Amplify Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 30, 2026, reports $231M in regulatory assets under management, 7 employees, and 1,494 accounts.
Assets Under Management
$231M
Employees
7
Offices
--
Total Clients
1,601
Primary office
SCOTTSDALE, AZ
8605 EAST RAINTREE DRIVE, SUITE 275, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
1,017
2
HNWI
36.5%
584
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of March 30, 2026
Discretionary100.0%
$231M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$231M
Total Accounts1,494
10Y AUM Change+$231M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee229:1
10Y Employee Change+6 (+600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.