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AdvisorIQ

Ranking, Arizona

Fastest-growing wealth firms over three years, including broker-dealer firms in Arizona

As of October 2, 2026, Osaic Wealth, Inc. ranked #1 in Arizona in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 99.6%, from a base of $29.5 billion.

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

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.

Rank Firm City Growth Starting value
1 Osaic Wealth, Inc. Broker-dealer affiliated Scottsdale 99.6% $29.5 billion
2 Fortitude Family Office Scottsdale 59.9% $310.4 million
3 Ashton Thomas Private Wealth Scottsdale 44.2% $2.0 billion
4 Arq Wealth Advisors, LLC Scottsdale 42.4% $420.0 million
5 AWM Capital, LLC Phoenix 41.0% $530.9 million
6 Strategy Financial Group Phoenix 39.3% $135.8 million
7 Foundations Investment Advisors LLC Phoenix 39.0% $3.8 billion
8 Eaton-Cambridge Inc. Phoenix 36.2% $190.1 million
9 Trajan Wealth, L.L.C. Scottsdale 35.2% $1.1 billion
10 Verus Capital Partners, LLC Scottsdale 34.2% $948.2 million
11 Watts Gwilliam & Company, LLC Gilbert 33.6% $432.9 million
12 Kingdom Financial Group, LLC Peoria 33.3% $219.8 million
13 Balboa Wealth Partners, Inc. Scottsdale 31.7% $469.1 million
14 Clarity Wealth Management, L.L.C. Gilbert 30.3% $107.1 million
15 Greenberg Financial Group Tucson 29.2% $188.8 million
16 United Planners' Financial Services of America A Limited Partner Broker-dealer affiliated Scottsdale 28.0% $6.1 billion
17 Harding Wealth, Inc. Tempe 28.0% $101.3 million
18 Versant Capital Management, Inc. Phoenix 28.0% $863.6 million
19 Able Financial Group, LLC Scottsdale 26.7% $360.4 million
20 Babb Wealth Advisors LLC Flagstaff 25.5% $106.1 million
21 Zenith Wealth Advisors Scottsdale 25.0% $167.9 million
22 Buttonwood Capital Management (BCM) Broker-dealer affiliated Scottsdale 24.9% $195.2 million
23 Mathis Wealth Management Phoenix 24.7% $109.7 million
24 Stonecrest Wealth Management, Inc Chandler 24.7% $193.8 million
25 Rovin Capital Mesa 24.2% $478.6 million
26 Seros Wealth Partners Gilbert 24.2% $187.5 million
27 17 Capital Partners, LLC Phoenix 24.0% $129.2 million
28 Invicta Financial Group Yuma 23.4% $197.6 million
29 Dew Wealth Management Scottsdale 22.9% $250.6 million
30 Financial Life Planners Tempe 22.7% $112.8 million
31 Interwealth Management, LLC Scottsdale 22.6% $161.8 million
32 Pinnacle Peak Private Client Group, LLC Scottsdale 22.5% $261.5 million
33 Ironwood Financial, LLC Tucson 22.1% $364.2 million
34 Spahn Wealth & Retirement LLC Scottsdale 21.6% $100.9 million
35 Dynamic Wealth Advisors Surprise 21.1% $108.8 million
36 PFG Advisors Phoenix 21.1% $1.8 billion
37 Johnson Financial Advisors Tempe 21.1% $169.7 million
38 Sensible Money, LLC Scottsdale 20.7% $422.2 million
39 Releve Financial Group Scottsdale 20.2% $147.0 million
40 Dynamic Phoenix 20.1% $3.3 billion
41 NRG Wealth Management Oro Valley 20.0% $140.0 million
42 Ridgeline Private Wealth Mesa 19.8% $100.4 million
43 Tribeca Financial, LLC Mesa 19.7% $144.8 million
44 Sharpepoint, LLC Phoenix 19.2% $131.4 million
45 Stoker Ostler, A Part of BMO Financial Group Broker-dealer affiliated Scottsdale 19.2% $2.2 billion
46 Gordian Advisors, LLC Tucson 19.0% $157.2 million
47 Scottsdale Wealth Planning, Inc. Scottsdale 18.7% $102.4 million
48 Sage Financial Advisors Inc. Scottsdale 18.7% $161.6 million
49 Treiberg Wealth Management Tucson 18.7% $194.4 million
50 Levin Funding Group LLC Tucson 18.5% $129.5 million
51 Southwest Investment Advisors, Inc. Tucson 18.0% $235.3 million
52 Wilkinson Wealth Management, LLC Tucson 17.9% $100.6 million
53 Intrinsic Wealth Counsel, Inc. Tempe 17.8% $211.0 million
54 Intrinsic Value Partners, LLC Phoenix 17.4% $136.4 million
55 Nova Financial Services Tucson 17.4% $290.3 million
56 Cambridge Financial Group, LLC Tucson 17.1% $401.7 million
57 MSH Capital Advisors LLC Broker-dealer affiliated Scottsdale 16.6% $849.2 million
58 Transition Financial Advisors Group, LLC Gilbert 16.6% $189.8 million
59 WT Wealth Management, LLC Scottsdale 16.5% $265.0 million
60 Heffernan Advisory, Inc. Flagstaff 16.5% $259.2 million
61 WJ Wealth Management Glendale 16.3% $166.4 million
62 Vestpointe Wealth Management, LLC Scottsdale 16.1% $105.8 million
63 Tci Wealth Advisors, Inc. Tucson 16.1% $3.4 billion
64 Intelligent Capitalworks Scottsdale 15.9% $241.6 million
65 Key Group Management, Inc. Fountain Hills 15.9% $195.0 million
66 Meixler Investment Management, Ltd. Show Low 15.8% $146.9 million
67 Strategic Wealth Advisors, LLC Scottsdale 15.6% $210.5 million
68 Wealth Management Partners, LLC Tucson 15.6% $514.3 million
69 Biltmore Wealth Management, LLC Tempe 15.2% $287.3 million
70 Clarus Wealth Advisors, LLC Peoria 15.1% $200.3 million
71 Bledsoe Asset Management, LLC Phoenix 14.9% $124.7 million
72 Tfo Family Office Partners Phoenix 14.7% $3.3 billion
73 Juncture Wealth Strategies, LLC Scottsdale 14.6% $314.5 million
74 Trek Financial Scottsdale 14.6% $1.9 billion
75 Allied Portfolio Management, Inc. Tucson 14.3% $160.9 million
76 Ironwood Investment Counsel, LLC Scottsdale 14.2% $1.2 billion
77 Harmony Asset Management LLC Scottsdale 13.8% $313.9 million
78 Graystone Partners Wealth Management, LLC Tempe 13.7% $202.4 million
79 Tandem Wealth Advisors Phoenix 13.3% $179.9 million
80 Cole Wealth Management, LLC Scottsdale 13.1% $125.0 million
81 R.H. Investment Group, LLC Scottsdale 13.1% $164.9 million
82 GR Financial Group, LLC Tucson 12.5% $739.8 million
83 Sierra Legacy Group Scottsdale 12.4% $107.6 million
84 Bayntree Wealth Advisors, LLC Scottsdale 12.1% $171.1 million
85 Global Strategic Nextgen OCIO Scottsdale 11.6% $1.2 billion
86 Capital Wealth Alliance, LLC Scottsdale 11.2% $218.2 million
87 Aio Financial, LLC Tucson 11.2% $144.8 million
88 Profocus Incorporated Phoenix 11.1% $114.0 million
89 AIM Capital Scottsdale 11.1% $225.8 million
90 Capital West Partners, LLC Tucson 10.3% $223.5 million
91 Financial Directions LLC Tucson 9.9% $556.6 million
92 Templeton Financial Services Inc. Chandler 9.9% $333.3 million
93 Triton Wealth Management, PLLC Sun City 9.4% $309.1 million
94 Wealth Engineering, LLC Scottsdale 9.1% $131.5 million
95 Strategic Income Group LLC Chandler 8.9% $280.9 million
96 Acute Investment Advisory Mesa 8.6% $186.1 million
97 Wiser Advisor Group Phoenix 7.9% $101.6 million
98 Galvin, Gaustad & Stein, LLC Scottsdale 7.0% $1.1 billion
99 Wealth Management Solutions Scottsdale 6.8% $141.6 million
100 Vigilare Wealth Management LLC Scottsdale 6.2% $276.2 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.