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AdvisorIQ

Ranking, Arizona

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Arizona

As of October 2, 2026, Osaic Wealth, Inc. ranked #1 in Arizona in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $34.6 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Osaic Wealth, Inc. Broker-dealer affiliated Scottsdale $34.6 billion
2 Foundations Investment Advisors LLC Phoenix $2.9 billion
3 Xcelsior Advisor Partners LLC Scottsdale $2.4 billion
4 United Planners' Financial Services of America A Limited Partner Broker-dealer affiliated Scottsdale $2.1 billion
5 Ashton Thomas Private Wealth Scottsdale $2.0 billion
6 Tfo Family Office Partners Phoenix $869.6 million
7 Tci Wealth Advisors, Inc. Tucson $840.9 million
8 Trajan Wealth, L.L.C. Scottsdale $632.1 million
9 Versant Capital Management, Inc. Phoenix $571.7 million
10 Stoker Ostler, A Part of BMO Financial Group Broker-dealer affiliated Scottsdale $569.6 million
11 Arq Wealth Advisors, LLC Scottsdale $563.3 million
12 Bridgeport Financial Solutions Phoenix $561.9 million
13 Fortitude Family Office Scottsdale $526.6 million
14 AWM Capital, LLC Phoenix $335.2 million
15 Trek Financial Scottsdale $331.6 million
16 Dynamic Phoenix $296.0 million
17 Balboa Wealth Partners, Inc. Scottsdale $265.5 million
18 MSH Capital Advisors LLC Broker-dealer affiliated Scottsdale $252.0 million
19 Ironwood Investment Counsel, LLC Scottsdale $246.2 million
20 WLTH Capital Management, LLC Chandler $229.8 million
21 Verus Capital Partners, LLC Scottsdale $224.2 million
22 Watts Gwilliam & Company, LLC Gilbert $213.0 million
23 Rovin Capital Mesa $206.6 million
24 Brookwood Investment Group Phoenix $188.2 million
25 Kingdom Financial Group, LLC Peoria $180.3 million
26 PFG Advisors Phoenix $177.7 million
27 Able Financial Group, LLC Scottsdale $162.0 million
28 Global Strategic Nextgen OCIO Scottsdale $161.0 million
29 Sensible Money, LLC Scottsdale $138.9 million
30 Galvin, Gaustad & Stein, LLC Scottsdale $129.9 million
31 Wealth Management Partners, LLC Tucson $126.5 million
32 CSP Financial Group LLC Scottsdale $120.2 million
33 Luminvest Wealth Management LLC Scottsdale $116.3 million
34 Cambridge Financial Group, LLC Tucson $106.9 million
35 Dew Wealth Management Scottsdale $102.8 million
36 Heffernan Advisory, Inc. Flagstaff $93.7 million
37 Eaton-Cambridge Inc. Phoenix $88.5 million
38 Ironwood Financial, LLC Tucson $87.7 million
39 Strategy Financial Group Phoenix $86.9 million
40 Pinnacle Peak Private Client Group, LLC Scottsdale $83.6 million
41 Capital Wealth Alliance, LLC Scottsdale $79.8 million
42 Nova Financial Services Tucson $78.2 million
43 Greenberg Financial Group Tucson $75.7 million
44 Sharpepoint, LLC Phoenix $72.3 million
45 GR Financial Group, LLC Tucson $71.3 million
46 Total Investment Management, Inc. Scottsdale $69.7 million
47 Clarity Wealth Management, L.L.C. Gilbert $69.2 million
48 Harmony Asset Management LLC Scottsdale $68.9 million
49 Key Group Management, Inc. Fountain Hills $68.8 million
50 Babb Wealth Advisors LLC Flagstaff $68.5 million
51 Stonecrest Wealth Management, Inc Chandler $68.5 million
52 Buttonwood Capital Management (BCM) Broker-dealer affiliated Scottsdale $66.0 million
53 Financial Directions LLC Tucson $65.4 million
54 Juncture Wealth Strategies, LLC Scottsdale $64.0 million
55 Treiberg Wealth Management Tucson $63.1 million
56 Southwest Investment Advisors, Inc. Tucson $61.3 million
57 Johnson Financial Advisors Tempe $58.4 million
58 Seros Wealth Partners Gilbert $58.1 million
59 Templeton Financial Services Inc. Chandler $57.7 million
60 Intrinsic Wealth Counsel, Inc. Tempe $57.3 million
61 Exeter Financial, LLC Scottsdale $53.9 million
62 Dynamic Wealth Advisors Surprise $53.3 million
63 Preston Investments Kingman $51.4 million
64 Sage Financial Advisors Inc. Scottsdale $50.9 million
65 Harding Wealth, Inc. Tempe $50.5 million
66 Bayntree Wealth Advisors, LLC Scottsdale $49.4 million
67 Sterling Investment Management, LLC Tucson $48.7 million
68 NRG Wealth Management Oro Valley $48.7 million
69 Clarus Wealth Advisors, LLC Peoria $48.3 million
70 Lane Brothers Investment Counsel Prescott $47.5 million
71 Levin Funding Group LLC Tucson $47.2 million
72 Invicta Financial Group Yuma $46.5 million
73 Tribeca Financial, LLC Mesa $45.7 million
74 Intrinsic Value Partners, LLC Phoenix $44.6 million
75 Interwealth Management, LLC Scottsdale $44.4 million
76 Corepath Wealth Partners LLC Scottsdale $43.3 million
77 Biltmore Wealth Management, LLC Tempe $42.9 million
78 Martinsen Wealth Management Tempe $40.9 million
79 Intelligent Capitalworks Scottsdale $40.2 million
80 CMG Financial Consulting Scottsdale $39.8 million
81 Farnam Financial Phoenix $39.4 million
82 Transition Financial Advisors Group, LLC Gilbert $39.1 million
83 Meixler Investment Management, Ltd. Show Low $38.7 million
84 Windsor Capital Management, LLC Phoenix $38.4 million
85 Tandem Wealth Advisors Phoenix $38.2 million
86 Prosper Private Wealth Mesa $38.1 million
87 Acute Investment Advisory Mesa $38.1 million
88 Foothills Advisors, LLC Cave Creek $37.9 million
89 Gordian Advisors, LLC Tucson $37.0 million
90 WJ Wealth Management Glendale $36.2 million
91 One Wealth Capital Management, LLC Scottsdale $36.0 million
92 Westmark Wealth Management Phoenix $35.4 million
93 17 Capital Partners, LLC Phoenix $34.3 million
94 WT Wealth Management, LLC Scottsdale $33.8 million
95 Optima Capital Management Tempe $33.8 million
96 Financial Life Planners Tempe $33.8 million
97 Strategic Wealth Advisors, LLC Scottsdale $33.6 million
98 Releve Financial Group Scottsdale $32.8 million
99 Degreen Private Wealth, LLC Scottsdale $32.5 million
100 Vestpointe Wealth Management, LLC Scottsdale $31.3 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.