City
Independent RIAs in Gilbert, Arizona
As of October 2, 2026, 36 independent wealth management RIAs with their main office in Gilbert, Arizona reported $3.5 billion in regulatory assets under management; the largest by assets was Watts Gwilliam & Company, LLC, with $1.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 36
- Regulatory assets under management
- $3.5 billion
- Average per firm
- $97.9 million
- SEC-registered, of those listed
- 10 of 36 (27.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Watts Gwilliam & Company, LLC | SEC | $1.0 billion | 1,208 |
| 2 | Seros Wealth Partners | SEC | $359.2 million | 1,049 |
| 3 | Prospera Capital Management, LLC | SEC | $343.9 million | 206 |
| 4 | Transition Financial Advisors Group, LLC | SEC | $300.6 million | 781 |
| 5 | Clarity Wealth Management, L.L.C. | SEC | $236.8 million | 944 |
| 6 | T&T Capital Management | SEC | $189.8 million | 939 |
| 7 | Redeem Wealth Management | SEC | $118.6 million | 773 |
| 8 | Ensign Advisory Partners LLC | SEC | $101.0 million | 697 |
| 9 | Miller Wealth Management | SEC | $100.4 million | 249 |
| 10 | Approach Capital LLC | SEC | $100.0 million | 235 |
| 11 | Stewardship Financial | State | $83.1 million | 639 |
| 12 | Brock Asset Management | State | $71.5 million | 364 |
| 13 | Harvard Avenue Investment Advisory | State | $64.6 million | 531 |
| 14 | Four Peaks Planning and Investments LLC | State | $60.0 million | 391 |
| 15 | Harmoney Wealth, PLLC | State | $51.7 million | 353 |
| 16 | Finco Investment Services, Inc. | State | $50.4 million | 172 |
| 17 | VM Jones Financial Consulting, L.L.C. | State | $50.1 million | 37 |
| 18 | Kingdom Wealth Advisers | State | $34.3 million | 250 |
| 19 | Firstline Financial LLC | State | $31.8 million | 138 |
| 20 | Wealthlogic | State | $25.4 million | 126 |
| 21 | Clear Skies Financial | State | $24.0 million | 46 |
| 22 | West Coast Capital Management, LLC | State | $21.0 million | 146 |
| 23 | Cox Advisors, LLC | State | $19.6 million | 105 |
| 24 | Wealth Guardian Advisory, PLLC | State | $18.2 million | 69 |
| 25 | W Wealth Advisors | State | $17.9 million | 238 |
| 26 | East Valley Wealth LLC | State | $8.5 million | 98 |
| 27 | Tetrant Financial | State | $4.5 million | 39 |
| 28 | Wealth Management Advisors, LLC | State | $4.1 million | 73 |
| 29 | Know Your Worth Financial | State | $1.6 million | 4 |
| 30 | Brightguide Financial | State | $0 | 0 |
| 31 | Build Wealth Partners | State | $0 | 0 |
| 32 | Coats Wealth Management | State | $0 | 0 |
| 33 | Harper Wealth Management LLC | State | $0 | 0 |
| 34 | Kingsley Wealth Partners, Inc. | State | $0 | 0 |
| 35 | Measured Horizon Wealth | State | $0 | 0 |
| 36 | Smartt Wealth Solutions, LLC | State | $0 | 0 |
Independent RIAs 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.