Investment adviser firms in TEMPE, Arizona
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
10 firms · Source months shown: August 2026
- ARBOR WEALTH MANAGEMENT, LLCCRD 168774 · TEMPE, AZ$138,051,761.00Regulatory AUM · August 2026
- BILTMORE WEALTH MANAGEMENT, LLCCRD 151365 · TEMPE, AZ$439,606,710.00Regulatory AUM · August 2026
- EMBARK WEALTH MANAGEMENT, LLCCRD 157950 · TEMPE, AZ$57,378,134.00Regulatory AUM · August 2026
- FINANCIAL LIFE PLANNERS LLCCRD 129415 · TEMPE, AZ$208,356,675.00Regulatory AUM · August 2026
- GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLCCRD 306068 · TEMPE, AZ$297,272,886.00Regulatory AUM · August 2026
- HARDING WEALTH, INC.CRD 282686 · TEMPE, AZ$212,623,954.00Regulatory AUM · August 2026
- INTRINSIC WEALTH COUNSEL, INC.CRD 105022 · TEMPE, AZ$344,681,068.00Regulatory AUM · August 2026
- MARTINSEN WEALTH MANAGEMENT, LLCCRD 332433 · TEMPE, AZ$143,208,495.00Regulatory AUM · August 2026
- OPTIMA CAPITAL MANAGEMENT LLCCRD 306036 · TEMPE, AZ$150,319,761.00Regulatory AUM · August 2026
- PHILIP O. JOHNSON & COMPANY, LTD.CRD 104621 · TEMPE, AZ$300,962,981.00Regulatory AUM · August 2026