Financial advisers in Tucson, AZ
27 registered investment adviser firms in Tucson managing $45.7B in assets, based on public SEC Form ADV filings.
Davis Selected Advisers LP
Tucson, AZ · Est. 1988
- AUM
- $30.1B
- Per adviser
- $3.0B
- Advisers
- 10
No reported disclosures
Tci Wealth Advisors, INC.
Tucson, AZ · Est. 1990
- AUM
- $5.4B
- Per adviser
- $119M
- Advisers
- 45
No reported disclosures
Wellspring Financial Partners
Tucson, AZ · Est. 2018
- AUM
- $1.2B
- Per adviser
- $407M
- Advisers
- 3
No reported disclosures
Gr Financial Group, LLC
Tucson, AZ · Est. 2014
- AUM
- $1.1B
- Per adviser
- $175M
- Advisers
- 6
No reported disclosures
Sem Wealth Management
Tucson, AZ · Est. 1998
- AUM
- $933M
- Per adviser
- $233M
- Advisers
- 4
No reported disclosures
Wealth Management Partners, LLC
Tucson, AZ · Est. 2020
- AUM
- $794M
- Per adviser
- $132M
- Advisers
- 6
No reported disclosures
Financial Directions LLC
Tucson, AZ · Est. 1999
- AUM
- $738M
- Per adviser
- $246M
- Advisers
- 3
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
Nova Financial Services
Tucson, AZ · Est. 2014
- AUM
- $469M
- Per adviser
- $67M
- Advisers
- 7
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
Southwest Investment Advisors, INC.
Tucson, AZ · Est. 2020
- AUM
- $387M
- Per adviser
- $77M
- Advisers
- 5
No reported disclosures
Attessa Capital LLC
Tucson, AZ · Est. 2024
- AUM
- $344M
- Per adviser
- $43M
- Advisers
- 8
No reported disclosures
Treiberg Wealth Management
Tucson, AZ · Est. 2019
- AUM
- $325M
- Per adviser
- $108M
- Advisers
- 3
No reported disclosures
Capital West Partners, LLC
Tucson, AZ · Est. 2004
- AUM
- $300M
- Per adviser
- $150M
- Advisers
- 2
No reported disclosures
Gordian Advisors, LLC
Tucson, AZ · Est. 2019
- AUM
- $265M
- Per adviser
- $88M
- Advisers
- 3
No reported disclosures
Allied Portfolio Management, INC.
Tucson, AZ · Est. 2002
- AUM
- $240M
- Per adviser
- $240M
- Advisers
- 1
No reported disclosures
Levin Funding Group LLC
Tucson, AZ · Est. 2022
- AUM
- $215M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures
Aio Financial, LLC
Tucson, AZ · Est. 2020
- AUM
- $199M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Wilkinson Wealth Management, LLC
Tucson, AZ · Est. 2021
- AUM
- $165M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Union Capital Company
Tucson, AZ · Est. 2021
- AUM
- $150M
- Per adviser
- $14M
- Advisers
- 11
No reported disclosures
Fortress Financial Solutions, LLC
Tucson, AZ · Est. 2024
- AUM
- $142M
- Per adviser
- $18M
- Advisers
- 8
No reported disclosures
Schulz Financial Group
Tucson, AZ · Est. 2026
- AUM
- $115M
- Per adviser
- $38M
- Advisers
- 3
No reported disclosures
Secure Investment Management, LLC
Tucson, AZ · Est. 2015
- AUM
- $43M
- Per adviser
- $2M
- Advisers
- 20
No reported disclosures
Alamos Capital, LLC
Tucson, AZ · Est. 2024
- AUM
- $1M
- Per adviser
- $500,000
- Advisers
- 2
No reported disclosures
Bili Finance
Tucson, AZ · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures