City
Independent RIAs in Glendale, Arizona
As of October 2, 2026, 13 independent wealth management RIAs with their main office in Glendale, Arizona reported $528.0 million in regulatory assets under management; the largest by assets was WJ Wealth Management, with $261.5 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 13
- Regulatory assets under management
- $528.0 million
- Average per firm
- $40.6 million
- SEC-registered, of those listed
- 1 of 13 (7.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | WJ Wealth Management | SEC | $261.5 million | 918 |
| 2 | AZ Legacy Wealth LLC | State | $65.8 million | 889 |
| 3 | McBee Advisors, Inc. | State | $58.9 million | 323 |
| 4 | Fleming Wealth Strategies, LLC | State | $46.9 million | 210 |
| 5 | Eps Wealth Management | State | $37.5 million | 328 |
| 6 | Valhalla Advisors LLC | State | $22.9 million | 242 |
| 7 | Swiss American Asset Management | State | $15.0 million | 191 |
| 8 | Crafted Financial Planning | State | $9.5 million | 59 |
| 9 | BLK Financial Advisors, LLC | State | $5.4 million | 2 |
| 10 | Alvarado & Associates, LLC | State | $4.7 million | 56 |
| 11 | Dynamic Financial Solutions, LLC | State | $0 | 0 |
| 12 | Sage Saguaro Financial Planning | State | $0 | 0 |
| 13 | Sunburst Financial Management 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.