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AdvisorIQ

Ranking, Arizona

Independent RIAs with the most CFP professionals 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 CFP professionals, with 31.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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.

Rank Firm City Most CFP professionals
1 Foundations Investment Advisors LLC Phoenix 31
2 Tci Wealth Advisors, Inc. Tucson 29
3 Dynamic Phoenix 22
4 Ashton Thomas Private Wealth Scottsdale 17
5 PFG Advisors Phoenix 15
6 Dew Wealth Management Scottsdale 14
7 Tfo Family Office Partners Phoenix 13
8 AWM Capital, LLC Phoenix 11
8 Brookwood Investment Group Phoenix 11
10 Sensible Money, LLC Scottsdale 10
11 Trek Financial Scottsdale 8
12 Ironwood Investment Counsel, LLC Scottsdale 7
12 Versant Capital Management, Inc. Phoenix 7
12 Trajan Wealth, L.L.C. Scottsdale 7
15 Public Safety Financial/Galloway Mesa 6
15 Arq Wealth Advisors, LLC Scottsdale 6
15 Verus Capital Partners, LLC Scottsdale 6
18 Able Financial Group, LLC Scottsdale 5
19 Ironwood Financial, LLC Tucson 4
19 Ironwood Wealth Management, LLC Chandler 4
19 Prospera Capital Management, LLC Gilbert 4
19 Xcelsior Advisor Partners LLC Scottsdale 4
23 Intrinsic Wealth Counsel, Inc. Tempe 3
23 Total Investment Management, Inc. Scottsdale 3
23 Krueger Financial Phoenix 3
23 Strategic Wealth Advisors, LLC Scottsdale 3
23 Sage Financial Advisors Inc. Scottsdale 3
23 Cambridge Financial Group, LLC Tucson 3
23 Gordian Advisors, LLC Tucson 3
23 Capital Strategies Group, LLC Tempe 3
23 Secure Investment Management, LLC Tucson 3
23 Fortress Financial Solutions, LLC Tucson 3
23 Galvin, Gaustad & Stein, LLC Scottsdale 3
23 Strategic Income Group LLC Chandler 3
23 Clarus Wealth Advisors, LLC Peoria 3
23 Balboa Wealth Partners, Inc. Scottsdale 3
23 Harding Wealth, Inc. Tempe 3
23 Treiberg Wealth Management Tucson 3
23 The Table Financial Planning LLC Fountain Hills 3
23 Juncture Wealth Strategies, LLC Scottsdale 3
23 Babb Wealth Advisors LLC Flagstaff 3
42 Johnson Financial Advisors Tempe 2
42 Tribeca Financial, LLC Mesa 2
42 Transition Financial Advisors Group, LLC Gilbert 2
42 Eaton-Cambridge Inc. Phoenix 2
42 Cole Wealth Management, LLC Scottsdale 2
42 Intelligent Capitalworks Scottsdale 2
42 Exeter Financial, LLC Scottsdale 2
42 Interwealth Management, LLC Scottsdale 2
42 Kingdom Financial Group, LLC Peoria 2
42 Eps Wealth Management Glendale 2
42 AIM Capital Scottsdale 2
42 Immaculate Wealth Management, LLC Mesa 2
42 Mathis Wealth Management Phoenix 2
42 Releve Financial Group Scottsdale 2
42 Acrylic Financial, Inc. Fountain Hills 2
42 CMG Financial Consulting Scottsdale 2
42 Holton & Kosanke Wealth Management, LLC Tucson 2
42 NRG Wealth Management Oro Valley 2
42 Sharpepoint, LLC Phoenix 2
42 Triton Wealth Management, PLLC Sun City 2
42 Corepath Wealth Partners LLC Scottsdale 2
42 Shepherd Wealth & Retirement LLC Tucson 2
42 Farnam Financial Phoenix 2
42 Wealth Management Partners, LLC Tucson 2
42 Stonecrest Wealth Management, Inc Chandler 2
42 Wise Wealth Partners, LLC Phoenix 2
42 Fortitude Family Office Scottsdale 2
42 Ridgeline Private Wealth Mesa 2
42 Suttle Crossland Wealth Advisors, LLC Scottsdale 2
42 Bridgeport Financial Solutions Phoenix 2
42 Martinsen Wealth Management Tempe 2
42 Life Strategy Partners Tucson 2
42 Prosper Private Wealth Mesa 2
42 Westmark Wealth Management Phoenix 2
42 Luminescent Wealth Management, Inc. Scottsdale 2
42 Revel Wealth Partners Phoenix 2
78 The Coleridge Group LLC Phoenix 1
78 Sterling Investment Management, LLC Tucson 1
78 Witnauer Sloan & Associates LLC Scottsdale 1
78 Hillspring Financial, Inc. Surprise 1
78 Profocus Incorporated Phoenix 1
78 Rubicon Financial Network Tempe 1
78 Aio Financial, LLC Tucson 1
78 Five Peaks Financial Consulting, Inc. Phoenix 1
78 Yavapai Financial Planning, L.L.C. Prescott 1
78 Hutchison Investment Advisors Phoenix 1
78 McBride Financial Services, Inc. Mesa 1
78 Wise World Investment Planning Chandler 1
78 Heffernan Advisory, Inc. Flagstaff 1
78 Estate & Retirement Strategies LLC Tempe 1
78 Joseph Seep & Associates, LLC Tempe 1
78 The Getzen Group, Inc. Scottsdale 1
78 Sunrise Wealth Management, LLC Tucson 1
78 The Planning Associates, Inc. Phoenix 1
78 Fountain Financial Group, Inc. Fountain Hills 1
78 Hawtree Advisory Group, LLC Tucson 1
78 Pro Tax Financial Services, LLC Mesa 1
78 Gold Canyon Financial Planning Gold Canyon 1
78 Dogwood Capital Management Prescott 1
78 Abbey Hill Financial Advisors, LLC Tuscon 1
78 Wealth Management Solutions Scottsdale 1
78 Sensible Investment Strategies, LLC Phoenix 1
78 Wealth Engineering, LLC Scottsdale 1
78 Vestpointe Wealth Management, LLC Scottsdale 1
78 Me Financial, PLLC Phoenix 1
78 Fleming Financial Services Mesa 1
78 Bledsoe Asset Management, LLC Phoenix 1
78 Key Group Management, Inc. Fountain Hills 1
78 Vault Financial, LLC Scottsdale 1
78 Keats, Connelly & Associates, Inc Phoenix 1
78 Wellfit Financial Paradise Valley 1
78 Retirement Income and Inheritance Advisors, LLC Scottsdale 1
78 Tetrant Financial Gilbert 1
78 Biltmore Wealth Management, LLC Tempe 1
78 Flight Capital Management, LLC Queen Creek 1
78 Wealth Guardian Advisory, PLLC Gilbert 1
78 Domask Wealth Management, LLC Phoenix 1
78 Adviceandtaxes.com LLC Maricopa 1
78 J. Mangone Capital Management LLC Paradise Valley 1
78 Vigilare Wealth Management LLC Scottsdale 1
78 Tandem Wealth Advisors Phoenix 1
78 Silverman + Associates Wealth Management, LLC Tucson 1
78 Embark Wealth Management, LLC Tempe 1
78 Brio Financial Planning Prescott 1
78 Larson Wealth Management, LLC Mesa 1
78 Ebis Phoenix 1
78 Strategy Financial Group Phoenix 1
78 Springsteel Investment Advisors, LLC Phoenix 1
78 Joseph Wright Investments Tucson 1
78 Fleming Wealth Strategies, LLC Glendale 1
78 The Elliott Group Scottsdale 1
78 WT Wealth Management, LLC Scottsdale 1
78 Dynamic Wealth Advisors Surprise 1
78 WJ Wealth Management Glendale 1
78 Zeches Wealth Management Tucson 1
78 Wisdom Wealth Investment Advisors LLC Phoenix 1
78 Burton Wealth Management Scottsdale 1
78 Aegis Wealth Partners, LLC Phoenix 1
78 Personal Benefits Planning LLC Phoenix 1
78 Busine Wealth Scottsdale 1
78 Disciplined Money, LLC Phoenix 1
78 Bonnema Wealth Management LLC Scottsdale 1
78 Bayntree Wealth Advisors, LLC Scottsdale 1
78 Stewardship Financial Gilbert 1
78 Coherent Financial Advisers, LLC Peoria 1
78 Taurum Retirement Partners, LLC Mesa 1
78 Watch Guard Capital LLC Scottsdale 1
78 Montoya Wealth Management Prescott 1
78 Spirit West Advisors, LLC Scottsdale 1
78 Spahn Wealth & Retirement LLC Scottsdale 1
78 Heintz Wealth Management, LLC Scottsdale 1
78 Montebello Avenue Phoenix 1
78 Invicta Financial Group Yuma 1
78 Dwyer Financial, LLC Flagstaff 1
78 Themoneymd.com, LLC Peoria 1
78 Innovative Financial Solutions, Inc. Chandler 1
78 Victory Wealth Services, LLC Prescott 1
78 Townsend Financial Scottsdale 1
78 Capital Asset Advisors LLC. Scottsdale 1
78 Bridge Financial Strategies Scottsdale 1
78 RD Kelley Financial Group Tucson 1
78 Foothills Advisors, LLC Cave Creek 1
78 Haws Financial Planning LLC Sierra Vista 1
78 Archstone Wealth Advisors, LLC Chandler 1
78 Musser Financial Planning, LLC Scottsdale 1
78 Forthright Finances LLC Tucson 1
78 Meredith Dekker Financial Services, LLC Chandler 1
78 My Financial Coach Planning, LLC Phoenix 1
78 CMC Advisors LLC Scottsdale 1
78 Objective Wealth, LLC Phoenix 1
78 Four Peaks Planning and Investments LLC Gilbert 1
78 Lessard Wealth Management Scottsdale 1
78 Optima Capital Management Tempe 1
78 Graystone Partners Wealth Management, LLC Tempe 1
78 Know Your Worth Financial Gilbert 1
78 Attessa Capital LLC Tucson 1
78 Beckett Collective Tucson 1
78 Harmoney Wealth, PLLC Gilbert 1
78 SBC Investment Management, LLC Scottsdale 1
78 Rise Private Wealth Advisors Tucson 1
78 Endeavor Advisors LLC Phoenix 1
78 Imagine Financial Services Lake Havasu City 1
78 SG Wealth Managers LLC Scottsdale 1
78 CSP Financial Group LLC Scottsdale 1
78 Wilbert Guilford, CFP, PLLC Phoenix 1
78 Sonmore Financial LLC Chandler 1
78 Echelon Private Wealth LLC Scottsdale 1
78 Southwest Investment Advisors, Inc. Tucson 1
78 Tarascio Financial Planning, LLC Mesa 1
78 Copper Square Private Wealth, LLC Phoenix 1
78 Redeem Wealth Management Gilbert 1
78 PK Quantitative Investing, LLC Tucson 1
78 Investedge Planning Peoria 1
78 Apex Wealth Advisors LLC Anthem 1
78 Almega Wealth Management Scottsdale 1
78 True Fiduciary Financial Advisors, LLC Scottsdale 1
78 Zenith Wealth Advisors Scottsdale 1
78 Financial Planning First, LLC Tuscon 1
78 Titan Capital Management Scottsdale 1
78 Envision Retirement LLC Tempe 1
78 Life Moves Wealth Management Scottsdale 1
78 Lifestyle Planning, LLC Chandler 1
78 Dynamic Financial Planning Phoenix 1
78 Box Hill Private Wealth Scottsdale 1
78 Forward Financial Planning LLC Phoenix 1
78 Fern Financial Group, LLC Mesa 1
78 Pure Financial LLC Mesa 1
78 Margo Financial Tucson 1
78 Corbett Wealth Management LLC Scottsdale 1
78 Reach One Teach One Financial Phoenix 1
78 Janus Financial Scottsdale 1
78 Percheron Consulting, LLC Prescott 1
78 Ensign Advisory Partners LLC Gilbert 1
78 Amplify Financial, LLC Scottsdale 1
78 Singh PWM LLC Peoria 1
78 Luminvest Wealth Management LLC Scottsdale 1
78 Wiser Advisor Group Phoenix 1
78 Wealthlogic Gilbert 1
78 CRB Strategic Services LLC Phoenix 1
78 Patel Wealth Strategies, Inc. Chandler 1
78 Enso Financial Phoenix 1
78 Kingdom Wealth Advisers Gilbert 1
78 Crafted Financial Planning Glendale 1
78 BKS Wealth LLC Scottsdale 1
78 Wealthstone Private Wealth Management, LLC Scottsdale 1
78 Woodmont Financial Partners LLC Mesa 1
78 Pacific Canyon Investments Scottsdale 1
78 One Wealth Capital Management, LLC Scottsdale 1
78 Babin Wealth Management Scottsdale 1
78 Ardent Wealth Management Scottsdale 1
78 49th Parallel Wealth Management Scottsdale 1
78 Castaneda Financial Management Phoenix 1
78 Fiwheels Prescott 1
78 Cool Wealth Management Tempe 1
78 GPS Investments Scottsdale 1
78 Fenger Financial, PLLC Mesa 1
78 Elion Financial, LLC Tucson 1
78 Mindful Millions Management PLLC Phoenix 1
78 Foothills Wealth Management, LLC Cave Creek 1
78 Nergard Wealth Management, LLC Phoenix 1
78 WLTH Capital Management, LLC Chandler 1
78 Calisi Wealth Management Tempe 1
78 B&E Financial Services Phoenix 1
78 Styra Wealth Management Phoenix 1
78 3ROOTS Wealth Partners LLC Scottsdale 1
78 Jariwala Financial Wellness, LLC Mesa 1
78 Molinar & Co Financial Advocates Phoenix 1
78 Harper Wealth Management LLC Gilbert 1
78 Jain Wealthonomics Marana 1
78 Currents Wealth Strategies LLC Chandler 1
78 Kerns Legacy Planning Phoenix 1
78 Macallen Capital Paradise Valley 1
78 Deborah Wealth Advisory LLC Tempe 1
78 Next Up Wealth Advisors, LLC Scottsdale 1
78 Miller Wealth Management Gilbert 1
78 Gilbert Private Wealth LLC Scottsdale 1
78 Build Wealth Partners Gilbert 1
78 Yocum Wealth Phoenix 1
78 Allen Financial Partners Prescott 1
78 Valence Wealth Scottsdale 1
78 Bugle Valley Chandler 1
78 Daring Greatly Wealth Scottsdale 1
78 Sequel Capital Management, LLC Scottsdale 1
78 Sage Saguaro Financial Planning Glendale 1
78 North Wind and Sun Advisory LLC Buckeye 1

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

More rankings

Most CFP professionals 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.