Overview Industry data States Rankings Reports Methodology Search
RIA directory Rankings Fastest growing, 3 years Arizona
Ranking, Arizona
Fastest-growing independent RIAs over three years in Arizona
As of October 2, 2026, Fortitude Family Office ranked #1 in Arizona in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 59.9%, from a base of $310.4 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
Fastest-growing independent RIAs over three years in Arizona
Rank
Firm
City
Growth
Starting value
1
Fortitude Family Office
Scottsdale
59.9%
$310.4 million
2
Ashton Thomas Private Wealth
Scottsdale
44.2%
$2.0 billion
3
Arq Wealth Advisors, LLC
Scottsdale
42.4%
$420.0 million
4
AWM Capital, LLC
Phoenix
41.0%
$530.9 million
5
Strategy Financial Group
Phoenix
39.3%
$135.8 million
6
Foundations Investment Advisors LLC
Phoenix
39.0%
$3.8 billion
7
Eaton-Cambridge Inc.
Phoenix
36.2%
$190.1 million
8
Trajan Wealth, L.L.C.
Scottsdale
35.2%
$1.1 billion
9
Verus Capital Partners, LLC
Scottsdale
34.2%
$948.2 million
10
Watts Gwilliam & Company, LLC
Gilbert
33.6%
$432.9 million
11
Kingdom Financial Group, LLC
Peoria
33.3%
$219.8 million
12
Balboa Wealth Partners, Inc.
Scottsdale
31.7%
$469.1 million
13
Clarity Wealth Management, L.L.C.
Gilbert
30.3%
$107.1 million
14
Greenberg Financial Group
Tucson
29.2%
$188.8 million
15
Harding Wealth, Inc.
Tempe
28.0%
$101.3 million
16
Versant Capital Management, Inc.
Phoenix
28.0%
$863.6 million
17
Able Financial Group, LLC
Scottsdale
26.7%
$360.4 million
18
Babb Wealth Advisors LLC
Flagstaff
25.5%
$106.1 million
19
Zenith Wealth Advisors
Scottsdale
25.0%
$167.9 million
20
Mathis Wealth Management
Phoenix
24.7%
$109.7 million
21
Stonecrest Wealth Management, Inc
Chandler
24.7%
$193.8 million
22
Rovin Capital
Mesa
24.2%
$478.6 million
23
Seros Wealth Partners
Gilbert
24.2%
$187.5 million
24
17 Capital Partners, LLC
Phoenix
24.0%
$129.2 million
25
Invicta Financial Group
Yuma
23.4%
$197.6 million
26
Dew Wealth Management
Scottsdale
22.9%
$250.6 million
27
Financial Life Planners
Tempe
22.7%
$112.8 million
28
Interwealth Management, LLC
Scottsdale
22.6%
$161.8 million
29
Pinnacle Peak Private Client Group, LLC
Scottsdale
22.5%
$261.5 million
30
Ironwood Financial, LLC
Tucson
22.1%
$364.2 million
31
Spahn Wealth & Retirement LLC
Scottsdale
21.6%
$100.9 million
32
Dynamic Wealth Advisors
Surprise
21.1%
$108.8 million
33
PFG Advisors
Phoenix
21.1%
$1.8 billion
34
Johnson Financial Advisors
Tempe
21.1%
$169.7 million
35
Sensible Money, LLC
Scottsdale
20.7%
$422.2 million
36
Releve Financial Group
Scottsdale
20.2%
$147.0 million
37
Dynamic
Phoenix
20.1%
$3.3 billion
38
NRG Wealth Management
Oro Valley
20.0%
$140.0 million
39
Ridgeline Private Wealth
Mesa
19.8%
$100.4 million
40
Tribeca Financial, LLC
Mesa
19.7%
$144.8 million
41
Sharpepoint, LLC
Phoenix
19.2%
$131.4 million
42
Gordian Advisors, LLC
Tucson
19.0%
$157.2 million
43
Scottsdale Wealth Planning, Inc.
Scottsdale
18.7%
$102.4 million
44
Sage Financial Advisors Inc.
Scottsdale
18.7%
$161.6 million
45
Treiberg Wealth Management
Tucson
18.7%
$194.4 million
46
Levin Funding Group LLC
Tucson
18.5%
$129.5 million
47
Southwest Investment Advisors, Inc.
Tucson
18.0%
$235.3 million
48
Wilkinson Wealth Management, LLC
Tucson
17.9%
$100.6 million
49
Intrinsic Wealth Counsel, Inc.
Tempe
17.8%
$211.0 million
50
Intrinsic Value Partners, LLC
Phoenix
17.4%
$136.4 million
51
Nova Financial Services
Tucson
17.4%
$290.3 million
52
Cambridge Financial Group, LLC
Tucson
17.1%
$401.7 million
53
Transition Financial Advisors Group, LLC
Gilbert
16.6%
$189.8 million
54
WT Wealth Management, LLC
Scottsdale
16.5%
$265.0 million
55
Heffernan Advisory, Inc.
Flagstaff
16.5%
$259.2 million
56
WJ Wealth Management
Glendale
16.3%
$166.4 million
57
Vestpointe Wealth Management, LLC
Scottsdale
16.1%
$105.8 million
58
Tci Wealth Advisors, Inc.
Tucson
16.1%
$3.4 billion
59
Intelligent Capitalworks
Scottsdale
15.9%
$241.6 million
60
Key Group Management, Inc.
Fountain Hills
15.9%
$195.0 million
61
Meixler Investment Management, Ltd.
Show Low
15.8%
$146.9 million
62
Strategic Wealth Advisors, LLC
Scottsdale
15.6%
$210.5 million
63
Wealth Management Partners, LLC
Tucson
15.6%
$514.3 million
64
Biltmore Wealth Management, LLC
Tempe
15.2%
$287.3 million
65
Clarus Wealth Advisors, LLC
Peoria
15.1%
$200.3 million
66
Bledsoe Asset Management, LLC
Phoenix
14.9%
$124.7 million
67
Tfo Family Office Partners
Phoenix
14.7%
$3.3 billion
68
Juncture Wealth Strategies, LLC
Scottsdale
14.6%
$314.5 million
69
Trek Financial
Scottsdale
14.6%
$1.9 billion
70
Allied Portfolio Management, Inc.
Tucson
14.3%
$160.9 million
71
Ironwood Investment Counsel, LLC
Scottsdale
14.2%
$1.2 billion
72
Harmony Asset Management LLC
Scottsdale
13.8%
$313.9 million
73
Graystone Partners Wealth Management, LLC
Tempe
13.7%
$202.4 million
74
Tandem Wealth Advisors
Phoenix
13.3%
$179.9 million
75
Cole Wealth Management, LLC
Scottsdale
13.1%
$125.0 million
76
R.H. Investment Group, LLC
Scottsdale
13.1%
$164.9 million
77
GR Financial Group, LLC
Tucson
12.5%
$739.8 million
78
Sierra Legacy Group
Scottsdale
12.4%
$107.6 million
79
Bayntree Wealth Advisors, LLC
Scottsdale
12.1%
$171.1 million
80
Global Strategic Nextgen OCIO
Scottsdale
11.6%
$1.2 billion
81
Capital Wealth Alliance, LLC
Scottsdale
11.2%
$218.2 million
82
Aio Financial, LLC
Tucson
11.2%
$144.8 million
83
Profocus Incorporated
Phoenix
11.1%
$114.0 million
84
AIM Capital
Scottsdale
11.1%
$225.8 million
85
Capital West Partners, LLC
Tucson
10.3%
$223.5 million
86
Financial Directions LLC
Tucson
9.9%
$556.6 million
87
Templeton Financial Services Inc.
Chandler
9.9%
$333.3 million
88
Triton Wealth Management, PLLC
Sun City
9.4%
$309.1 million
89
Wealth Engineering, LLC
Scottsdale
9.1%
$131.5 million
90
Strategic Income Group LLC
Chandler
8.9%
$280.9 million
91
Acute Investment Advisory
Mesa
8.6%
$186.1 million
92
Wiser Advisor Group
Phoenix
7.9%
$101.6 million
93
Galvin, Gaustad & Stein, LLC
Scottsdale
7.0%
$1.1 billion
94
Wealth Management Solutions
Scottsdale
6.8%
$141.6 million
95
Vigilare Wealth Management LLC
Scottsdale
6.2%
$276.2 million
96
Sterling Investment Management, LLC
Tucson
6.2%
$341.5 million
97
Stableford Capital LLC
Scottsdale
6.2%
$255.0 million
98
Windsor Capital Management, LLC
Phoenix
6.2%
$587.5 million
99
Bridgelight Capital LLC
Scottsdale
5.1%
$117.5 million
100
Exeter Financial, LLC
Scottsdale
5.1%
$362.1 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 3 years 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 .