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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.