Top RIA Firms in Arizona (2026)

    40 SEC-registered investment advisory firms headquartered in Arizona — a combined $465.6B in assets under management, led by Osaic Wealth, Inc. in Scottsdale. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Osaic Wealth, Inc.
    Scottsdale
    AUM $234.9B · 850,797 accounts
    Voya Investments, LLC
    Scottsdale
    AUM $59.5B · 107 accounts
    Gi Partners
    Scottsdale
    AUM $35.7B · 29 accounts
    Davis Selected Advisers LP
    Tucson
    AUM $30.1B · 109 accounts
    United Planners' Financial Services of America a Limited Partner
    Scottsdale
    AUM $12.8B · 47,883 accounts
    Foundations Investment Advisors LLC
    Phoenix
    AUM $10.1B · 63,604 accounts
    Balbec Capital Management LP
    Scottsdale
    AUM $8B · 23 accounts
    Ashton Thomas Private Wealth
    Scottsdale
    AUM $6B · 7,879 accounts
    Dynamic
    Phoenix
    AUM $5.6B · 15,179 accounts
    Smead Capital Management, Inc.
    Phoenix
    AUM $5.5B · 185 accounts
    Tci Wealth Advisors, Inc.
    Tucson
    AUM $5.4B · 11,863 accounts
    Tfo Family Office Partners
    Phoenix
    AUM $5B · 1,939 accounts
    Stoker Ostler, a Part of Bmo Financial Group
    Scottsdale
    AUM $3.7B · 5,166 accounts
    Sovereign Investment Advisors LLC
    Phoenix
    AUM $3.3B · 144 accounts
    Pfg Advisors
    Phoenix
    AUM $3.3B · 13,982 accounts
    Trek Financial
    Scottsdale
    AUM $2.8B · 10,768 accounts
    Trajan Wealth, L.L.C.
    Scottsdale
    AUM $2.6B · 18,370 accounts
    Redwood Investment Management, LLC.
    Scottsdale
    AUM $2.5B · 524 accounts
    Verus Capital Partners, LLC
    Scottsdale
    AUM $2.3B · 7,289 accounts
    Versant Capital Management, Inc.
    Phoenix
    AUM $1.8B · 1,678 accounts
    Ironwood Investment Counsel, LLC
    Scottsdale
    AUM $1.8B · 2,525 accounts
    Indigo Partners LLC
    Scottsdale
    AUM $1.7B · 21 accounts
    L. Roy Papp & Associates, LLP
    Phoenix
    AUM $1.6B · 1,847 accounts
    Global Strategic Nextgen Ocio
    Scottsdale
    AUM $1.6B · 401 accounts
    Awm Capital, LLC
    Phoenix
    AUM $1.5B · 2,885 accounts
    Galvin, Gaustad & Stein, LLC
    Scottsdale
    AUM $1.4B · 1,948 accounts
    Total Investment Management, Inc.
    Scottsdale
    AUM $1.4B · 2,079 accounts
    Msh Capital Advisors LLC
    Scottsdale
    AUM $1.3B · 2,362 accounts
    Brookwood Investment Group
    Phoenix
    AUM $1.3B · 7,129 accounts
    Decisionpoint Financial, LLC
    Mesa
    AUM $1.2B · 1,853 accounts
    Wellspring Financial Partners
    Tucson
    AUM $1.2B · 470 accounts
    Balboa Wealth Partners, Inc.
    Scottsdale
    AUM $1.1B · 2,623 accounts
    Gr Financial Group, LLC
    Tucson
    AUM $1.1B · 2,552 accounts
    Bridgeport Financial Solutions
    Phoenix
    AUM $1B · 2,755 accounts
    Watts Gwilliam & Company, LLC
    Gilbert
    AUM $1B · 1,208 accounts
    Fortitude Family Office
    Scottsdale
    AUM $1B · 848 accounts
    Sem Wealth Management
    Tucson
    AUM $933M · 4,065 accounts
    Rovin Capital
    Mesa
    AUM $917M · 2,585 accounts
    Estancia Capital Management, LLC
    Scottsdale
    AUM $908M · 6 accounts
    Arq Wealth Advisors, LLC
    Scottsdale
    AUM $844M · 1,798 accounts

    How many RIA firms are in this Arizona directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Arizona, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Arizona?

    By regulatory assets under management, the largest firm in this Arizona directory is Osaic Wealth, Inc., headquartered in Scottsdale, with approximately $234.9B in AUM.

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