Investment adviser firms in TUCSON, Arizona
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
27 firms · Source months shown: July 2026 and August 2026
- AIO FINANCIAL, LLCCRD 114030 · TUCSON, AZ$199,162,733.00Regulatory AUM · August 2026
- ALAMOS CAPITAL, LLCCRD 332985 · TUCSON, AZ$1,000,000.00Regulatory AUM · August 2026
- ALLIED PORTFOLIO MANAGEMENT, INC.CRD 113809 · TUCSON, AZ$240,209,300.00Regulatory AUM · August 2026
- ATTESSA CAPITAL LLCCRD 306827 · TUCSON, AZ$343,547,948.00Regulatory AUM · August 2026
- BILI FINANCE, LLCCRD 339828 · TUCSON, AZNot availableRegulatory AUM · August 2026
- CAMBRIDGE FINANCIAL GROUP, LLCCRD 117428 · TUCSON, AZ$645,804,007.00Regulatory AUM · August 2026
- CAPITAL WEST PARTNERS, LLCCRD 130762 · TUCSON, AZ$299,981,160.00Regulatory AUM · August 2026
- DAVIS SELECTED ADVISERS LPCRD 108674 · TUCSON, AZ$30,120,188,911.00Regulatory AUM · August 2026
- FINANCIAL DIRECTIONS LLCCRD 108475 · TUCSON, AZ$737,846,215.00Regulatory AUM · August 2026
- FIVE SPEED FINANCIAL PLANNING LLCCRD 339660 · TUCSON, AZ$114,881,655.00Regulatory AUM · August 2026
- FORTRESS FINANCIAL SOLUTIONS, LLCCRD 143969 · TUCSON, AZ$142,011,990.00Regulatory AUM · August 2026
- GORDIAN ADVISORS, LLCCRD 121362 · TUCSON, AZ$265,202,910.00Regulatory AUM · August 2026
- GR FINANCIAL GROUP, LLCCRD 172370 · TUCSON, AZ$1,052,794,192.00Regulatory AUM · August 2026
- GREENBERG FINANCIAL GROUPCRD 38747 · TUCSON, AZ$406,904,132.00Regulatory AUM · August 2026
- INVESTMENT METRICS, LLCCRD 158872 · TUCSON, AZ$1,221,025,646.00Regulatory AUM · July 2026
- IRONWOOD FINANCIAL, LLCCRD 151004 · TUCSON, AZ$662,546,990.00Regulatory AUM · August 2026
- LEVIN FUNDING GROUP LLCCRD 170087 · TUCSON, AZ$215,430,911.00Regulatory AUM · August 2026
- NOVA FINANCIAL LLCCRD 150148 · TUCSON, AZ$469,445,760.00Regulatory AUM · August 2026
- SECURE INVESTMENT MANAGEMENT, LLCCRD 141195 · TUCSON, AZ$42,909,330.00Regulatory AUM · August 2026
- SOUTHWEST INVESTMENT ADVISORS, INC.CRD 312685 · TUCSON, AZ$386,919,218.00Regulatory AUM · August 2026
- STERLING INVESTMENT MANAGEMENT, LLCCRD 112923 · TUCSON, AZ$409,201,752.00Regulatory AUM · August 2026
- STRATEGIC EQUITY MANAGEMENT, INC.CRD 112142 · TUCSON, AZ$933,491,000.00Regulatory AUM · August 2026
- TCI WEALTH ADVISORS, INC.CRD 107373 · TUCSON, AZ$5,368,062,519.00Regulatory AUM · August 2026
- TREIBERG WEALTH MANAGEMENT, INC.CRD 284140 · TUCSON, AZ$325,106,572.00Regulatory AUM · August 2026
- UNION CAPITAL COMPANYCRD 110301 · TUCSON, AZ$150,000,000.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT PARTNERS, LLCCRD 309790 · TUCSON, AZ$793,517,960.00Regulatory AUM · August 2026
- WILKINSON WEALTH MANAGEMENT, LLCCRD 317741 · TUCSON, AZ$164,703,534.00Regulatory AUM · August 2026