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Top RIA Firms in Phoenix, Arizona
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Phoenix, Arizona. This hub covers 32 matching firms with $47.0B in total reported AUM and median AUM of $509.8M.
Firms
32
Matching current profiles
Total AUM
$47.0B
Reported regulatory AUM
Median AUM
$509.8M
Across firms with AUM
Largest firm
$10.1B
Foundations Investment Advisors 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. 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 |
| 2. 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 |
| 3. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. Brookwood Investment Group CRD 316544 · Limited Liability Company | PHOENIX, AZ | $1.3B Mar 2026 | +$563.3M+81.7% | — | — | — | +20 employees+500.0% over 3Y | +4,879 accounts+216.8% over 1Y |
| 11. Bridgeport Financial Solutions CRD 325485 · Limited Liability Company | PHOENIX, AZ | $1.0B Mar 2026 | +$561.9M+116.0% | — | — | — | +4 employees+80.0% over 3Y | +1,183 accounts+75.3% over 1Y |
| 12. Claremont Capital Management, LLC CRD 155189 · Limited Liability Company | PHOENIX, AZ | $843.9M Mar 2026 | +$46.0M+5.8% | +$182.4M+27.6% | +$364.8M+76.2% | +$623.9M+283.6% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 13. Curafin Advisors CRD 329091 · Limited Liability Company | PHOENIX, AZ | $748.4M Mar 2026 | +$519.2M+226.5% | — | — | — | 0 employees+0.0% over 1Y | +30 accounts+37.0% over 1Y |
| 14. Windsor Capital Management, LLC CRD 116593 · Limited Liability Company | PHOENIX, AZ | $703.4M Jan 2026 | +$83.6M+13.5% | +$77.0M+12.3% | +$131.8M+23.0% | +$335.4M+91.1% | 0 employees+0.0% over 3Y | -4 accounts-0.3% over 3Y |
| 15. Rra Capital CRD 306287 · Limited Liability Company | PHOENIX, AZ | $663.3M Mar 2026 | +$70.0M+11.8% | +$318.0M+92.1% | — | +$445.3M+204.3% | +9 employees+40.9% over 3Y | 0 accounts+0.0% over 3Y |
| 16. The Capital Advisory Group Advisory Services, LLC CRD 140551 · Limited Liability Company | PHOENIX, AZ | $538.8M Mar 2026 | +$136.0M+33.8% | +$176.4M+48.7% | +$72.7M+15.6% | +$411.3M+322.4% | +1 employees+16.7% over 3Y | -76 accounts-4.0% over 3Y |
| 17. Eaton-Cambridge INC. CRD 116798 · Corporation | PHOENIX, AZ | $480.7M Apr 2026 | +$88.5M+22.6% | +$290.6M+152.9% | +$348.7M+264.1% | +$428.9M+828.1% | +1 employees+10.0% over 3Y | +260 accounts+31.9% over 3Y |
| 18. Strategy Financial Group CRD 164531 · Limited Liability Company | PHOENIX, AZ | $366.7M Mar 2026 | +$86.9M+31.0% | +$230.9M+170.1% | — | +$254.1M+225.6% | +4 employees+25.0% over 3Y | +2,924 accounts+326.3% over 3Y |
| 19. Wall Capital Group, INC. CRD 105913 · Corporation | PHOENIX, AZ | $294.7M Apr 2026 | +$187.1M+174.0% | -$335.6M-53.2% | -$1.2B-80.4% | -$323.7M-52.3% | -1 employees-16.7% over 3Y | +495 accounts+49.9% over 3Y |
| 20. Tandem Wealth Advisors CRD 157794 · Limited Liability Company | PHOENIX, AZ | $261.5M Apr 2026 | +$38.2M+17.1% | +$81.6M+45.4% | +$62.0M+31.0% | +$143.5M+121.6% | 0 employees+0.0% over 3Y | +33 accounts+4.7% over 3Y |
| 21. 17 Capital Partners, LLC CRD 283013 · Limited Liability Company | PHOENIX, AZ | $246.4M Mar 2026 | +$34.3M+16.1% | +$117.2M+90.7% | +$105.2M+74.5% | — | +6 employees+600.0% over 3Y | +262 accounts+170.1% over 3Y |
| 22. Sharpepoint, LLC CRD 290719 · Limited Liability Company | PHOENIX, AZ | $222.8M Apr 2026 | +$72.3M+48.0% | +$91.4M+69.6% | +$94.5M+73.7% | — | -2 employees-28.6% over 3Y | +119 accounts+12.2% over 3Y |
| 23. Intrinsic Value Partners, LLC CRD 165214 · Limited Liability Company | PHOENIX, AZ | $220.6M Mar 2026 | +$61.0M+38.2% | +$37.2M+20.3% | +$78.5M+55.3% | — | -1 employees-25.0% over 3Y | -17 accounts-8.1% over 3Y |
| 24. Mathis Wealth Management CRD 172858 · Limited Liability Company | PHOENIX, AZ | $212.8M Mar 2026 | +$52.8M+33.0% | — | — | +$103.1M+94.0% | +1 employees+25.0% over 1Y | +5 accounts+0.7% over 1Y |
| 25. Westmark Wealth Management CRD 334109 · Limited Liability Company | PHOENIX, AZ | $195.4M Mar 2026 | — | — | — | — | 0 employees+0.0% over 1Y | — |
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.