City
Wealth management firms in Chandler, Arizona
As of October 2, 2026, 27 wealth management firms, including broker-dealer firms, with their main office in Chandler, Arizona reported $2.6 billion in regulatory assets under management; the largest by assets was Ironwood Wealth Management, LLC, with $607.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 27
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $95.2 million
- SEC-registered, of those listed
- 6 of 27 (22.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ironwood Wealth Management, LLC | SEC | $607.7 million | 1,885 |
| 2 | Templeton Financial Services Inc. | SEC | $441.8 million | 318 |
| 3 | Stonecrest Wealth Management, Inc | SEC | $375.8 million | 1,083 |
| 4 | Strategic Income Group LLC | SEC | $362.4 million | 1,211 |
| 5 | WLTH Capital Management, LLC | SEC | $229.8 million | 425 |
| 6 | Form Prosperity Wealth Advisors, LLC | SEC | $119.0 million | 494 |
| 7 | Innovative Financial Solutions, Inc. | State | $93.2 million | 223 |
| 8 | Sunstone Financial | State | $88.7 million | 294 |
| 9 | Sonmore Financial LLC | State | $86.7 million | 91 |
| 10 | Lifestyle Planning, LLC | State | $43.0 million | 218 |
| 11 | Macc IV Group | State | $41.2 million | 375 |
| 12 | Vibrant Wealth | State | $25.2 million | 50 |
| 13 | Modern Wealth LLC | State | $21.8 million | 426 |
| 14 | Archstone Wealth Advisors, LLC | State | $12.1 million | 56 |
| 15 | Patel Wealth Strategies, Inc. | State | $8.9 million | 60 |
| 16 | Dsa Asset Management, LLC | State | $7.0 million | 32 |
| 17 | Path Wealth Management, LLC | State | $4.0 million | 12 |
| 18 | Overwatch Management | State | $1.2 million | 155 |
| 19 | Vivere Wealth Management LLC | State | $992,905 | 4 |
| 20 | Dca Investment Advisory, LLC | State | $72,000 | 1 |
| 21 | Blueprint Wealth Group | State | $0 | 0 |
| 22 | Bugle Valley | State | $0 | 0 |
| 23 | Currents Wealth Strategies LLC | State | $0 | 0 |
| 24 | F. L. Arias & Associates, LLC | State | $0 | 0 |
| 25 | Meredith Dekker Financial Services, LLC | State | $0 | 0 |
| 26 | Smartalpha Wealth Advisors LLC | State | $0 | 0 |
| 27 | Wise World Investment Planning | 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.