City
Wealth management firms in Peoria, Arizona
As of October 2, 2026, 15 wealth management firms, including broker-dealer firms, with their main office in Peoria, Arizona reported $1.0 billion in regulatory assets under management; the largest by assets was Kingdom Financial Group, LLC, with $520.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 15
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $69.3 million
- SEC-registered, of those listed
- 3 of 15 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kingdom Financial Group, LLC | SEC | $520.9 million | 3,554 |
| 2 | Clarus Wealth Advisors, LLC | SEC | $305.2 million | 953 |
| 3 | Coherent Financial Advisers, LLC | State | $41.3 million | 141 |
| 4 | 21:5 Advisors, LLC | State | $36.2 million | 126 |
| 5 | Beacon Bay Asset Management LLC | State | $32.7 million | 68 |
| 6 | Singh PWM LLC | State | $25.0 million | 91 |
| 7 | Legacy Cornerstone Wealth LLC | SEC | $22.4 million | 560 |
| 8 | Wealth for Life, LLC | State | $21.1 million | 52 |
| 9 | Themoneymd.com, LLC | State | $11.8 million | 78 |
| 10 | Emro Asset Management, LLC | State | $8.0 million | 8 |
| 11 | RJ Pace Financial | State | $7.3 million | 24 |
| 12 | Investedge Planning | State | $4.8 million | 23 |
| 13 | Authentic Financial Planning | State | $2.8 million | 18 |
| 14 | Lifetime Investments & Insurance LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $50,000 | 1 |
| 15 | Clearview Private Wealth | 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.