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Data / Investment advisers / Serving high net worth individuals / Arizona

Investment advisers in Arizona serving high net worth individuals: 175 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

175 SEC registered investment advisers with a main office in Arizona report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $193 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 high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

Get high net worth individuals advisers in ArizonaWatch new advisers in Arizona

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.

  • 175Advisers
  • $193 billionAUM from this client type
  • 168Advisers over $100 million
  • November 2, 2026File date

Advisers in Arizona serving high net worth individuals

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Osaic Wealth, Inc.Scottsdale55,457$113.36 billion$234.86 billionadviserinfo.sec.gov
United Planners' Financial Services of America a Limited PartnerScottsdale4,880$5.57 billion$12.77 billionadviserinfo.sec.gov
Foundations Investment Advisors LLCPhoenix6,047$5.36 billion$10.10 billionadviserinfo.sec.gov
Ashton Thomas Private WealthScottsdale1,198$5.22 billion$6.01 billionadviserinfo.sec.gov
Tfo Family Office PartnersPhoenix231$4.96 billion$5.04 billionadviserinfo.sec.gov
DynamicPhoenix1,813$4.45 billion$5.64 billionadviserinfo.sec.gov
Tci Wealth Advisors, Inc.Tucson1,290$4.35 billion$5.37 billionadviserinfo.sec.gov
Stoker Ostler, a Part of BMO Financial GroupScottsdale945$3.31 billion$3.67 billionadviserinfo.sec.gov
PFG AdvisorsPhoenix735$1.62 billion$3.26 billionadviserinfo.sec.gov
Trek FinancialScottsdale670$1.51 billion$2.82 billionadviserinfo.sec.gov
Ironwood Investment Counsel, LLCScottsdale300$1.37 billion$1.76 billionadviserinfo.sec.gov
Versant Capital Management, Inc.Phoenix310$1.36 billion$1.81 billionadviserinfo.sec.gov
L. Roy Papp & Associates, LLPPhoenix276$1.34 billion$1.62 billionadviserinfo.sec.gov
Awm Capital, LLCPhoenix236$1.29 billion$1.49 billionadviserinfo.sec.gov
Global Strategic Nextgen OcioScottsdale92$1.17 billion$1.61 billionadviserinfo.sec.gov
Galvin, Gaustad & Stein, LLCScottsdale440$1.13 billion$1.35 billionadviserinfo.sec.gov
Fortitude Family OfficeScottsdale357$1.08 billion$1.27 billionadviserinfo.sec.gov
Arq Wealth Advisors, LLCScottsdale319$1.04 billion$1.21 billionadviserinfo.sec.gov
Verus Capital Partners, LLCScottsdale426$1.04 billion$2.29 billionadviserinfo.sec.gov
Watts Gwilliam & Company, LLCGilbert458$973.2 million$1.03 billionadviserinfo.sec.gov
Trajan Wealth, L.L.C.Scottsdale1,035$906.3 million$2.60 billionadviserinfo.sec.gov
Total Investment Management, Inc.Scottsdale406$875.6 million$1.35 billionadviserinfo.sec.gov
Balboa Wealth Partners, Inc.Scottsdale262$828.3 million$1.07 billionadviserinfo.sec.gov
Sensible Money, LLCScottsdale220$686.4 million$742.5 millionadviserinfo.sec.gov
Bridgeport Financial SolutionsPhoenix241$679.4 million$1.05 billionadviserinfo.sec.gov
GR Financial Group, LLCTucson290$636.8 million$1.05 billionadviserinfo.sec.gov
MSH Capital Advisors LLCScottsdale183$607.1 million$1.35 billionadviserinfo.sec.gov
Wealth Management Partners, LLCTucson193$605.9 million$793.5 millionadviserinfo.sec.gov
Able Financial Group, LLCScottsdale284$601.8 million$732.9 millionadviserinfo.sec.gov
Cambridge Financial Group, LLCTucson166$584.8 million$645.8 millionadviserinfo.sec.gov
Xcelsior Advisor Partners LLCScottsdale131$562.5 million$2.51 billionadviserinfo.sec.gov
Rovin CapitalMesa157$551.3 million$917.3 millionadviserinfo.sec.gov
Decisionpoint Financial, LLCMesa146$467.6 million$1.22 billionadviserinfo.sec.gov
Brookwood Investment GroupPhoenix210$460.3 million$1.25 billionadviserinfo.sec.gov
Financial Directions LLCTucson156$452.8 million$737.8 millionadviserinfo.sec.gov
Dew Wealth ManagementScottsdale209$450.5 million$464.7 millionadviserinfo.sec.gov
Templeton Financial Services Inc.Chandler315$430.5 million$441.8 millionadviserinfo.sec.gov
Sem Wealth ManagementTucson260$416.2 million$933.5 millionadviserinfo.sec.gov
Juncture Wealth Strategies, LLCScottsdale171$404.3 million$473.6 millionadviserinfo.sec.gov
Eaton-Cambridge Inc.Phoenix143$392.4 million$480.7 millionadviserinfo.sec.gov
Luminvest Wealth Management LLCScottsdale113$388.1 million$398 millionadviserinfo.sec.gov
Windsor Capital Management, LLCPhoenix183$374.4 million$703.4 millionadviserinfo.sec.gov
Biltmore Wealth Management, LLCTempe96$368.6 million$439.6 millionadviserinfo.sec.gov
Intelligent CapitalworksScottsdale79$352.9 million$376.6 millionadviserinfo.sec.gov
Exeter Financial, LLCScottsdale48$331.5 million$420.2 millionadviserinfo.sec.gov
Heffernan Advisory, Inc.Flagstaff165$323.1 million$409.6 millionadviserinfo.sec.gov
Sterling Investment Management, LLCTucson74$321.8 million$409.2 millionadviserinfo.sec.gov
Harmony Asset Management LLCScottsdale133$314.9 million$462.5 millionadviserinfo.sec.gov
Ironwood Financial, LLCTucson107$312.2 million$662.5 millionadviserinfo.sec.gov
Buttonwood Capital Management (BCM)Scottsdale105$307.3 million$380.8 millionadviserinfo.sec.gov
Intrinsic Wealth Counsel, Inc.Tempe112$294.6 million$344.7 millionadviserinfo.sec.gov
Pinnacle Peak Private Client Group, LLCScottsdale119$294.3 million$481.1 millionadviserinfo.sec.gov
Vigilare Wealth Management LLCScottsdale79$292 million$330.9 millionadviserinfo.sec.gov
Treiberg Wealth ManagementTucson151$283.8 million$325.1 millionadviserinfo.sec.gov
Stonecrest Wealth Management, IncChandler111$283.6 million$375.8 millionadviserinfo.sec.gov
Attessa Capital LLCTucson116$281.4 million$343.5 millionadviserinfo.sec.gov
Nova Financial ServicesTucson144$276.8 million$469.4 millionadviserinfo.sec.gov
Stableford Capital LLCScottsdale50$276.7 million$305.3 millionadviserinfo.sec.gov
Aim CapitalScottsdale134$270.4 million$309.3 millionadviserinfo.sec.gov
One Wealth Capital Management, LLCScottsdale133$269.6 million$306.8 millionadviserinfo.sec.gov
Zenith Wealth AdvisorsScottsdale52$258.7 million$328.3 millionadviserinfo.sec.gov
Invicta Financial GroupYuma181$256.2 million$371.1 millionadviserinfo.sec.gov
Triton Wealth Management, PLLCSun City147$255.5 million$405.1 millionadviserinfo.sec.gov
Key Group Management, Inc.Fountain Hills85$249 million$303.8 millionadviserinfo.sec.gov
Sage Financial Advisors Inc.Scottsdale79$248.6 million$270.3 millionadviserinfo.sec.gov
Ironwood Wealth Management, LLCChandler155$246.6 million$607.7 millionadviserinfo.sec.gov
Gordian Advisors, LLCTucson71$242.5 million$265.2 millionadviserinfo.sec.gov
WT Wealth Management, LLCScottsdale105$230.4 million$419.1 millionadviserinfo.sec.gov
Greenberg Financial GroupTucson125$228.5 million$406.9 millionadviserinfo.sec.gov
Capital Wealth Alliance, LLCScottsdale59$221.3 million$300.3 millionadviserinfo.sec.gov
Johnson Financial AdvisorsTempe77$220 million$301 millionadviserinfo.sec.gov
Allied Portfolio Management, Inc.Tucson38$219 million$240.2 millionadviserinfo.sec.gov
Seros Wealth PartnersGilbert121$217.8 million$359.2 millionadviserinfo.sec.gov
WLTH Capital Management, LLCChandler56$216.6 million$229.8 millionadviserinfo.sec.gov
Southwest Investment Advisors, Inc.Tucson218$216.4 million$386.9 millionadviserinfo.sec.gov
R.H. Investment Group, LLCScottsdale35$215.1 million$238.5 millionadviserinfo.sec.gov
Graystone Partners Wealth Management, LLCTempe156$213.7 million$297.3 millionadviserinfo.sec.gov
Intrinsic Value Partners, LLCPhoenix48$211.8 million$220.6 millionadviserinfo.sec.gov
17 Capital Partners, LLCPhoenix39$207.4 million$246.4 millionadviserinfo.sec.gov
NRG Wealth ManagementOro Valley72$206 million$242 millionadviserinfo.sec.gov
Corepath Wealth Partners LLCScottsdale73$202.2 million$261.2 millionadviserinfo.sec.gov
Interwealth Management, LLCScottsdale76$199.2 million$298 millionadviserinfo.sec.gov
Claremont Capital Management, LLCPhoenix15$196.1 million$843.9 millionadviserinfo.sec.gov
SL CapitalScottsdale65$194.9 million$230.3 millionadviserinfo.sec.gov
Tandem Wealth AdvisorsPhoenix96$191.2 million$261.5 millionadviserinfo.sec.gov
345 Investment Advisory, LLCScottsdale222$182 million$295.1 millionadviserinfo.sec.gov
Levin Funding Group LLCTucson33$181.5 million$215.4 millionadviserinfo.sec.gov
Releve Financial GroupScottsdale87$178.1 million$255.6 millionadviserinfo.sec.gov
Wealth Engineering, LLCScottsdale36$158.5 million$171 millionadviserinfo.sec.gov
Scottsdale Wealth Planning, Inc.Scottsdale43$156.6 million$171.5 millionadviserinfo.sec.gov
Harding Wealth, Inc.Tempe64$154.5 million$212.6 millionadviserinfo.sec.gov
Strategy Financial GroupPhoenix153$152.3 million$366.7 millionadviserinfo.sec.gov
Farnam FinancialPhoenix59$151.2 million$161.4 millionadviserinfo.sec.gov
Davis Selected Advisers LPTucson28$150.3 million$30.12 billionadviserinfo.sec.gov
Bradley Wealth LLCScottsdale52$149.3 million$196.7 millionadviserinfo.sec.gov
Amplify Financial, LLCScottsdale584$149 million$230.7 millionadviserinfo.sec.gov
Sierra Legacy GroupScottsdale14$148.9 million$152.7 millionadviserinfo.sec.gov
Tribeca Financial, LLCMesa59$143.8 million$248.3 millionadviserinfo.sec.gov
Wealth Management SolutionsScottsdale53$143 million$172.6 millionadviserinfo.sec.gov
Bayntree Wealth Advisors, LLCScottsdale104$141.7 million$241.1 millionadviserinfo.sec.gov
Wise Wealth Partners, LLCPhoenix63$141 million$153.5 millionadviserinfo.sec.gov
Clarity Wealth Management, L.L.C.Gilbert76$140 million$236.8 millionadviserinfo.sec.gov
Prosper Private WealthMesa32$137.5 million$150.8 millionadviserinfo.sec.gov
Spahn Wealth & Retirement LLCScottsdale57$135.5 million$181.4 millionadviserinfo.sec.gov
Ridgeline Private WealthMesa60$134 million$172.8 millionadviserinfo.sec.gov
Wilkinson Wealth Management, LLCTucson52$131.6 million$164.7 millionadviserinfo.sec.gov
Financial Life PlannersTempe69$129.4 million$208.4 millionadviserinfo.sec.gov
C2c Wealth Management, LLCScottsdale55$125 million$179.8 millionadviserinfo.sec.gov
Sharpepoint, LLCPhoenix64$124.1 million$222.8 millionadviserinfo.sec.gov
Dynamic Wealth AdvisorsSurprise49$122.7 million$193.3 millionadviserinfo.sec.gov
Fullerton Financial, LLCPeoria72$122.2 million$525 millionadviserinfo.sec.gov
Taurum Retirement Partners, LLCMesa51$120.7 million$155.9 millionadviserinfo.sec.gov
Profocus IncorporatedPhoenix46$120.5 million$156.5 millionadviserinfo.sec.gov
Lane Brothers Investment CounselPrescott43$120.4 million$240.1 millionadviserinfo.sec.gov
Mathis Wealth ManagementPhoenix75$119.1 million$212.8 millionadviserinfo.sec.gov
Luminescent Wealth Management, Inc.Scottsdale28$115.2 million$127.4 millionadviserinfo.sec.gov
Arbor Wealth Management, LLCTempe44$113.5 million$138.1 millionadviserinfo.sec.gov
Lilliano Capital Management LLCPhoenix31$113.1 million$167.9 millionadviserinfo.sec.gov
Degreen Private Wealth, LLCScottsdale42$111.3 million$132.8 millionadviserinfo.sec.gov
WJ Wealth ManagementGlendale60$109.3 million$261.5 millionadviserinfo.sec.gov
Immaculate Wealth Management, LLCMesa93$106.8 million$156.7 millionadviserinfo.sec.gov
GPS InvestmentsScottsdale33$106.4 million$127.7 millionadviserinfo.sec.gov
Haws Financial Planning LLCSierra Vista90$105 million$105 millionadviserinfo.sec.gov
Vestpointe Wealth Management, LLCScottsdale44$103.7 million$165.8 millionadviserinfo.sec.gov
Aio Financial, LLCTucson48$100 million$199.2 millionadviserinfo.sec.gov
Alphatrust AdvisorsPhoenix31$100 million$113.1 millionadviserinfo.sec.gov
Cole Wealth Management, LLCScottsdale49$98 million$181.1 millionadviserinfo.sec.gov
Fortress Financial Solutions, LLCTucson59$96.2 million$142 millionadviserinfo.sec.gov
Foothills Advisors, LLCCave Creek48$92.8 million$142.1 millionadviserinfo.sec.gov
Westmark Wealth ManagementPhoenix51$92.8 million$195.4 millionadviserinfo.sec.gov
Suttle Crossland Wealth Advisors, LLCScottsdale30$90.7 million$101.1 millionadviserinfo.sec.gov
O'Connor Capital Advisory, LLCScottsdale38$90 million$112.1 millionadviserinfo.sec.gov
Meixler Investment Management, LTD.Show Low41$89.4 million$228.4 millionadviserinfo.sec.gov
Blakely Walters Wealth ManagementScottsdale53$86.3 million$173.7 millionadviserinfo.sec.gov
Wisdom Wealth Investment Advisors LLCPhoenix40$84.8 million$138.8 millionadviserinfo.sec.gov
Almega Wealth ManagementScottsdale54$82 million$134.3 millionadviserinfo.sec.gov
Bridgelight Capital LLCScottsdale45$81.8 million$136.4 millionadviserinfo.sec.gov
Ascent Capital Partners, LLCScottsdale55$80.5 million$172 millionadviserinfo.sec.gov
Next Up Wealth Advisors, LLCScottsdale132$80.1 million$100.2 millionadviserinfo.sec.gov
Acute Investment AdvisoryMesa59$79 million$238.4 millionadviserinfo.sec.gov
Union Capital CompanyTucson26$77 million$150 millionadviserinfo.sec.gov
Babb Wealth Advisors LLCFlagstaff81$74.3 million$209.4 millionadviserinfo.sec.gov
Bledsoe Asset Management, LLCPhoenix47$73.9 million$189 millionadviserinfo.sec.gov
CSP Financial Group LLCScottsdale46$71.5 million$150.6 millionadviserinfo.sec.gov
Optima Capital ManagementTempe36$70.4 million$150.3 millionadviserinfo.sec.gov
Clarus Wealth Advisors, LLCPeoria30$70.3 million$305.2 millionadviserinfo.sec.gov
Strategic Income Group LLCChandler20$68.4 million$362.4 millionadviserinfo.sec.gov
Alpha FiduciaryPhoenix34$62.3 million$114 millionadviserinfo.sec.gov
Faith Investor ServicesScottsdale27$61.4 million$279.7 millionadviserinfo.sec.gov
3roots Wealth Partners LLCScottsdale24$61.1 million$92.6 millionadviserinfo.sec.gov
Taylor Frigon Capital Management LLCScottsdale98$60.1 million$232.6 millionadviserinfo.sec.gov
Redwood Investment Management, LLC.Scottsdale61$59.3 million$2.47 billionadviserinfo.sec.gov
Hillspring Financial, Inc.Surprise29$58.3 million$186 millionadviserinfo.sec.gov
Financial Planning First, LLCTuscon31$57.5 million$113.9 millionadviserinfo.sec.gov
Endeavor Advisors LLCPhoenix27$57.4 million$114.4 millionadviserinfo.sec.gov
Heritage Family Offices, LLPScottsdale80$56.2 million$423.3 millionadviserinfo.sec.gov
Martinsen Wealth ManagementTempe28$55.4 million$143.2 millionadviserinfo.sec.gov
Wall Capital Group, Inc.Phoenix34$49.4 million$294.7 millionadviserinfo.sec.gov
Redeem Wealth ManagementGilbert27$49.3 million$118.6 millionadviserinfo.sec.gov
Form Prosperity Wealth Advisors, LLCChandler27$46.7 million$119 millionadviserinfo.sec.gov
Smead Capital Management, Inc.Phoenix49$43.2 million$5.52 billionadviserinfo.sec.gov
Schulz Financial GroupTucson21$41.6 million$114.9 millionadviserinfo.sec.gov
Acrylic Financial, Inc.Fountain Hills29$40.5 million$73.5 millionadviserinfo.sec.gov
Titan Capital ManagementScottsdale17$39.2 million$84.2 millionadviserinfo.sec.gov
Ensign Advisory Partners LLCGilbert12$31.3 million$101 millionadviserinfo.sec.gov
Preston InvestmentsKingman17$23.1 million$197.7 millionadviserinfo.sec.gov
Spirit West Advisors, LLCScottsdale20$21 million$111.1 millionadviserinfo.sec.gov
Miller Wealth ManagementGilbertFewer than 5$20 million$100.4 millionadviserinfo.sec.gov
Taylor Frigon Family Office, LLCScottsdaleFewer than 5$20 million$20 millionadviserinfo.sec.gov
Capital West Partners, LLCTucson70$15.5 million$300 millionadviserinfo.sec.gov
Vora Wealth Management, PLLCFlagstaff6$14.9 million$74.8 millionadviserinfo.sec.gov
Embark Wealth Management, LLCTempe12$11.4 million$57.4 millionadviserinfo.sec.gov
Arcwood Financial, LLCPhoenix6$7.2 million$186.6 millionadviserinfo.sec.gov
Secure Investment Management, LLCTucson4$5.5 million$42.9 millionadviserinfo.sec.gov
Mulholland Wealth Advisors, LLCScottsdale4$201,581$611.7 millionadviserinfo.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.