357,971,475 | $959,019 |
| Non-Discretionary | $263,833,086 | $612,142 |
| Total | $1,621,804,561 | $878,075 |
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Separately Managed Accounts
SMA allocation detail is available
L. ROY Papp & Associates, LLP has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
L. ROY Papp & Associates, LLP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.