Research Report · 2026-06-30
Largest Registered Investment Advisers in Phoenix
Phoenix SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
35
Total AUM
$47.44B
Median AUM
$366.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FOUNDATIONS INVESTMENT ADVISORS LLC | PHOENIX | 175083 | $10.10B | 353 | 2026-06-30 | → |
| 2 | DYNAMIC ADVISOR SOLUTIONS LLC | PHOENIX | 151367 | $5.64B | 130 | 2026-06-30 | → |
| 3 | SMEAD CAPITAL MANAGEMENT, INC. | PHOENIX | 143567 | $5.52B | 18 | 2026-03-31 | → |
| 4 | TFO FAMILY OFFICE PARTNERS, LLC | PHOENIX | 159440 | $5.04B | 88 | 2026-06-30 | → |
| 5 | SOVEREIGN INVESTMENT ADVISORS LLC | PHOENIX | 149040 | $3.31B | 8 | 2026-06-30 | → |
| 6 | PFG ADVISORS, LLC | PHOENIX | 173344 | $3.26B | 112 | 2026-03-31 | → |
| 7 | VERSANT CAPITAL MANAGEMENT, INC. | PHOENIX | 131692 | $1.81B | 26 | 2026-03-31 | → |
| 8 | L. ROY PAPP & ASSOCIATES, LLP | PHOENIX | 105130 | $1.62B | 10 | 2026-05-31 | → |
| 9 | AWM CAPITAL, LLC | PHOENIX | 287980 | $1.49B | 38 | 2026-03-31 | → |
| 10 | BROOKWOOD INVESTMENT GROUP LLC | PHOENIX | 316544 | $1.25B | 24 | 2026-03-31 | → |
| 11 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | PHOENIX | 325485 | $1.05B | 9 | 2026-06-30 | → |
| 12 | CLAREMONT CAPITAL MANAGEMENT, LLC | PHOENIX | 155189 | $843.9M | 3 | 2026-03-31 | → |
| 13 | CURAFIN ADVISORS, LLC | PHOENIX | 329091 | $748.4M | 6 | 2026-03-31 | → |
| 14 | WINDSOR CAPITAL MANAGEMENT, LLC | PHOENIX | 116593 | $703.4M | 8 | 2026-01-31 | → |
| 15 | RRA INVESTMENT MANAGEMENT, LLC | PHOENIX | 306287 | $593.3M | 27 | 2026-03-31 | → |
| 16 | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | PHOENIX | 140551 | $538.8M | 7 | 2026-03-31 | → |
| 17 | EATON-CAMBRIDGE INC. | PHOENIX | 116798 | $480.7M | 11 | 2026-06-30 | → |
| 18 | STRATEGY FINANCIAL SERVICES, LLC | PHOENIX | 164531 | $366.7M | 20 | 2026-03-31 | → |
| 19 | WALL CAPITAL GROUP, INC. | PHOENIX | 105913 | $294.7M | 5 | 2026-04-30 | → |
| 20 | TANDEM WEALTH ADVISORS LLC | PHOENIX | 157794 | $261.5M | 7 | 2026-04-30 | → |
| 21 | 17 CAPITAL PARTNERS, LLC | PHOENIX | 283013 | $246.4M | 7 | 2026-03-31 | → |
| 22 | SHARPEPOINT, LLC | PHOENIX | 290719 | $222.8M | 5 | 2026-04-30 | → |
| 23 | INTRINSIC VALUE PARTNERS, LLC | PHOENIX | 165214 | $220.6M | 3 | 2026-03-31 | → |
| 24 | LARRY MATHIS FINANCIAL PLANNING, L.L.C. | PHOENIX | 172858 | $212.8M | 5 | 2026-03-31 | → |
| 25 | WESTMARK WEALTH MANAGEMENT, LLC | PHOENIX | 334109 | $195.4M | 4 | 2026-03-31 | → |
| 26 | BLEDSOE ASSET MANAGEMENT, LLC | PHOENIX | 145943 | $189.0M | 5 | 2026-04-30 | → |
| 27 | ARCWOOD FINANCIAL, LLC | PHOENIX | 189512 | $186.6M | 4 | 2026-06-30 | → |
| 28 | LILLIANO CAPITAL MANAGEMENT LLC | PHOENIX | 339106 | $167.9M | 2 | 2026-06-30 | → |
| 29 | FARNAM FINANCIAL, LLC | PHOENIX | 306180 | $161.4M | 3 | 2026-04-30 | → |
| 30 | TRINITY CAPITAL ADVISER LLC | PHOENIX | 326133 | $157.6M | 106 | 2026-03-31 | → |
| 31 | PROFOCUS, INCORPORATED | PHOENIX | 113954 | $156.5M | 7 | 2026-03-31 | → |
| 32 | WISE WEALTH PARTNERS, LLC | PHOENIX | 311639 | $153.5M | 2 | 2026-03-31 | → |
| 33 | WISDOM WEALTH INVESTMENT ADVISORS LLC | PHOENIX | 170536 | $138.8M | 2 | 2026-04-30 | → |
| 34 | ASTEROZOA MANAGEMENT LLC | PHOENIX | 316870 | $103.9M | 4 | 2026-03-31 | → |
| 35 | LGM CAPITAL MANAGEMENT LLC | PHOENIX | 283872 | $14.9M | 2 | 2026-03-31 | → |
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