City
Wealth management firms in Flagstaff, Arizona
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Flagstaff, Arizona reported $784.5 million in regulatory assets under management; the largest by assets was Heffernan Advisory, Inc., with $409.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $784.5 million
- Average per firm
- $112.1 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Heffernan Advisory, Inc. | SEC | $409.6 million | 679 |
| 2 | Babb Wealth Advisors LLC | SEC | $209.4 million | 927 |
| 3 | Vora Wealth Management, PLLC | SEC | $74.8 million | 1,065 |
| 4 | Dwyer Financial, LLC | State | $53.6 million | 230 |
| 5 | J.A. Lawrence Wealth Management | State | $20.5 million | 92 |
| 6 | Aspen Trail Wealth Management, LLC | State | $16.6 million | 31 |
| 7 | Aspen & Pine Asset Management | 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.