Rialytix insights

Top RIA Firms in Chandler, Arizona

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Chandler, Arizona. This hub covers 6 matching firms with $2.1B in total reported AUM and median AUM of $369.1M.

Firms

6

Matching current profiles

Total AUM

$2.1B

Reported regulatory AUM

Median AUM

$369.1M

Across firms with AUM

Largest firm

$607.7M

Ironwood Wealth Management, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Ironwood Wealth Management, LLC
CRD 200511 · Limited Liability Company
CHANDLER, AZ$607.7M
Mar 2026
-$54.6M-8.2%+$66.5M+12.3%+$307.8M+102.6%+$474.7M+356.9%-7 employees-33.3% over 3Y-199 accounts-9.5% over 3Y
2. Templeton Financial Services INC.
CRD 128240 · Corporation
CHANDLER, AZ$441.8M
Mar 2026
+$57.7M+15.0%+$108.6M+32.6%+$24.8M+6.0%+$226.8M+105.5%0 employees+0.0% over 3Y+26 accounts+8.9% over 3Y
3. Stonecrest Wealth Management, INC
CRD 311404 · Corporation
CHANDLER, AZ$375.8M
Feb 2026
+$68.5M+22.3%+$182.0M+93.9%0 employees+0.0% over 3Y+240 accounts+28.5% over 3Y
4. Strategic Income Group LLC
CRD 165839 · Limited Liability Company
CHANDLER, AZ$362.4M
Mar 2026
+$46.2M+14.6%+$81.9M+29.2%+$203.0M+127.4%0 employees+0.0% over 3Y+288 accounts+31.2% over 3Y
5. Wlth Capital Management, LLC
CRD 335594 · Limited Liability Company
CHANDLER, AZ$229.8M
May 2026
+4 employees+200.0% over 1Y
6. Form Prosperity Wealth Advisors, LLC
CRD 307792 · Limited Liability Company
CHANDLER, AZ$112.9M
Apr 2026
$0+0.0%0 employees+0.0% over Total0 accounts+0.0% over Total

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.