Investment adviser firms in PHOENIX, Arizona
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
37 firms · Source months shown: August 2026
- 17 CAPITAL PARTNERS, LLCCRD 283013 · PHOENIX, AZ$246,415,209.00Regulatory AUM · August 2026
- ALPHATRUST ADVISORY GROUP, LLCCRD 340962 · PHOENIX, AZNot availableRegulatory AUM · August 2026
- ASTEROZOA MANAGEMENT LLCCRD 316870 · PHOENIX, AZ$103,936,739.00Regulatory AUM · August 2026
- AWM CAPITAL, LLCCRD 287980 · PHOENIX, AZ$1,487,239,767.00Regulatory AUM · August 2026
- BLEDSOE ASSET MANAGEMENT, LLCCRD 145943 · PHOENIX, AZ$188,991,340.00Regulatory AUM · August 2026
- BRIDGEPORT FINANCIAL SOLUTIONS LLCCRD 325485 · PHOENIX, AZ$1,046,399,893.00Regulatory AUM · August 2026
- BROOKWOOD INVESTMENT GROUP LLCCRD 316544 · PHOENIX, AZ$1,252,366,250.00Regulatory AUM · August 2026
- CLAREMONT CAPITAL MANAGEMENT, LLCCRD 155189 · PHOENIX, AZ$843,863,443.00Regulatory AUM · August 2026
- CURAFIN ADVISORS, LLCCRD 329091 · PHOENIX, AZ$748,375,338.00Regulatory AUM · August 2026
- DYNAMIC ADVISOR SOLUTIONS LLCCRD 151367 · PHOENIX, AZ$5,637,328,188.00Regulatory AUM · August 2026
- EATON-CAMBRIDGE INC.CRD 116798 · PHOENIX, AZ$480,696,777.00Regulatory AUM · August 2026
- FARNAM FINANCIAL, LLCCRD 306180 · PHOENIX, AZ$161,447,231.00Regulatory AUM · August 2026
- FOUNDATIONS INVESTMENT ADVISORS LLCCRD 175083 · PHOENIX, AZ$10,097,715,159.00Regulatory AUM · August 2026
- INTRINSIC VALUE PARTNERS, LLCCRD 165214 · PHOENIX, AZ$220,560,987.00Regulatory AUM · August 2026
- L. ROY PAPP & ASSOCIATES, LLPCRD 105130 · PHOENIX, AZ$1,621,804,561.00Regulatory AUM · August 2026
- LARRY MATHIS FINANCIAL PLANNING, L.L.C.CRD 172858 · PHOENIX, AZ$212,818,466.00Regulatory AUM · August 2026
- LGM CAPITAL MANAGEMENT LLCCRD 283872 · PHOENIX, AZ$14,937,019.00Regulatory AUM · August 2026
- LILLIANO CAPITAL MANAGEMENT LLCCRD 339106 · PHOENIX, AZ$167,882,408.00Regulatory AUM · August 2026
- PFG ADVISORS, LLCCRD 173344 · PHOENIX, AZ$3,261,207,528.00Regulatory AUM · August 2026
- PROFOCUS, INCORPORATEDCRD 113954 · PHOENIX, AZ$156,539,998.00Regulatory AUM · August 2026
- RRA INVESTMENT MANAGEMENT, LLCCRD 306287 · PHOENIX, AZ$663,255,513.00Regulatory AUM · August 2026
- SHARPEPOINT, LLCCRD 290719 · PHOENIX, AZ$222,806,601.00Regulatory AUM · August 2026
- SMEAD CAPITAL MANAGEMENT, INC.CRD 143567 · PHOENIX, AZ$5,515,720,920.00Regulatory AUM · August 2026
- SOVEREIGN INVESTMENT ADVISORS LLCCRD 149040 · PHOENIX, AZ$3,312,334,304.00Regulatory AUM · August 2026
- STRATEGY FINANCIAL SERVICES, LLCCRD 164531 · PHOENIX, AZ$366,734,230.00Regulatory AUM · August 2026
- SVVY, LLCCRD 325358 · PHOENIX, AZNot availableRegulatory AUM · August 2026
- TANDEM WEALTH ADVISORS LLCCRD 157794 · PHOENIX, AZ$261,539,225.00Regulatory AUM · August 2026
- TFO FAMILY OFFICE PARTNERS, LLCCRD 159440 · PHOENIX, AZ$5,037,052,171.00Regulatory AUM · August 2026
- THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCCRD 140551 · PHOENIX, AZ$538,847,204.00Regulatory AUM · August 2026
- TRINITY CAPITAL ADVISER LLCCRD 326133 · PHOENIX, AZ$157,598,083.00Regulatory AUM · August 2026
- UNSTOPPABLE ASSET LLCCRD 338072 · PHOENIX, AZNot availableRegulatory AUM · August 2026
- VERSANT CAPITAL MANAGEMENT, INC.CRD 131692 · PHOENIX, AZ$1,810,752,988.00Regulatory AUM · August 2026
- WALL CAPITAL GROUP, INC.CRD 105913 · PHOENIX, AZ$294,661,243.00Regulatory AUM · August 2026
- WESTMARK WEALTH MANAGEMENT, LLCCRD 334109 · PHOENIX, AZ$195,353,027.00Regulatory AUM · August 2026
- WINDSOR CAPITAL MANAGEMENT, LLCCRD 116593 · PHOENIX, AZ$703,402,834.00Regulatory AUM · August 2026
- WISDOM WEALTH INVESTMENT ADVISORS LLCCRD 170536 · PHOENIX, AZ$138,796,319.00Regulatory AUM · August 2026
- WISE WEALTH PARTNERS, LLCCRD 311639 · PHOENIX, AZ$153,452,564.00Regulatory AUM · August 2026