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Top RIA Firms in Scottsdale, Arizona
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Scottsdale, Arizona. This hub covers 79 matching firms with $399.5B in total reported AUM and median AUM of $306.8M.
Firms
79
Matching current profiles
Total AUM
$399.5B
Reported regulatory AUM
Median AUM
$306.8M
Across firms with AUM
Largest firm
$234.9B
Osaic Wealth, INC.
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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. Osaic Wealth, INC. CRD 23131 · Corporation | SCOTTSDALE, AZ | $234.9B May 2026 | +$34.6B+17.3% | +$205.3B+695.2% | +$214.2B+1037.0% | +$233.0B+12426.4% | +5,275 employees+142.4% over 3Y | +701,564 accounts+470.1% over 3Y |
| 2. Voya Investments, LLC CRD 111091 · Limited Liability Company | SCOTTSDALE, AZ | $59.5B Mar 2026 | +$4.1B+7.4% | +$6.2B+11.7% | -$31.6B-34.7% | +$15.0B+33.7% | -31 employees-23.0% over 3Y | +42 accounts+64.6% over 3Y |
| 3. Gi Partners CRD 161573 · Limited Partnership | SCOTTSDALE, AZ | $35.7B Mar 2026 | +$1.7B+5.1% | +$4.5B+14.5% | +$16.1B+82.4% | +$29.9B+513.5% | +38 employees+31.1% over 3Y | +4 accounts+16.0% over 3Y |
| 4. United Planners' Financial Services Of America A Limited Partner CRD 20804 · Partnership | SCOTTSDALE, AZ | $12.8B Mar 2026 | +$2.1B+20.1% | +$6.7B+109.9% | +$8.4B+193.9% | +$11.7B+1043.9% | +53 employees+9.3% over 3Y | -2,478 accounts-4.9% over 3Y |
| 5. Balbec Capital Management LP CRD 284363 · Limited Partnership | SCOTTSDALE, AZ | $8.0B Apr 2026 | +$826.6M+11.5% | +$2.4B+42.5% | +$5.7B+250.2% | — | +54 employees+56.3% over 3Y | +4 accounts+21.1% over 3Y |
| 6. Ashton Thomas Private Wealth CRD 153902 · Limited Liability Company | SCOTTSDALE, AZ | $6.0B Mar 2026 | +$2.0B+48.3% | +$4.0B+200.0% | +$5.0B+504.3% | +$5.9B+4442.7% | +45 employees+93.8% over 3Y | +3,346 accounts+73.8% over 3Y |
| 7. Stoker Ostler, A Part Of Bmo Financial Group CRD 111320 · Corporation | SCOTTSDALE, AZ | $3.7B Apr 2026 | +$569.6M+18.4% | +$1.5B+69.5% | +$2.0B+113.6% | +$3.0B+458.5% | +4 employees+15.4% over 3Y | +1,374 accounts+36.2% over 3Y |
| 8. Trek Financial CRD 109376 · Limited Liability Company | SCOTTSDALE, AZ | $2.8B May 2026 | +$331.6M+13.3% | +$947.7M+50.5% | +$1.5B+117.8% | +$2.6B+1069.6% | -2 employees-3.5% over 3Y | +895 accounts+9.1% over 3Y |
| 9. Trajan Wealth, L.l.c. CRD 158847 · Limited Liability Company | SCOTTSDALE, AZ | $2.6B Mar 2026 | +$632.1M+32.1% | +$1.5B+146.7% | +$1.9B+298.0% | +$2.5B+2463.3% | +73 employees+109.0% over 3Y | +9,485 accounts+106.8% over 3Y |
| 10. Redwood Investment Management, LLC. CRD 153139 · Limited Liability Company | SCOTTSDALE, AZ | $2.5B Mar 2026 | -$72.6M-2.9% | +$86.6M+3.6% | +$459.0M+22.8% | +$2.4B+3012.7% | +8 employees+25.8% over 3Y | -920 accounts-63.7% over 3Y |
| 11. Verus Capital Partners, LLC CRD 151568 · Limited Liability Company | SCOTTSDALE, AZ | $2.3B Mar 2026 | +$224.2M+10.8% | +$1.3B+141.6% | +$1.7B+257.7% | +$2.2B+3820.0% | +21 employees+44.7% over 3Y | +3,063 accounts+72.5% over 3Y |
| 12. Ironwood Investment Counsel, LLC CRD 110623 · Limited Liability Company | SCOTTSDALE, AZ | $1.8B Mar 2026 | +$246.2M+16.3% | +$578.0M+49.0% | +$296.6M+20.3% | +$1.1B+180.7% | +5 employees+29.4% over 3Y | +319 accounts+14.5% over 3Y |
| 13. Indigo Partners LLC CRD 163648 · Limited Liability Company | SCOTTSDALE, AZ | $1.7B Mar 2026 | -$1.3B-43.3% | -$1.9B-53.8% | -$5.0B-75.0% | -$468.0M-22.0% | -1 employees-11.1% over 3Y | +1 accounts+5.0% over 3Y |
| 14. Global Strategic Nextgen Ocio CRD 175300 · Limited Liability Company | SCOTTSDALE, AZ | $1.6B Apr 2026 | +$161.0M+11.1% | +$368.0M+29.6% | +$899.5M+126.7% | +$1.3B+485.4% | +2 employees+40.0% over 3Y | +312 accounts+350.6% over 3Y |
| 15. Galvin, Gaustad & Stein, LLC CRD 153410 · Limited Liability Company | SCOTTSDALE, AZ | $1.4B May 2026 | +$129.9M+10.6% | +$249.1M+22.5% | +$225.2M+19.9% | +$1.0B+323.3% | +4 employees+30.8% over 3Y | -34 accounts-1.7% over 3Y |
| 16. Total Investment Management, INC. CRD 108818 · Corporation | SCOTTSDALE, AZ | $1.4B Mar 2026 | +$155.9M+13.0% | +$116.1M+9.4% | +$178.7M+15.2% | +$735.7M+119.4% | +2 employees+20.0% over 3Y | -463 accounts-18.2% over 3Y |
| 17. Msh Capital Advisors LLC CRD 157835 · Limited Liability Company | SCOTTSDALE, AZ | $1.3B Apr 2026 | +$252.0M+23.0% | +$497.1M+58.5% | +$899.1M+201.0% | — | +9 employees+34.6% over 3Y | +632 accounts+36.5% over 3Y |
| 18. Arq Wealth Advisors, LLC CRD 147351 · Limited Liability Company | SCOTTSDALE, AZ | $1.1B Apr 2026 | +$527.2M+90.6% | +$689.3M+164.1% | +$761.5M+219.0% | +$1.0B+946.8% | +8 employees+80.0% over 3Y | +941 accounts+78.0% over 3Y |
| 19. Balboa Wealth Partners, INC. CRD 282329 · Corporation | SCOTTSDALE, AZ | $1.1B May 2026 | +$265.5M+33.0% | +$601.3M+128.2% | +$838.8M+362.3% | — | +6 employees+20.0% over 3Y | +939 accounts+55.8% over 3Y |
| 20. Fortitude Family Office CRD 317615 · Limited Liability Company | SCOTTSDALE, AZ | $1.0B Mar 2026 | +$359.2M+56.1% | +$803.8M+409.4% | — | — | +14 employees+100.0% over 3Y | +716 accounts+542.4% over 3Y |
| 21. Estancia Capital Management, LLC CRD 166478 · Limited Liability Company | SCOTTSDALE, AZ | $908.0M Mar 2026 | +$296.1M+48.4% | +$340.9M+60.1% | +$459.5M+102.5% | +$772.3M+569.3% | +3 employees+25.0% over 3Y | +4 accounts+200.0% over 3Y |
| 22. Standpoint Asset Management, LLC CRD 305155 · Limited Liability Company | SCOTTSDALE, AZ | $771.1M Mar 2026 | -$277.1M-26.4% | +$558.7M+263.0% | +$738.7M+2281.2% | — | +2 employees+40.0% over 3Y | 0 accounts+0.0% over 3Y |
| 23. Sensible Money, LLC CRD 158641 · Limited Liability Company | SCOTTSDALE, AZ | $742.5M Mar 2026 | +$227.1M+44.0% | +$336.9M+83.0% | +$500.2M+206.4% | +$627.0M+542.9% | +3 employees+23.1% over 3Y | +497 accounts+54.1% over 3Y |
| 24. Able Financial Group, LLC CRD 323646 · Limited Liability Company | SCOTTSDALE, AZ | $732.9M Mar 2026 | +$265.5M+56.8% | — | — | — | +8 employees+133.3% over 3Y | +337 accounts+24.8% over 1Y |
| 25. Mulholland Wealth Advisors, LLC CRD 282408 · Limited Liability Company | SCOTTSDALE, AZ | $611.7M Apr 2026 | +$68.5M+12.6% | +$295.3M+93.3% | +$446.9M+271.1% | — | +8 employees+25.8% over 3Y | -941 accounts-87.0% 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.