City
Wealth management firms in Tempe, Arizona
As of October 2, 2026, 21 wealth management firms, including broker-dealer firms, with their main office in Tempe, Arizona reported $2.6 billion in regulatory assets under management; the largest by assets was Biltmore Wealth Management, LLC, with $439.6 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 21
- Regulatory assets under management
- $2.6 billion
- Average per firm
- $125.2 million
- SEC-registered, of those listed
- 10 of 21 (47.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Biltmore Wealth Management, LLC | SEC | $439.6 million | 639 |
| 2 | Intrinsic Wealth Counsel, Inc. | SEC | $344.7 million | 696 |
| 3 | Johnson Financial Advisors | SEC | $301.0 million | 756 |
| 4 | Graystone Partners Wealth Management, LLC | SEC | $297.3 million | 998 |
| 5 | Harding Wealth, Inc. | SEC | $212.6 million | 573 |
| 6 | Financial Life Planners | SEC | $208.4 million | 779 |
| 7 | Optima Capital Management | SEC | $150.3 million | 427 |
| 8 | Martinsen Wealth Management | SEC | $143.2 million | 846 |
| 9 | Arbor Wealth Management, LLC | SEC | $138.1 million | 331 |
| 10 | Capital Strategies Group, LLC | State | $102.8 million | 410 |
| 11 | Envision Retirement LLC | State | $96.1 million | 462 |
| 12 | Calisi Wealth Management | State | $74.9 million | 252 |
| 13 | Embark Wealth Management, LLC | SEC | $57.4 million | 369 |
| 14 | Joseph Seep & Associates, LLC | State | $35.4 million | 175 |
| 15 | Tortoise Wealth Management | State | $11.2 million | 80 |
| 16 | Delphi Value Investments, LLC | State | $4.5 million | 33 |
| 17 | Estate & Retirement Strategies LLC | State | $4.3 million | 17 |
| 18 | Cool Wealth Management | State | $3.4 million | 20 |
| 19 | LTC Wealth Management, LLC | State | $3.1 million | 17 |
| 20 | Rubicon Financial Network | State | $1.3 million | 5 |
| 21 | Deborah Wealth Advisory LLC | 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.