IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Arizona

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Arizona

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

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

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 United Planners' Financial Services of America A Limited Partner Broker-dealer affiliated Scottsdale 14.0% 27,053
35 MSH Capital Advisors LLC Broker-dealer affiliated Scottsdale 13.7% 2,076
36 Able Financial Group, LLC Scottsdale 13.2% 551
37 Sensible Money, LLC Scottsdale 12.4% 339
38 Babb Wealth Advisors LLC Flagstaff 11.9% 310
39 Titan Capital Management Scottsdale 11.2% 116
40 Brookwood Investment Group Phoenix 10.9% 3,160
41 Spahn Wealth & Retirement LLC Scottsdale 10.8% 120
42 Stonecrest Wealth Management, Inc Chandler 10.6% 348
43 Foothills Advisors, LLC Cave Creek 9.9% 171
44 NRG Wealth Management Oro Valley 9.7% 145
45 Treiberg Wealth Management Tucson 9.6% 250
46 Stoker Ostler, A Part of BMO Financial Group Broker-dealer affiliated Scottsdale 9.5% 1,447
47 Ridgeline Private Wealth Mesa 9.4% 170
48 Balboa Wealth Partners, Inc. Scottsdale 9.2% 1,032
49 Johnson Financial Advisors Tempe 9.2% 272
50 Rovin Capital Mesa 8.8% 671
51 Lane Brothers Investment Counsel Prescott 7.9% 317
52 Templeton Financial Services Inc. Chandler 7.5% 293
53 One Wealth Capital Management, LLC Scottsdale 7.4% 243
54 Ironwood Financial, LLC Tucson 7.4% 582
55 Heffernan Advisory, Inc. Flagstaff 7.2% 333
56 AWM Capital, LLC Phoenix 7.1% 436
57 Tci Wealth Advisors, Inc. Tucson 7.1% 3,069
58 Dew Wealth Management Scottsdale 7.0% 299
59 Acrylic Financial, Inc. Fountain Hills 6.4% 298
60 Tandem Wealth Advisors Phoenix 6.2% 292
61 Juncture Wealth Strategies, LLC Scottsdale 6.0% 436
62 Strategy Financial Group Phoenix 5.9% 992
63 Harmony Asset Management LLC Scottsdale 5.8% 260
64 T&T Capital Management Gilbert 5.7% 280
65 Tfo Family Office Partners Phoenix 5.6% 303
66 Biltmore Wealth Management, LLC Tempe 5.5% 291
67 Triton Wealth Management, PLLC Sun City 5.4% 809
68 Vigilare Wealth Management LLC Scottsdale 5.4% 149
69 Aio Financial, LLC Tucson 5.3% 189
70 Cambridge Financial Group, LLC Tucson 5.0% 281
71 Interwealth Management, LLC Scottsdale 4.9% 265
72 Arbor Wealth Management, LLC Tempe 4.7% 106
73 Releve Financial Group Scottsdale 4.6% 307
74 Ironwood Investment Counsel, LLC Scottsdale 4.1% 532
75 WJ Wealth Management Glendale 4.0% 883
76 Dynamic Wealth Advisors Surprise 3.6% 304
77 Vestpointe Wealth Management, LLC Scottsdale 3.6% 112
78 Transition Financial Advisors Group, LLC Gilbert 3.5% 144
79 Meixler Investment Management, Ltd. Show Low 3.4% 551
80 Eaton-Cambridge Inc. Phoenix 3.0% 302
81 Fortress Financial Solutions, LLC Tucson 2.9% 273
82 Sage Financial Advisors Inc. Scottsdale 2.6% 312
83 Global Strategic Nextgen OCIO Scottsdale 2.4% 126
84 Intrinsic Wealth Counsel, Inc. Tempe 2.4% 212
85 Taurum Retirement Partners, LLC Mesa 2.3% 130
86 Capital West Partners, LLC Tucson 2.1% 332
87 Tribeca Financial, LLC Mesa 2.1% 243
88 Sterling Investment Management, LLC Tucson 2.0% 148
89 Dynamic Phoenix 1.6% 5,599
90 Buttonwood Capital Management (BCM) Broker-dealer affiliated Scottsdale 1.1% 351
91 Osaic Wealth, Inc. Broker-dealer affiliated Scottsdale 0.7% 627,722
92 Southwest Investment Advisors, Inc. Tucson 0.5% 2,312
93 Nova Financial Services Tucson 0.1% 737
94 PFG Advisors Phoenix 0.1% 7,596
95 Vora Wealth Management, PLLC Flagstaff 0.0% 660
96 Mathis Wealth Management Phoenix -0.3% 312
97 Bridgelight Capital LLC Scottsdale -0.6% 174
98 GR Financial Group, LLC Tucson -0.6% 1,563
99 Clarus Wealth Advisors, LLC Peoria -0.8% 507
100 Strategic Income Group LLC Chandler -0.8% 371

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.