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Top RIA Firms in Arizona
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Arizona. This hub covers 184 matching firms with $506.5B in total reported AUM and median AUM of $300.6M.
Firms
184
Matching current profiles
Total AUM
$506.5B
Reported regulatory AUM
Median AUM
$300.6M
Across firms with AUM
Largest firm
$234.9B
Osaic Wealth, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Osaic Wealth, INC. CRD 23131 · Corporation | SCOTTSDALE, AZ | $234.9B May 2026 | +$34.6B+17.3% | +$205.3B+695.2% | +$214.2B+1037.0% | +$233.0B+12426.4% | +5,275 employees+142.4% over 3Y | +701,564 accounts+470.1% over 3Y |
| 2. Voya Investments, LLC CRD 111091 · Limited Liability Company | SCOTTSDALE, AZ | $59.5B Mar 2026 | +$4.1B+7.4% | +$6.2B+11.7% | -$31.6B-34.7% | +$15.0B+33.7% | -31 employees-23.0% over 3Y | +42 accounts+64.6% over 3Y |
| 3. Gi Partners CRD 161573 · Limited Partnership | SCOTTSDALE, AZ | $35.7B Mar 2026 | +$1.7B+5.1% | +$4.5B+14.5% | +$16.1B+82.4% | +$29.9B+513.5% | +38 employees+31.1% over 3Y | +4 accounts+16.0% over 3Y |
| 4. Davis Selected Advisers LP CRD 108674 · Limited Partnership | TUCSON, AZ | $30.1B Mar 2026 | +$7.2B+31.3% | +$2.7B+9.8% | +$4.1B+15.6% | -$25.2B-45.5% | -10 employees-7.6% over 3Y | -43 accounts-28.3% over 3Y |
| 5. United Planners' Financial Services Of America A Limited Partner CRD 20804 · Partnership | SCOTTSDALE, AZ | $12.8B Mar 2026 | +$2.1B+20.1% | +$6.7B+109.9% | +$8.4B+193.9% | +$11.7B+1043.9% | +53 employees+9.3% over 3Y | -2,478 accounts-4.9% over 3Y |
| 6. Foundations Investment Advisors LLC CRD 175083 · Limited Liability Company | PHOENIX, AZ | $10.1B Mar 2026 | +$2.9B+40.5% | +$6.9B+218.2% | +$8.6B+587.1% | +$10.1B+3493919.1% | +116 employees+48.9% over 3Y | +35,944 accounts+129.9% over 3Y |
| 7. Balbec Capital Management LP CRD 284363 · Limited Partnership | SCOTTSDALE, AZ | $8.0B Apr 2026 | +$826.6M+11.5% | +$2.4B+42.5% | +$5.7B+250.2% | — | +54 employees+56.3% over 3Y | +4 accounts+21.1% over 3Y |
| 8. Ashton Thomas Private Wealth CRD 153902 · Limited Liability Company | SCOTTSDALE, AZ | $6.0B Mar 2026 | +$2.0B+48.3% | +$4.0B+200.0% | +$5.0B+504.3% | +$5.9B+4442.7% | +45 employees+93.8% over 3Y | +3,346 accounts+73.8% over 3Y |
| 9. Dynamic CRD 151367 · Limited Liability Company | PHOENIX, AZ | $5.6B May 2026 | +$296.0M+5.5% | +$2.4B+73.3% | +$2.8B+101.4% | +$5.6B+11024.2% | +10 employees+8.3% over 3Y | +2,972 accounts+24.3% over 3Y |
| 10. Smead Capital Management, INC. CRD 143567 · Corporation | PHOENIX, AZ | $5.5B Mar 2026 | -$1.7B-23.1% | +$264.7M+5.0% | +$3.7B+211.0% | +$5.3B+3147.1% | +2 employees+12.5% over 3Y | +106 accounts+134.2% over 3Y |
| 11. Tci Wealth Advisors, INC. CRD 107373 · Corporation | TUCSON, AZ | $5.4B Apr 2026 | +$840.9M+18.6% | +$1.9B+56.4% | +$2.2B+68.7% | +$4.4B+443.9% | +18 employees+33.3% over 3Y | +2,367 accounts+24.9% over 3Y |
| 12. Tfo Family Office Partners CRD 159440 · Limited Liability Company | PHOENIX, AZ | $5.0B Mar 2026 | +$1.2B+31.7% | +$1.7B+50.8% | +$2.1B+74.2% | — | +24 employees+37.5% over 3Y | +254 accounts+15.1% over 3Y |
| 13. Stoker Ostler, A Part Of Bmo Financial Group CRD 111320 · Corporation | SCOTTSDALE, AZ | $3.7B Apr 2026 | +$569.6M+18.4% | +$1.5B+69.5% | +$2.0B+113.6% | +$3.0B+458.5% | +4 employees+15.4% over 3Y | +1,374 accounts+36.2% over 3Y |
| 14. Sovereign Investment Advisors LLC CRD 149040 · Limited Liability Company | PHOENIX, AZ | $3.3B May 2026 | +$322.2M+10.8% | +$1.2B+57.6% | +$1.6B+96.8% | +$2.7B+429.3% | -1 employees-11.1% over 3Y | +15 accounts+11.6% over 3Y |
| 15. Pfg Advisors CRD 173344 · Limited Liability Company | PHOENIX, AZ | $3.3B Mar 2026 | +$430.4M+15.2% | +$1.2B+59.9% | +$2.2B+220.3% | +$3.1B+2716.6% | +13 employees+13.1% over 3Y | +6,720 accounts+92.5% over 3Y |
| 16. Trek Financial CRD 109376 · Limited Liability Company | SCOTTSDALE, AZ | $2.8B May 2026 | +$331.6M+13.3% | +$947.7M+50.5% | +$1.5B+117.8% | +$2.6B+1069.6% | -2 employees-3.5% over 3Y | +895 accounts+9.1% over 3Y |
| 17. Trajan Wealth, L.l.c. CRD 158847 · Limited Liability Company | SCOTTSDALE, AZ | $2.6B Mar 2026 | +$632.1M+32.1% | +$1.5B+146.7% | +$1.9B+298.0% | +$2.5B+2463.3% | +73 employees+109.0% over 3Y | +9,485 accounts+106.8% over 3Y |
| 18. Redwood Investment Management, LLC. CRD 153139 · Limited Liability Company | SCOTTSDALE, AZ | $2.5B Mar 2026 | -$72.6M-2.9% | +$86.6M+3.6% | +$459.0M+22.8% | +$2.4B+3012.7% | +8 employees+25.8% over 3Y | -920 accounts-63.7% over 3Y |
| 19. Verus Capital Partners, LLC CRD 151568 · Limited Liability Company | SCOTTSDALE, AZ | $2.3B Mar 2026 | +$224.2M+10.8% | +$1.3B+141.6% | +$1.7B+257.7% | +$2.2B+3820.0% | +21 employees+44.7% over 3Y | +3,063 accounts+72.5% over 3Y |
| 20. Versant Capital Management, INC. CRD 131692 · Corporation | PHOENIX, AZ | $1.8B Mar 2026 | +$571.7M+46.1% | +$1.1B+139.9% | +$1.0B+127.4% | +$1.5B+434.8% | +8 employees+44.4% over 3Y | +458 accounts+37.5% over 3Y |
| 21. Ironwood Investment Counsel, LLC CRD 110623 · Limited Liability Company | SCOTTSDALE, AZ | $1.8B Mar 2026 | +$246.2M+16.3% | +$578.0M+49.0% | +$296.6M+20.3% | +$1.1B+180.7% | +5 employees+29.4% over 3Y | +319 accounts+14.5% over 3Y |
| 22. Indigo Partners LLC CRD 163648 · Limited Liability Company | SCOTTSDALE, AZ | $1.7B Mar 2026 | -$1.3B-43.3% | -$1.9B-53.8% | -$5.0B-75.0% | -$468.0M-22.0% | -1 employees-11.1% over 3Y | +1 accounts+5.0% over 3Y |
| 23. L. Roy Papp & Associates, LLP CRD 105130 · Limited Liability Partnership | PHOENIX, AZ | $1.6B May 2026 | +$87.7M+5.7% | +$356.8M+28.2% | +$391.4M+31.8% | +$962.2M+145.9% | 0 employees+0.0% over 3Y | +123 accounts+7.1% over 3Y |
| 24. Global Strategic Nextgen Ocio CRD 175300 · Limited Liability Company | SCOTTSDALE, AZ | $1.6B Apr 2026 | +$161.0M+11.1% | +$368.0M+29.6% | +$899.5M+126.7% | +$1.3B+485.4% | +2 employees+40.0% over 3Y | +312 accounts+350.6% over 3Y |
| 25. Awm Capital, LLC CRD 287980 · Limited Liability Company | PHOENIX, AZ | $1.5B Mar 2026 | +$626.6M+72.8% | +$1.1B+243.8% | +$1.3B+647.0% | +$1.4B+1254.1% | +14 employees+58.3% over 3Y | +1,500 accounts+108.3% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.