City
Wealth management firms in Paradise Valley, Arizona
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Paradise Valley, Arizona reported $205.3 million in regulatory assets under management; the largest by assets was Scottsdale Wealth Advisory LLC, with $67.4 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $205.3 million
- Average per firm
- $25.7 million
- SEC-registered, of those listed
- 0 of 8 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Scottsdale Wealth Advisory LLC | State | $67.4 million | 175 |
| 2 | Canon Asset Management Advisory, LLC | State | $60.0 million | 36 |
| 3 | J. Mangone Capital Management LLC | State | $46.3 million | 18 |
| 4 | Holyoak Wealth Management, LLC | State | $11.4 million | 35 |
| 5 | Wellfit Financial | State | $11.3 million | 6 |
| 6 | Stonewall Equities, Ltd. | State | $8.8 million | 26 |
| 7 | Macallen Capital | State | $0 | 0 |
| 8 | Transcend Advisor Inc. | 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.