City
Wealth management firms in Cave Creek, Arizona
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Cave Creek, Arizona reported $306.5 million in regulatory assets under management; the largest by assets was Foothills Advisors, LLC, with $142.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $306.5 million
- Average per firm
- $43.8 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Foothills Advisors, LLC | SEC | $142.1 million | 465 |
| 2 | Atlas Wealth Management, LLC | State | $74.1 million | 111 |
| 3 | Mount Financial Freedom | State | $65.2 million | 404 |
| 4 | Raymond John Management LLC | State | $24.3 million | 40 |
| 5 | Sonoran Capital Management LLC | State | $800,000 | 4 |
| 6 | Third Stanza Group | State | $38,200 | 1 |
| 7 | Foothills Wealth Management, LLC | State | $0 | 0 |
Wealth management firms in Arizona, including every city.
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.