Data / Investment advisers / Serving corporations and other businesses / Arizona
Investment advisers in Arizona serving corporations and other businesses: 70 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
70 SEC registered investment advisers with a main office in Arizona report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $8.7 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Osaic Wealth, Inc.
The request: Every investment adviser in Arizona that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.
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.
- 70Advisers
- $8.7 billionAUM from this client type
- 70Advisers over $100 million
- November 2, 2026File date
Advisers in Arizona serving corporations and other businesses
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Osaic Wealth, Inc. | Scottsdale | 4,024 | $5.37 billion | $234.86 billion | adviserinfo.sec.gov |
| Davis Selected Advisers LP | Tucson | 3 | $497 million | $30.12 billion | adviserinfo.sec.gov |
| Smead Capital Management, Inc. | Phoenix | 8 | $456.8 million | $5.52 billion | adviserinfo.sec.gov |
| United Planners' Financial Services of America a Limited Partner | Scottsdale | 192 | $322.5 million | $12.77 billion | adviserinfo.sec.gov |
| Versant Capital Management, Inc. | Phoenix | 25 | $312.5 million | $1.81 billion | adviserinfo.sec.gov |
| Xcelsior Advisor Partners LLC | Scottsdale | 51 | $282.9 million | $2.51 billion | adviserinfo.sec.gov |
| Treasure Investment Management, LLC | Scottsdale | 336 | $252.2 million | $252.7 million | adviserinfo.sec.gov |
| MSH Capital Advisors LLC | Scottsdale | 72 | $157.3 million | $1.35 billion | adviserinfo.sec.gov |
| Ashton Thomas Private Wealth | Scottsdale | 36 | $109.5 million | $6.01 billion | adviserinfo.sec.gov |
| Trek Financial | Scottsdale | 24 | $106.8 million | $2.82 billion | adviserinfo.sec.gov |
| Ironwood Financial, LLC | Tucson | 19 | $100.4 million | $662.5 million | adviserinfo.sec.gov |
| PFG Advisors | Phoenix | 51 | $71.9 million | $3.26 billion | adviserinfo.sec.gov |
| Dynamic | Phoenix | 41 | $60.4 million | $5.64 billion | adviserinfo.sec.gov |
| Rovin Capital | Mesa | 26 | $58.2 million | $917.3 million | adviserinfo.sec.gov |
| Zenith Wealth Advisors | Scottsdale | 7 | $49.8 million | $328.3 million | adviserinfo.sec.gov |
| Galvin, Gaustad & Stein, LLC | Scottsdale | 16 | $35.4 million | $1.35 billion | adviserinfo.sec.gov |
| Tribeca Financial, LLC | Mesa | 10 | $35.1 million | $248.3 million | adviserinfo.sec.gov |
| Tci Wealth Advisors, Inc. | Tucson | 22 | $33.8 million | $5.37 billion | adviserinfo.sec.gov |
| Windsor Capital Management, LLC | Phoenix | 13 | $24.4 million | $703.4 million | adviserinfo.sec.gov |
| Pinnacle Peak Private Client Group, LLC | Scottsdale | 12 | $24.2 million | $481.1 million | adviserinfo.sec.gov |
| Sterling Investment Management, LLC | Tucson | 4 | $24.2 million | $409.2 million | adviserinfo.sec.gov |
| Foundations Investment Advisors LLC | Phoenix | 25 | $21.6 million | $10.10 billion | adviserinfo.sec.gov |
| Ironwood Investment Counsel, LLC | Scottsdale | Fewer than 5 | $21.3 million | $1.76 billion | adviserinfo.sec.gov |
| R.H. Investment Group, LLC | Scottsdale | Fewer than 5 | $20.7 million | $238.5 million | adviserinfo.sec.gov |
| Vestpointe Wealth Management, LLC | Scottsdale | 7 | $16.5 million | $165.8 million | adviserinfo.sec.gov |
| Harmony Asset Management LLC | Scottsdale | 7 | $16.2 million | $462.5 million | adviserinfo.sec.gov |
| Fortitude Family Office | Scottsdale | 1 | $16.1 million | $1.27 billion | adviserinfo.sec.gov |
| Verus Capital Partners, LLC | Scottsdale | 57 | $16.1 million | $2.29 billion | adviserinfo.sec.gov |
| L. Roy Papp & Associates, LLP | Phoenix | 7 | $13 million | $1.62 billion | adviserinfo.sec.gov |
| Levin Funding Group LLC | Tucson | 3 | $12.1 million | $215.4 million | adviserinfo.sec.gov |
| Arq Wealth Advisors, LLC | Scottsdale | 6 | $12 million | $1.21 billion | adviserinfo.sec.gov |
| Eaton-Cambridge Inc. | Phoenix | 19 | $11.6 million | $480.7 million | adviserinfo.sec.gov |
| Able Financial Group, LLC | Scottsdale | 5 | $11.5 million | $732.9 million | adviserinfo.sec.gov |
| Templeton Financial Services Inc. | Chandler | Fewer than 5 | $11.3 million | $441.8 million | adviserinfo.sec.gov |
| Lane Brothers Investment Counsel | Prescott | 3 | $9.8 million | $240.1 million | adviserinfo.sec.gov |
| One Wealth Capital Management, LLC | Scottsdale | 2 | $7.7 million | $306.8 million | adviserinfo.sec.gov |
| Taurum Retirement Partners, LLC | Mesa | Fewer than 5 | $7.2 million | $155.9 million | adviserinfo.sec.gov |
| Balboa Wealth Partners, Inc. | Scottsdale | 10 | $6.5 million | $1.07 billion | adviserinfo.sec.gov |
| Attessa Capital LLC | Tucson | 2 | $6.1 million | $343.5 million | adviserinfo.sec.gov |
| GR Financial Group, LLC | Tucson | 5 | $6 million | $1.05 billion | adviserinfo.sec.gov |
| Buttonwood Capital Management (BCM) | Scottsdale | 9 | $4.7 million | $380.8 million | adviserinfo.sec.gov |
| Bridgeport Financial Solutions | Phoenix | 5 | $4 million | $1.05 billion | adviserinfo.sec.gov |
| Redeem Wealth Management | Gilbert | Fewer than 5 | $3.9 million | $118.6 million | adviserinfo.sec.gov |
| Meixler Investment Management, LTD. | Show Low | 8 | $3.7 million | $228.4 million | adviserinfo.sec.gov |
| 17 Capital Partners, LLC | Phoenix | 22 | $3.3 million | $246.4 million | adviserinfo.sec.gov |
| Ensign Advisory Partners LLC | Gilbert | 21 | $3.2 million | $101 million | adviserinfo.sec.gov |
| Stonecrest Wealth Management, Inc | Chandler | Fewer than 5 | $3 million | $375.8 million | adviserinfo.sec.gov |
| Heffernan Advisory, Inc. | Flagstaff | 5 | $2.9 million | $409.6 million | adviserinfo.sec.gov |
| Amplify Financial, LLC | Scottsdale | Fewer than 5 | $2.8 million | $230.7 million | adviserinfo.sec.gov |
| Southwest Investment Advisors, Inc. | Tucson | 5 | $2.5 million | $386.9 million | adviserinfo.sec.gov |
| Miller Wealth Management | Gilbert | Fewer than 5 | $2.5 million | $100.4 million | adviserinfo.sec.gov |
| Seros Wealth Partners | Gilbert | 5 | $2 million | $359.2 million | adviserinfo.sec.gov |
| Fullerton Financial, LLC | Peoria | 5 | $1.4 million | $525 million | adviserinfo.sec.gov |
| Alphatrust Advisors | Phoenix | Fewer than 5 | $1.3 million | $113.1 million | adviserinfo.sec.gov |
| Profocus Incorporated | Phoenix | 13 | $1.1 million | $156.5 million | adviserinfo.sec.gov |
| Graystone Partners Wealth Management, LLC | Tempe | 3 | $980,841 | $297.3 million | adviserinfo.sec.gov |
| Treiberg Wealth Management | Tucson | 1 | $906,296 | $325.1 million | adviserinfo.sec.gov |
| WLTH Capital Management, LLC | Chandler | Fewer than 5 | $782,654 | $229.8 million | adviserinfo.sec.gov |
| Foothills Advisors, LLC | Cave Creek | 3 | $699,192 | $142.1 million | adviserinfo.sec.gov |
| Form Prosperity Wealth Advisors, LLC | Chandler | 2 | $592,854 | $119 million | adviserinfo.sec.gov |
| Taylor Frigon Capital Management LLC | Scottsdale | 3 | $579,302 | $232.6 million | adviserinfo.sec.gov |
| WT Wealth Management, LLC | Scottsdale | 4 | $533,792 | $419.1 million | adviserinfo.sec.gov |
| Total Investment Management, Inc. | Scottsdale | 2 | $526,800 | $1.35 billion | adviserinfo.sec.gov |
| Brookwood Investment Group | Phoenix | 5 | $365,128 | $1.25 billion | adviserinfo.sec.gov |
| Martinsen Wealth Management | Tempe | 1 | $308,208 | $143.2 million | adviserinfo.sec.gov |
| Immaculate Wealth Management, LLC | Mesa | 4 | $293,167 | $156.7 million | adviserinfo.sec.gov |
| Sem Wealth Management | Tucson | Fewer than 5 | $220,000 | $933.5 million | adviserinfo.sec.gov |
| WJ Wealth Management | Glendale | 1 | $79,418 | $261.5 million | adviserinfo.sec.gov |
| Wall Capital Group, Inc. | Phoenix | Fewer than 5 | $26,118 | $294.7 million | adviserinfo.sec.gov |
| Ridgeline Private Wealth | Mesa | 1 | $15,183 | $172.8 million | adviserinfo.sec.gov |
Also on SpecStream
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.