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Data / Investment advisers / Arizona / Tucson

Investment advisers in Tucson, AZ: 27 firms, $44.5 billion in AUM

27 investment advisers have their main office in Tucson, Arizona: 27 SEC registered and 0 exempt reporting. The registered advisers report $44.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Davis Selected Advisers LP with $30.1 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

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  • 27Advisers
  • 27SEC registered
  • $44.5 billionTotal AUM
  • 23Advisers over $100 million
  • 1Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Davis Selected Advisers LPTucson$30.12 billion109121Not listed(800) 279-2279davisadvisors.comadviserinfo.sec.gov
Tci Wealth Advisors, Inc.Tucson$5.37 billion11,86372Not listed(520) 733-1477adviserinfo.sec.gov
GR Financial Group, LLCTucson$1.05 billion2,55210Not listed(520) 577-4711gr-financialgroup.comadviserinfo.sec.gov
Sem Wealth ManagementTucson$933.5 million4,06511Not listed(520) 749-4580adviserinfo.sec.gov
Wealth Management Partners, LLCTucson$793.5 million2,2708Not listed(520) 297-7999adviserinfo.sec.gov
Financial Directions LLCTucson$737.8 million2,4883Not listed(520) 408-7777financialdirectionsllc.comadviserinfo.sec.gov
Ironwood Financial, LLCTucson$662.5 million1,66710Not listed(520) 318-4600ironwoodfinancial.comadviserinfo.sec.gov
Cambridge Financial Group, LLCTucson$645.8 million1,38310Not listed(520) 531-0550cambridgefinancialgroup.comadviserinfo.sec.gov
Nova Financial ServicesTucson$469.4 million1,38810Not listed(520) 745-5555arizonafinancialplan.comadviserinfo.sec.gov
Sterling Investment Management, LLCTucson$409.2 million3998Not listed(520) 293-3311adviserinfo.sec.gov
Greenberg Financial GroupTucson$406.9 million1,17510Not listed(520) 544-4909greenbergfinancial.comadviserinfo.sec.gov
Southwest Investment Advisors, Inc.Tucson$386.9 million1,1625Not listed(520) 544-2500siatucson.comadviserinfo.sec.gov
Attessa Capital LLCTucson$343.5 million6997Not listed(520) 600-3064attessacapital.comadviserinfo.sec.gov
Treiberg Wealth ManagementTucson$325.1 million7066Not listed(520) 232-0505adviserinfo.sec.gov
Capital West Partners, LLCTucson$300 million1773Not listed(520) 296-9803capitalwestpartners.comadviserinfo.sec.gov
Gordian Advisors, LLCTucson$265.2 million3433Not listed(520) 615-2779gordianadvisors.comadviserinfo.sec.gov
Allied Portfolio Management, Inc.Tucson$240.2 million3272Not listed(520) 296-1035alliedportfolio.comadviserinfo.sec.gov
Levin Funding Group LLCTucson$215.4 million1652Not listed(520) 751-2000levinfunding.comadviserinfo.sec.gov
Aio Financial, LLCTucson$199.2 million1974Not listed(520) 325-0769expatplanners.comadviserinfo.sec.gov
Wilkinson Wealth Management, LLCTucson$164.7 million8902Not listed(520) 777-1911wilkinsonwealthmgmt.comadviserinfo.sec.gov
Union Capital CompanyTucson$150 million41413Not listed(520) 664-2001unioncapital.comadviserinfo.sec.gov
Fortress Financial Solutions, LLCTucson$142 million72310Not listed(520) 751-8600adviserinfo.sec.gov
Schulz Financial GroupTucson$114.9 million4933Not listed(520) 495-2800schulzfinancialgroup.comadviserinfo.sec.gov
Secure Investment Management, LLCTucson$42.9 million94231Not listed(520) 333-4719jlbfinancialinc.comadviserinfo.sec.gov
Alamos Capital, LLCTucson$1 million121(520) 664-2001adviserinfo.sec.gov
Bili FinanceTucsonNot listed01Not listed(520) 329-4954heybili.comadviserinfo.sec.gov
Trivera Wealth Management, LLCTucsonNot listed01Not listed(520) 719-1433adviserinfo.sec.gov

Advisers in Tucson that manage private funds

1 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Alamos Capital, LLCTucsonAZ11Not listedNot listedNot listedNot listed$1 millionadviserinfo.sec.gov

Newest SEC registrations in Tucson

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Trivera Wealth Management, LLCTucsonAZAugust 26, 2026Not listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.