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RIA directory Rankings Fastest growing, 5 years Arizona
Ranking, Arizona
Fastest-growing independent RIAs over five years in Arizona
As of October 2, 2026, Ashton Thomas Private Wealth ranked #1 in Arizona in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 43.3%, from a base of $994.5 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 five years in Arizona
Rank
Firm
City
Growth
Starting value
1
Ashton Thomas Private Wealth
Scottsdale
43.3%
$994.5 million
2
AWM Capital, LLC
Phoenix
40.9%
$268.0 million
3
Foundations Investment Advisors LLC
Phoenix
39.0%
$1.9 billion
4
Balboa Wealth Partners, Inc.
Scottsdale
35.8%
$231.5 million
5
Harmony Asset Management LLC
Scottsdale
33.5%
$108.9 million
6
Trajan Wealth, L.L.C.
Scottsdale
31.8%
$653.7 million
7
Eaton-Cambridge Inc.
Phoenix
29.5%
$132.0 million
8
Strategy Financial Group
Phoenix
26.6%
$112.6 million
9
Arq Wealth Advisors, LLC
Scottsdale
25.8%
$384.7 million
10
Watts Gwilliam & Company, LLC
Gilbert
25.7%
$329.4 million
11
Rovin Capital
Mesa
25.5%
$295.2 million
12
Verus Capital Partners, LLC
Scottsdale
23.7%
$790.8 million
13
Seros Wealth Partners
Gilbert
21.7%
$134.5 million
14
Dew Wealth Management
Scottsdale
21.1%
$178.4 million
15
Kingdom Financial Group, LLC
Peoria
20.6%
$204.1 million
16
PFG Advisors
Phoenix
20.0%
$1.3 billion
17
Sensible Money, LLC
Scottsdale
19.3%
$307.5 million
18
Pinnacle Peak Private Client Group, LLC
Scottsdale
18.1%
$209.1 million
19
Versant Capital Management, Inc.
Phoenix
17.9%
$796.4 million
20
Global Strategic Nextgen OCIO
Scottsdale
17.8%
$710.0 million
21
Interwealth Management, LLC
Scottsdale
17.2%
$135.0 million
22
Trek Financial
Scottsdale
16.9%
$1.3 billion
23
Greenberg Financial Group
Tucson
16.8%
$187.4 million
24
Ironwood Financial, LLC
Tucson
16.1%
$314.5 million
25
Invicta Financial Group
Yuma
15.7%
$179.0 million
26
Treiberg Wealth Management
Tucson
15.6%
$157.8 million
27
Dynamic
Phoenix
15.0%
$2.8 billion
28
Meixler Investment Management, Ltd.
Show Low
14.4%
$116.6 million
29
Bayntree Wealth Advisors, LLC
Scottsdale
13.4%
$128.6 million
30
Juncture Wealth Strategies, LLC
Scottsdale
13.3%
$253.9 million
31
Nova Financial Services
Tucson
13.2%
$252.7 million
32
Intelligent Capitalworks
Scottsdale
13.1%
$203.2 million
33
Stonecrest Wealth Management, Inc
Chandler
13.1%
$202.9 million
34
Southwest Investment Advisors, Inc.
Tucson
13.1%
$209.3 million
35
Cambridge Financial Group, LLC
Tucson
12.9%
$352.3 million
36
Capital West Partners, LLC
Tucson
12.9%
$163.7 million
37
WJ Wealth Management
Glendale
12.8%
$143.5 million
38
Gordian Advisors, LLC
Tucson
12.7%
$145.7 million
39
Wealth Management Partners, LLC
Tucson
12.5%
$440.0 million
40
Key Group Management, Inc.
Fountain Hills
12.3%
$170.0 million
41
Strategic Income Group LLC
Chandler
12.1%
$204.7 million
42
17 Capital Partners, LLC
Phoenix
11.8%
$141.2 million
43
Tfo Family Office Partners
Phoenix
11.7%
$2.9 billion
44
Biltmore Wealth Management, LLC
Tempe
11.7%
$252.5 million
45
Sharpepoint, LLC
Phoenix
11.7%
$128.3 million
46
Intrinsic Wealth Counsel, Inc.
Tempe
11.7%
$198.6 million
47
NRG Wealth Management
Oro Valley
11.4%
$140.8 million
48
Tci Wealth Advisors, Inc.
Tucson
11.0%
$3.2 billion
49
Strategic Wealth Advisors, LLC
Scottsdale
11.0%
$192.9 million
50
Johnson Financial Advisors
Tempe
10.6%
$182.1 million
51
Tribeca Financial, LLC
Mesa
10.5%
$150.6 million
52
Transition Financial Advisors Group, LLC
Gilbert
9.9%
$187.1 million
53
Heffernan Advisory, Inc.
Flagstaff
9.7%
$257.6 million
54
Financial Directions LLC
Tucson
9.5%
$469.6 million
55
Graystone Partners Wealth Management, LLC
Tempe
9.3%
$190.4 million
56
Bledsoe Asset Management, LLC
Phoenix
9.3%
$121.2 million
57
Vestpointe Wealth Management, LLC
Scottsdale
9.0%
$108.0 million
58
Ironwood Wealth Management, LLC
Chandler
8.7%
$400.5 million
59
Allied Portfolio Management, Inc.
Tucson
8.5%
$159.4 million
60
WT Wealth Management, LLC
Scottsdale
8.5%
$279.1 million
61
Cole Wealth Management, LLC
Scottsdale
7.7%
$125.0 million
62
GR Financial Group, LLC
Tucson
7.5%
$733.7 million
63
Bradley Wealth LLC
Scottsdale
7.4%
$137.8 million
64
Intrinsic Value Partners, LLC
Phoenix
7.4%
$154.7 million
65
Triton Wealth Management, PLLC
Sun City
7.3%
$285.1 million
66
Stableford Capital LLC
Scottsdale
6.7%
$221.2 million
67
AIM Capital
Scottsdale
6.5%
$225.4 million
68
Scottsdale Wealth Planning, Inc.
Scottsdale
6.5%
$125.1 million
69
Sem Wealth Management
Tucson
6.5%
$682.7 million
70
Sage Financial Advisors Inc.
Scottsdale
6.1%
$201.1 million
71
Exeter Financial, LLC
Scottsdale
6.0%
$313.5 million
72
Clarus Wealth Advisors, LLC
Peoria
6.0%
$228.4 million
73
Wealth Engineering, LLC
Scottsdale
5.9%
$128.4 million
74
Aio Financial, LLC
Tucson
5.8%
$150.2 million
75
Tandem Wealth Advisors
Phoenix
5.6%
$199.6 million
76
Releve Financial Group
Scottsdale
5.1%
$199.7 million
77
Corepath Wealth Partners LLC
Scottsdale
4.8%
$206.9 million
78
Capital Wealth Alliance, LLC
Scottsdale
4.4%
$242.3 million
79
Ironwood Investment Counsel, LLC
Scottsdale
3.8%
$1.5 billion
80
Galvin, Gaustad & Stein, LLC
Scottsdale
3.7%
$1.1 billion
81
Vigilare Wealth Management LLC
Scottsdale
3.0%
$285.0 million
82
Sterling Investment Management, LLC
Tucson
2.9%
$354.0 million
83
Windsor Capital Management, LLC
Phoenix
2.7%
$614.7 million
84
Total Investment Management, Inc.
Scottsdale
2.0%
$1.2 billion
85
Bridgelight Capital LLC
Scottsdale
1.5%
$126.8 million
86
Templeton Financial Services Inc.
Chandler
1.2%
$417.0 million
87
AG Global Advisors LLC
Tucson
0.7%
$101.2 million
88
Alpha Fiduciary
Phoenix
-3.0%
$132.9 million
89
C2C Wealth Management, LLC
Scottsdale
-22.5%
$642.3 million
90
Legacy Cornerstone Wealth LLC
Peoria
-29.5%
$128.5 million
91
Public Safety Financial/Galloway
Mesa
-49.5%
$546.0 million
91 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 5 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 .