# 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.

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

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: 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.
- unit: count
- scope: Arizona
- firms_listed: 101
- rows: rank: 1, crd: 175083, firm: Foundations Investment Advisors LLC, city: Phoenix, state: AZ, value: 6047, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175083/; rank: 2, crd: 151367, firm: Dynamic, city: Phoenix, state: AZ, value: 1813, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151367/; rank: 3, crd: 107373, firm: Tci Wealth Advisors, Inc., city: Tucson, state: AZ, value: 1290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107373/; rank: 4, crd: 153902, firm: Ashton Thomas Private Wealth, city: Scottsdale, state: AZ, value: 1198, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153902/; rank: 5, crd: 158847, firm: Trajan Wealth, L.L.C., city: Scottsdale, state: AZ, value: 1035, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158847/; rank: 6, crd: 173344, firm: PFG Advisors, city: Phoenix, state: AZ, value: 735, 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: 670, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109376/; rank: 8, crd: 325721, firm: Amplify Financial, LLC, city: Scottsdale, state: AZ, value: 584, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325721/; rank: 9, crd: 131458, firm: Watts Gwilliam & Company, LLC, city: Gilbert, state: AZ, value: 458, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131458/; rank: 10, crd: 153410, firm: Galvin, Gaustad & Stein, LLC, city: Scottsdale, state: AZ, value: 440, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153410/; rank: 11, crd: 151568, firm: Verus Capital Partners, LLC, city: Scottsdale, state: AZ, value: 426, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151568/; rank: 12, crd: 108818, firm: Total Investment Management, Inc., city: Scottsdale, state: AZ, value: 406, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108818/; rank: 13, crd: 317615, firm: Fortitude Family Office, city: Scottsdale, state: AZ, value: 357, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317615/; rank: 14, crd: 145717, firm: Fleming Financial Services, city: Mesa, state: AZ, value: 354, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145717/; rank: 15, crd: 147351, firm: Arq Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147351/; rank: 16, crd: 128240, firm: Templeton Financial Services Inc., city: Chandler, state: AZ, value: 315, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128240/; rank: 17, crd: 131692, firm: Versant Capital Management, Inc., city: Phoenix, state: AZ, value: 310, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131692/; rank: 18, crd: 110623, firm: Ironwood Investment Counsel, LLC, city: Scottsdale, state: AZ, value: 300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110623/; rank: 19, crd: 172370, firm: GR Financial Group, LLC, city: Tucson, state: AZ, value: 290, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172370/; rank: 20, crd: 323646, firm: Able Financial Group, LLC, city: Scottsdale, state: AZ, value: 284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323646/; rank: 21, crd: 282329, firm: Balboa Wealth Partners, Inc., city: Scottsdale, state: AZ, value: 262, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282329/; rank: 22, crd: 112142, firm: Sem Wealth Management, city: Tucson, state: AZ, value: 260, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112142/; rank: 23, crd: 325485, firm: Bridgeport Financial Solutions, city: Phoenix, state: AZ, value: 241, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325485/; rank: 24, crd: 287980, firm: AWM Capital, LLC, city: Phoenix, state: AZ, value: 236, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287980/; rank: 25, crd: 159440, firm: Tfo Family Office Partners, city: Phoenix, state: AZ, value: 231, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159440/; rank: 26, crd: 342120, firm: 345 Investment Advisory, LLC, city: Scottsdale, state: AZ, value: 222, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342120/; rank: 27, crd: 158641, firm: Sensible Money, LLC, city: Scottsdale, state: AZ, value: 220, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158641/; rank: 28, crd: 312685, firm: Southwest Investment Advisors, Inc., city: Tucson, state: AZ, value: 218, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312685/; rank: 29, crd: 316544, firm: Brookwood Investment Group, city: Phoenix, state: AZ, value: 210, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316544/; rank: 30, crd: 114148, firm: Dew Wealth Management, city: Scottsdale, state: AZ, value: 209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114148/; rank: 31, crd: 309790, firm: Wealth Management Partners, LLC, city: Tucson, state: AZ, value: 193, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309790/; rank: 32, crd: 116593, firm: Windsor Capital Management, LLC, city: Phoenix, state: AZ, value: 183, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116593/; rank: 33, crd: 288008, firm: Invicta Financial Group, city: Yuma, state: AZ, value: 181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288008/; rank: 34, crd: 298110, firm: Juncture Wealth Strategies, LLC, city: Scottsdale, state: AZ, value: 171, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298110/; rank: 35, crd: 117428, firm: Cambridge Financial Group, LLC, city: Tucson, state: AZ, value: 166, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117428/; rank: 36, crd: 116771, firm: Heffernan Advisory, Inc., city: Flagstaff, state: AZ, value: 165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116771/; rank: 37, crd: 152662, firm: Rovin Capital, city: Mesa, state: AZ, value: 157, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152662/; rank: 38, crd: 108475, firm: Financial Directions LLC, city: Tucson, state: AZ, value: 156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108475/; rank: 38, crd: 306068, firm: Graystone Partners Wealth Management, LLC, city: Tempe, state: AZ, value: 156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306068/; rank: 40, crd: 146689, firm: Conscient Capital, LLC, city: Phoenix, state: AZ, value: 155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146689/; rank: 40, crd: 200511, firm: Ironwood Wealth Management, LLC, city: Chandler, state: AZ, value: 155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/200511/; rank: 42, crd: 164531, firm: Strategy Financial Group, city: Phoenix, state: AZ, value: 153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164531/; rank: 43, crd: 284140, firm: Treiberg Wealth Management, city: Tucson, state: AZ, value: 151, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284140/; rank: 44, crd: 294893, firm: Premiere Wealth Advisors, LLC, city: Tucson, state: AZ, value: 150, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294893/; rank: 45, crd: 291070, firm: Triton Wealth Management, PLLC, city: Sun City, state: AZ, value: 147, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291070/; rank: 46, crd: 150148, firm: Nova Financial Services, city: Tucson, state: AZ, value: 144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150148/; rank: 47, crd: 116798, firm: Eaton-Cambridge Inc., city: Phoenix, state: AZ, value: 143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116798/; rank: 48, crd: 173131, firm: Bedrock Investment Advisors, city: Scottsdale, state: AZ, value: 138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173131/; rank: 49, crd: 282691, firm: Empirikal Partners LLC, city: Prescott, state: AZ, value: 137, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282691/; rank: 50, crd: 165183, firm: AIM Capital, city: Scottsdale, state: AZ, value: 134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165183/; rank: 51, crd: 116069, firm: Harmony Asset Management LLC, city: Scottsdale, state: AZ, value: 133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116069/; rank: 51, crd: 331395, firm: One Wealth Capital Management, LLC, city: Scottsdale, state: AZ, value: 133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331395/; rank: 53, crd: 342136, firm: Next Up Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342136/; rank: 54, crd: 334779, firm: Xcelsior Advisor Partners LLC, city: Scottsdale, state: AZ, value: 131, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334779/; rank: 55, crd: 38747, firm: Greenberg Financial Group, city: Tucson, state: AZ, value: 125, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/38747/; rank: 56, crd: 166808, firm: Seros Wealth Partners, city: Gilbert, state: AZ, value: 121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166808/; rank: 57, crd: 282003, firm: Pinnacle Peak Private Client Group, LLC, city: Scottsdale, state: AZ, value: 119, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282003/; rank: 58, crd: 306827, firm: Attessa Capital LLC, city: Tucson, state: AZ, value: 116, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306827/; rank: 59, crd: 326261, firm: Luminvest Wealth Management LLC, city: Scottsdale, state: AZ, value: 113, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326261/; rank: 60, crd: 105022, firm: Intrinsic Wealth Counsel, Inc., city: Tempe, state: AZ, value: 112, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105022/; rank: 61, crd: 311404, firm: Stonecrest Wealth Management, Inc, city: Chandler, state: AZ, value: 111, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311404/; rank: 62, crd: 151004, firm: Ironwood Financial, LLC, city: Tucson, state: AZ, value: 107, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151004/; rank: 63, crd: 116089, firm: Transition Financial Advisors Group, LLC, city: Gilbert, state: AZ, value: 106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116089/; rank: 64, crd: 169566, firm: WT Wealth Management, LLC, city: Scottsdale, state: AZ, value: 105, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169566/; rank: 65, crd: 226708, firm: Bayntree Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226708/; rank: 66, crd: 326579, firm: Wiser Advisor Group, city: Phoenix, state: AZ, value: 97, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326579/; rank: 67, crd: 151365, firm: Biltmore Wealth Management, LLC, city: Tempe, state: AZ, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151365/; rank: 67, crd: 157794, firm: Tandem Wealth Advisors, city: Phoenix, state: AZ, value: 96, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157794/; rank: 69, crd: 175300, firm: Global Strategic Nextgen OCIO, city: Scottsdale, state: AZ, value: 92, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175300/; rank: 70, crd: 167657, firm: Immaculate Wealth Management, LLC, city: Mesa, state: AZ, value: 91, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167657/; rank: 71, crd: 299122, firm: Haws Financial Planning LLC, city: Sierra Vista, state: AZ, value: 90, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299122/; rank: 72, crd: 285243, firm: Releve Financial Group, city: Scottsdale, state: AZ, value: 87, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285243/; rank: 73, crd: 146054, firm: Key Group Management, Inc., city: Fountain Hills, state: AZ, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146054/; rank: 73, crd: 291807, firm: Approach Capital LLC, city: Gilbert, state: AZ, value: 85, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291807/; rank: 75, crd: 113828, firm: Financial Counsel, LLC, city: Surprise, state: AZ, value: 82, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113828/; rank: 76, crd: 298347, firm: Babb Wealth Advisors LLC, city: Flagstaff, state: AZ, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298347/; rank: 77, crd: 323930, firm: Heritage Family Offices, LLP, city: Scottsdale, state: AZ, value: 80, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323930/; rank: 78, crd: 116933, firm: Sage Financial Advisors Inc., city: Scottsdale, state: AZ, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116933/; rank: 78, crd: 135081, firm: Intelligent Capitalworks, city: Scottsdale, state: AZ, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135081/; rank: 78, crd: 157663, firm: Vigilare Wealth Management LLC, city: Scottsdale, state: AZ, value: 79, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157663/; rank: 81, crd: 104621, firm: Johnson Financial Advisors, city: Tempe, state: AZ, value: 77, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104621/; rank: 82, crd: 155597, firm: Interwealth Management, LLC, city: Scottsdale, state: AZ, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155597/; rank: 82, crd: 284874, firm: Clarity Wealth Management, L.L.C., city: Gilbert, state: AZ, value: 76, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284874/; rank: 84, crd: 114167, firm: Strategic Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114167/; rank: 84, crd: 172858, firm: Mathis Wealth Management, city: Phoenix, state: AZ, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172858/; rank: 86, crd: 112923, firm: Sterling Investment Management, LLC, city: Tucson, state: AZ, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112923/; rank: 87, crd: 299951, firm: Corepath Wealth Partners LLC, city: Scottsdale, state: AZ, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299951/; rank: 88, crd: 122557, firm: The Linkous Group, Ltd., city: Fountain Hills, state: AZ, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122557/; rank: 88, crd: 155676, firm: Kingdom Financial Group, LLC, city: Peoria, state: AZ, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155676/; rank: 88, crd: 289548, firm: NRG Wealth Management, city: Oro Valley, state: AZ, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289548/; rank: 88, crd: 305770, firm: Lessard Wealth Management, city: Scottsdale, state: AZ, value: 72, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305770/; rank: 92, crd: 121362, firm: Gordian Advisors, LLC, city: Tucson, state: AZ, value: 71, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121362/; rank: 93, crd: 130762, firm: Capital West Partners, LLC, city: Tucson, state: AZ, value: 70, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130762/; rank: 94, crd: 129415, firm: Financial Life Planners, city: Tempe, state: AZ, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129415/; rank: 95, crd: 291326, firm: Integrated Financial Solutions, PLLC, city: Mesa, state: AZ, value: 68, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291326/; rank: 96, crd: 328450, firm: SL Capital, city: Scottsdale, state: AZ, value: 65, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328450/; rank: 97, crd: 282686, firm: Harding Wealth, Inc., city: Tempe, state: AZ, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282686/; rank: 97, crd: 290719, firm: Sharpepoint, LLC, city: Phoenix, state: AZ, value: 64, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290719/; rank: 99, crd: 311639, firm: Wise Wealth Partners, LLC, city: Phoenix, state: AZ, value: 63, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311639/; rank: 100, crd: 170181, firm: WJ Wealth Management, city: Glendale, state: AZ, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170181/; rank: 100, crd: 318258, firm: Ridgeline Private Wealth, city: Mesa, state: AZ, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318258/

## 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 high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [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-hnw-clients/arizona/

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