City
Wealth management firms in Fountain Hills, Arizona
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Fountain Hills, Arizona reported $643.6 million in regulatory assets under management; the largest by assets was Key Group Management, Inc., with $303.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $643.6 million
- Average per firm
- $80.5 million
- SEC-registered, of those listed
- 2 of 8 (25.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Key Group Management, Inc. | SEC | $303.8 million | 337 |
| 2 | Young Capital Management Inc | State | $85.1 million | 66 |
| 3 | The Table Financial Planning LLC | State | $75.0 million | 382 |
| 4 | Acrylic Financial, Inc. | SEC | $73.5 million | 482 |
| 5 | The Linkous Group, Ltd. | State | $55.2 million | 88 |
| 6 | Fountain Financial Group, Inc. | State | $38.1 million | 403 |
| 7 | Alpha Financial Nordic | State | $12.9 million | 19 |
| 8 | Read Financial Services 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.