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AdvisorIQ

Ranking, Arizona

Fastest-growing wealth firms over five 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 five years, including broker-dealer firms, with 62.6%, from a base of $20.7 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 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.

Rank Firm City Growth Starting value
1 Osaic Wealth, Inc. Broker-dealer affiliated Scottsdale 62.6% $20.7 billion
2 Ashton Thomas Private Wealth Scottsdale 43.3% $994.5 million
3 AWM Capital, LLC Phoenix 40.9% $268.0 million
4 Foundations Investment Advisors LLC Phoenix 39.0% $1.9 billion
5 Balboa Wealth Partners, Inc. Scottsdale 35.8% $231.5 million
6 Harmony Asset Management LLC Scottsdale 33.5% $108.9 million
7 Trajan Wealth, L.L.C. Scottsdale 31.8% $653.7 million
8 Eaton-Cambridge Inc. Phoenix 29.5% $132.0 million
9 Strategy Financial Group Phoenix 26.6% $112.6 million
10 Arq Wealth Advisors, LLC Scottsdale 25.8% $384.7 million
11 Watts Gwilliam & Company, LLC Gilbert 25.7% $329.4 million
12 Rovin Capital Mesa 25.5% $295.2 million
13 MSH Capital Advisors LLC Broker-dealer affiliated Scottsdale 24.7% $447.2 million
14 Verus Capital Partners, LLC Scottsdale 23.7% $790.8 million
15 Seros Wealth Partners Gilbert 21.7% $134.5 million
16 Dew Wealth Management Scottsdale 21.1% $178.4 million
17 Kingdom Financial Group, LLC Peoria 20.6% $204.1 million
18 PFG Advisors Phoenix 20.0% $1.3 billion
19 Sensible Money, LLC Scottsdale 19.3% $307.5 million
20 Pinnacle Peak Private Client Group, LLC Scottsdale 18.1% $209.1 million
21 Versant Capital Management, Inc. Phoenix 17.9% $796.4 million
22 Global Strategic Nextgen OCIO Scottsdale 17.8% $710.0 million
23 Interwealth Management, LLC Scottsdale 17.2% $135.0 million
24 Trek Financial Scottsdale 16.9% $1.3 billion
25 Greenberg Financial Group Tucson 16.8% $187.4 million
26 United Planners' Financial Services of America A Limited Partner Broker-dealer affiliated Scottsdale 16.5% $6.0 billion
27 Stoker Ostler, A Part of BMO Financial Group Broker-dealer affiliated Scottsdale 16.4% $1.7 billion
28 Buttonwood Capital Management (BCM) Broker-dealer affiliated Scottsdale 16.1% $180.4 million
29 Ironwood Financial, LLC Tucson 16.1% $314.5 million
30 Invicta Financial Group Yuma 15.7% $179.0 million
31 Treiberg Wealth Management Tucson 15.6% $157.8 million
32 Dynamic Phoenix 15.0% $2.8 billion
33 Meixler Investment Management, Ltd. Show Low 14.4% $116.6 million
34 Bayntree Wealth Advisors, LLC Scottsdale 13.4% $128.6 million
35 Juncture Wealth Strategies, LLC Scottsdale 13.3% $253.9 million
36 Nova Financial Services Tucson 13.2% $252.7 million
37 Intelligent Capitalworks Scottsdale 13.1% $203.2 million
38 Stonecrest Wealth Management, Inc Chandler 13.1% $202.9 million
39 Southwest Investment Advisors, Inc. Tucson 13.1% $209.3 million
40 Cambridge Financial Group, LLC Tucson 12.9% $352.3 million
41 Capital West Partners, LLC Tucson 12.9% $163.7 million
42 WJ Wealth Management Glendale 12.8% $143.5 million
43 Gordian Advisors, LLC Tucson 12.7% $145.7 million
44 Wealth Management Partners, LLC Tucson 12.5% $440.0 million
45 Key Group Management, Inc. Fountain Hills 12.3% $170.0 million
46 Strategic Income Group LLC Chandler 12.1% $204.7 million
47 17 Capital Partners, LLC Phoenix 11.8% $141.2 million
48 Tfo Family Office Partners Phoenix 11.7% $2.9 billion
49 Biltmore Wealth Management, LLC Tempe 11.7% $252.5 million
50 Sharpepoint, LLC Phoenix 11.7% $128.3 million
51 Intrinsic Wealth Counsel, Inc. Tempe 11.7% $198.6 million
52 NRG Wealth Management Oro Valley 11.4% $140.8 million
53 Tci Wealth Advisors, Inc. Tucson 11.0% $3.2 billion
54 Strategic Wealth Advisors, LLC Scottsdale 11.0% $192.9 million
55 Johnson Financial Advisors Tempe 10.6% $182.1 million
56 Tribeca Financial, LLC Mesa 10.5% $150.6 million
57 Transition Financial Advisors Group, LLC Gilbert 9.9% $187.1 million
58 Heffernan Advisory, Inc. Flagstaff 9.7% $257.6 million
59 Financial Directions LLC Tucson 9.5% $469.6 million
60 Graystone Partners Wealth Management, LLC Tempe 9.3% $190.4 million
61 Bledsoe Asset Management, LLC Phoenix 9.3% $121.2 million
62 Vestpointe Wealth Management, LLC Scottsdale 9.0% $108.0 million
63 Ironwood Wealth Management, LLC Chandler 8.7% $400.5 million
64 Allied Portfolio Management, Inc. Tucson 8.5% $159.4 million
65 WT Wealth Management, LLC Scottsdale 8.5% $279.1 million
66 Cole Wealth Management, LLC Scottsdale 7.7% $125.0 million
67 GR Financial Group, LLC Tucson 7.5% $733.7 million
68 Bradley Wealth LLC Scottsdale 7.4% $137.8 million
69 Intrinsic Value Partners, LLC Phoenix 7.4% $154.7 million
70 Triton Wealth Management, PLLC Sun City 7.3% $285.1 million
71 Stableford Capital LLC Scottsdale 6.7% $221.2 million
72 AIM Capital Scottsdale 6.5% $225.4 million
73 Scottsdale Wealth Planning, Inc. Scottsdale 6.5% $125.1 million
74 Sem Wealth Management Tucson 6.5% $682.7 million
75 Sage Financial Advisors Inc. Scottsdale 6.1% $201.1 million
76 Exeter Financial, LLC Scottsdale 6.0% $313.5 million
77 Clarus Wealth Advisors, LLC Peoria 6.0% $228.4 million
78 Wealth Engineering, LLC Scottsdale 5.9% $128.4 million
79 Aio Financial, LLC Tucson 5.8% $150.2 million
80 Tandem Wealth Advisors Phoenix 5.6% $199.6 million
81 Releve Financial Group Scottsdale 5.1% $199.7 million
82 Corepath Wealth Partners LLC Scottsdale 4.8% $206.9 million
83 Union Capital Company Broker-dealer affiliated Tucson 4.4% $121.0 million
84 Capital Wealth Alliance, LLC Scottsdale 4.4% $242.3 million
85 Ironwood Investment Counsel, LLC Scottsdale 3.8% $1.5 billion
86 Galvin, Gaustad & Stein, LLC Scottsdale 3.7% $1.1 billion
87 Vigilare Wealth Management LLC Scottsdale 3.0% $285.0 million
88 Sterling Investment Management, LLC Tucson 2.9% $354.0 million
89 Windsor Capital Management, LLC Phoenix 2.7% $614.7 million
90 Total Investment Management, Inc. Scottsdale 2.0% $1.2 billion
91 Bridgelight Capital LLC Scottsdale 1.5% $126.8 million
92 Templeton Financial Services Inc. Chandler 1.2% $417.0 million
93 AG Global Advisors LLC Tucson 0.7% $101.2 million
94 Alpha Fiduciary Phoenix -3.0% $132.9 million
95 C2C Wealth Management, LLC Scottsdale -22.5% $642.3 million
96 Legacy Cornerstone Wealth LLC Peoria -29.5% $128.5 million
97 Public Safety Financial/Galloway Mesa -49.5% $546.0 million

97 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.