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AdvisorIQ

Ranking, Arizona

Independent RIAs with the fastest client growth over one year in Arizona

As of October 2, 2026, Amplify Financial, LLC ranked #1 in Arizona in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 191.1%, from a base of 550.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Amplify Financial, LLC Scottsdale 191.1% 550
2 Clarity Wealth Management, L.L.C. Gilbert 160.8% 362
3 C2C Wealth Management, LLC Scottsdale 121.9% 146
4 Greenberg Financial Group Tucson 113.1% 382
5 Heritage Family Offices, LLP Scottsdale 104.1% 245
6 Cole Wealth Management, LLC Scottsdale 100.0% 281
7 Preston Investments Kingman 97.8% 1,278
8 Bridgeport Financial Solutions Phoenix 93.4% 530
9 Immaculate Wealth Management, LLC Mesa 62.8% 355
10 Fortitude Family Office Scottsdale 48.2% 278
11 Westmark Wealth Management Phoenix 47.1% 391
12 17 Capital Partners, LLC Phoenix 45.5% 132
13 Verus Capital Partners, LLC Scottsdale 39.7% 4,040
14 Luminvest Wealth Management LLC Scottsdale 36.8% 106
15 SL Capital Scottsdale 36.3% 168
16 Optima Capital Management Tempe 35.6% 163
17 Arq Wealth Advisors, LLC Scottsdale 31.5% 460
18 Vista Cima Wealth Management LLC Surprise 29.8% 205
19 Ashton Thomas Private Wealth Scottsdale 25.7% 2,569
20 Bayntree Wealth Advisors, LLC Scottsdale 23.3% 437
21 Wealth Management Partners, LLC Tucson 22.0% 655
22 Martinsen Wealth Management Tempe 21.2% 302
23 Blakely Walters Wealth Management Scottsdale 20.3% 261
24 Trajan Wealth, L.L.C. Scottsdale 18.7% 8,955
25 Foundations Investment Advisors LLC Phoenix 17.9% 25,166
26 Kingdom Financial Group, LLC Peoria 16.8% 1,549
27 Bledsoe Asset Management, LLC Phoenix 16.8% 292
28 Harding Wealth, Inc. Tempe 16.6% 145
29 Sharpepoint, LLC Phoenix 16.4% 422
30 Watts Gwilliam & Company, LLC Gilbert 16.0% 443
31 Pinnacle Peak Private Client Group, LLC Scottsdale 15.7% 612
32 CMG Financial Consulting Scottsdale 14.6% 103
33 Secure Investment Management, LLC Tucson 14.2% 825
34 Able Financial Group, LLC Scottsdale 13.2% 551
35 Sensible Money, LLC Scottsdale 12.4% 339
36 Babb Wealth Advisors LLC Flagstaff 11.9% 310
37 Titan Capital Management Scottsdale 11.2% 116
38 Brookwood Investment Group Phoenix 10.9% 3,160
39 Spahn Wealth & Retirement LLC Scottsdale 10.8% 120
40 Stonecrest Wealth Management, Inc Chandler 10.6% 348
41 Foothills Advisors, LLC Cave Creek 9.9% 171
42 NRG Wealth Management Oro Valley 9.7% 145
43 Treiberg Wealth Management Tucson 9.6% 250
44 Ridgeline Private Wealth Mesa 9.4% 170
45 Balboa Wealth Partners, Inc. Scottsdale 9.2% 1,032
46 Johnson Financial Advisors Tempe 9.2% 272
47 Rovin Capital Mesa 8.8% 671
48 Lane Brothers Investment Counsel Prescott 7.9% 317
49 Templeton Financial Services Inc. Chandler 7.5% 293
50 One Wealth Capital Management, LLC Scottsdale 7.4% 243
51 Ironwood Financial, LLC Tucson 7.4% 582
52 Heffernan Advisory, Inc. Flagstaff 7.2% 333
53 AWM Capital, LLC Phoenix 7.1% 436
54 Tci Wealth Advisors, Inc. Tucson 7.1% 3,069
55 Dew Wealth Management Scottsdale 7.0% 299
56 Acrylic Financial, Inc. Fountain Hills 6.4% 298
57 Tandem Wealth Advisors Phoenix 6.2% 292
58 Juncture Wealth Strategies, LLC Scottsdale 6.0% 436
59 Strategy Financial Group Phoenix 5.9% 992
60 Harmony Asset Management LLC Scottsdale 5.8% 260
61 T&T Capital Management Gilbert 5.7% 280
62 Tfo Family Office Partners Phoenix 5.6% 303
63 Biltmore Wealth Management, LLC Tempe 5.5% 291
64 Triton Wealth Management, PLLC Sun City 5.4% 809
65 Vigilare Wealth Management LLC Scottsdale 5.4% 149
66 Aio Financial, LLC Tucson 5.3% 189
67 Cambridge Financial Group, LLC Tucson 5.0% 281
68 Interwealth Management, LLC Scottsdale 4.9% 265
69 Arbor Wealth Management, LLC Tempe 4.7% 106
70 Releve Financial Group Scottsdale 4.6% 307
71 Ironwood Investment Counsel, LLC Scottsdale 4.1% 532
72 WJ Wealth Management Glendale 4.0% 883
73 Dynamic Wealth Advisors Surprise 3.6% 304
74 Vestpointe Wealth Management, LLC Scottsdale 3.6% 112
75 Transition Financial Advisors Group, LLC Gilbert 3.5% 144
76 Meixler Investment Management, Ltd. Show Low 3.4% 551
77 Eaton-Cambridge Inc. Phoenix 3.0% 302
78 Fortress Financial Solutions, LLC Tucson 2.9% 273
79 Sage Financial Advisors Inc. Scottsdale 2.6% 312
80 Global Strategic Nextgen OCIO Scottsdale 2.4% 126
81 Intrinsic Wealth Counsel, Inc. Tempe 2.4% 212
82 Taurum Retirement Partners, LLC Mesa 2.3% 130
83 Capital West Partners, LLC Tucson 2.1% 332
84 Tribeca Financial, LLC Mesa 2.1% 243
85 Sterling Investment Management, LLC Tucson 2.0% 148
86 Dynamic Phoenix 1.6% 5,599
87 Southwest Investment Advisors, Inc. Tucson 0.5% 2,312
88 Nova Financial Services Tucson 0.1% 737
89 PFG Advisors Phoenix 0.1% 7,596
90 Vora Wealth Management, PLLC Flagstaff 0.0% 660
91 Mathis Wealth Management Phoenix -0.3% 312
92 Bridgelight Capital LLC Scottsdale -0.6% 174
93 GR Financial Group, LLC Tucson -0.6% 1,563
94 Clarus Wealth Advisors, LLC Peoria -0.8% 507
95 Strategic Income Group LLC Chandler -0.8% 371
96 Capital Wealth Alliance, LLC Scottsdale -1.1% 353
97 Sem Wealth Management Tucson -1.5% 2,020
98 Gordian Advisors, LLC Tucson -1.9% 105
99 WT Wealth Management, LLC Scottsdale -2.3% 1,172
100 Corepath Wealth Partners LLC Scottsdale -2.5% 236

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

More rankings

Client growth 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.