City
Wealth management firms in Tucson, Arizona
As of October 2, 2026, 64 wealth management firms, including broker-dealer firms, with their main office in Tucson, Arizona reported $15.5 billion in regulatory assets under management; the largest by assets was Tci Wealth Advisors, Inc., with $5.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 64
- Regulatory assets under management
- $15.5 billion
- Average per firm
- $242.1 million
- SEC-registered, of those listed
- 26 of 64 (40.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tci Wealth Advisors, Inc. | SEC | $5.4 billion | 11,863 |
| 2 | GR Financial Group, LLC | SEC | $1.1 billion | 2,552 |
| 3 | Sem Wealth Management | SEC | $933.5 million | 4,065 |
| 4 | Wealth Management Partners, LLC | SEC | $793.5 million | 2,270 |
| 5 | Financial Directions LLC | SEC | $737.8 million | 2,488 |
| 6 | Ironwood Financial, LLC | SEC | $662.5 million | 1,667 |
| 7 | Cambridge Financial Group, LLC | SEC | $645.8 million | 1,383 |
| 8 | Nova Financial Services | SEC | $469.4 million | 1,388 |
| 9 | Sterling Investment Management, LLC | SEC | $409.2 million | 399 |
| 10 | Greenberg Financial Group | SEC | $406.9 million | 1,175 |
| 11 | Southwest Investment Advisors, Inc. | SEC | $386.9 million | 1,162 |
| 12 | Attessa Capital LLC | SEC | $343.5 million | 699 |
| 13 | Treiberg Wealth Management | SEC | $325.1 million | 706 |
| 14 | Capital West Partners, LLC | SEC | $300.0 million | 177 |
| 15 | Gordian Advisors, LLC | SEC | $265.2 million | 343 |
| 16 | Allied Portfolio Management, Inc. | SEC | $240.2 million | 327 |
| 17 | Levin Funding Group LLC | SEC | $215.4 million | 165 |
| 18 | Aio Financial, LLC | SEC | $199.2 million | 197 |
| 19 | Wilkinson Wealth Management, LLC | SEC | $164.7 million | 890 |
| 20 | Union Capital Company 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. | SEC | $150.0 million | 414 |
| 21 | Fortress Financial Solutions, LLC | SEC | $142.0 million | 723 |
| 22 | Schulz Financial Group | SEC | $114.9 million | 493 |
| 23 | AG Global Advisors LLC | SEC | $104.7 million | 14 |
| 24 | Silverman + Associates Wealth Management, LLC | State | $101.4 million | 305 |
| 25 | Zeches Wealth Management | State | $101.1 million | 186 |
| 26 | RMH Investment Management, LLC | State | $98.0 million | 279 |
| 27 | Shepherd Wealth & Retirement LLC | State | $96.9 million | 323 |
| 28 | Retirement Evolutions Wealth Management LLC | State | $89.6 million | 518 |
| 29 | Rise Private Wealth Advisors | State | $62.9 million | 366 |
| 30 | Premiere Wealth Advisors, LLC | State | $50.0 million | 360 |
| 31 | Elion Financial, LLC | State | $47.8 million | 370 |
| 32 | Advisor Services, Inc. | State | $44.4 million | 180 |
| 33 | Secure Investment Management, LLC | SEC | $42.9 million | 942 |
| 34 | Beckett Collective | State | $34.5 million | 67 |
| 35 | Hawtree Advisory Group, LLC | State | $33.6 million | 136 |
| 36 | Agave Wealth Advisors | State | $33.0 million | 250 |
| 37 | Forthright Finances LLC | State | $28.6 million | 291 |
| 38 | Sunrise Wealth Management, LLC | State | $23.7 million | 97 |
| 39 | Northrock Investments, PLLC | State | $20.0 million | 81 |
| 40 | Savevest, LLC | State | $15.3 million | 34 |
| 41 | Lazarow Wealth Management | State | $14.9 million | 85 |
| 42 | Sabino Investment Management, L.L.C. | State | $12.7 million | 34 |
| 43 | Executive Asset Advisors LLC | State | $12.6 million | 14 |
| 44 | 6|21 Private Wealth | State | $12.1 million | 62 |
| 45 | RD Kelley Financial Group | State | $12.0 million | 5 |
| 46 | Jewell Wealth Management Inc. | State | $11.9 million | 54 |
| 47 | Guidesource Capital Management, LLC | State | $11.2 million | 27 |
| 48 | Life Strategy Partners | State | $10.3 million | 15 |
| 49 | Rising Sun Investment Advisers | State | $9.9 million | 2 |
| 50 | Enlightened Advisors Wealth Management LLC | State | $8.4 million | 85 |
| 51 | Clout Inc. Advisors | State | $8.0 million | 80 |
| 52 | Becker Financial Services | State | $6.0 million | 5 |
| 53 | PK Quantitative Investing, LLC | State | $4.7 million | 16 |
| 54 | Joseph Wright Investments | State | $4.1 million | 57 |
| 55 | Kolo Capital | State | $2.5 million | 56 |
| 56 | Jim Hannley, LLC | State | $95,000 | 5 |
| 57 | Annecy LLC | State | $15,784 | 1 |
| 58 | Adam Advisory | State | $0 | 0 |
| 59 | Bili Finance | SEC | $0 | 0 |
| 60 | Hobbs Advisory Services 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 |
| 61 | Holton & Kosanke Wealth Management, LLC | State | $0 | 0 |
| 62 | Margo Financial | State | $0 | 0 |
| 63 | Michael A. Janky DBA MJ Wealth Planning | State | $0 | 0 |
| 64 | Trivera Wealth Management, LLC | SEC | $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.