# Independent RIAs with the most advisory staff in Arizona

As of October 2, 2026, Foundations Investment Advisors LLC ranked #1 in Arizona in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 289.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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: count
- scope: Arizona
- firms_listed: 105
- rows: rank: 1, crd: 175083, firm: Foundations Investment Advisors LLC, city: Phoenix, state: AZ, value: 289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175083/; rank: 2, crd: 173344, firm: PFG Advisors, city: Phoenix, state: AZ, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173344/; rank: 3, crd: 151367, firm: Dynamic, city: Phoenix, state: AZ, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151367/; rank: 4, crd: 153902, firm: Ashton Thomas Private Wealth, city: Scottsdale, state: AZ, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153902/; rank: 5, crd: 109376, firm: Trek Financial, city: Scottsdale, state: AZ, value: 55, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109376/; rank: 6, crd: 159440, firm: Tfo Family Office Partners, city: Phoenix, state: AZ, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159440/; rank: 7, crd: 158847, firm: Trajan Wealth, L.L.C., city: Scottsdale, state: AZ, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158847/; rank: 8, crd: 107373, firm: Tci Wealth Advisors, Inc., city: Tucson, state: AZ, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107373/; rank: 8, crd: 151568, firm: Verus Capital Partners, LLC, city: Scottsdale, state: AZ, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151568/; rank: 10, crd: 287980, firm: AWM Capital, LLC, city: Phoenix, state: AZ, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287980/; rank: 11, crd: 282329, firm: Balboa Wealth Partners, Inc., city: Scottsdale, state: AZ, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282329/; rank: 12, crd: 114148, firm: Dew Wealth Management, city: Scottsdale, state: AZ, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114148/; rank: 13, crd: 141091, firm: Public Safety Financial/Galloway, city: Mesa, state: AZ, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141091/; rank: 14, crd: 316544, firm: Brookwood Investment Group, city: Phoenix, state: AZ, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316544/; rank: 14, crd: 334779, firm: Xcelsior Advisor Partners LLC, city: Scottsdale, state: AZ, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334779/; rank: 16, crd: 288263, firm: Acrylic Financial, Inc., city: Fountain Hills, state: AZ, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288263/; rank: 16, crd: 310819, firm: CSP Financial Group LLC, city: Scottsdale, state: AZ, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310819/; rank: 18, crd: 141195, firm: Secure Investment Management, LLC, city: Tucson, state: AZ, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141195/; rank: 19, crd: 153410, firm: Galvin, Gaustad & Stein, LLC, city: Scottsdale, state: AZ, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153410/; rank: 19, crd: 155676, firm: Kingdom Financial Group, LLC, city: Peoria, state: AZ, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155676/; rank: 21, crd: 131692, firm: Versant Capital Management, Inc., city: Phoenix, state: AZ, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131692/; rank: 21, crd: 317615, firm: Fortitude Family Office, city: Scottsdale, state: AZ, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317615/; rank: 23, crd: 169566, firm: WT Wealth Management, LLC, city: Scottsdale, state: AZ, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169566/; rank: 23, crd: 281160, firm: Clarus Wealth Advisors, LLC, city: Peoria, state: AZ, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281160/; rank: 25, crd: 110623, firm: Ironwood Investment Counsel, LLC, city: Scottsdale, state: AZ, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110623/; rank: 26, crd: 147351, firm: Arq Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147351/; rank: 26, crd: 288008, firm: Invicta Financial Group, city: Yuma, state: AZ, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288008/; rank: 28, crd: 164531, firm: Strategy Financial Group, city: Phoenix, state: AZ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164531/; rank: 28, crd: 282691, firm: Empirikal Partners LLC, city: Prescott, state: AZ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282691/; rank: 28, crd: 315763, firm: Stronghold Capital Partners LLC, city: Scottsdale, state: AZ, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315763/; rank: 31, crd: 116069, firm: Harmony Asset Management LLC, city: Scottsdale, state: AZ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116069/; rank: 31, crd: 152662, firm: Rovin Capital, city: Mesa, state: AZ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152662/; rank: 31, crd: 291070, firm: Triton Wealth Management, PLLC, city: Sun City, state: AZ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291070/; rank: 31, crd: 298110, firm: Juncture Wealth Strategies, LLC, city: Scottsdale, state: AZ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298110/; rank: 31, crd: 323646, firm: Able Financial Group, LLC, city: Scottsdale, state: AZ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323646/; rank: 31, crd: 325485, firm: Bridgeport Financial Solutions, city: Phoenix, state: AZ, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325485/; rank: 37, crd: 108818, firm: Total Investment Management, Inc., city: Scottsdale, state: AZ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108818/; rank: 37, crd: 143969, firm: Fortress Financial Solutions, LLC, city: Tucson, state: AZ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143969/; rank: 37, crd: 151004, firm: Ironwood Financial, LLC, city: Tucson, state: AZ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151004/; rank: 37, crd: 158641, firm: Sensible Money, LLC, city: Scottsdale, state: AZ, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158641/; rank: 41, crd: 150148, firm: Nova Financial Services, city: Tucson, state: AZ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150148/; rank: 41, crd: 157794, firm: Tandem Wealth Advisors, city: Phoenix, state: AZ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157794/; rank: 41, crd: 166808, firm: Seros Wealth Partners, city: Gilbert, state: AZ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166808/; rank: 41, crd: 306827, firm: Attessa Capital LLC, city: Tucson, state: AZ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306827/; rank: 41, crd: 332433, firm: Martinsen Wealth Management, city: Tempe, state: AZ, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332433/; rank: 46, crd: 38747, firm: Greenberg Financial Group, city: Tucson, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/38747/; rank: 46, crd: 131458, firm: Watts Gwilliam & Company, LLC, city: Gilbert, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131458/; rank: 46, crd: 145717, firm: Fleming Financial Services, city: Mesa, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145717/; rank: 46, crd: 172370, firm: GR Financial Group, LLC, city: Tucson, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172370/; rank: 46, crd: 173131, firm: Bedrock Investment Advisors, city: Scottsdale, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173131/; rank: 46, crd: 200511, firm: Ironwood Wealth Management, LLC, city: Chandler, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/200511/; rank: 46, crd: 226708, firm: Bayntree Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226708/; rank: 46, crd: 309790, firm: Wealth Management Partners, LLC, city: Tucson, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309790/; rank: 46, crd: 323249, firm: Taylor Frigon Family Office, LLC, city: Scottsdale, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323249/; rank: 46, crd: 333585, firm: Universal Wealth Management LLC, city: Surprise, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333585/; rank: 46, crd: 342120, firm: 345 Investment Advisory, LLC, city: Scottsdale, state: AZ, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342120/; rank: 57, crd: 105968, firm: Lane Brothers Investment Counsel, city: Prescott, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105968/; rank: 57, crd: 113245, firm: Tribeca Financial, LLC, city: Mesa, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113245/; rank: 57, crd: 116089, firm: Transition Financial Advisors Group, LLC, city: Gilbert, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116089/; rank: 57, crd: 116593, firm: Windsor Capital Management, LLC, city: Phoenix, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116593/; rank: 57, crd: 116771, firm: Heffernan Advisory, Inc., city: Flagstaff, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116771/; rank: 57, crd: 116933, firm: Sage Financial Advisors Inc., city: Scottsdale, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116933/; rank: 57, crd: 131808, firm: Bradley Wealth LLC, city: Scottsdale, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131808/; rank: 57, crd: 145943, firm: Bledsoe Asset Management, LLC, city: Phoenix, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145943/; rank: 57, crd: 146054, firm: Key Group Management, Inc., city: Fountain Hills, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146054/; rank: 57, crd: 155597, firm: Interwealth Management, LLC, city: Scottsdale, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155597/; rank: 57, crd: 159934, firm: Eckman Wealth Management, LLC, city: Phoenix, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159934/; rank: 57, crd: 172858, firm: Mathis Wealth Management, city: Phoenix, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172858/; rank: 57, crd: 299951, firm: Corepath Wealth Partners LLC, city: Scottsdale, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299951/; rank: 57, crd: 312685, firm: Southwest Investment Advisors, Inc., city: Tucson, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312685/; rank: 57, crd: 324410, firm: Blakely Walters Wealth Management, city: Scottsdale, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324410/; rank: 57, crd: 331395, firm: One Wealth Capital Management, LLC, city: Scottsdale, state: AZ, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331395/; rank: 73, crd: 112142, firm: Sem Wealth Management, city: Tucson, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112142/; rank: 73, crd: 112923, firm: Sterling Investment Management, LLC, city: Tucson, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112923/; rank: 73, crd: 114167, firm: Strategic Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114167/; rank: 73, crd: 116798, firm: Eaton-Cambridge Inc., city: Phoenix, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116798/; rank: 73, crd: 117428, firm: Cambridge Financial Group, LLC, city: Tucson, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117428/; rank: 73, crd: 128240, firm: Templeton Financial Services Inc., city: Chandler, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128240/; rank: 73, crd: 134509, firm: Cole Wealth Management, LLC, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134509/; rank: 73, crd: 135081, firm: Intelligent Capitalworks, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135081/; rank: 73, crd: 143420, firm: Exeter Financial, LLC, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143420/; rank: 73, crd: 157663, firm: Vigilare Wealth Management LLC, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157663/; rank: 73, crd: 158407, firm: T&T Capital Management, city: Gilbert, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158407/; rank: 73, crd: 165839, firm: Strategic Income Group LLC, city: Chandler, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165839/; rank: 73, crd: 169792, firm: Dynamic Wealth Advisors, city: Surprise, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169792/; rank: 73, crd: 170279, firm: Zeches Wealth Management, city: Tucson, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170279/; rank: 73, crd: 170368, firm: Acute Investment Advisory, city: Mesa, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170368/; rank: 73, crd: 170789, firm: Process Design Capital Management LLC, city: Phoenix, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170789/; rank: 73, crd: 175300, firm: Global Strategic Nextgen OCIO, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175300/; rank: 73, crd: 282003, firm: Pinnacle Peak Private Client Group, LLC, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282003/; rank: 73, crd: 283756, firm: Ridge Capital Advisors, LLC, city: Oro Valley, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283756/; rank: 73, crd: 285243, firm: Releve Financial Group, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285243/; rank: 73, crd: 289548, firm: NRG Wealth Management, city: Oro Valley, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289548/; rank: 73, crd: 289926, firm: Preston Investments, city: Kingman, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289926/; rank: 73, crd: 290270, firm: Victory Wealth Services, LLC, city: Prescott, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290270/; rank: 73, crd: 291812, firm: The Table Financial Planning LLC, city: Fountain Hills, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291812/; rank: 73, crd: 306036, firm: Optima Capital Management, city: Tempe, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306036/; rank: 73, crd: 309563, firm: Endeavor Advisors LLC, city: Phoenix, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309563/; rank: 73, crd: 316840, firm: Almega Wealth Management, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316840/; rank: 73, crd: 318258, firm: Ridgeline Private Wealth, city: Mesa, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318258/; rank: 73, crd: 318330, firm: Zenith Wealth Advisors, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318330/; rank: 73, crd: 328450, firm: SL Capital, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328450/; rank: 73, crd: 330092, firm: Sun Valley Advisory, city: Scottsdale, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330092/; rank: 73, crd: 334109, firm: Westmark Wealth Management, city: Phoenix, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334109/; rank: 73, crd: 339660, firm: Schulz Financial Group, city: Tucson, state: AZ, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339660/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/arizona/

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