City
Wealth management firms in Surprise, Arizona
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Surprise, Arizona reported $713.6 million in regulatory assets under management; the largest by assets was Dynamic Wealth Advisors, with $193.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $713.6 million
- Average per firm
- $89.2 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Dynamic Wealth Advisors | SEC | $193.3 million | 792 |
| 2 | Hillspring Financial, Inc. | SEC | $186.0 million | 652 |
| 3 | Vista Cima Wealth Management LLC | SEC | $142.5 million | 687 |
| 4 | Financial Counsel, LLC | State | $57.1 million | 182 |
| 5 | Net Worth Solutions LLC | State | $48.9 million | 189 |
| 6 | Green Peaks Planning | State | $46.1 million | 109 |
| 7 | Universal Wealth Management LLC | State | $28.0 million | 144 |
| 8 | Burris Wealth Management, Inc. | State | $11.6 million | 39 |
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.