Research Report · 2026-06-30
Institutional Registered Investment Advisers in Arizona
SEC-registered investment advisers in Arizona ranked by reported institutional client assets.
Firms
125
Total AUM
$429.27B
Median AUM
$375.8M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | GI MANAGER L.P. | SCOTTSDALE | 161573 | $35.74B | 160 | 2026-03-31 | → |
| 2 | DAVIS SELECTED ADVISERS LP | TUCSON | 108674 | $30.12B | 121 | 2026-03-31 | → |
| 3 | OSAIC WEALTH, INC. | SCOTTSDALE | 23131 | $234.86B | 8,979 | 2026-06-30 | → |
| 4 | REDWOOD INVESTMENT MANAGEMENT, LLC. | SCOTTSDALE | 153139 | $2.47B | 39 | 2026-03-31 | → |
| 5 | INVESTMENT METRICS, LLC | TUCSON | 158872 | $1.22B | 10 | 2026-03-31 | → |
| 6 | ASSET GROWTH SOLUTIONS, LLC | SCOTTSDALE | 342319 | $702.7M | 5 | 2026-06-30 | → |
| 7 | CLAREMONT CAPITAL MANAGEMENT, LLC | PHOENIX | 155189 | $843.9M | 3 | 2026-03-31 | → |
| 8 | BALBEC CAPITAL MANAGEMENT LP | SCOTTSDALE | 284363 | $7.99B | 150 | 2026-04-30 | → |
| 9 | DECISIONPOINT FINANCIAL, LLC | MESA | 296988 | $1.22B | 18 | 2026-03-31 | → |
| 10 | MULHOLLAND WEALTH ADVISORS, LLC | SCOTTSDALE | 282408 | $611.7M | 39 | 2026-04-30 | → |
| 11 | SMEAD CAPITAL MANAGEMENT, INC. | PHOENIX | 143567 | $5.52B | 18 | 2026-03-31 | → |
| 12 | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | SCOTTSDALE | 20804 | $12.77B | 620 | 2026-06-30 | → |
| 13 | CURAFIN ADVISORS, LLC | PHOENIX | 329091 | $748.4M | 6 | 2026-03-31 | → |
| 14 | GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | SCOTTSDALE | 175300 | $1.61B | 7 | 2026-04-30 | → |
| 15 | TREK FINANCIAL, LLC | SCOTTSDALE | 109376 | $2.82B | 55 | 2026-05-31 | → |
| 16 | VERSANT CAPITAL MANAGEMENT, INC. | PHOENIX | 131692 | $1.81B | 26 | 2026-03-31 | → |
| 17 | MSH CAPITAL ADVISORS LLC | SCOTTSDALE | 157835 | $1.35B | 35 | 2026-04-30 | → |
| 18 | DYNAMIC ADVISOR SOLUTIONS LLC | PHOENIX | 151367 | $5.64B | 130 | 2026-06-30 | → |
| 19 | TREASURE INVESTMENT MANAGEMENT, LLC | SCOTTSDALE | 309258 | $252.7M | 4 | 2026-06-30 | → |
| 20 | VERUS CAPITAL PARTNERS, LLC | SCOTTSDALE | 151568 | $2.29B | 68 | 2026-03-31 | → |
| 21 | ROVIN CAPITAL LLC | MESA | 152662 | $710.7M | 9 | 2026-03-31 | → |
| 22 | TCI WEALTH ADVISORS, INC. | TUCSON | 107373 | $5.37B | 72 | 2026-04-30 | → |
| 23 | STRATEGIC EQUITY MANAGEMENT, INC. | TUCSON | 112142 | $933.5M | 11 | 2026-03-31 | → |
| 24 | IRONWOOD INVESTMENT COUNSEL, LLC | SCOTTSDALE | 110623 | $1.76B | 22 | 2026-03-31 | → |
| 25 | ARCWOOD FINANCIAL, LLC | PHOENIX | 189512 | $186.6M | 4 | 2026-06-30 | → |
| 26 | WALL CAPITAL GROUP, INC. | PHOENIX | 105913 | $294.7M | 5 | 2026-04-30 | → |
| 27 | ASHTON THOMAS PRIVATE WEALTH, LLC | SCOTTSDALE | 153902 | $6.01B | 93 | 2026-03-31 | → |
| 28 | CAPITAL INSIGHT PARTNERS, LLC | SCOTTSDALE | 147165 | $829.6M | 9 | 2025-04-30 | → |
| 29 | BRIDGEPORT FINANCIAL SOLUTIONS LLC | PHOENIX | 325485 | $1.05B | 9 | 2026-06-30 | → |
| 30 | IRONWOOD FINANCIAL, LLC | TUCSON | 151004 | $662.5M | 10 | 2026-06-30 | → |
| 31 | L. ROY PAPP & ASSOCIATES, LLP | PHOENIX | 105130 | $1.62B | 10 | 2026-05-31 | → |
| 32 | HARMONY ASSET MANAGEMENT LLC | SCOTTSDALE | 116069 | $462.5M | 10 | 2026-03-31 | → |
| 33 | PFG ADVISORS, LLC | PHOENIX | 173344 | $3.26B | 112 | 2026-03-31 | → |
| 34 | WINDSOR CAPITAL MANAGEMENT, LLC | PHOENIX | 116593 | $703.4M | 8 | 2026-01-31 | → |
| 35 | TFO FAMILY OFFICE PARTNERS, LLC | PHOENIX | 159440 | $5.04B | 88 | 2026-06-30 | → |
| 36 | TRIBECA FINANCIAL, LLC | MESA | 113245 | $248.3M | 6 | 2026-03-31 | → |
| 37 | WESTMARK WEALTH MANAGEMENT, LLC | PHOENIX | 334109 | $195.4M | 4 | 2026-03-31 | → |
| 38 | VB&T WEALTH MANAGEMENT LLC | SCOTTSDALE | 318330 | $328.3M | 4 | 2026-03-31 | → |
| 39 | STERLING INVESTMENT MANAGEMENT, LLC | TUCSON | 112923 | $409.2M | 8 | 2026-03-31 | → |
| 40 | HILLSPRING FINANCIAL, INC. | SURPRISE | 113938 | $186.0M | 4 | 2026-03-31 | → |
| 41 | SOVEREIGN INVESTMENT ADVISORS LLC | PHOENIX | 149040 | $3.31B | 8 | 2026-06-30 | → |
| 42 | VESTPOINTE WEALTH MANAGEMENT, LLC | SCOTTSDALE | 132591 | $165.8M | 3 | 2026-03-31 | → |
| 43 | GALVIN, GAUSTAD & STEIN, LLC | SCOTTSDALE | 153410 | $1.35B | 17 | 2026-05-31 | → |
| 44 | EATON-CAMBRIDGE INC. | PHOENIX | 116798 | $480.7M | 11 | 2026-06-30 | → |
| 45 | PINNACLE PEAK PRIVATE CLIENT GROUP, LLC | SCOTTSDALE | 282003 | $481.1M | 6 | 2026-02-28 | → |
| 46 | WATTS GWILLIAM & COMPANY, LLC | GILBERT | 131458 | $1.03B | 9 | 2026-06-30 | → |
| 47 | WEALTH MANAGEMENT PARTNERS, LLC | TUCSON | 309790 | $793.5M | 8 | 2026-02-28 | → |
| 48 | LEVIN FUNDING GROUP LLC | TUCSON | 170087 | $215.4M | 2 | 2026-03-31 | → |
| 49 | FOUNDATIONS INVESTMENT ADVISORS LLC | PHOENIX | 175083 | $10.10B | 353 | 2026-06-30 | → |
| 50 | ABLE FINANCIAL GROUP, LLC | SCOTTSDALE | 323646 | $732.9M | 14 | 2026-03-31 | → |
| 51 | TAYLOR FRIGON CAPITAL MANAGEMENT LLC | SCOTTSDALE | 142617 | $232.6M | 11 | 2026-03-31 | → |
| 52 | O'CONNOR CAPITAL ADVISORY, LLC | SCOTTSDALE | 152687 | $112.1M | 1 | 2026-06-30 | → |
| 53 | R.H. INVESTMENT GROUP, LLC | SCOTTSDALE | 115994 | $238.5M | 2 | 2026-02-28 | → |
| 54 | OPTIMA CAPITAL MANAGEMENT LLC | TEMPE | 306036 | $150.3M | 4 | 2026-04-30 | → |
| 55 | ENSIGN ADVISORY PARTNERS LLC | GILBERT | 325650 | $101.0M | 3 | 2026-03-31 | → |
| 56 | SEROS FINANCIAL, LLC | GILBERT | 166808 | $359.2M | 10 | 2026-06-30 | → |
| 57 | LANE BROTHERS & CO INC | PRESCOTT | 105968 | $240.1M | 6 | 2026-03-31 | → |
| 58 | BALBOA WEALTH PARTNERS, INC. | SCOTTSDALE | 282329 | $1.07B | 36 | 2026-05-31 | → |
| 59 | TANDEM WEALTH ADVISORS LLC | PHOENIX | 157794 | $261.5M | 7 | 2026-04-30 | → |
| 60 | ICW INVESTMENT ADVISORS, LLC | SCOTTSDALE | 135081 | $376.6M | 6 | 2026-03-31 | → |
| 61 | WJ WEALTH MANAGEMENT, LLC | GLENDALE | 170181 | $261.5M | 6 | 2026-03-31 | → |
| 62 | LARRY MATHIS FINANCIAL PLANNING, L.L.C. | PHOENIX | 172858 | $212.8M | 5 | 2026-03-31 | → |
| 63 | VIGILARE WEALTH MANAGEMENT LLC | SCOTTSDALE | 157663 | $330.9M | 6 | 2026-03-31 | → |
| 64 | STOKER OSTLER WEALTH ADVISORS, INC. | SCOTTSDALE | 111320 | $3.67B | 30 | 2026-04-30 | → |
| 65 | ARQ WEALTH ADVISORS, LLC | SCOTTSDALE | 147351 | $1.11B | 18 | 2026-04-30 | → |
| 66 | TAURUM RETIREMENT PARTNERS, LLC | MESA | 282017 | $155.9M | 2 | 2026-03-31 | → |
| 67 | TEMPLETON FINANCIAL SERVICES INC. | CHANDLER | 128240 | $441.8M | 4 | 2026-03-31 | → |
| 68 | THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | SCOTTSDALE | 165183 | $309.3M | 2 | 2026-02-28 | → |
| 69 | FORTITUDE FAMILY OFFICE, LLC | SCOTTSDALE | 317615 | $1.00B | 28 | 2026-03-31 | → |
| 70 | 17 CAPITAL PARTNERS, LLC | PHOENIX | 283013 | $246.4M | 7 | 2026-03-31 | → |
| 71 | BUTTONWOOD CAPITAL MANAGEMENT, LLC | SCOTTSDALE | 174857 | $380.8M | 6 | 2026-03-31 | → |
| 72 | CLARITY WEALTH MANAGEMENT, L.L.C. | GILBERT | 284874 | $236.8M | 5 | 2026-03-31 | → |
| 73 | WEALTH MANAGEMENT SOLUTIONS, LLC | SCOTTSDALE | 127517 | $172.6M | 4 | 2026-05-31 | → |
| 74 | COLE WEALTH MANAGEMENT, LLC | SCOTTSDALE | 134509 | $181.1M | 4 | 2026-05-31 | → |
| 75 | HEFFERNAN ADVISORY, INC. | FLAGSTAFF | 116771 | $409.6M | 12 | 2026-06-30 | → |
| 76 | STABLEFORD CAPITAL LLC | SCOTTSDALE | 173383 | $305.3M | 4 | 2026-04-30 | → |
| 77 | ATTESSA CAPITAL LLC | TUCSON | 306827 | $343.5M | 8 | 2026-05-31 | → |
| 78 | KINGDOM FINANCIAL GROUP, LLC | PEORIA | 155676 | $520.9M | 51 | 2026-03-31 | → |
| 79 | STRATEGIC INCOME GROUP LLC | CHANDLER | 165839 | $362.4M | 5 | 2026-06-30 | → |
| 80 | ONE WEALTH CAPITAL MANAGEMENT, LLC | SCOTTSDALE | 331395 | $306.8M | 6 | 2026-03-31 | → |
| 81 | WILKINSON WEALTH MANAGEMENT, LLC | TUCSON | 317741 | $164.7M | 2 | 2026-03-31 | → |
| 82 | SHARPEPOINT, LLC | PHOENIX | 290719 | $222.8M | 5 | 2026-04-30 | → |
| 83 | SOUTHWEST INVESTMENT ADVISORS, INC. | TUCSON | 312685 | $386.9M | 5 | 2026-03-31 | → |
| 84 | AWM CAPITAL, LLC | PHOENIX | 287980 | $1.49B | 38 | 2026-03-31 | → |
| 85 | FINANCIAL PLANNING FIRST, LLC | TUSCON | 319273 | $113.9M | 3 | 2026-03-31 | → |
| 86 | JUNCTURE WEALTH STRATEGIES, LLC | SCOTTSDALE | 298110 | $473.6M | 11 | 2026-03-31 | → |
| 87 | GR FINANCIAL GROUP, LLC | TUCSON | 172370 | $1.05B | 10 | 2026-04-30 | → |
| 88 | WT WEALTH MANAGEMENT, LLC | SCOTTSDALE | 169566 | $419.1M | 16 | 2026-03-31 | → |
| 89 | 3ROOTS WEALTH PARTNERS LLC | SCOTTSDALE | 338300 | $92.6M | 3 | 2026-04-30 | → |
| 90 | EXETER FINANCIAL, LLC | SCOTTSDALE | 143420 | $420.2M | 6 | 2026-03-31 | → |
| 91 | ACRYLIC FINANCIAL, INC. | FOUNTAIN HILLS | 288263 | $73.5M | 21 | 2026-05-31 | → |
| 92 | SAGE FINANCIAL ADVISORS INC. | SCOTTSDALE | 116933 | $270.3M | 7 | 2026-03-31 | → |
| 93 | BILTMORE WEALTH MANAGEMENT, LLC | TEMPE | 151365 | $439.6M | 4 | 2026-02-28 | → |
| 94 | GORDIAN ADVISORS, LLC | TUCSON | 121362 | $265.2M | 3 | 2026-04-30 | → |
| 95 | REDEEM FINANCIAL GROUP LLC | GILBERT | 313761 | $118.6M | 4 | 2026-06-30 | → |
| 96 | AMPLIFY FINANCIAL, LLC | SCOTTSDALE | 325721 | $230.7M | 7 | 2026-03-31 | → |
| 97 | KEY GROUP MANAGEMENT, INC. | FOUNTAIN HILLS | 146054 | $303.8M | 5 | 2026-05-31 | → |
| 98 | MEIXLER INVESTMENT MANAGEMENT, LTD. | SHOW LOW | 168223 | $228.4M | 1 | 2026-04-30 | → |
| 99 | GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC | TEMPE | 306068 | $297.3M | 5 | 2026-03-31 | → |
| 100 | ALLIED PORTFOLIO MANAGEMENT, INC. | TUCSON | 113809 | $240.2M | 2 | 2026-04-30 | → |
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