RIAs in Phoenix, Arizona
Explore 37 RIAs headquartered in Phoenix, with $47.3B in combined reported AUM.
RIAs37Headquartered here
Total AUM$47.3BReported regulatory AUM
Total Employees1,083Reported by these RIAs
% of Total State AUM9.3%% Of total State AUM Reported
All RIAs in Phoenix
37 RIAsShowing 1–24 of 37 RIAs
Foundations Investment Advisors LLC
PHOENIX, AZReported AUM$10.1B
Employees353
21.3% of city AUMView RIA ↗
Dynamic
PHOENIX, AZReported AUM$5.6B
Employees130
11.9% of city AUMView RIA ↗
Smead Capital Management, Inc.
PHOENIX, AZReported AUM$5.5B
Employees18
11.7% of city AUMView RIA ↗
Tfo Family Office Partners
PHOENIX, AZReported AUM$5B
Employees88
10.6% of city AUMView RIA ↗
Sovereign Investment Advisors LLC
PHOENIX, AZReported AUM$3.3B
Employees8
7.0% of city AUMView RIA ↗
Pfg Advisors
PHOENIX, AZReported AUM$3.3B
Employees112
6.9% of city AUMView RIA ↗
Versant Capital Management, Inc.
PHOENIX, AZReported AUM$1.8B
Employees26
3.8% of city AUMView RIA ↗
L. Roy Papp & Associates, LLP
PHOENIX, AZReported AUM$1.6B
Employees10
3.4% of city AUMView RIA ↗
Awm Capital, LLC
PHOENIX, AZReported AUM$1.5B
Employees38
3.1% of city AUMView RIA ↗
Brookwood Investment Group
PHOENIX, AZReported AUM$1.3B
Employees24
2.6% of city AUMView RIA ↗
Bridgeport Financial Solutions
PHOENIX, AZReported AUM$1B
Employees9
2.2% of city AUMView RIA ↗
Claremont Capital Management, LLC
PHOENIX, AZReported AUM$843.9M
Employees3
1.8% of city AUMView RIA ↗
Curafin Advisors
PHOENIX, AZReported AUM$748.4M
Employees6
1.6% of city AUMView RIA ↗
Windsor Capital Management, LLC
PHOENIX, AZReported AUM$703.4M
Employees8
1.5% of city AUMView RIA ↗
Rra Capital
PHOENIX, AZReported AUM$663.3M
Employees31
1.4% of city AUMView RIA ↗
Eaton-Cambridge Inc.
PHOENIX, AZReported AUM$480.7M
Employees11
1.0% of city AUMView RIA ↗
Strategy Financial Group
PHOENIX, AZReported AUM$366.7M
Employees20
0.8% of city AUMView RIA ↗
Wall Capital Group, Inc.
PHOENIX, AZReported AUM$294.7M
Employees5
0.6% of city AUMView RIA ↗
Tandem Wealth Advisors
PHOENIX, AZReported AUM$261.5M
Employees7
0.6% of city AUMView RIA ↗
17 Capital Partners, LLC
PHOENIX, AZReported AUM$246.4M
Employees7
0.5% of city AUMView RIA ↗
Sharpepoint, LLC
PHOENIX, AZReported AUM$222.8M
Employees5
0.5% of city AUMView RIA ↗
Intrinsic Value Partners, LLC
PHOENIX, AZReported AUM$220.6M
Employees3
0.5% of city AUMView RIA ↗
Mathis Wealth Management
PHOENIX, AZReported AUM$212.8M
Employees5
0.4% of city AUMView RIA ↗
Westmark Wealth Management
PHOENIX, AZReported AUM$195.4M
Employees4
0.4% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.