City
Independent RIAs in Scottsdale, Arizona
As of October 2, 2026, 177 independent wealth management RIAs with their main office in Scottsdale, Arizona reported $42.6 billion in regulatory assets under management; the largest by assets was Ashton Thomas Private Wealth, with $6.0 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 177
- Regulatory assets under management
- $42.6 billion
- Average per firm
- $240.9 million
- SEC-registered, of those listed
- 63 of 100 (63.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ashton Thomas Private Wealth | SEC | $6.0 billion | 7,879 |
| 2 | Trek Financial | SEC | $2.8 billion | 10,768 |
| 3 | Trajan Wealth, L.L.C. | SEC | $2.6 billion | 18,370 |
| 4 | Xcelsior Advisor Partners LLC | SEC | $2.5 billion | 4,746 |
| 5 | Verus Capital Partners, LLC | SEC | $2.3 billion | 7,289 |
| 6 | Ironwood Investment Counsel, LLC | SEC | $1.8 billion | 2,525 |
| 7 | Global Strategic Nextgen OCIO | SEC | $1.6 billion | 401 |
| 8 | Galvin, Gaustad & Stein, LLC | SEC | $1.4 billion | 1,948 |
| 9 | Total Investment Management, Inc. | SEC | $1.4 billion | 2,079 |
| 10 | Fortitude Family Office | SEC | $1.3 billion | 971 |
| 11 | Arq Wealth Advisors, LLC | SEC | $1.2 billion | 2,131 |
| 12 | Balboa Wealth Partners, Inc. | SEC | $1.1 billion | 2,623 |
| 13 | Sensible Money, LLC | SEC | $742.5 million | 1,416 |
| 14 | Able Financial Group, LLC | SEC | $732.9 million | 1,694 |
| 15 | Pinnacle Peak Private Client Group, LLC | SEC | $481.1 million | 1,348 |
| 16 | Juncture Wealth Strategies, LLC | SEC | $473.6 million | 1,122 |
| 17 | Dew Wealth Management | SEC | $464.7 million | 596 |
| 18 | Harmony Asset Management LLC | SEC | $462.5 million | 602 |
| 19 | Heritage Family Offices, LLP | SEC | $423.3 million | 1,057 |
| 20 | Exeter Financial, LLC | SEC | $420.2 million | 693 |
| 21 | WT Wealth Management, LLC | SEC | $419.1 million | 2,734 |
| 22 | Luminvest Wealth Management LLC | SEC | $398.0 million | 370 |
| 23 | Intelligent Capitalworks | SEC | $376.6 million | 341 |
| 24 | Vigilare Wealth Management LLC | SEC | $330.9 million | 452 |
| 25 | Zenith Wealth Advisors | SEC | $328.3 million | 314 |
| 26 | Strategic Wealth Advisors, LLC | SEC | $325.2 million | 427 |
| 27 | AIM Capital | SEC | $309.3 million | 452 |
| 28 | One Wealth Capital Management, LLC | SEC | $306.8 million | 548 |
| 29 | Stableford Capital LLC | SEC | $305.3 million | 254 |
| 30 | Capital Wealth Alliance, LLC | SEC | $300.3 million | 861 |
| 31 | Interwealth Management, LLC | SEC | $298.0 million | 769 |
| 32 | 345 Investment Advisory, LLC | SEC | $295.1 million | 933 |
| 33 | Sage Financial Advisors Inc. | SEC | $270.3 million | 348 |
| 34 | Corepath Wealth Partners LLC | SEC | $261.2 million | 884 |
| 35 | Releve Financial Group | SEC | $255.6 million | 1,275 |
| 36 | Bayntree Wealth Advisors, LLC | SEC | $241.1 million | 1,208 |
| 37 | R.H. Investment Group, LLC | SEC | $238.5 million | 97 |
| 38 | Amplify Financial, LLC | SEC | $230.7 million | 1,494 |
| 39 | SL Capital | SEC | $230.3 million | 416 |
| 40 | Bradley Wealth LLC | SEC | $196.7 million | 1,006 |
| 41 | Spahn Wealth & Retirement LLC | SEC | $181.4 million | 283 |
| 42 | Cole Wealth Management, LLC | SEC | $181.1 million | 774 |
| 43 | C2C Wealth Management, LLC | SEC | $179.8 million | 440 |
| 44 | Blakely Walters Wealth Management | SEC | $173.7 million | 548 |
| 45 | Wealth Management Solutions | SEC | $172.6 million | 411 |
| 46 | Scottsdale Wealth Planning, Inc. | SEC | $171.5 million | 312 |
| 47 | Wealth Engineering, LLC | SEC | $171.0 million | 219 |
| 48 | Vestpointe Wealth Management, LLC | SEC | $165.8 million | 423 |
| 49 | Sierra Legacy Group | SEC | $152.7 million | 86 |
| 50 | CSP Financial Group LLC | SEC | $150.6 million | 1,008 |
| 51 | CMG Financial Consulting | SEC | $149.6 million | 453 |
| 52 | Box Hill Private Wealth | SEC | $137.5 million | 193 |
| 53 | Bridgelight Capital LLC | SEC | $136.4 million | 396 |
| 54 | Almega Wealth Management | SEC | $134.3 million | 767 |
| 55 | Degreen Private Wealth, LLC | SEC | $132.8 million | 261 |
| 56 | GPS Investments | SEC | $127.7 million | 352 |
| 57 | Luminescent Wealth Management, Inc. | SEC | $127.4 million | 163 |
| 58 | O'Connor Capital Advisory, LLC | SEC | $112.1 million | 120 |
| 59 | Spirit West Advisors, LLC | SEC | $111.1 million | 566 |
| 60 | Bonnema Wealth Management LLC | State | $109.2 million | 252 |
| 61 | Corbett Wealth Management LLC | State | $102.5 million | 93 |
| 62 | Suttle Crossland Wealth Advisors, LLC | SEC | $101.1 million | 185 |
| 63 | Next Up Wealth Advisors, LLC | SEC | $100.2 million | 294 |
| 64 | Taylor Advisory Group | State | $95.1 million | 60 |
| 65 | Ironwood Wealth Advisors, LLC | State | $93.1 million | 243 |
| 66 | 3ROOTS Wealth Partners LLC | SEC | $92.6 million | 405 |
| 67 | Premier Southwest Planning Group, LLC | State | $92.3 million | 523 |
| 68 | Big Cedar Investment Advisors | State | $92.2 million | 7 |
| 69 | Bridge Financial Strategies | State | $89.5 million | 214 |
| 70 | CPA Advisory Services, P.C. | State | $86.6 million | 344 |
| 71 | Titan Capital Management | SEC | $84.2 million | 185 |
| 72 | Karpinski Financial, LLC | State | $83.6 million | 119 |
| 73 | Zenith Investment Management, LLC | State | $82.4 million | 272 |
| 74 | Heintz Wealth Management, LLC | State | $80.8 million | 217 |
| 75 | Watch Guard Capital LLC | State | $80.7 million | 407 |
| 76 | Sun Valley Advisory | State | $79.5 million | 240 |
| 77 | Meeks Wealth Management, LLC | State | $78.0 million | 31 |
| 78 | Capital Trust Wealth Management | State | $76.3 million | 79 |
| 79 | Busine Wealth | State | $76.2 million | 299 |
| 80 | SBC Investment Management, LLC | State | $75.7 million | 58 |
| 81 | Tushaus Wealth Management | State | $75.3 million | 397 |
| 82 | Radix Wealth | State | $73.4 million | 260 |
| 83 | The Getzen Group, Inc. | State | $65.1 million | 254 |
| 84 | North Scottsdale Wealth Advisors, LLC | State | $63.1 million | 152 |
| 85 | Evolve Wealth Advisors LP | State | $58.4 million | 170 |
| 86 | Lha Capital Partners | State | $56.8 million | 95 |
| 87 | Witnauer Sloan & Associates LLC | State | $56.6 million | 102 |
| 88 | Oak Brook Asset Management, Corporation | State | $56.0 million | 35 |
| 89 | Life Wise Planning Group LLC | State | $55.0 million | 310 |
| 90 | Chevelon Capital Management LLC | State | $54.3 million | 64 |
| 91 | Hermens Capital Management, Inc | State | $54.0 million | 63 |
| 92 | Townsend Financial | State | $50.3 million | 248 |
| 93 | Stronghold Capital Partners LLC | State | $49.8 million | 334 |
| 94 | Bedrock Investment Advisors | State | $49.8 million | 224 |
| 95 | Wealthstone Private Wealth Management, LLC | State | $45.7 million | 148 |
| 96 | Invest Smart USA, Inc. | State | $45.3 million | 209 |
| 97 | Abbott Capital Management Corp. | State | $45.0 million | 131 |
| 98 | Linx Equities, LLC | State | $43.5 million | 94 |
| 99 | Burton Wealth Management | State | $43.1 million | 124 |
| 100 | Capital Asset Advisors LLC. | State | $42.3 million | 259 |
Showing the 100 largest of 177 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.