City
Independent RIAs in Phoenix, Arizona
As of October 2, 2026, 106 independent wealth management RIAs with their main office in Phoenix, Arizona reported $35.4 billion in regulatory assets under management; the largest by assets was Foundations Investment Advisors LLC, with $10.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 106
- Regulatory assets under management
- $35.4 billion
- Average per firm
- $333.9 million
- SEC-registered, of those listed
- 27 of 100 (27.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors LLC | SEC | $10.1 billion | 63,604 |
| 2 | Dynamic | SEC | $5.6 billion | 15,179 |
| 3 | Tfo Family Office Partners | SEC | $5.0 billion | 1,939 |
| 4 | PFG Advisors | SEC | $3.3 billion | 13,982 |
| 5 | Versant Capital Management, Inc. | SEC | $1.8 billion | 1,678 |
| 6 | AWM Capital, LLC | SEC | $1.5 billion | 2,885 |
| 7 | Brookwood Investment Group | SEC | $1.3 billion | 7,129 |
| 8 | Bridgeport Financial Solutions | SEC | $1.0 billion | 2,755 |
| 9 | Windsor Capital Management, LLC | SEC | $703.4 million | 1,204 |
| 10 | Eaton-Cambridge Inc. | SEC | $480.7 million | 1,075 |
| 11 | Strategy Financial Group | SEC | $366.7 million | 3,820 |
| 12 | Tandem Wealth Advisors | SEC | $261.5 million | 736 |
| 13 | 17 Capital Partners, LLC | SEC | $246.4 million | 416 |
| 14 | Sharpepoint, LLC | SEC | $222.8 million | 1,091 |
| 15 | Intrinsic Value Partners, LLC | SEC | $220.6 million | 193 |
| 16 | Mathis Wealth Management | SEC | $212.8 million | 703 |
| 17 | Westmark Wealth Management | SEC | $195.4 million | 1,524 |
| 18 | Bledsoe Asset Management, LLC | SEC | $189.0 million | 688 |
| 19 | Lilliano Capital Management LLC | SEC | $167.9 million | 409 |
| 20 | Farnam Financial | SEC | $161.4 million | 240 |
| 21 | Profocus Incorporated | SEC | $156.5 million | 529 |
| 22 | Wise Wealth Partners, LLC | SEC | $153.5 million | 210 |
| 23 | Wisdom Wealth Investment Advisors LLC | SEC | $138.8 million | 678 |
| 24 | Wiser Advisor Group | SEC | $127.8 million | 155 |
| 25 | Endeavor Advisors LLC | SEC | $114.4 million | 426 |
| 26 | Alpha Fiduciary | SEC | $114.0 million | 220 |
| 27 | Domask Wealth Management, LLC | State | $107.5 million | 182 |
| 28 | J.W. Advisors Inc. | State | $96.1 million | 264 |
| 29 | Stewardship Wealth Advisors | State | $93.1 million | 370 |
| 30 | Pogson & Matt Wealth Management Group | State | $89.9 million | 355 |
| 31 | Tehrani Wealth Management, LLC | State | $82.0 million | 105 |
| 32 | Process Design Capital Management LLC | State | $78.0 million | 79 |
| 33 | Objective Wealth, LLC | State | $77.2 million | 234 |
| 34 | Eckman Wealth Management, LLC | State | $73.9 million | 605 |
| 35 | Montebello Avenue | State | $60.0 million | 171 |
| 36 | CRB Strategic Services LLC | State | $58.5 million | 218 |
| 37 | Edm Capital, LLC | State | $58.2 million | 267 |
| 38 | Springsteel Investment Advisors, LLC | State | $57.4 million | 227 |
| 39 | The Coleridge Group LLC | State | $56.0 million | 106 |
| 40 | Essential Investing | State | $53.5 million | 259 |
| 41 | Disciplined Money, LLC | State | $53.3 million | 242 |
| 42 | The Planning Associates, Inc. | State | $32.2 million | 53 |
| 43 | FMT Investment Advisory | State | $30.9 million | 56 |
| 44 | Conscient Capital, LLC | State | $30.0 million | 155 |
| 45 | T.A. Salomon Asset Management PLLC | State | $30.0 million | 45 |
| 46 | Tactical Tax Wealth Management | State | $27.8 million | 38 |
| 47 | Sensible Investment Strategies, LLC | State | $24.4 million | 69 |
| 48 | Comprehensive Physicians Retirement Investing | State | $24.0 million | 70 |
| 49 | Battle Capital Asset Management LLC | State | $23.4 million | 5 |
| 50 | Nergard Wealth Management, LLC | State | $21.3 million | 22 |
| 51 | Castaneda Financial Management | State | $18.1 million | 46 |
| 52 | Me Financial, PLLC | State | $17.2 million | 119 |
| 53 | Five Peaks Financial Consulting, Inc. | State | $15.5 million | 6 |
| 54 | Camelback Capital Management, LLC | State | $15.4 million | 47 |
| 55 | First Financial Strategies Inc | State | $13.3 million | 9 |
| 56 | Covenant Financial Advisors, LLC | State | $12.2 million | 82 |
| 57 | Ebis | State | $9.2 million | 35 |
| 58 | 1 Union Management, LLC | State | $9.1 million | 22 |
| 59 | 1823 Wealth Management LLC | State | $8.8 million | 41 |
| 60 | Reach One Teach One Financial | State | $8.3 million | 120 |
| 61 | Bonsai Financial | State | $6.8 million | 89 |
| 62 | Rro Capital, LLC | State | $6.6 million | 30 |
| 63 | JW Hecht Wealth Management LLC | State | $6.1 million | 30 |
| 64 | Studioi, LLC | State | $5.0 million | 26 |
| 65 | Chris Hays Wealth Management LLC | State | $4.8 million | 6 |
| 66 | Walsvick Wealth Management | State | $4.4 million | 16 |
| 67 | Legacy Wealth Advisors, Ltd. | State | $3.8 million | 4 |
| 68 | Meridian Passage | State | $3.7 million | 17 |
| 69 | Bustamante & Co | State | $3.5 million | 5 |
| 70 | RLT Capital, LLC | State | $3.5 million | 3 |
| 71 | Personal Benefits Planning LLC | State | $3.0 million | 17 |
| 72 | Forward Financial Planning LLC | State | $2.6 million | 10 |
| 73 | Enso Financial | State | $2.1 million | 40 |
| 74 | Mark Bussey & Associates, LC | State | $1.1 million | 4 |
| 75 | Aegis Wealth Partners, LLC | State | $926,137 | 5 |
| 76 | Dynamic Financial Planning | State | $915,782 | 16 |
| 77 | Mindful Millions Management PLLC | State | $625,501 | 4 |
| 78 | Styra Wealth Management | State | $345,777 | 5 |
| 79 | Iridescent Capital Management | State | $296,703 | 9 |
| 80 | Kerns Legacy Planning | State | $276,830 | 5 |
| 81 | B&E Financial Services | State | $229,990 | 3 |
| 82 | Copper Square Private Wealth, LLC | State | $81,339 | 1 |
| 83 | Alphatrust Advisors | SEC | $0 | 0 |
| 84 | Aquifer Capital, LLC | State | $0 | 0 |
| 85 | Arcadia Wealth LLC | State | $0 | 0 |
| 86 | Cognis Retirement Group LLC | State | $0 | 0 |
| 87 | Eckelberg Financial, Inc. | State | $0 | 0 |
| 88 | Fresh Forward | State | $0 | 0 |
| 89 | Groundwork Financial Partners | State | $0 | 0 |
| 90 | Guardian Financial Wealth Management Inc. | State | $0 | 0 |
| 91 | Hutchison Investment Advisors | State | $0 | 0 |
| 92 | Keats, Connelly & Associates, Inc | State | $0 | 0 |
| 93 | Krueger Financial | State | $0 | 0 |
| 94 | Molinar & Co Financial Advocates | State | $0 | 0 |
| 95 | My Financial Coach Planning, LLC | State | $0 | 0 |
| 96 | Nuakh Financial | State | $0 | 0 |
| 97 | Overland Advisors | State | $0 | 0 |
| 98 | Reliant Investment Management | State | $0 | 0 |
| 99 | Revel Wealth Partners | State | $0 | 0 |
| 100 | Robinson Stocks | State | $0 | 0 |
Showing the 100 largest of 106 firms. Search by name to find another.
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.