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AdvisorIQ

Ranking, Arizona

Independent RIAs with the most high net worth clients 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 high net worth clients, with 6,047.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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.

Rank Firm City Most high net worth clients
1 Foundations Investment Advisors LLC Phoenix 6,047
2 Dynamic Phoenix 1,813
3 Tci Wealth Advisors, Inc. Tucson 1,290
4 Ashton Thomas Private Wealth Scottsdale 1,198
5 Trajan Wealth, L.L.C. Scottsdale 1,035
6 PFG Advisors Phoenix 735
7 Trek Financial Scottsdale 670
8 Amplify Financial, LLC Scottsdale 584
9 Watts Gwilliam & Company, LLC Gilbert 458
10 Galvin, Gaustad & Stein, LLC Scottsdale 440
11 Verus Capital Partners, LLC Scottsdale 426
12 Total Investment Management, Inc. Scottsdale 406
13 Fortitude Family Office Scottsdale 357
14 Fleming Financial Services Mesa 354
15 Arq Wealth Advisors, LLC Scottsdale 319
16 Templeton Financial Services Inc. Chandler 315
17 Versant Capital Management, Inc. Phoenix 310
18 Ironwood Investment Counsel, LLC Scottsdale 300
19 GR Financial Group, LLC Tucson 290
20 Able Financial Group, LLC Scottsdale 284
21 Balboa Wealth Partners, Inc. Scottsdale 262
22 Sem Wealth Management Tucson 260
23 Bridgeport Financial Solutions Phoenix 241
24 AWM Capital, LLC Phoenix 236
25 Tfo Family Office Partners Phoenix 231
26 345 Investment Advisory, LLC Scottsdale 222
27 Sensible Money, LLC Scottsdale 220
28 Southwest Investment Advisors, Inc. Tucson 218
29 Brookwood Investment Group Phoenix 210
30 Dew Wealth Management Scottsdale 209
31 Wealth Management Partners, LLC Tucson 193
32 Windsor Capital Management, LLC Phoenix 183
33 Invicta Financial Group Yuma 181
34 Juncture Wealth Strategies, LLC Scottsdale 171
35 Cambridge Financial Group, LLC Tucson 166
36 Heffernan Advisory, Inc. Flagstaff 165
37 Rovin Capital Mesa 157
38 Financial Directions LLC Tucson 156
38 Graystone Partners Wealth Management, LLC Tempe 156
40 Conscient Capital, LLC Phoenix 155
40 Ironwood Wealth Management, LLC Chandler 155
42 Strategy Financial Group Phoenix 153
43 Treiberg Wealth Management Tucson 151
44 Premiere Wealth Advisors, LLC Tucson 150
45 Triton Wealth Management, PLLC Sun City 147
46 Nova Financial Services Tucson 144
47 Eaton-Cambridge Inc. Phoenix 143
48 Bedrock Investment Advisors Scottsdale 138
49 Empirikal Partners LLC Prescott 137
50 AIM Capital Scottsdale 134
51 Harmony Asset Management LLC Scottsdale 133
51 One Wealth Capital Management, LLC Scottsdale 133
53 Next Up Wealth Advisors, LLC Scottsdale 132
54 Xcelsior Advisor Partners LLC Scottsdale 131
55 Greenberg Financial Group Tucson 125
56 Seros Wealth Partners Gilbert 121
57 Pinnacle Peak Private Client Group, LLC Scottsdale 119
58 Attessa Capital LLC Tucson 116
59 Luminvest Wealth Management LLC Scottsdale 113
60 Intrinsic Wealth Counsel, Inc. Tempe 112
61 Stonecrest Wealth Management, Inc Chandler 111
62 Ironwood Financial, LLC Tucson 107
63 Transition Financial Advisors Group, LLC Gilbert 106
64 WT Wealth Management, LLC Scottsdale 105
65 Bayntree Wealth Advisors, LLC Scottsdale 104
66 Wiser Advisor Group Phoenix 97
67 Biltmore Wealth Management, LLC Tempe 96
67 Tandem Wealth Advisors Phoenix 96
69 Global Strategic Nextgen OCIO Scottsdale 92
70 Immaculate Wealth Management, LLC Mesa 91
71 Haws Financial Planning LLC Sierra Vista 90
72 Releve Financial Group Scottsdale 87
73 Key Group Management, Inc. Fountain Hills 85
73 Approach Capital LLC Gilbert 85
75 Financial Counsel, LLC Surprise 82
76 Babb Wealth Advisors LLC Flagstaff 81
77 Heritage Family Offices, LLP Scottsdale 80
78 Sage Financial Advisors Inc. Scottsdale 79
78 Intelligent Capitalworks Scottsdale 79
78 Vigilare Wealth Management LLC Scottsdale 79
81 Johnson Financial Advisors Tempe 77
82 Interwealth Management, LLC Scottsdale 76
82 Clarity Wealth Management, L.L.C. Gilbert 76
84 Strategic Wealth Advisors, LLC Scottsdale 75
84 Mathis Wealth Management Phoenix 75
86 Sterling Investment Management, LLC Tucson 74
87 Corepath Wealth Partners LLC Scottsdale 73
88 The Linkous Group, Ltd. Fountain Hills 72
88 Kingdom Financial Group, LLC Peoria 72
88 NRG Wealth Management Oro Valley 72
88 Lessard Wealth Management Scottsdale 72
92 Gordian Advisors, LLC Tucson 71
93 Capital West Partners, LLC Tucson 70
94 Financial Life Planners Tempe 69
95 Integrated Financial Solutions, PLLC Mesa 68
96 SL Capital Scottsdale 65
97 Harding Wealth, Inc. Tempe 64
97 Sharpepoint, LLC Phoenix 64
99 Wise Wealth Partners, LLC Phoenix 63
100 WJ Wealth Management Glendale 60
100 Ridgeline Private Wealth Mesa 60

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

More rankings

Most high net worth clients 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.