City
Wealth management firms in Phoenix, Arizona
As of October 2, 2026, 108 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 108
- Regulatory assets under management
- $35.4 billion
- Average per firm
- $327.7 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 | Exemplar Wealth Advisors, 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 | $0 | 0 |
| 89 | Fresh Forward | State | $0 | 0 |
| 90 | Groundwork Financial Partners | State | $0 | 0 |
| 91 | Guardian Financial Wealth Management Inc. | State | $0 | 0 |
| 92 | Hutchison Investment Advisors | State | $0 | 0 |
| 93 | Keats, Connelly & Associates, Inc | State | $0 | 0 |
| 94 | Krueger Financial | State | $0 | 0 |
| 95 | Molinar & Co Financial Advocates | State | $0 | 0 |
| 96 | My Financial Coach Planning, LLC | State | $0 | 0 |
| 97 | Nuakh Financial | State | $0 | 0 |
| 98 | Overland Advisors | State | $0 | 0 |
| 99 | Quality Wealth Management 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 | $0 | 0 |
| 100 | Reliant Investment Management | State | $0 | 0 |
Showing the 100 largest of 108 firms. Search by name to find another.
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.