Rialytix insights

Top RIA Firms in Mesa, Arizona

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mesa, Arizona. This hub covers 11 matching firms with $3.9B in total reported AUM and median AUM of $172.8M.

Firms

Matching current profiles

Total AUM

$3.9B

Reported regulatory AUM

Median AUM

$172.8M

Across firms with AUM

Largest firm

$1.2B

Decisionpoint Financial, 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. Decisionpoint Financial, LLC CRD 296988 · Limited Liability Company	MESA, AZ	$1.2B Mar 2026	+$375.6M+44.3%	+$650.3M+113.3%	+$818.6M+201.8%	—	+8 employees+80.0% over 3Y	+939 accounts+102.7% over 3Y
2. Rovin Capital CRD 152662 · Limited Liability Company	MESA, AZ	$917.3M Mar 2026	+$206.6M+29.1%	+$438.8M+91.7%	+$622.1M+210.7%	+$817.7M+820.4%	+7 employees+100.0% over 3Y	+1,013 accounts+64.4% over 3Y
3. Northrim Adviser, LLC CRD 306796 · Limited Liability Company	MESA, AZ	$556.0M Mar 2026	+$295.0M+113.0%	+$361.0M+185.1%	—	+$361.0M+185.1%	+9 employees+300.0% over 3Y	+1 accounts+50.0% over 3Y
4. Tribeca Financial, LLC CRD 113245 · Limited Liability Company	MESA, AZ	$248.3M Mar 2026	+$60.4M+32.1%	+$76.0M+44.1%	+$91.6M+58.4%	+$137.2M+123.5%	+1 employees+20.0% over 3Y	+92 accounts+19.1% over 3Y
5. Acute Investment Advisory CRD 170368 · Limited Liability Company	MESA, AZ	$238.4M Feb 2026	+$15.8M+7.1%	+$43.9M+22.6%	—	+$43.9M+22.6%	+1 employees+33.3% over 3Y	+640 accounts+66.3% over 3Y
6. Ridgeline Private Wealth CRD 318258 · Limited Liability Company	MESA, AZ	$172.8M Mar 2026	+$10.4M+6.4%	—	—	+$72.3M+72.0%	0 employees+0.0% over 1Y	+71 accounts+12.8% over 1Y
7. Taurum Retirement Partners, LLC CRD 282017 · Limited Liability Company	MESA, AZ	$155.9M Mar 2026	+$42.1M+37.0%	—	—	+$42.1M+37.0%	0 employees+0.0% over 1Y	+43 accounts+11.3% over 1Y
8. Prosper Private Wealth CRD 333708 · Limited Liability Company	MESA, AZ	$150.8M May 2026	+$38.1M+33.8%	—	—	+$38.1M+33.8%	0 employees+0.0% over 1Y	+97 accounts+58.1% over 1Y
9. Immaculate Wealth Management, LLC CRD 167657 · Limited Liability Company	MESA, AZ	$140.8M Mar 2026	—	—	—	+$21.9M+18.4%	0 employees+0.0% over Total	+56 accounts+7.6% over Total
10. Baseline Partners LLC CRD 301762 · Limited Liability Company	MESA, AZ	$75.3M Mar 2026	-$35.3M-31.9%	-$50.1M-40.0%	—	—	-8 employees-66.7% over 3Y	+1 accounts+50.0% over 3Y
11. Public Safety Financial/galloway CRD 141091 · Limited Liability Company	MESA, AZ	$17.9M Mar 2026	-$774.8M-97.7%	-$678.0M-97.4%	-$528.1M-96.7%	-$147.5M-89.2%	-3 employees-8.8% over 3Y	-3,232 accounts-97.7% 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.