# Newest independent RIAs in Arizona

As of October 2, 2026, 345 Investment Advisory, LLC ranked #1 in Arizona in AdvisorIQ's ranking of newest independent RIAs, with $295.1 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Arizona
- firms_listed: 71
- rows: rank: 1, 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: 2, crd: 339106, firm: Lilliano Capital Management LLC, city: Phoenix, state: AZ, value: 167882408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339106/; rank: 3, crd: 170536, firm: Wisdom Wealth Investment Advisors LLC, city: Phoenix, state: AZ, value: 138796319, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170536/; rank: 4, crd: 322620, firm: Box Hill Private Wealth, city: Scottsdale, state: AZ, value: 137466560, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322620/; rank: 5, crd: 316840, firm: Almega Wealth Management, city: Scottsdale, state: AZ, value: 134306196, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316840/; rank: 6, crd: 337660, firm: Luminescent Wealth Management, Inc., city: Scottsdale, state: AZ, value: 127388083, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337660/; rank: 7, crd: 307792, firm: Form Prosperity Wealth Advisors, LLC, city: Chandler, state: AZ, value: 118965694, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307792/; rank: 8, crd: 313761, firm: Redeem Wealth Management, city: Gilbert, state: AZ, value: 118646328, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313761/; rank: 9, crd: 154036, firm: Aton Advisors, LLC, city: Marana, state: AZ, value: 116366607, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154036/; rank: 10, crd: 339660, firm: Schulz Financial Group, city: Tucson, state: AZ, value: 114881655, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339660/; rank: 11, crd: 309563, firm: Endeavor Advisors LLC, city: Phoenix, state: AZ, value: 114442318, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309563/; rank: 12, crd: 319273, firm: Financial Planning First, LLC, city: Tuscon, state: AZ, value: 113861377, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319273/; rank: 13, crd: 152687, firm: O'Connor Capital Advisory, LLC, city: Scottsdale, state: AZ, value: 112136990, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152687/; rank: 14, crd: 285314, firm: Spirit West Advisors, LLC, city: Scottsdale, state: AZ, value: 111100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285314/; rank: 15, crd: 299122, firm: Haws Financial Planning LLC, city: Sierra Vista, state: AZ, value: 105000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299122/; rank: 16, crd: 318700, firm: Suttle Crossland Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 101068809, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318700/; rank: 17, crd: 325650, firm: Ensign Advisory Partners LLC, city: Gilbert, state: AZ, value: 101016323, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325650/; rank: 18, crd: 342288, firm: Miller Wealth Management, city: Gilbert, state: AZ, value: 100440000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342288/; rank: 19, crd: 342136, firm: Next Up Wealth Advisors, LLC, city: Scottsdale, state: AZ, value: 100234754, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342136/; rank: 20, crd: 291807, firm: Approach Capital LLC, city: Gilbert, state: AZ, value: 100000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291807/; rank: 21, crd: 337862, firm: Elevate Investment Management, LLC, city: Scottsdale, state: AZ, value: 36750994, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337862/; rank: 22, crd: 337446, firm: Ascension Advisors, city: Scottsdale, state: AZ, value: 21549455, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337446/; rank: 23, crd: 332834, firm: Wealth for Life, LLC, city: Peoria, state: AZ, value: 21141040, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332834/; rank: 24, crd: 332582, firm: Howlett Tax Services, Inc, city: Sedona, state: AZ, value: 10000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332582/; rank: 25, crd: 338356, firm: Makarios Investments Inc, city: Sedona, state: AZ, value: 1217184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338356/; rank: 26, crd: 340407, firm: Kerns Legacy Planning, city: Phoenix, state: AZ, value: 276830, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340407/; rank: 27, crd: 334738, firm: Overland Advisors, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334738/; rank: 27, crd: 338072, firm: Unstoppable Asset, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338072/; rank: 27, crd: 338145, firm: Sage Advice Financial LLC, city: Mesa, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338145/; rank: 27, crd: 338264, firm: Clearview Private Wealth, city: Peoria, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338264/; rank: 27, crd: 338475, firm: Kingsley Wealth Partners, Inc., city: Gilbert, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338475/; rank: 27, crd: 338561, firm: Jariwala Financial Wellness, LLC, city: Mesa, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338561/; rank: 27, crd: 338795, firm: Molinar & Co Financial Advocates, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338795/; rank: 27, crd: 338849, firm: Alt Alpha Capital, LLC, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338849/; rank: 27, crd: 339110, firm: Leges Wealth Management LLC, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339110/; rank: 27, crd: 339155, firm: Brightguide Financial, city: Gilbert, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339155/; rank: 27, crd: 339306, firm: Harper Wealth Management LLC, city: Gilbert, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339306/; rank: 27, crd: 339432, firm: Jain Wealthonomics, city: Marana, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339432/; rank: 27, crd: 339527, firm: Read Financial Services LLC, city: Fountain Hills, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339527/; rank: 27, crd: 339828, firm: Bili Finance, city: Tucson, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339828/; rank: 27, crd: 339968, firm: Currents Wealth Strategies LLC, city: Chandler, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339968/; rank: 27, crd: 340171, firm: The Money and Values Group, city: Prescott, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340171/; rank: 27, crd: 340234, firm: Sunburst Financial Management LLC, city: Glendale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340234/; rank: 27, crd: 340435, firm: Groundwork Financial Partners, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340435/; rank: 27, crd: 340962, firm: Alphatrust Advisors, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340962/; rank: 27, crd: 341038, firm: Horizon Ridge Advisors L.L.C., city: Mesa, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341038/; rank: 27, crd: 341048, firm: Aspen & Pine Asset Management, city: Flagstaff, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341048/; rank: 27, crd: 341225, firm: Lucas Retirement Group LLC, city: Anthem, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341225/; rank: 27, crd: 341240, firm: Macallen Capital, city: Paradise Valley, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341240/; rank: 27, crd: 341446, firm: Deborah Wealth Advisory LLC, city: Tempe, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341446/; rank: 27, crd: 341908, firm: Blueprint Wealth Group, city: Chandler, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341908/; rank: 27, crd: 342038, firm: Vector Dynamics Wealth Management P.L.L.C, city: Mesa, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342038/; rank: 27, crd: 342519, firm: Gilbert Private Wealth LLC, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342519/; rank: 27, crd: 342657, firm: Welch Private Wealth, city: Litchfield Park, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342657/; rank: 27, crd: 342660, firm: Revel Wealth Partners, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342660/; rank: 27, crd: 342705, firm: Build Wealth Partners, city: Gilbert, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342705/; rank: 27, crd: 342828, firm: Yocum Wealth, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342828/; rank: 27, crd: 342928, firm: Allen Financial Partners, city: Prescott, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342928/; rank: 27, crd: 343126, firm: Valence Wealth, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343126/; rank: 27, crd: 343280, firm: Zoop Alpha Advisors, city: Mesa, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343280/; rank: 27, crd: 343318, firm: RBG Capital LLC, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343318/; rank: 27, crd: 343450, firm: Trivera Wealth Management, LLC, city: Tucson, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343450/; rank: 27, crd: 343487, firm: Bugle Valley, city: Chandler, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343487/; rank: 27, crd: 343508, firm: Adam Advisory, city: Tucson, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343508/; rank: 27, crd: 343510, firm: Measured Horizon Wealth, city: Gilbert, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343510/; rank: 27, crd: 343653, firm: Synchravest LLC, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343653/; rank: 27, crd: 343678, firm: Daring Greatly Wealth, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343678/; rank: 27, crd: 343763, firm: Sequel Capital Management, LLC, city: Scottsdale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343763/; rank: 27, crd: 343892, firm: Sage Saguaro Financial Planning, city: Glendale, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343892/; rank: 27, crd: 344050, firm: Nuakh Financial, city: Phoenix, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344050/; rank: 27, crd: 344706, firm: North Wind and Sun Advisory LLC, city: Buckeye, state: AZ, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344706/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/arizona/

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