Financial advisers in Tempe, AZ

10 registered investment adviser firms in Tempe managing $2.3B in assets, based on public SEC Form ADV filings.

Biltmore Wealth Management, LLC

Tempe, AZ · Est. 2015

Local

Fee-only

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

No reported disclosures

Intrinsic Wealth Counsel, INC.

Tempe, AZ · Est. 1984

Local

Fee-only

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

No reported disclosures

Johnson Financial Advisors

Tempe, AZ · Est. 2018

Local

Fee-based

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

No reported disclosures

Graystone Partners Wealth Management, LLC

Tempe, AZ · Est. 2020

Local

Fee-based

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

No reported disclosures

Harding Wealth, INC.

Tempe, AZ · Est. 2022

Local

Fee-based

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

No reported disclosures

Financial Life Planners

Tempe, AZ · Est. 2023

Local

Fee-only

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

No reported disclosures

Optima Capital Management

Tempe, AZ · Est. 2025

Local

Fee-only

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

Martinsen Wealth Management

Tempe, AZ · Est. 2024

Local

Fee-only

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

No reported disclosures

Arbor Wealth Management, LLC

Tempe, AZ · Est. 2025

Local

Fee-based

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

No reported disclosures

Embark Wealth Management, LLC

Tempe, AZ · Est. 2024

Local

Fee-only

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

No reported disclosures