Registered investment advisers in Arizona

AUM: $234.9B
Per adviser: $33M
Advisers: 7,143

Voya Investments, LLC

Scottsdale, AZ · Est. 1995

AUM: $59.5B
Per adviser: $838M
Advisers: 71

No reported disclosures

Gi Partners

Scottsdale, AZ · Est. 2012

AUM: $35.7B
Per adviser: $420M
Advisers: 85

No reported disclosures

Davis Selected Advisers LP

Tucson, AZ · Est. 1988

AUM: $30.1B
Per adviser: $3.0B
Advisers: 10

No reported disclosures

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ · Est. 2000

AUM: $12.8B
Per adviser: $23M
Advisers: 546

Foundations Investment Advisors LLC

Phoenix, AZ · Est. 2015

AUM: $10.1B
Per adviser: $35M
Advisers: 289

No reported disclosures

Balbec Capital Management LP

Scottsdale, AZ · Est. 2016

AUM: $8.0B
Per adviser: $200M
Advisers: 40

No reported disclosures

Ashton Thomas Private Wealth

Scottsdale, AZ · Est. 2010

AUM: $6.0B
Per adviser: $95M
Advisers: 63

No reported disclosures

Dynamic

Phoenix, AZ · Est. 2011

AUM: $5.6B
Per adviser: $87M
Advisers: 65

No reported disclosures

Smead Capital Management, INC.

Phoenix, AZ · Est. 2007

AUM: $5.5B
Per adviser: $552M
Advisers: 10

No reported disclosures

Tci Wealth Advisors, INC.

Tucson, AZ · Est. 1990

AUM: $5.4B
Per adviser: $119M
Advisers: 45

No reported disclosures

Tfo Family Office Partners

Phoenix, AZ · Est. 2011

AUM: $5.0B
Per adviser: $107M
Advisers: 47

No reported disclosures

Stoker Ostler, A Part Of Bmo Financial Group

Scottsdale, AZ · Est. 1997

AUM: $3.7B
Per adviser: $306M
Advisers: 12

No reported disclosures

Sovereign Investment Advisors LLC

Phoenix, AZ · Est. 2015

AUM: $3.3B
Per adviser: $552M
Advisers: 6

No reported disclosures

Pfg Advisors

Phoenix, AZ · Est. 2014

AUM: $3.3B
Per adviser: $38M
Advisers: 86

No reported disclosures

Trek Financial

Scottsdale, AZ · Est. 2000

AUM: $2.8B
Per adviser: $51M
Advisers: 55

No reported disclosures

Trajan Wealth, L.L.C.

Scottsdale, AZ · Est. 2015

AUM: $2.6B
Per adviser: $57M
Advisers: 46

No reported disclosures

Redwood Investment Management, LLC.

Scottsdale, AZ · Est. 2013

AUM: $2.5B
Per adviser: $495M
Advisers: 5

No reported disclosures

Verus Capital Partners, LLC

Scottsdale, AZ · Est. 2014

AUM: $2.3B
Per adviser: $51M
Advisers: 45

No reported disclosures

Versant Capital Management, INC.

Phoenix, AZ · Est. 2004

AUM: $1.8B
Per adviser: $129M
Advisers: 14

No reported disclosures

Ironwood Investment Counsel, LLC

Scottsdale, AZ · Est. 2001

AUM: $1.8B
Per adviser: $146M
Advisers: 12

No reported disclosures

Indigo Partners LLC

Scottsdale, AZ · Est. 2015

AUM: $1.7B
Per adviser: $237M
Advisers: 7

No reported disclosures

L. Roy Papp & Associates, LLP

Phoenix, AZ · Est. 1989

AUM: $1.6B
Per adviser: $162M
Advisers: 10

No reported disclosures

Global Strategic Nextgen Ocio

Scottsdale, AZ · Est. 2019

AUM: $1.6B
Per adviser: $322M
Advisers: 5

No reported disclosures

Awm Capital, LLC

Phoenix, AZ · Est. 2018

AUM: $1.5B
Per adviser: $53M
Advisers: 28

No reported disclosures

Galvin, Gaustad & Stein, LLC

Scottsdale, AZ · Est. 2010

AUM: $1.4B
Per adviser: $80M
Advisers: 17

No reported disclosures

Total Investment Management, INC.

Scottsdale, AZ · Est. 2008

AUM: $1.4B
Per adviser: $169M
Advisers: 8

No reported disclosures

Msh Capital Advisors LLC

Scottsdale, AZ · Est. 2017

AUM: $1.3B
Per adviser: $96M
Advisers: 14

No reported disclosures

Brookwood Investment Group

Phoenix, AZ · Est. 2021

AUM: $1.3B
Per adviser: $57M
Advisers: 22

No reported disclosures

Decisionpoint Financial, LLC

Mesa, AZ · Est. 2018

AUM: $1.2B
Per adviser: $87M
Advisers: 14

No reported disclosures

Wellspring Financial Partners

Tucson, AZ · Est. 2018

AUM: $1.2B
Per adviser: $407M
Advisers: 3

No reported disclosures

Arq Wealth Advisors, LLC

Scottsdale, AZ · Est. 2016

AUM: $1.1B
Per adviser: $123M
Advisers: 9

No reported disclosures

Balboa Wealth Partners, INC.

Scottsdale, AZ · Est. 2015

AUM: $1.1B
Per adviser: $43M
Advisers: 25

No reported disclosures

Gr Financial Group, LLC

Tucson, AZ · Est. 2014

AUM: $1.1B
Per adviser: $175M
Advisers: 6

No reported disclosures

Bridgeport Financial Solutions

Phoenix, AZ · Est. 2023

AUM: $1.0B
Per adviser: $116M
Advisers: 9

No reported disclosures

Watts Gwilliam & Company, LLC

Gilbert, AZ · Est. 2004

AUM: $1.0B
Per adviser: $172M
Advisers: 6

No reported disclosures

Fortitude Family Office

Scottsdale, AZ · Est. 2021

AUM: $1.0B
Per adviser: $77M
Advisers: 13

No reported disclosures

Sem Wealth Management

Tucson, AZ · Est. 1998

AUM: $933M
Per adviser: $233M
Advisers: 4

No reported disclosures

Rovin Capital

Mesa, AZ · Est. 2010

AUM: $917M
Per adviser: $102M
Advisers: 9

No reported disclosures

Estancia Capital Management, LLC

Scottsdale, AZ · Est. 2013

AUM: $908M
Per adviser: $83M
Advisers: 11

No reported disclosures

Claremont Capital Management, LLC

Phoenix, AZ · Est. 2010

AUM: $844M
Per adviser: $422M
Advisers: 2

No reported disclosures

Wealth Management Partners, LLC

Tucson, AZ · Est. 2020

AUM: $794M
Per adviser: $132M
Advisers: 6

No reported disclosures

Standpoint Asset Management, LLC

Scottsdale, AZ · Est. 2019

AUM: $771M
Per adviser: $129M
Advisers: 6

No reported disclosures

Curafin Advisors

Phoenix, AZ · Est. 2024

AUM: $748M
Per adviser: $374M
Advisers: 2

No reported disclosures

Sensible Money, LLC

Scottsdale, AZ · Est. 2017

AUM: $743M
Per adviser: $93M
Advisers: 8

No reported disclosures

Financial Directions LLC

Tucson, AZ · Est. 1999

AUM: $738M
Per adviser: $246M
Advisers: 3

No reported disclosures

Able Financial Group, LLC

Scottsdale, AZ · Est. 2023

AUM: $733M
Per adviser: $81M
Advisers: 9

No reported disclosures

Windsor Capital Management, LLC

Phoenix, AZ · Est. 2005

AUM: $703M
Per adviser: $141M
Advisers: 5

No reported disclosures

Rra Capital

Phoenix, AZ · Est. 2021

AUM: $663M
Per adviser: $29M
Advisers: 23

No reported disclosures

Ironwood Financial, LLC

Tucson, AZ · Est. 2009

AUM: $663M
Per adviser: $83M
Advisers: 8

No reported disclosures

Cambridge Financial Group, LLC

Tucson, AZ · Est. 2017

AUM: $646M
Per adviser: $161M
Advisers: 4

No reported disclosures

Mulholland Wealth Advisors, LLC

Scottsdale, AZ · Est. 2016

AUM: $612M
Per adviser: $122M
Advisers: 5

No reported disclosures

Ironwood Wealth Management, LLC

Chandler, AZ · Est. 2015

AUM: $608M
Per adviser: $101M
Advisers: 6

No reported disclosures

Northrim Adviser, LLC

Mesa, AZ · Est. 2023

AUM: $556M
Per adviser: $46M
Advisers: 12

No reported disclosures

The Capital Advisory Group Advisory Services, LLC

Phoenix, AZ · Est. 2008

AUM: $539M
Per adviser: $77M
Advisers: 7

Kingdom Financial Group, LLC

Peoria, AZ · Est. 2018

AUM: $521M
Per adviser: $31M
Advisers: 17

Pinnacle Peak Private Client Group, LLC

Scottsdale, AZ · Est. 2017

AUM: $481M
Per adviser: $120M
Advisers: 4

No reported disclosures

Eaton-Cambridge INC.

Phoenix, AZ · Est. 2019

AUM: $481M
Per adviser: $120M
Advisers: 4

No reported disclosures

Juncture Wealth Strategies, LLC

Scottsdale, AZ · Est. 2018

AUM: $474M
Per adviser: $53M
Advisers: 9

No reported disclosures

Nova Financial Services

Tucson, AZ · Est. 2014

AUM: $469M
Per adviser: $67M
Advisers: 7

No reported disclosures

Dew Wealth Management

Scottsdale, AZ · Est. 2016

AUM: $465M
Per adviser: $19M
Advisers: 24

No reported disclosures

Harmony Asset Management LLC

Scottsdale, AZ · Est. 2020

AUM: $463M
Per adviser: $51M
Advisers: 9

No reported disclosures

Social Leverage Advisors, LLC

Scottsdale, AZ · Est. 2022

AUM: $444M
Per adviser: $74M
Advisers: 6

No reported disclosures

Templeton Financial Services INC.

Chandler, AZ · Est. 2006

AUM: $442M
Per adviser: $110M
Advisers: 4

No reported disclosures

Biltmore Wealth Management, LLC

Tempe, AZ · Est. 2015

AUM: $440M
Per adviser: $147M
Advisers: 3

No reported disclosures

Heritage Family Offices, LLP

Scottsdale, AZ · Est. 2022

AUM: $423M
Per adviser: $141M
Advisers: 3

No reported disclosures

Exeter Financial, LLC

Scottsdale, AZ · Est. 2007

AUM: $420M
Per adviser: $105M
Advisers: 4

No reported disclosures

Wt Wealth Management, LLC

Scottsdale, AZ · Est. 2018

AUM: $419M
Per adviser: $32M
Advisers: 13

No reported disclosures

Heffernan Advisory, INC.

Flagstaff, AZ · Est. 2006

AUM: $410M
Per adviser: $82M
Advisers: 5

No reported disclosures

Sterling Investment Management, LLC

Tucson, AZ · Est. 1995

AUM: $409M
Per adviser: $102M
Advisers: 4

No reported disclosures

Greenberg Financial Group

Tucson, AZ · Est. 1990

AUM: $407M
Per adviser: $68M
Advisers: 6

No reported disclosures

Triton Wealth Management, Pllc

Sun City, AZ · Est. 2018

AUM: $405M
Per adviser: $45M
Advisers: 9

No reported disclosures

Luminvest Wealth Management LLC

Scottsdale, AZ · Est. 2023

AUM: $398M
Per adviser: $199M
Advisers: 2

No reported disclosures

Southwest Investment Advisors, INC.

Tucson, AZ · Est. 2020

AUM: $387M
Per adviser: $77M
Advisers: 5

No reported disclosures

Buttonwood Capital Management (Bcm)

Scottsdale, AZ · Est. 2019

AUM: $381M
Per adviser: $127M
Advisers: 3

No reported disclosures

Intelligent Capitalworks

Scottsdale, AZ · Est. 2005

AUM: $377M
Per adviser: $94M
Advisers: 4

No reported disclosures

Stonecrest Wealth Management, INC

Chandler, AZ · Est. 2020

AUM: $376M
Per adviser: $125M
Advisers: 3

No reported disclosures

Invicta Financial Group

Yuma, AZ · Est. 2020

AUM: $371M
Per adviser: $34M
Advisers: 11

No reported disclosures

Strategy Financial Group

Phoenix, AZ · Est. 2021

AUM: $367M
Per adviser: $37M
Advisers: 10

No reported disclosures

Strategic Income Group LLC

Chandler, AZ · Est. 2016

AUM: $362M
Per adviser: $91M
Advisers: 4

No reported disclosures

Seros Wealth Partners

Gilbert, AZ · Est. 2021

AUM: $359M
Per adviser: $51M
Advisers: 7

No reported disclosures

Intrinsic Wealth Counsel, INC.

Tempe, AZ · Est. 1984

AUM: $345M
Per adviser: $115M
Advisers: 3

No reported disclosures

Attessa Capital LLC

Tucson, AZ · Est. 2024

AUM: $344M
Per adviser: $43M
Advisers: 8

No reported disclosures

Vigilare Wealth Management LLC

Scottsdale, AZ · Est. 2011

AUM: $331M
Per adviser: $83M
Advisers: 4

No reported disclosures

Zenith Wealth Advisors

Scottsdale, AZ · Est. 2022

AUM: $328M
Per adviser: $82M
Advisers: 4

No reported disclosures

Treiberg Wealth Management

Tucson, AZ · Est. 2019

AUM: $325M
Per adviser: $108M
Advisers: 3

No reported disclosures

Aim Capital

Scottsdale, AZ · Est. 2012

AUM: $309M
Per adviser: $155M
Advisers: 2

No reported disclosures

One Wealth Capital Management, LLC

Scottsdale, AZ · Est. 2024

AUM: $307M
Per adviser: $61M
Advisers: 5

Stableford Capital LLC

Scottsdale, AZ · Est. 2014

AUM: $305M
Per adviser: $102M
Advisers: 3

No reported disclosures

Clarus Wealth Advisors, LLC

Peoria, AZ · Est. 2017

AUM: $305M
Per adviser: $23M
Advisers: 13

No reported disclosures

Key Group Management, INC.

Fountain Hills, AZ · Est. 2019

AUM: $304M
Per adviser: $61M
Advisers: 5

No reported disclosures

Johnson Financial Advisors

Tempe, AZ · Est. 2018

AUM: $301M
Per adviser: $150M
Advisers: 2

No reported disclosures

Capital Wealth Alliance, LLC

Scottsdale, AZ · Est. 2018

AUM: $300M
Per adviser: $100M
Advisers: 3

No reported disclosures

Capital West Partners, LLC

Tucson, AZ · Est. 2004

AUM: $300M
Per adviser: $150M
Advisers: 2

No reported disclosures

Interwealth Management, LLC

Scottsdale, AZ · Est. 2019

AUM: $298M
Per adviser: $60M
Advisers: 5

No reported disclosures

Graystone Partners Wealth Management, LLC

Tempe, AZ · Est. 2020

AUM: $297M
Per adviser: $99M
Advisers: 3

No reported disclosures

Wall Capital Group, INC.

Phoenix, AZ · Est. 1992

AUM: $295M
Per adviser: $98M
Advisers: 3

No reported disclosures

Sage Financial Advisors INC.

Scottsdale, AZ · Est. 2001

AUM: $270M
Per adviser: $54M
Advisers: 5

No reported disclosures

Gordian Advisors, LLC

Tucson, AZ · Est. 2019

AUM: $265M
Per adviser: $88M
Advisers: 3

No reported disclosures

Tandem Wealth Advisors

Phoenix, AZ · Est. 2019

AUM: $262M
Per adviser: $37M
Advisers: 7

No reported disclosures

Wj Wealth Management

Glendale, AZ · Est. 2020

AUM: $262M
Per adviser: $131M
Advisers: 2

No reported disclosures

Corepath Wealth Partners LLC

Scottsdale, AZ · Est. 2019

AUM: $261M
Per adviser: $52M
Advisers: 5

No reported disclosures

Releve Financial Group

Scottsdale, AZ · Est. 2016

AUM: $256M
Per adviser: $64M
Advisers: 4

No reported disclosures

Treasure Investment Management, LLC

Scottsdale, AZ · Est. 2020

AUM: $253M
Per adviser: —
Advisers: —

No reported disclosures

Tribeca Financial, LLC

Mesa, AZ · Est. 2001

AUM: $248M
Per adviser: $50M
Advisers: 5

No reported disclosures

17 Capital Partners, LLC

Phoenix, AZ · Est. 2021

AUM: $246M
Per adviser: $82M
Advisers: 3

No reported disclosures

Nrg Wealth Management

Oro Valley, AZ · Est. 2019

AUM: $242M
Per adviser: $60M
Advisers: 4

No reported disclosures

Bayntree Wealth Advisors, LLC

Scottsdale, AZ · Est. 2021

AUM: $241M
Per adviser: $40M
Advisers: 6

No reported disclosures

Allied Portfolio Management, INC.

Tucson, AZ · Est. 2002

AUM: $240M
Per adviser: $240M
Advisers: 1

No reported disclosures

Lane Brothers Investment Counsel

Prescott, AZ · Est. 2024

AUM: $240M
Per adviser: $48M
Advisers: 5

No reported disclosures

R.H. Investment Group, LLC

Scottsdale, AZ · Est. 2022

AUM: $238M
Per adviser: $238M
Advisers: 1

No reported disclosures

Acute Investment Advisory

Mesa, AZ · Est. 2022

AUM: $238M
Per adviser: $60M
Advisers: 4

No reported disclosures

Clarity Wealth Management, L.L.C.

Gilbert, AZ · Est. 2022

AUM: $237M
Per adviser: $118M
Advisers: 2

No reported disclosures

Taylor Frigon Capital Management LLC

Scottsdale, AZ · Est. 2007

AUM: $233M
Per adviser: $39M
Advisers: 6

No reported disclosures

Amplify Financial, LLC

Scottsdale, AZ · Est. 2023

AUM: $231M
Per adviser: $115M
Advisers: 2

No reported disclosures

Sl Capital

Scottsdale, AZ · Est. 2023

AUM: $230M
Per adviser: $58M
Advisers: 4

No reported disclosures

Wlth Capital Management, LLC

Chandler, AZ · Est. 2025

AUM: $230M
Per adviser: $77M
Advisers: 3

No reported disclosures

Meixler Investment Management, Ltd.

Show Low, AZ · Est. 2013

AUM: $228M
Per adviser: $228M
Advisers: 1

No reported disclosures

Sharpepoint, LLC

Phoenix, AZ · Est. 2020

AUM: $223M
Per adviser: $74M
Advisers: 3

No reported disclosures

Intrinsic Value Partners, LLC

Phoenix, AZ · Est. 2013

AUM: $221M
Per adviser: $110M
Advisers: 2

No reported disclosures

Levin Funding Group LLC

Tucson, AZ · Est. 2022

AUM: $215M
Per adviser: $108M
Advisers: 2

No reported disclosures

Mathis Wealth Management

Phoenix, AZ · Est. 2023

AUM: $213M
Per adviser: $43M
Advisers: 5

No reported disclosures

Harding Wealth, INC.

Tempe, AZ · Est. 2022

AUM: $213M
Per adviser: $71M
Advisers: 3

No reported disclosures

Babb Wealth Advisors LLC

Flagstaff, AZ · Est. 2022

AUM: $209M
Per adviser: $70M
Advisers: 3

No reported disclosures

Financial Life Planners

Tempe, AZ · Est. 2023

AUM: $208M
Per adviser: $69M
Advisers: 3

No reported disclosures

Aio Financial, LLC

Tucson, AZ · Est. 2020

AUM: $199M
Per adviser: $100M
Advisers: 2

No reported disclosures

Preston Investments

Kingman, AZ · Est. 2025

AUM: $198M
Per adviser: $49M
Advisers: 4

No reported disclosures

Bradley Wealth LLC

Scottsdale, AZ · Est. 2021

AUM: $197M
Per adviser: $39M
Advisers: 5

No reported disclosures

Westmark Wealth Management

Phoenix, AZ · Est. 2025

AUM: $195M
Per adviser: $49M
Advisers: 4

No reported disclosures

Bledsoe Asset Management, LLC

Phoenix, AZ · Est. 2021

AUM: $189M
Per adviser: $38M
Advisers: 5

No reported disclosures

Accordant Investments LLC

Scottsdale, AZ · Est. 2023

AUM: $186M
Per adviser: $47M
Advisers: 4

No reported disclosures

Hillspring Financial, INC.

Surprise, AZ · Est. 2024

AUM: $186M
Per adviser: $93M
Advisers: 2

No reported disclosures

Spahn Wealth & Retirement LLC

Scottsdale, AZ · Est. 2022

AUM: $181M
Per adviser: $181M
Advisers: 1

No reported disclosures

Cole Wealth Management, LLC

Scottsdale, AZ · Est. 2018

AUM: $181M
Per adviser: $45M
Advisers: 4

No reported disclosures

C2c Wealth Management, LLC

Scottsdale, AZ · Est. 2017

AUM: $180M
Per adviser: $180M
Advisers: 1

No reported disclosures

Blakely Walters Wealth Management

Scottsdale, AZ · Est. 2023

AUM: $174M
Per adviser: $35M
Advisers: 5

No reported disclosures

Pravati Capital LLC

Scottsdale, AZ · Est. 2021

AUM: $174M
Per adviser: $174M
Advisers: 1

No reported disclosures

Ridgeline Private Wealth

Mesa, AZ · Est. 2023

AUM: $173M
Per adviser: $43M
Advisers: 4

No reported disclosures

Wealth Management Solutions

Scottsdale, AZ · Est. 2022

AUM: $173M
Per adviser: $86M
Advisers: 2

No reported disclosures

Ascent Capital Partners, LLC

Scottsdale, AZ · Est. 2025

AUM: $172M
Per adviser: $86M
Advisers: 2

No reported disclosures

Scottsdale Wealth Planning, INC.

Scottsdale, AZ · Est. 2018

AUM: $172M
Per adviser: $172M
Advisers: 1

No reported disclosures

Wealth Engineering, LLC

Scottsdale, AZ · Est. 2020

AUM: $171M
Per adviser: $171M
Advisers: 1

No reported disclosures

Lilliano Capital Management LLC

Phoenix, AZ · Est. 2026

AUM: $168M
Per adviser: $168M
Advisers: 1

No reported disclosures

Vestpointe Wealth Management, LLC

Scottsdale, AZ · Est. 2021

AUM: $166M
Per adviser: $55M
Advisers: 3

No reported disclosures

Wilkinson Wealth Management, LLC

Tucson, AZ · Est. 2021

AUM: $165M
Per adviser: $82M
Advisers: 2

No reported disclosures

Farnam Financial

Phoenix, AZ · Est. 2025

AUM: $161M
Per adviser: $54M
Advisers: 3

No reported disclosures

Trinity Capital Adviser LLC

Phoenix, AZ · Est. 2024

AUM: $158M
Per adviser: $2M
Advisers: 66

No reported disclosures

Profocus Incorporated

Phoenix, AZ · Est. 2022

AUM: $157M
Per adviser: $78M
Advisers: 2

No reported disclosures

Taurum Retirement Partners, LLC

Mesa, AZ · Est. 2024

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Wise Wealth Partners, LLC

Phoenix, AZ · Est. 2024

AUM: $153M
Per adviser: $77M
Advisers: 2

No reported disclosures

Sierra Legacy Group

Scottsdale, AZ · Est. 2021

AUM: $153M
Per adviser: $76M
Advisers: 2

No reported disclosures

Prosper Private Wealth

Mesa, AZ · Est. 2025

AUM: $151M
Per adviser: $75M
Advisers: 2

No reported disclosures

Optima Capital Management

Tempe, AZ · Est. 2025

AUM: $150M
Per adviser: $38M
Advisers: 4

Union Capital Company

Tucson, AZ · Est. 2021

AUM: $150M
Per adviser: $14M
Advisers: 11

No reported disclosures

Martinsen Wealth Management

Tempe, AZ · Est. 2024

AUM: $143M
Per adviser: $20M
Advisers: 7

No reported disclosures

Fortress Financial Solutions, LLC

Tucson, AZ · Est. 2024

AUM: $142M
Per adviser: $18M
Advisers: 8

No reported disclosures

Immaculate Wealth Management, LLC

Mesa, AZ · Est. 2025

AUM: $141M
Per adviser: $70M
Advisers: 2

No reported disclosures

Dynamic Wealth Advisors

Surprise, AZ · Est. 2022

AUM: $140M
Per adviser: $35M
Advisers: 4

No reported disclosures

Saratoga Capital Management, LLC

Avondale, AZ · Est. 1994

AUM: $139M
Per adviser: $46M
Advisers: 3

No reported disclosures

Wisdom Wealth Investment Advisors LLC

Phoenix, AZ · Est. 2026

AUM: $139M
Per adviser: $69M
Advisers: 2

No reported disclosures

Arbor Wealth Management, LLC

Tempe, AZ · Est. 2025

AUM: $138M
Per adviser: $69M
Advisers: 2

No reported disclosures

Bridgelight Capital LLC

Scottsdale, AZ · Est. 2019

AUM: $136M
Per adviser: $45M
Advisers: 3

No reported disclosures

Degreen Private Wealth, LLC

Scottsdale, AZ · Est. 2024

AUM: $133M
Per adviser: $133M
Advisers: 1

No reported disclosures

Foothills Advisors, LLC

Cave Creek, AZ · Est. 2024

AUM: $129M
Per adviser: $43M
Advisers: 3

No reported disclosures

Idx Advisors

Scottsdale, AZ · Est. 2021

AUM: $128M
Per adviser: $32M
Advisers: 4

No reported disclosures

Gps Investments

Scottsdale, AZ · Est. 2024

AUM: $128M
Per adviser: $64M
Advisers: 2

No reported disclosures

Luminescent Wealth Management, INC.

Scottsdale, AZ · Est. 2026

AUM: $127M
Per adviser: $64M
Advisers: 2

No reported disclosures

Csp Financial Group LLC

Scottsdale, AZ · Est. 2023

AUM: $119M
Per adviser: $6M
Advisers: 20

No reported disclosures

Schulz Financial Group

Tucson, AZ · Est. 2026

AUM: $115M
Per adviser: $38M
Advisers: 3

No reported disclosures

Alpha Fiduciary

Scottsdale, AZ · Est. 2007

AUM: $114M
Per adviser: $57M
Advisers: 2

No reported disclosures

Financial Planning First, LLC

Tuscon, AZ · Est. 2025

AUM: $114M
Per adviser: $114M
Advisers: 1

Form Prosperity Wealth Advisors, LLC

Chandler, AZ · Est. 2026

AUM: $113M
Per adviser: $113M
Advisers: 1

No reported disclosures

Spirit West Advisors, LLC

Scottsdale, AZ · Est. 2025

AUM: $111M
Per adviser: $111M
Advisers: 1

No reported disclosures

Asterozoa Management

Phoenix, AZ · Est. 2021

AUM: $104M
Per adviser: $35M
Advisers: 3

No reported disclosures

Suttle Crossland Wealth Advisors, LLC

Scottsdale, AZ · Est. 2026

AUM: $101M
Per adviser: $51M
Advisers: 2

No reported disclosures

Ensign Advisory Partners LLC

Gilbert, AZ · Est. 2026

AUM: $101M
Per adviser: $34M
Advisers: 3

No reported disclosures

3roots Wealth Partners LLC

Scottsdale, AZ · Est. 2025

AUM: $93M
Per adviser: $31M
Advisers: 3

No reported disclosures

Titan Capital Management

Scottsdale, AZ · Est. 2022

AUM: $84M
Per adviser: $42M
Advisers: 2

No reported disclosures

Baseline Partners LLC

Mesa, AZ · Est. 2023

AUM: $75M
Per adviser: $75M
Advisers: 1

No reported disclosures

Vora Wealth Management, Pllc

Flagstaff, AZ · Est. 2021

AUM: $75M
Per adviser: $75M
Advisers: 1

Acrylic Financial, INC.

Fountain Hills, AZ · Est. 2022

AUM: $74M
Per adviser: $4M
Advisers: 21

No reported disclosures

Resq Investment Partners, LLC

Scottsdale, AZ · Est. 2013

AUM: $66M
Per adviser: $22M
Advisers: 3

No reported disclosures

Embark Wealth Management, LLC

Tempe, AZ · Est. 2024

AUM: $57M
Per adviser: $19M
Advisers: 3

No reported disclosures

Secure Investment Management, LLC

Tucson, AZ · Est. 2015

AUM: $43M
Per adviser: $2M
Advisers: 20

No reported disclosures

Xcellerant Ventures, LLC

Scottsdale, AZ · Est. 2025

AUM: $26M
Per adviser: $4M
Advisers: 6

No reported disclosures

Taylor Frigon Family Office, LLC

Scottsdale, AZ · Est. 2023

AUM: $20M
Per adviser: $3M
Advisers: 6

No reported disclosures

Public Safety Financial/Galloway

Mesa, AZ · Est. 2008

AUM: $18M
Per adviser: $777,468.043
Advisers: 23

No reported disclosures

Lgm Capital Management LLC

Phoenix, AZ · Est. 2016

AUM: $15M
Per adviser: $15M
Advisers: 1

No reported disclosures

Alamos Capital, LLC

Tucson, AZ · Est. 2024

AUM: $1M
Per adviser: $500,000
Advisers: 2

No reported disclosures

Mpi Infinite Investors, LLC

Gilbert, AZ · Est. 2025

AUM: —
Per adviser: —
Advisers: 2

Svvy

Phoenix, AZ · Est. 2023

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Alphatrust Advisors

Phoenix, AZ · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Vision2020 Wealth Management Corp.

Scottsdale, AZ · Est. 2010

AUM: —
Per adviser: —
Advisers: —

No reported disclosures

Nerdwallet Advisory

Scottsdale, AZ · Est. 2023

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Family Office Investment Advisory LLC

Scottsdale, AZ · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

345 Investment Advisory, LLC

Scottsdale, AZ · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Next Up Wealth Advisors, LLC

Scottsdale, AZ · Est. 2026

AUM: —
Per adviser: —
Advisers: 2

No reported disclosures

Alkeme Investments LLC

Scottsdale, AZ · Est. 2024

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Bili Finance

Tucson, AZ · Est. 2026