Investment adviser firms in Arizona
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
206 firms · Source months shown: July 2026 and August 2026
- 17 CAPITAL PARTNERS, LLCCRD 283013 · PHOENIX, AZ$246,415,209.00Regulatory AUM · August 2026
- 345 INVESTMENT ADVISORY, LLCCRD 342120 · SCOTTSDALE, AZNot availableRegulatory AUM · August 2026
- 3ROOTS WEALTH PARTNERS LLCCRD 338300 · SCOTTSDALE, AZ$92,647,972.00Regulatory AUM · August 2026
- ABLE FINANCIAL GROUP, LLCCRD 323646 · SCOTTSDALE, AZ$732,941,557.00Regulatory AUM · August 2026
- ACCORDANT INVESTMENTS LLCCRD 325678 · SCOTTSDALE, AZ$186,422,766.00Regulatory AUM · August 2026
- ACRYLIC FINANCIAL, INC.CRD 288263 · FOUNTAIN HILLS, AZ$73,548,448.00Regulatory AUM · August 2026
- ACUTE INVESTMENT ADVISORY, LLCCRD 170368 · MESA, AZ$238,432,347.00Regulatory AUM · 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
- ALKEME INVESTMENTS LLCCRD 332434 · SCOTTSDALE, AZNot availableRegulatory AUM · August 2026
- ALKEME WEALTH, LLCCRD 143420 · SCOTTSDALE, AZ$420,187,982.00Regulatory AUM · August 2026
- ALLIED PORTFOLIO MANAGEMENT, INC.CRD 113809 · TUCSON, AZ$240,209,300.00Regulatory AUM · August 2026
- ALPHA FIDUCIARY, INC.CRD 144720 · SCOTTSDALE, AZ$113,992,108.00Regulatory AUM · August 2026
- ALPHATRUST ADVISORY GROUP, LLCCRD 340962 · PHOENIX, AZNot availableRegulatory AUM · August 2026
- AMPLIFY FINANCIAL, LLCCRD 325721 · SCOTTSDALE, AZ$230,715,554.00Regulatory AUM · August 2026
- ARBOR WEALTH MANAGEMENT, LLCCRD 168774 · TEMPE, AZ$138,051,761.00Regulatory AUM · August 2026
- ARQ WEALTH ADVISORS, LLCCRD 147351 · SCOTTSDALE, AZ$1,109,267,076.00Regulatory AUM · August 2026
- ASCENT CAPITAL PARTNERS, LLCCRD 291218 · SCOTTSDALE, AZ$172,002,374.00Regulatory AUM · August 2026
- ASHTON THOMAS PRIVATE WEALTH, LLCCRD 153902 · SCOTTSDALE, AZ$6,009,474,500.00Regulatory AUM · August 2026
- ASSET GROWTH SOLUTIONS, LLCCRD 342319 · SCOTTSDALE, AZ$702,717,385.00Regulatory AUM · August 2026
- ASTEROZOA MANAGEMENT LLCCRD 316870 · PHOENIX, AZ$103,936,739.00Regulatory AUM · August 2026
- ATTESSA CAPITAL LLCCRD 306827 · TUCSON, AZ$343,547,948.00Regulatory AUM · August 2026
- AWM CAPITAL, LLCCRD 287980 · PHOENIX, AZ$1,487,239,767.00Regulatory AUM · August 2026
- BABB WEALTH ADVISORS LLCCRD 298347 · FLAGSTAFF, AZ$209,433,327.00Regulatory AUM · August 2026
- BALBEC CAPITAL MANAGEMENT LPCRD 284363 · SCOTTSDALE, AZ$7,986,194,775.00Regulatory AUM · August 2026
- BALBOA WEALTH PARTNERS, INC.CRD 282329 · SCOTTSDALE, AZ$1,070,330,403.00Regulatory AUM · August 2026
- BASELINE PARTNERS LLCCRD 301762 · MESA, AZ$75,311,489.00Regulatory AUM · August 2026
- BAYNTREE WEALTH ADVISORS, LLCCRD 226708 · SCOTTSDALE, AZ$241,077,085.00Regulatory AUM · August 2026
- BDT & ASSOCIATES, INC.CRD 288008 · YUMA, AZ$371,143,077.00Regulatory AUM · August 2026
- BILI FINANCE, LLCCRD 339828 · TUCSON, AZNot availableRegulatory AUM · August 2026
- BILTMORE WEALTH MANAGEMENT, LLCCRD 151365 · TEMPE, AZ$439,606,710.00Regulatory AUM · August 2026
- BLAKELY WALTERS WEALTH MANAGEMENT LLCCRD 324410 · SCOTTSDALE, AZ$173,704,025.00Regulatory AUM · August 2026
- BLEDSOE ASSET MANAGEMENT, LLCCRD 145943 · PHOENIX, AZ$188,991,340.00Regulatory AUM · August 2026
- BRADLEY WEALTH LLCCRD 131808 · SCOTTSDALE, AZ$196,723,672.00Regulatory AUM · August 2026
- BRIDGELIGHT CAPITAL LLCCRD 154920 · SCOTTSDALE, AZ$136,364,716.00Regulatory 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
- BUTTONWOOD CAPITAL MANAGEMENT, LLCCRD 174857 · SCOTTSDALE, AZ$380,779,562.00Regulatory AUM · August 2026
- C2C WEALTH MANAGEMENT, LLCCRD 284148 · SCOTTSDALE, AZ$179,809,631.00Regulatory AUM · August 2026
- CAMBRIDGE FINANCIAL GROUP, LLCCRD 117428 · TUCSON, AZ$645,804,007.00Regulatory AUM · August 2026
- CAPITAL WEALTH ALLIANCE, LLCCRD 298257 · SCOTTSDALE, AZ$300,294,005.00Regulatory AUM · August 2026
- CAPITAL WEST PARTNERS, LLCCRD 130762 · TUCSON, AZ$299,981,160.00Regulatory AUM · August 2026
- CLAREMONT CAPITAL MANAGEMENT, LLCCRD 155189 · PHOENIX, AZ$843,863,443.00Regulatory AUM · August 2026
- CLARITY WEALTH MANAGEMENT, L.L.C.CRD 284874 · GILBERT, AZ$236,835,677.00Regulatory AUM · August 2026
- CLARUS WEALTH ADVISORS, LLCCRD 281160 · PEORIA, AZ$305,202,024.00Regulatory AUM · August 2026
- COLE WEALTH MANAGEMENT, LLCCRD 134509 · SCOTTSDALE, AZ$181,069,922.00Regulatory AUM · August 2026
- COREPATH WEALTH PARTNERS LLCCRD 299951 · SCOTTSDALE, AZ$261,186,722.00Regulatory AUM · August 2026
- CSP FINANCIAL GROUP LLCCRD 310819 · SCOTTSDALE, AZ$119,237,758.00Regulatory AUM · August 2026
- CURAFIN ADVISORS, LLCCRD 329091 · PHOENIX, AZ$748,375,338.00Regulatory AUM · August 2026
- CYPRESS ADVISORY GROUP, LLCCRD 172113 · SCOTTSDALE, AZ$152,721,993.00Regulatory AUM · August 2026
- DAVIS SELECTED ADVISERS LPCRD 108674 · TUCSON, AZ$30,120,188,911.00Regulatory AUM · August 2026
- DECISIONPOINT FINANCIAL, LLCCRD 296988 · MESA, AZ$1,224,256,610.00Regulatory AUM · August 2026
- DEGREEN PRIVATE WEALTH, LLCCRD 332192 · SCOTTSDALE, AZ$132,808,620.00Regulatory AUM · August 2026
- DEW WEALTH MANAGEMENT, LLCCRD 114148 · SCOTTSDALE, AZ$464,654,933.00Regulatory AUM · August 2026
- DYNAMIC ADVISOR SOLUTIONS LLCCRD 151367 · PHOENIX, AZ$5,637,328,188.00Regulatory AUM · August 2026
- DYNAMIC WEALTH ADVISORSCRD 169792 · SURPRISE, AZ$140,084,956.00Regulatory AUM · August 2026
- EATON-CAMBRIDGE INC.CRD 116798 · PHOENIX, AZ$480,696,777.00Regulatory AUM · August 2026
- EMBARK WEALTH MANAGEMENT, LLCCRD 157950 · TEMPE, AZ$57,378,134.00Regulatory AUM · August 2026
- ENSIGN ADVISORY PARTNERS LLCCRD 325650 · GILBERT, AZ$101,016,323.00Regulatory AUM · August 2026
- ESTANCIA CAPITAL MANAGEMENT, LLCCRD 166478 · SCOTTSDALE, AZ$908,004,113.00Regulatory AUM · August 2026
- FAITH INVESTOR SERVICES LLCCRD 313337 · SCOTTSDALE, AZ$279,720,172.00Regulatory AUM · August 2026
- FAMILY OFFICE INVESTMENT ADVISORY LLCCRD 339607 · SCOTTSDALE, AZNot availableRegulatory AUM · August 2026
- FARNAM FINANCIAL, LLCCRD 306180 · PHOENIX, AZ$161,447,231.00Regulatory AUM · August 2026
- FINANCIAL DIRECTIONS LLCCRD 108475 · TUCSON, AZ$737,846,215.00Regulatory AUM · August 2026
- FINANCIAL LIFE PLANNERS LLCCRD 129415 · TEMPE, AZ$208,356,675.00Regulatory AUM · August 2026
- FINANCIAL PLANNING FIRST, LLCCRD 319273 · TUSCON, AZ$113,861,377.00Regulatory AUM · August 2026
- FIVE SPEED FINANCIAL PLANNING LLCCRD 339660 · TUCSON, AZ$114,881,655.00Regulatory AUM · August 2026
- FOOTHILLS ADVISORS, LLCCRD 298408 · CAVE CREEK, AZ$128,502,878.00Regulatory AUM · August 2026
- FORM PROSPERITY WEALTH ADVISORS, LLCCRD 307792 · CHANDLER, AZ$118,965,694.00Regulatory AUM · August 2026
- FORTITUDE FAMILY OFFICE, LLCCRD 317615 · SCOTTSDALE, AZ$1,000,141,727.00Regulatory AUM · August 2026
- FORTRESS FINANCIAL SOLUTIONS, LLCCRD 143969 · TUCSON, AZ$142,011,990.00Regulatory AUM · August 2026
- FOUNDATIONS INVESTMENT ADVISORS LLCCRD 175083 · PHOENIX, AZ$10,097,715,159.00Regulatory AUM · August 2026
- GALLOWAY ASSET MANAGEMENT LLCCRD 141091 · MESA, AZ$17,881,765.00Regulatory AUM · August 2026
- GALVIN, GAUSTAD & STEIN, LLCCRD 153410 · SCOTTSDALE, AZ$1,354,519,461.00Regulatory AUM · August 2026
- GI MANAGER L.P.CRD 161573 · SCOTTSDALE, AZ$35,738,096,082.00Regulatory AUM · August 2026
- GLOBAL PORTFOLIO SOLUTIONS, INC.CRD 333381 · SCOTTSDALE, AZ$127,696,231.00Regulatory AUM · August 2026
- GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLCCRD 175300 · SCOTTSDALE, AZ$1,609,486,864.00Regulatory 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
- GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLCCRD 306068 · TEMPE, AZ$297,272,886.00Regulatory AUM · August 2026
- GREENBERG FINANCIAL GROUPCRD 38747 · TUCSON, AZ$406,904,132.00Regulatory AUM · August 2026
- HARDING WEALTH, INC.CRD 282686 · TEMPE, AZ$212,623,954.00Regulatory AUM · August 2026
- HARMONY ASSET MANAGEMENT LLCCRD 116069 · SCOTTSDALE, AZ$462,513,551.00Regulatory AUM · August 2026
- HEFFERNAN ADVISORY, INC.CRD 116771 · FLAGSTAFF, AZ$409,585,443.00Regulatory AUM · August 2026
- HERITAGE FAMILY OFFICES, LLPCRD 323930 · SCOTTSDALE, AZ$423,261,650.00Regulatory AUM · August 2026
- HILLSPRING FINANCIAL, INC.CRD 113938 · SURPRISE, AZ$185,998,213.00Regulatory AUM · August 2026
- ICW INVESTMENT ADVISORS, LLCCRD 135081 · SCOTTSDALE, AZ$376,600,000.00Regulatory AUM · August 2026
- IDX ADVISORS, LLCCRD 299658 · SCOTTSDALE, AZ$128,120,589.00Regulatory AUM · August 2026
- IMMACULATE WEALTH MANAGEMENT, LLCCRD 167657 · MESA, AZ$140,823,690.00Regulatory AUM · August 2026
- INDIGO PARTNERS LLCCRD 163648 · SCOTTSDALE, AZ$1,657,483,643.00Regulatory AUM · August 2026
- INTERWEALTH MANAGEMENT, LLCCRD 155597 · SCOTTSDALE, AZ$298,005,781.00Regulatory AUM · August 2026
- INTRINSIC VALUE PARTNERS, LLCCRD 165214 · PHOENIX, AZ$220,560,987.00Regulatory AUM · August 2026
- INTRINSIC WEALTH COUNSEL, INC.CRD 105022 · TEMPE, AZ$344,681,068.00Regulatory 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
- IRONWOOD INVESTMENT COUNSEL, LLCCRD 110623 · SCOTTSDALE, AZ$1,757,391,038.00Regulatory AUM · August 2026
- IRONWOOD WEALTH MANAGEMENT, LLCCRD 200511 · CHANDLER, AZ$607,666,705.00Regulatory AUM · August 2026
- J. P. DAVIS, INC.CRD 289548 · ORO VALLEY, AZ$241,969,239.00Regulatory AUM · August 2026
- JOE ALLEN, LLCCRD 342928 · PRESCOTT, AZNot availableRegulatory AUM · August 2026
- JUNCTURE WEALTH STRATEGIES, LLCCRD 298110 · SCOTTSDALE, AZ$473,616,234.00Regulatory AUM · August 2026