Rialytix insights

Largest RIA Firms in Gilbert, Arizona by AUM

Explore registered investment advisers headquartered in Gilbert, Arizona, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 firms with $1.9B in total reported AUM and median AUM of $177.7M.

Firms

Matching current profiles

Total AUM

$1.9B

Reported regulatory AUM

Median AUM

$177.7M

Across firms with AUM

Largest firm

$1.0B

Watts Gwilliam & Company, LLC

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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. Watts Gwilliam & Company, LLC CRD 131458 · Limited Liability Company	GILBERT, AZ	$1.0B Jul 2026	+$213.0M+26.0%	+$599.0M+138.4%	+$702.5M+213.3%	+$880.9M+583.4%	0 employees+0.0% over 3Y	+304 accounts+33.6% over 3Y
2. Seros Wealth Partners CRD 166808 · Limited Liability Company	GILBERT, AZ	$359.2M Sep 2026	+$58.1M+19.3%	+$171.7M+91.6%	+$224.7M+167.0%	+$224.7M+167.0%	+4 employees+66.7% over 3Y	+361 accounts+52.5% over 3Y
3. Clarity Wealth Management, L.l.c. CRD 284874 · Limited Liability Company	GILBERT, AZ	$236.8M Sep 2026	-$11.0M-4.4%	+$129.7M+121.1%	—	+$110.4M+87.3%	+2 employees+50.0% over 3Y	+392 accounts+71.0% over 3Y
4. Redeem Wealth Management CRD 313761 · Corporation	GILBERT, AZ	$118.6M Jun 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
5. Ensign Advisory Partners LLC CRD 325650 · Limited Liability Company	GILBERT, AZ	$101.0M Aug 2026	—	—	—	$0+0.0%	0 employees+0.0% over Total	0 accounts+0.0% over Total
6. Miller Wealth Management CRD 342288 · Limited Liability Company	GILBERT, AZ	$100.4M Sep 2026	—	—	—	—	+1 employees+100.0% 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 sufficient historical filing data is unavailable for the lookback period.