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 | |
|---|---|---|---|---|---|---|---|
| 101 | TITAN MANAGERS, LLC | SCOTTSDALE | 319447 | $84.2M | 3 | 2026-03-31 | → |
| 102 | STONECREST WEALTH MANAGEMENT, INC | CHANDLER | 311404 | $375.8M | 4 | 2026-02-28 | → |
| 103 | MARTINSEN WEALTH MANAGEMENT, LLC | TEMPE | 332433 | $143.2M | 19 | 2026-06-30 | → |
| 104 | TREIBERG WEALTH MANAGEMENT, INC. | TUCSON | 284140 | $325.1M | 6 | 2026-02-28 | → |
| 105 | WLTH CAPITAL MANAGEMENT, LLC | CHANDLER | 335594 | $229.8M | 5 | 2026-05-31 | → |
| 106 | SENSIBLE MONEY, LLC | SCOTTSDALE | 158641 | $742.5M | 16 | 2026-03-31 | → |
| 107 | IRONWOOD WEALTH MANAGEMENT, LLC | CHANDLER | 200511 | $607.7M | 14 | 2026-03-31 | → |
| 108 | FOOTHILLS ADVISORS, LLC | CAVE CREEK | 298408 | $128.5M | 3 | 2026-02-28 | → |
| 109 | PRESTON ADVISORY SERVICES LLC | KINGMAN | 289926 | $197.7M | 5 | 2026-05-31 | → |
| 110 | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | SCOTTSDALE | 169045 | $277.4M | 25 | 2025-05-31 | → |
| 111 | IMMACULATE WEALTH MANAGEMENT, LLC | MESA | 167657 | $140.8M | 2 | 2026-03-31 | → |
| 112 | COREPATH WEALTH PARTNERS LLC | SCOTTSDALE | 299951 | $261.2M | 8 | 2026-02-28 | → |
| 113 | PROFOCUS, INCORPORATED | PHOENIX | 113954 | $156.5M | 7 | 2026-03-31 | → |
| 114 | INTRINSIC WEALTH COUNSEL, INC. | TEMPE | 105022 | $344.7M | 7 | 2026-04-30 | → |
| 115 | GREENBERG FINANCIAL GROUP | TUCSON | 38747 | $406.9M | 10 | 2026-03-31 | → |
| 116 | FORM PROSPERITY WEALTH ADVISORS, LLC | CHANDLER | 307792 | $112.9M | 1 | 2026-04-30 | → |
| 117 | LUMINESCENT WEALTH MANAGEMENT, INC. | SCOTTSDALE | 337660 | $127.4M | 2 | 2026-03-31 | → |
| 118 | TOTAL INVESTMENT MANAGEMENT, INC. | SCOTTSDALE | 108818 | $1.35B | 12 | 2026-03-31 | → |
| 119 | BABB WEALTH ADVISORS LLC | FLAGSTAFF | 298347 | $209.4M | 8 | 2026-03-31 | → |
| 120 | ARBOR WEALTH MANAGEMENT, LLC | TEMPE | 168774 | $138.1M | 2 | 2026-03-31 | → |
| 121 | CLARUS WEALTH ADVISORS, LLC | PEORIA | 281160 | $305.2M | 13 | 2026-04-30 | → |
| 122 | BROOKWOOD INVESTMENT GROUP LLC | PHOENIX | 316544 | $1.25B | 24 | 2026-03-31 | → |
| 123 | ALMEGA WEALTH MANAGEMENT LLC | SCOTTSDALE | 316840 | $134.3M | 7 | 2026-06-30 | → |
| 124 | RIDGELINE WEALTH LLC | MESA | 318258 | $172.8M | 6 | 2026-03-31 | → |
| 125 | FORTRESS FINANCIAL SOLUTIONS, LLC | TUCSON | 143969 | $142.0M | 10 | 2026-04-30 | → |
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