City
Wealth management firms in Marana, Arizona
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Marana, Arizona reported $170.8 million in regulatory assets under management; the largest by assets was Aton Advisors, LLC, with $116.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $170.8 million
- Average per firm
- $28.5 million
- SEC-registered, of those listed
- 1 of 6 (16.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Aton Advisors, LLC | SEC | $116.4 million | 280 |
| 2 | Jaguar Investment Services, Ltd | State | $39.7 million | 136 |
| 3 | R.B. Financial Group | State | $14.3 million | 54 |
| 4 | Mahogany Financial Strategies LLC | State | $485,770 | 31 |
| 5 | Buttonwood Advisors, LLC | State | $0 | 0 |
| 6 | Jain Wealthonomics | 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.