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For asset managers

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.