# Largest independent RIAs by assets under management in Arizona

As of October 2, 2026, Foundations Investment Advisors LLC ranked #1 in Arizona in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $10.1 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/arizona/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.
- unit: usd
- scope: Arizona
- firms_listed: 100
- rows: rank: 1, crd: 175083, firm: Foundations Investment Advisors LLC, city: Phoenix, state: AZ, value: 10097715159, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175083/; rank: 2, crd: 153902, firm: Ashton Thomas Private Wealth, city: Scottsdale, state: AZ, value: 6009474500, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153902/; rank: 3, crd: 151367, firm: Dynamic, city: Phoenix, state: AZ, value: 5637328188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151367/; rank: 4, crd: 107373, firm: Tci Wealth Advisors, Inc., city: Tucson, state: AZ, value: 5368062519, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107373/; rank: 5, crd: 159440, firm: Tfo Family Office Partners, city: Phoenix, state: AZ, value: 5037052171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159440/; rank: 6, crd: 173344, firm: PFG Advisors, city: Phoenix, state: AZ, value: 3261207528, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173344/; rank: 7, crd: 109376, firm: Trek Financial, city: Scottsdale, state: AZ, value: 2824296229, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109376/; rank: 8, crd: 158847, firm: Trajan Wealth, L.L.C., city: Scottsdale, state: AZ, value: 2601785971, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158847/; rank: 9, crd: 334779, firm: Xcelsior Advisor Partners LLC, city: Scottsdale, state: AZ, value: 2510504102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334779/; rank: 10, crd: 151568, firm: Verus Capital Partners, LLC, city: Scottsdale, state: AZ, value: 2290832340, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151568/; rank: 11, crd: 131692, firm: Versant Capital Management, Inc., city: Phoenix, state: AZ, value: 1810752988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131692/; rank: 12, crd: 110623, firm: Ironwood Investment Counsel, LLC, city: Scottsdale, state: AZ, value: 1757391038, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110623/; rank: 13, crd: 175300, firm: Global Strategic Nextgen OCIO, city: Scottsdale, state: AZ, value: 1609486864, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175300/; rank: 14, crd: 287980, firm: AWM Capital, LLC, city: Phoenix, state: AZ, value: 1487239767, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287980/; rank: 15, crd: 153410, firm: Galvin, Gaustad & Stein, LLC, city: Scottsdale, state: AZ, value: 1354519461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153410/; rank: 16, crd: 108818, firm: Total Investment Management, Inc., city: Scottsdale, state: AZ, value: 1352142086, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108818/; rank: 17, crd: 317615, firm: Fortitude Family Office, city: Scottsdale, state: AZ, value: 1268210154, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317615/; rank: 18, crd: 316544, firm: Brookwood Investment Group, city: Phoenix, state: AZ, value: 1252366250, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316544/; rank: 19, crd: 147351, firm: Arq Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 1212600568, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147351/; rank: 20, crd: 282329, firm: Balboa Wealth Partners, Inc., city: Scottsdale, state: AZ, value: 1070330403, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282329/; rank: 21, crd: 172370, firm: GR Financial Group, LLC, city: Tucson, state: AZ, value: 1052794192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172370/; rank: 22, crd: 325485, firm: Bridgeport Financial Solutions, city: Phoenix, state: AZ, value: 1046399893, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325485/; rank: 23, crd: 131458, firm: Watts Gwilliam & Company, LLC, city: Gilbert, state: AZ, value: 1031900000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131458/; rank: 24, crd: 112142, firm: Sem Wealth Management, city: Tucson, state: AZ, value: 933491000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112142/; rank: 25, crd: 152662, firm: Rovin Capital, city: Mesa, state: AZ, value: 917311000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152662/; rank: 26, crd: 309790, firm: Wealth Management Partners, LLC, city: Tucson, state: AZ, value: 793517960, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309790/; rank: 27, crd: 158641, firm: Sensible Money, LLC, city: Scottsdale, state: AZ, value: 742532213, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158641/; rank: 28, crd: 108475, firm: Financial Directions LLC, city: Tucson, state: AZ, value: 737846215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108475/; rank: 29, crd: 323646, firm: Able Financial Group, LLC, city: Scottsdale, state: AZ, value: 732941557, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323646/; rank: 30, crd: 116593, firm: Windsor Capital Management, LLC, city: Phoenix, state: AZ, value: 703402834, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116593/; rank: 31, crd: 151004, firm: Ironwood Financial, LLC, city: Tucson, state: AZ, value: 662546990, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151004/; rank: 32, crd: 117428, firm: Cambridge Financial Group, LLC, city: Tucson, state: AZ, value: 645804007, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117428/; rank: 33, crd: 200511, firm: Ironwood Wealth Management, LLC, city: Chandler, state: AZ, value: 607666705, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/200511/; rank: 34, crd: 155676, firm: Kingdom Financial Group, LLC, city: Peoria, state: AZ, value: 520913856, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155676/; rank: 35, crd: 282003, firm: Pinnacle Peak Private Client Group, LLC, city: Scottsdale, state: AZ, value: 481073801, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282003/; rank: 36, crd: 116798, firm: Eaton-Cambridge Inc., city: Phoenix, state: AZ, value: 480696777, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116798/; rank: 37, crd: 298110, firm: Juncture Wealth Strategies, LLC, city: Scottsdale, state: AZ, value: 473616234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298110/; rank: 38, crd: 150148, firm: Nova Financial Services, city: Tucson, state: AZ, value: 469445760, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150148/; rank: 39, crd: 114148, firm: Dew Wealth Management, city: Scottsdale, state: AZ, value: 464654933, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114148/; rank: 40, crd: 116069, firm: Harmony Asset Management LLC, city: Scottsdale, state: AZ, value: 462513551, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116069/; rank: 41, crd: 128240, firm: Templeton Financial Services Inc., city: Chandler, state: AZ, value: 441833557, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128240/; rank: 42, crd: 151365, firm: Biltmore Wealth Management, LLC, city: Tempe, state: AZ, value: 439606710, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151365/; rank: 43, crd: 323930, firm: Heritage Family Offices, LLP, city: Scottsdale, state: AZ, value: 423261650, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323930/; rank: 44, crd: 143420, firm: Exeter Financial, LLC, city: Scottsdale, state: AZ, value: 420187982, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143420/; rank: 45, crd: 169566, firm: WT Wealth Management, LLC, city: Scottsdale, state: AZ, value: 419058112, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169566/; rank: 46, crd: 116771, firm: Heffernan Advisory, Inc., city: Flagstaff, state: AZ, value: 409585443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116771/; rank: 47, crd: 112923, firm: Sterling Investment Management, LLC, city: Tucson, state: AZ, value: 409201752, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112923/; rank: 48, crd: 38747, firm: Greenberg Financial Group, city: Tucson, state: AZ, value: 406904132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/38747/; rank: 49, crd: 291070, firm: Triton Wealth Management, PLLC, city: Sun City, state: AZ, value: 405097587, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291070/; rank: 50, crd: 326261, firm: Luminvest Wealth Management LLC, city: Scottsdale, state: AZ, value: 398030608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326261/; rank: 51, crd: 312685, firm: Southwest Investment Advisors, Inc., city: Tucson, state: AZ, value: 386919218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312685/; rank: 52, crd: 135081, firm: Intelligent Capitalworks, city: Scottsdale, state: AZ, value: 376600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135081/; rank: 53, crd: 311404, firm: Stonecrest Wealth Management, Inc, city: Chandler, state: AZ, value: 375821951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311404/; rank: 54, crd: 288008, firm: Invicta Financial Group, city: Yuma, state: AZ, value: 371143077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288008/; rank: 55, crd: 164531, firm: Strategy Financial Group, city: Phoenix, state: AZ, value: 366734230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164531/; rank: 56, crd: 165839, firm: Strategic Income Group LLC, city: Chandler, state: AZ, value: 362407752, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165839/; rank: 57, crd: 166808, firm: Seros Wealth Partners, city: Gilbert, state: AZ, value: 359182480, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166808/; rank: 58, crd: 105022, firm: Intrinsic Wealth Counsel, Inc., city: Tempe, state: AZ, value: 344681068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105022/; rank: 59, crd: 330390, firm: Prospera Capital Management, LLC, city: Gilbert, state: AZ, value: 343948958, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330390/; rank: 60, crd: 306827, firm: Attessa Capital LLC, city: Tucson, state: AZ, value: 343547948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306827/; rank: 61, crd: 157663, firm: Vigilare Wealth Management LLC, city: Scottsdale, state: AZ, value: 330938853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157663/; rank: 62, crd: 318330, firm: Zenith Wealth Advisors, city: Scottsdale, state: AZ, value: 328331005, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318330/; rank: 63, crd: 114167, firm: Strategic Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 325156321, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114167/; rank: 64, crd: 284140, firm: Treiberg Wealth Management, city: Tucson, state: AZ, value: 325106572, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284140/; rank: 65, crd: 165183, firm: AIM Capital, city: Scottsdale, state: AZ, value: 309311234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165183/; rank: 66, crd: 331395, firm: One Wealth Capital Management, LLC, city: Scottsdale, state: AZ, value: 306795078, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331395/; rank: 67, crd: 173383, firm: Stableford Capital LLC, city: Scottsdale, state: AZ, value: 305316552, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173383/; rank: 68, crd: 281160, firm: Clarus Wealth Advisors, LLC, city: Peoria, state: AZ, value: 305202024, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281160/; rank: 69, crd: 146054, firm: Key Group Management, Inc., city: Fountain Hills, state: AZ, value: 303800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146054/; rank: 70, crd: 104621, firm: Johnson Financial Advisors, city: Tempe, state: AZ, value: 300962981, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104621/; rank: 71, crd: 116089, firm: Transition Financial Advisors Group, LLC, city: Gilbert, state: AZ, value: 300608995, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116089/; rank: 72, crd: 298257, firm: Capital Wealth Alliance, LLC, city: Scottsdale, state: AZ, value: 300294005, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298257/; rank: 73, crd: 130762, firm: Capital West Partners, LLC, city: Tucson, state: AZ, value: 299981160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130762/; rank: 74, crd: 155597, firm: Interwealth Management, LLC, city: Scottsdale, state: AZ, value: 298005781, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155597/; rank: 75, crd: 306068, firm: Graystone Partners Wealth Management, LLC, city: Tempe, state: AZ, value: 297272886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306068/; rank: 76, crd: 342120, firm: 345 Investment Advisory, LLC, city: Scottsdale, state: AZ, value: 295093396, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342120/; rank: 77, crd: 116933, firm: Sage Financial Advisors Inc., city: Scottsdale, state: AZ, value: 270296873, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116933/; rank: 78, crd: 121362, firm: Gordian Advisors, LLC, city: Tucson, state: AZ, value: 265202910, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121362/; rank: 79, crd: 157794, firm: Tandem Wealth Advisors, city: Phoenix, state: AZ, value: 261539225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157794/; rank: 80, crd: 170181, firm: WJ Wealth Management, city: Glendale, state: AZ, value: 261532091, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170181/; rank: 81, crd: 299951, firm: Corepath Wealth Partners LLC, city: Scottsdale, state: AZ, value: 261186722, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299951/; rank: 82, crd: 285243, firm: Releve Financial Group, city: Scottsdale, state: AZ, value: 255563347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285243/; rank: 83, crd: 113245, firm: Tribeca Financial, LLC, city: Mesa, state: AZ, value: 248321387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113245/; rank: 84, crd: 283013, firm: 17 Capital Partners, LLC, city: Phoenix, state: AZ, value: 246415209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283013/; rank: 85, crd: 289548, firm: NRG Wealth Management, city: Oro Valley, state: AZ, value: 241969239, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289548/; rank: 86, crd: 226708, firm: Bayntree Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 241077085, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226708/; rank: 87, crd: 113809, firm: Allied Portfolio Management, Inc., city: Tucson, state: AZ, value: 240209300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113809/; rank: 88, crd: 105968, firm: Lane Brothers Investment Counsel, city: Prescott, state: AZ, value: 240099860, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105968/; rank: 89, crd: 115994, firm: R.H. Investment Group, LLC, city: Scottsdale, state: AZ, value: 238461764, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115994/; rank: 90, crd: 170368, firm: Acute Investment Advisory, city: Mesa, state: AZ, value: 238432347, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170368/; rank: 91, crd: 284874, firm: Clarity Wealth Management, L.L.C., city: Gilbert, state: AZ, value: 236835677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284874/; rank: 92, crd: 325721, firm: Amplify Financial, LLC, city: Scottsdale, state: AZ, value: 230715554, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325721/; rank: 93, crd: 328450, firm: SL Capital, city: Scottsdale, state: AZ, value: 230289447, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328450/; rank: 94, crd: 335594, firm: WLTH Capital Management, LLC, city: Chandler, state: AZ, value: 229766959, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335594/; rank: 95, crd: 168223, firm: Meixler Investment Management, Ltd., city: Show Low, state: AZ, value: 228353048, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168223/; rank: 96, crd: 290719, firm: Sharpepoint, LLC, city: Phoenix, state: AZ, value: 222806601, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290719/; rank: 97, crd: 165214, firm: Intrinsic Value Partners, LLC, city: Phoenix, state: AZ, value: 220560987, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165214/; rank: 98, crd: 170087, firm: Levin Funding Group LLC, city: Tucson, state: AZ, value: 215430911, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170087/; rank: 99, crd: 172858, firm: Mathis Wealth Management, city: Phoenix, state: AZ, value: 212818466, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172858/; rank: 100, crd: 282686, firm: Harding Wealth, Inc., city: Tempe, state: AZ, value: 212623954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282686/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Arizona](https://advisoriq.com/ria/states/arizona/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/arizona/

License: https://advisoriq.com/license/