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AdvisorIQ

Ranking, Arizona

Fastest-growing wealth firms over one year, including broker-dealer firms in Arizona

As of October 2, 2026, Bridgeport Financial Solutions ranked #1 in Arizona in AdvisorIQ's ranking of fastest-growing wealth firms over one year, including broker-dealer firms, with 116.0%, from a base of $484.5 million.

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

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Bridgeport Financial Solutions Phoenix 116.0% $484.5 million
2 Arq Wealth Advisors, LLC Scottsdale 86.7% $649.3 million
3 Fortitude Family Office Scottsdale 71.0% $741.7 million
4 Kingdom Financial Group, LLC Peoria 52.9% $340.6 million
5 Babb Wealth Advisors LLC Flagstaff 48.6% $140.9 million
6 Ashton Thomas Private Wealth Scottsdale 48.3% $4.1 billion
7 Sharpepoint, LLC Phoenix 48.0% $150.5 million
8 Versant Capital Management, Inc. Phoenix 46.1% $1.2 billion
9 Luminvest Wealth Management LLC Scottsdale 41.3% $281.7 million
10 Clarity Wealth Management, L.L.C. Gilbert 41.2% $167.7 million
11 Foundations Investment Advisors LLC Phoenix 40.5% $7.2 billion
12 Martinsen Wealth Management Tempe 39.9% $102.3 million
13 Dynamic Wealth Advisors Surprise 38.0% $140.1 million
14 Foothills Advisors, LLC Cave Creek 36.3% $104.2 million
15 CMG Financial Consulting Scottsdale 36.3% $109.8 million
16 Capital Wealth Alliance, LLC Scottsdale 36.2% $220.5 million
17 Preston Investments Kingman 35.1% $146.3 million
18 Prosper Private Wealth Mesa 33.8% $112.7 million
19 Balboa Wealth Partners, Inc. Scottsdale 33.0% $804.8 million
20 Degreen Private Wealth, LLC Scottsdale 32.4% $100.3 million
21 Farnam Financial Phoenix 32.3% $122.1 million
22 Trajan Wealth, L.L.C. Scottsdale 32.1% $2.0 billion
23 Harding Wealth, Inc. Tempe 31.1% $162.1 million
24 Strategy Financial Group Phoenix 31.0% $279.9 million
25 Heffernan Advisory, Inc. Flagstaff 29.7% $315.9 million
26 Key Group Management, Inc. Fountain Hills 29.3% $235.0 million
27 AWM Capital, LLC Phoenix 29.1% $1.2 billion
28 Rovin Capital Mesa 29.1% $710.7 million
29 Optima Capital Management Tempe 29.0% $116.5 million
30 Arbor Wealth Management, LLC Tempe 28.6% $107.3 million
31 Dew Wealth Management Scottsdale 28.4% $361.9 million
32 Able Financial Group, LLC Scottsdale 28.4% $571.0 million
33 Levin Funding Group LLC Tucson 28.0% $168.2 million
34 Watts Gwilliam & Company, LLC Gilbert 26.0% $818.9 million
35 Bayntree Wealth Advisors, LLC Scottsdale 25.8% $191.7 million
36 Intrinsic Value Partners, LLC Phoenix 25.3% $176.0 million
37 NRG Wealth Management Oro Valley 25.2% $193.3 million
38 Lane Brothers Investment Counsel Prescott 24.7% $192.6 million
39 Treiberg Wealth Management Tucson 24.1% $262.0 million
40 Johnson Financial Advisors Tempe 24.1% $242.6 million
41 Sierra Legacy Group Scottsdale 23.9% $123.3 million
42 Vestpointe Wealth Management, LLC Scottsdale 23.3% $134.4 million
43 Sage Financial Advisors Inc. Scottsdale 23.2% $219.4 million
44 MSH Capital Advisors LLC Broker-dealer affiliated Scottsdale 23.0% $1.1 billion
45 Sensible Money, LLC Scottsdale 23.0% $603.7 million
46 Greenberg Financial Group Tucson 22.8% $331.2 million
47 Eaton-Cambridge Inc. Phoenix 22.6% $392.2 million
48 Tribeca Financial, LLC Mesa 22.5% $202.6 million
49 Stonecrest Wealth Management, Inc Chandler 22.3% $307.4 million
50 Westmark Wealth Management Phoenix 22.1% $160.0 million
51 Vista Cima Wealth Management LLC Surprise 22.0% $116.9 million
52 Fortress Financial Solutions, LLC Tucson 21.9% $116.5 million
53 Wise Wealth Partners, LLC Phoenix 21.2% $126.6 million
54 Pinnacle Peak Private Client Group, LLC Scottsdale 21.0% $397.5 million
55 Buttonwood Capital Management (BCM) Broker-dealer affiliated Scottsdale 21.0% $314.8 million
56 Tfo Family Office Partners Phoenix 20.9% $4.2 billion
57 Meixler Investment Management, Ltd. Show Low 20.4% $189.7 million
58 Hillspring Financial, Inc. Surprise 20.2% $154.8 million
59 United Planners' Financial Services of America A Limited Partner Broker-dealer affiliated Scottsdale 20.1% $10.6 billion
60 Nova Financial Services Tucson 20.0% $391.2 million
61 Intrinsic Wealth Counsel, Inc. Tempe 19.9% $287.4 million
62 Corepath Wealth Partners LLC Scottsdale 19.9% $217.9 million
63 Cambridge Financial Group, LLC Tucson 19.8% $538.9 million
64 Financial Life Planners Tempe 19.3% $174.6 million
65 Seros Wealth Partners Gilbert 19.3% $301.1 million
66 Blakely Walters Wealth Management Scottsdale 19.3% $145.6 million
67 Apex Wealth Advisors LLC Anthem 19.1% $102.6 million
68 Acute Investment Advisory Mesa 19.0% $200.3 million
69 Wealth Management Partners, LLC Tucson 19.0% $667.0 million
70 Southwest Investment Advisors, Inc. Tucson 18.8% $325.7 million
71 Clarus Wealth Advisors, LLC Peoria 18.8% $256.9 million
72 Tci Wealth Advisors, Inc. Tucson 18.6% $4.5 billion
73 Stoker Ostler, A Part of BMO Financial Group Broker-dealer affiliated Scottsdale 18.4% $3.1 billion
74 Immaculate Wealth Management, LLC Mesa 18.4% $119.0 million
75 Brookwood Investment Group Phoenix 17.7% $1.1 billion
76 Harmony Asset Management LLC Scottsdale 17.5% $393.6 million
77 Interwealth Management, LLC Scottsdale 17.5% $253.6 million
78 Osaic Wealth, Inc. Broker-dealer affiliated Scottsdale 17.3% $200.3 billion
79 Tandem Wealth Advisors Phoenix 17.1% $223.4 million
80 Ironwood Investment Counsel, LLC Scottsdale 16.3% $1.5 billion
81 T&T Capital Management Gilbert 16.3% $163.2 million
82 Mathis Wealth Management Phoenix 16.2% $183.1 million
83 Gordian Advisors, LLC Tucson 16.2% $228.2 million
84 17 Capital Partners, LLC Phoenix 16.1% $212.2 million
85 WJ Wealth Management Glendale 16.1% $225.3 million
86 Juncture Wealth Strategies, LLC Scottsdale 15.6% $409.6 million
87 Ironwood Financial, LLC Tucson 15.3% $574.9 million
88 Templeton Financial Services Inc. Chandler 15.0% $384.1 million
89 Transition Financial Advisors Group, LLC Gilbert 15.0% $261.5 million
90 Wilkinson Wealth Management, LLC Tucson 14.9% $143.3 million
91 Allied Portfolio Management, Inc. Tucson 14.8% $209.2 million
92 Exeter Financial, LLC Scottsdale 14.7% $366.3 million
93 Releve Financial Group Scottsdale 14.7% $222.8 million
94 Wealth Engineering, LLC Scottsdale 14.4% $149.5 million
95 Invicta Financial Group Yuma 14.3% $324.6 million
96 Sterling Investment Management, LLC Tucson 13.5% $360.5 million
97 Scottsdale Wealth Planning, Inc. Scottsdale 13.4% $151.3 million
98 One Wealth Capital Management, LLC Scottsdale 13.3% $270.8 million
99 Trek Financial Scottsdale 13.3% $2.5 billion
100 Bridgelight Capital LLC Scottsdale 13.0% $120.7 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing 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.