Financial advisers in Phoenix, AZ
36 registered investment adviser firms in Phoenix managing $47.3B in assets, based on public SEC Form ADV filings.
Foundations Investment Advisors LLC
Phoenix, AZ · Est. 2015
- AUM
- $10.1B
- Per adviser
- $35M
- Advisers
- 289
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
Tfo Family Office Partners
Phoenix, AZ · Est. 2011
- AUM
- $5.0B
- Per adviser
- $107M
- Advisers
- 47
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
Versant Capital Management, INC.
Phoenix, AZ · Est. 2004
- AUM
- $1.8B
- Per adviser
- $129M
- Advisers
- 14
No reported disclosures
L. Roy Papp & Associates, LLP
Phoenix, AZ · Est. 1989
- AUM
- $1.6B
- Per adviser
- $162M
- Advisers
- 10
No reported disclosures
Awm Capital, LLC
Phoenix, AZ · Est. 2018
- AUM
- $1.5B
- Per adviser
- $53M
- Advisers
- 28
No reported disclosures
Brookwood Investment Group
Phoenix, AZ · Est. 2021
- AUM
- $1.3B
- Per adviser
- $57M
- Advisers
- 22
No reported disclosures
Bridgeport Financial Solutions
Phoenix, AZ · Est. 2023
- AUM
- $1.0B
- Per adviser
- $116M
- Advisers
- 9
No reported disclosures
Claremont Capital Management, LLC
Phoenix, AZ · Est. 2010
- AUM
- $844M
- Per adviser
- $422M
- Advisers
- 2
No reported disclosures
Curafin Advisors
Phoenix, AZ · Est. 2024
- AUM
- $748M
- Per adviser
- $374M
- Advisers
- 2
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
The Capital Advisory Group Advisory Services, LLC
Phoenix, AZ · Est. 2008
- AUM
- $539M
- Per adviser
- $77M
- Advisers
- 7
Eaton-Cambridge INC.
Phoenix, AZ · Est. 2019
- AUM
- $481M
- Per adviser
- $120M
- Advisers
- 4
No reported disclosures
Strategy Financial Group
Phoenix, AZ · Est. 2021
- AUM
- $367M
- Per adviser
- $37M
- Advisers
- 10
No reported disclosures
Wall Capital Group, INC.
Phoenix, AZ · Est. 1992
- AUM
- $295M
- Per adviser
- $98M
- Advisers
- 3
No reported disclosures
Tandem Wealth Advisors
Phoenix, AZ · Est. 2019
- AUM
- $262M
- Per adviser
- $37M
- Advisers
- 7
No reported disclosures
17 Capital Partners, LLC
Phoenix, AZ · Est. 2021
- AUM
- $246M
- Per adviser
- $82M
- Advisers
- 3
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
Mathis Wealth Management
Phoenix, AZ · Est. 2023
- AUM
- $213M
- Per adviser
- $43M
- 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
Lilliano Capital Management LLC
Phoenix, AZ · Est. 2026
- AUM
- $168M
- Per adviser
- $168M
- Advisers
- 1
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
Wise Wealth Partners, LLC
Phoenix, AZ · Est. 2024
- AUM
- $153M
- Per adviser
- $77M
- Advisers
- 2
No reported disclosures
Wisdom Wealth Investment Advisors LLC
Phoenix, AZ · Est. 2026
- AUM
- $139M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Asterozoa Management
Phoenix, AZ · Est. 2021
- AUM
- $104M
- Per adviser
- $35M
- Advisers
- 3
No reported disclosures
Lgm Capital Management LLC
Phoenix, AZ · Est. 2016
- AUM
- $15M
- Per adviser
- $15M
- Advisers
- 1
No reported disclosures
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