Research Report · 2026-06-30
Largest Registered Investment Advisers in Arizona
Arizona SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
200
Total AUM
$512.46B
Median AUM
$296.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | WALL CAPITAL GROUP, INC. | PHOENIX | 105913 | $294.7M | 5 | 2026-04-30 | → |
| 102 | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | SCOTTSDALE | 169045 | $277.4M | 25 | 2025-05-31 | → |
| 103 | SAGE FINANCIAL ADVISORS INC. | SCOTTSDALE | 116933 | $270.3M | 7 | 2026-03-31 | → |
| 104 | GORDIAN ADVISORS, LLC | TUCSON | 121362 | $265.2M | 3 | 2026-04-30 | → |
| 105 | TANDEM WEALTH ADVISORS LLC | PHOENIX | 157794 | $261.5M | 7 | 2026-04-30 | → |
| 106 | WJ WEALTH MANAGEMENT, LLC | GLENDALE | 170181 | $261.5M | 6 | 2026-03-31 | → |
| 107 | COREPATH WEALTH PARTNERS LLC | SCOTTSDALE | 299951 | $261.2M | 8 | 2026-02-28 | → |
| 108 | RELEVE FINANCIAL GROUP, LLC | SCOTTSDALE | 285243 | $255.6M | 7 | 2026-06-30 | → |
| 109 | TREASURE INVESTMENT MANAGEMENT, LLC | SCOTTSDALE | 309258 | $252.7M | 4 | 2026-06-30 | → |
| 110 | TRIBECA FINANCIAL, LLC | MESA | 113245 | $248.3M | 6 | 2026-03-31 | → |
| 111 | 17 CAPITAL PARTNERS, LLC | PHOENIX | 283013 | $246.4M | 7 | 2026-03-31 | → |
| 112 | J. P. DAVIS, INC. | ORO VALLEY | 289548 | $242.0M | 5 | 2026-02-28 | → |
| 113 | BAYNTREE WEALTH ADVISORS, LLC | SCOTTSDALE | 226708 | $241.1M | 13 | 2026-04-30 | → |
| 114 | ALLIED PORTFOLIO MANAGEMENT, INC. | TUCSON | 113809 | $240.2M | 2 | 2026-04-30 | → |
| 115 | LANE BROTHERS & CO INC | PRESCOTT | 105968 | $240.1M | 6 | 2026-03-31 | → |
| 116 | R.H. INVESTMENT GROUP, LLC | SCOTTSDALE | 115994 | $238.5M | 2 | 2026-02-28 | → |
| 117 | ACUTE INVESTMENT ADVISORY, LLC | MESA | 170368 | $238.4M | 4 | 2026-02-28 | → |
| 118 | CLARITY WEALTH MANAGEMENT, L.L.C. | GILBERT | 284874 | $236.8M | 5 | 2026-03-31 | → |
| 119 | TAYLOR FRIGON CAPITAL MANAGEMENT LLC | SCOTTSDALE | 142617 | $232.6M | 11 | 2026-03-31 | → |
| 120 | AMPLIFY FINANCIAL, LLC | SCOTTSDALE | 325721 | $230.7M | 7 | 2026-03-31 | → |
| 121 | SLT HOLDINGS LLC | SCOTTSDALE | 328450 | $230.3M | 4 | 2026-04-30 | → |
| 122 | WLTH CAPITAL MANAGEMENT, LLC | CHANDLER | 335594 | $229.8M | 5 | 2026-05-31 | → |
| 123 | MEIXLER INVESTMENT MANAGEMENT, LTD. | SHOW LOW | 168223 | $228.4M | 1 | 2026-04-30 | → |
| 124 | SHARPEPOINT, LLC | PHOENIX | 290719 | $222.8M | 5 | 2026-04-30 | → |
| 125 | INTRINSIC VALUE PARTNERS, LLC | PHOENIX | 165214 | $220.6M | 3 | 2026-03-31 | → |
| 126 | LEVIN FUNDING GROUP LLC | TUCSON | 170087 | $215.4M | 2 | 2026-03-31 | → |
| 127 | LARRY MATHIS FINANCIAL PLANNING, L.L.C. | PHOENIX | 172858 | $212.8M | 5 | 2026-03-31 | → |
| 128 | HARDING WEALTH, INC. | TEMPE | 282686 | $212.6M | 4 | 2026-03-31 | → |
| 129 | BABB WEALTH ADVISORS LLC | FLAGSTAFF | 298347 | $209.4M | 8 | 2026-03-31 | → |
| 130 | FINANCIAL LIFE PLANNERS LLC | TEMPE | 129415 | $208.4M | 7 | 2026-03-31 | → |
| 131 | AIO FINANCIAL, LLC | TUCSON | 114030 | $199.2M | 4 | 2026-02-28 | → |
| 132 | PRESTON ADVISORY SERVICES LLC | KINGMAN | 289926 | $197.7M | 5 | 2026-05-31 | → |
| 133 | BRADLEY WEALTH LLC | SCOTTSDALE | 131808 | $196.7M | 5 | 2026-03-31 | → |
| 134 | WESTMARK WEALTH MANAGEMENT, LLC | PHOENIX | 334109 | $195.4M | 4 | 2026-03-31 | → |
| 135 | BLEDSOE ASSET MANAGEMENT, LLC | PHOENIX | 145943 | $189.0M | 5 | 2026-04-30 | → |
| 136 | ARCWOOD FINANCIAL, LLC | PHOENIX | 189512 | $186.6M | 4 | 2026-06-30 | → |
| 137 | ACCORDANT INVESTMENTS LLC | SCOTTSDALE | 325678 | $186.4M | 17 | 2026-03-31 | → |
| 138 | HILLSPRING FINANCIAL, INC. | SURPRISE | 113938 | $186.0M | 4 | 2026-03-31 | → |
| 139 | SPAHN WEALTH & RETIREMENT LLC | SCOTTSDALE | 285932 | $181.4M | 2 | 2026-03-31 | → |
| 140 | COLE WEALTH MANAGEMENT, LLC | SCOTTSDALE | 134509 | $181.1M | 4 | 2026-05-31 | → |
| 141 | C2C WEALTH MANAGEMENT, LLC | SCOTTSDALE | 284148 | $179.8M | 2 | 2026-03-31 | → |
| 142 | BLAKELY WALTERS WEALTH MANAGEMENT LLC | SCOTTSDALE | 324410 | $173.7M | 7 | 2026-04-30 | → |
| 143 | PRAVATI CAPITAL LLC | SCOTTSDALE | 300435 | $173.7M | 11 | 2026-04-30 | → |
| 144 | RIDGELINE WEALTH LLC | MESA | 318258 | $172.8M | 6 | 2026-03-31 | → |
| 145 | WEALTH MANAGEMENT SOLUTIONS, LLC | SCOTTSDALE | 127517 | $172.6M | 4 | 2026-05-31 | → |
| 146 | ASCENT CAPITAL PARTNERS, LLC | SCOTTSDALE | 291218 | $172.0M | 10 | 2026-04-30 | → |
| 147 | SCOTTSDALE WEALTH PLANNING, INC. | SCOTTSDALE | 169248 | $171.5M | 2 | 2026-03-31 | → |
| 148 | WEALTH ENGINEERING, LLC | SCOTTSDALE | 128549 | $171.0M | 1 | 2026-02-28 | → |
| 149 | LILLIANO CAPITAL MANAGEMENT LLC | PHOENIX | 339106 | $167.9M | 2 | 2026-06-30 | → |
| 150 | VESTPOINTE WEALTH MANAGEMENT, LLC | SCOTTSDALE | 132591 | $165.8M | 3 | 2026-03-31 | → |
| 151 | WILKINSON WEALTH MANAGEMENT, LLC | TUCSON | 317741 | $164.7M | 2 | 2026-03-31 | → |
| 152 | FARNAM FINANCIAL, LLC | PHOENIX | 306180 | $161.4M | 3 | 2026-04-30 | → |
| 153 | TRINITY CAPITAL ADVISER LLC | PHOENIX | 326133 | $157.6M | 106 | 2026-03-31 | → |
| 154 | PROFOCUS, INCORPORATED | PHOENIX | 113954 | $156.5M | 7 | 2026-03-31 | → |
| 155 | TAURUM RETIREMENT PARTNERS, LLC | MESA | 282017 | $155.9M | 2 | 2026-03-31 | → |
| 156 | WISE WEALTH PARTNERS, LLC | PHOENIX | 311639 | $153.5M | 2 | 2026-03-31 | → |
| 157 | CYPRESS ADVISORY GROUP, LLC | SCOTTSDALE | 172113 | $152.7M | 7 | 2026-01-31 | → |
| 158 | PROSPER PRIVATE WEALTH, LLC | MESA | 333708 | $150.8M | 3 | 2026-05-31 | → |
| 159 | OPTIMA CAPITAL MANAGEMENT LLC | TEMPE | 306036 | $150.3M | 4 | 2026-04-30 | → |
| 160 | UNION CAPITAL COMPANY | TUCSON | 110301 | $150.0M | 13 | 2026-03-31 | → |
| 161 | MARTINSEN WEALTH MANAGEMENT, LLC | TEMPE | 332433 | $143.2M | 19 | 2026-06-30 | → |
| 162 | FORTRESS FINANCIAL SOLUTIONS, LLC | TUCSON | 143969 | $142.0M | 10 | 2026-04-30 | → |
| 163 | IMMACULATE WEALTH MANAGEMENT, LLC | MESA | 167657 | $140.8M | 2 | 2026-03-31 | → |
| 164 | DYNAMIC WEALTH ADVISORS | SURPRISE | 169792 | $140.1M | 4 | 2025-06-30 | → |
| 165 | SARATOGA CAPITAL MANAGEMENT, LLC | AVONDALE | 112021 | $138.8M | 4 | 2026-03-31 | → |
| 166 | WISDOM WEALTH INVESTMENT ADVISORS LLC | PHOENIX | 170536 | $138.8M | 2 | 2026-04-30 | → |
| 167 | ARBOR WEALTH MANAGEMENT, LLC | TEMPE | 168774 | $138.1M | 2 | 2026-03-31 | → |
| 168 | BRIDGELIGHT CAPITAL LLC | SCOTTSDALE | 154920 | $136.4M | 4 | 2026-03-31 | → |
| 169 | ALMEGA WEALTH MANAGEMENT LLC | SCOTTSDALE | 316840 | $134.3M | 7 | 2026-06-30 | → |
| 170 | DEGREEN PRIVATE WEALTH, LLC | SCOTTSDALE | 332192 | $132.8M | 1 | 2026-03-31 | → |
| 171 | FOOTHILLS ADVISORS, LLC | CAVE CREEK | 298408 | $128.5M | 3 | 2026-02-28 | → |
| 172 | IDX ADVISORS, LLC | SCOTTSDALE | 299658 | $128.1M | 6 | 2026-02-28 | → |
| 173 | GLOBAL PORTFOLIO SOLUTIONS, INC. | SCOTTSDALE | 333381 | $127.7M | 3 | 2026-03-31 | → |
| 174 | LUMINESCENT WEALTH MANAGEMENT, INC. | SCOTTSDALE | 337660 | $127.4M | 2 | 2026-03-31 | → |
| 175 | CSP FINANCIAL GROUP LLC | SCOTTSDALE | 310819 | $119.2M | 20 | 2026-06-30 | → |
| 176 | REDEEM FINANCIAL GROUP LLC | GILBERT | 313761 | $118.6M | 4 | 2026-06-30 | → |
| 177 | FIVE SPEED FINANCIAL PLANNING LLC | TUCSON | 339660 | $114.9M | 3 | 2026-04-30 | → |
| 178 | ALPHA FIDUCIARY, INC. | SCOTTSDALE | 144720 | $114.0M | 4 | 2026-04-30 | → |
| 179 | FINANCIAL PLANNING FIRST, LLC | TUSCON | 319273 | $113.9M | 3 | 2026-03-31 | → |
| 180 | FORM PROSPERITY WEALTH ADVISORS, LLC | CHANDLER | 307792 | $112.9M | 1 | 2026-04-30 | → |
| 181 | O'CONNOR CAPITAL ADVISORY, LLC | SCOTTSDALE | 152687 | $112.1M | 1 | 2026-06-30 | → |
| 182 | SPIRIT WEST ADVISORS, LLC | SCOTTSDALE | 285314 | $111.1M | 1 | 2026-06-30 | → |
| 183 | MANWARING WEALTH MANAGEMENT, LLC | GILBERT | 328581 | $108.0M | 2 | 2025-05-31 | → |
| 184 | ASTEROZOA MANAGEMENT LLC | PHOENIX | 316870 | $103.9M | 4 | 2026-03-31 | → |
| 185 | SUTTLE CROSSLAND WEALTH ADVISORS, LLC | SCOTTSDALE | 318700 | $101.1M | 2 | 2026-05-31 | → |
| 186 | ENSIGN ADVISORY PARTNERS LLC | GILBERT | 325650 | $101.0M | 3 | 2026-03-31 | → |
| 187 | 3ROOTS WEALTH PARTNERS LLC | SCOTTSDALE | 338300 | $92.6M | 3 | 2026-04-30 | → |
| 188 | TITAN MANAGERS, LLC | SCOTTSDALE | 319447 | $84.2M | 3 | 2026-03-31 | → |
| 189 | BASELINE PARTNERS LLC | MESA | 301762 | $75.3M | 4 | 2026-03-31 | → |
| 190 | ACRYLIC FINANCIAL, INC. | FOUNTAIN HILLS | 288263 | $73.5M | 21 | 2026-05-31 | → |
| 191 | RESQ INVESTMENT PARTNERS, LLC | SCOTTSDALE | 169528 | $65.8M | 5 | 2026-03-31 | → |
| 192 | EMBARK WEALTH MANAGEMENT, LLC | TEMPE | 157950 | $57.4M | 3 | 2026-03-31 | → |
| 193 | SECURE INVESTMENT MANAGEMENT, LLC | TUCSON | 141195 | $42.9M | 31 | 2026-06-30 | → |
| 194 | XCELLERANT VENTURES, LLC | SCOTTSDALE | 319671 | $26.0M | 9 | 2026-03-31 | → |
| 195 | NABERS WEALTH LLC | SCOTTSDALE | 309846 | $21.8M | 1 | 2025-04-30 | → |
| 196 | TAYLOR FRIGON FAMILY OFFICE, LLC | SCOTTSDALE | 323249 | $20.0M | 11 | 2026-05-31 | → |
| 197 | GALLOWAY ASSET MANAGEMENT LLC | MESA | 141091 | $17.9M | 31 | 2026-06-30 | → |
| 198 | LGM CAPITAL MANAGEMENT LLC | PHOENIX | 283872 | $14.9M | 2 | 2026-03-31 | → |
| 199 | ASCENSION ADVISORS ARIZONA, LLC | SCOTTSDALE | 337446 | $1.1M | 1 | 2025-10-31 | → |
| 200 | ALAMOS CAPITAL, LLC | TUCSON | 332985 | $1.0M | 2 | 2026-03-31 | → |
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