Rialytix insights

Top RIA Firms in Tempe, Arizona

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Tempe, Arizona. This hub covers 10 matching firms with $2.3B in total reported AUM and median AUM of $210.5M.

Firms

Matching current profiles

Total AUM

$2.3B

Reported regulatory AUM

Median AUM

$210.5M

Across firms with AUM

Largest firm

$439.6M

Biltmore Wealth Management, 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. Biltmore Wealth Management, LLC CRD 151365 · Limited Liability Company	TEMPE, AZ	$439.6M Feb 2026	+$42.9M+10.8%	+$135.1M+44.4%	+$187.2M+74.1%	+$351.2M+397.1%	+1 employees+33.3% over 3Y	+88 accounts+16.0% over 3Y
2. Intrinsic Wealth Counsel, INC. CRD 105022 · Corporation	TEMPE, AZ	$344.7M Apr 2026	+$57.3M+19.9%	+$133.7M+63.4%	+$146.1M+73.5%	+$254.0M+280.1%	-1 employees-12.5% over 3Y	+48 accounts+7.4% over 3Y
3. Johnson Financial Advisors CRD 104621 · Corporation	TEMPE, AZ	$301.0M Mar 2026	+$58.4M+24.1%	+$131.3M+77.4%	+$160.5M+114.3%	+$255.6M+563.5%	+2 employees+66.7% over 3Y	+93 accounts+14.0% over 3Y
4. Graystone Partners Wealth Management, LLC CRD 306068 · Limited Liability Company	TEMPE, AZ	$297.3M Mar 2026	-$51.7M-14.8%	+$94.8M+46.8%	+$106.9M+56.1%	—	0 employees+0.0% over 3Y	-190 accounts-16.0% over 3Y
5. Harding Wealth, INC. CRD 282686 · Corporation	TEMPE, AZ	$212.6M Mar 2026	+$50.5M+31.1%	+$111.3M+109.8%	—	+$105.9M+99.3%	+2 employees+100.0% over 3Y	+220 accounts+62.3% over 3Y
6. Financial Life Planners CRD 129415 · Limited Liability Company	TEMPE, AZ	$208.4M Mar 2026	+$33.8M+19.3%	—	—	+$95.6M+84.7%	+1 employees+16.7% over 1Y	-9 accounts-1.1% over 1Y
7. Optima Capital Management CRD 306036 · Limited Liability Company	TEMPE, AZ	$150.3M Apr 2026	+$33.8M+29.0%	—	—	+$33.8M+29.0%	0 employees+0.0% over 1Y	+87 accounts+25.6% over 1Y
8. Martinsen Wealth Management CRD 332433 · Limited Liability Company	TEMPE, AZ	$143.2M Feb 2026	+$42.9M+42.8%	—	—	—	+6 employees+46.2% over 1Y	+178 accounts+26.6% over 1Y
9. Arbor Wealth Management, LLC CRD 168774 · Limited Liability Company	TEMPE, AZ	$138.1M Mar 2026	—	—	—	+$30.7M+28.6%	0 employees+0.0% over Total	+9 accounts+2.8% over Total
10. Embark Wealth Management, LLC CRD 157950 · Limited Liability Company	TEMPE, AZ	$57.4M Mar 2026	+$5.5M+10.7%	—	—	+$18.6M+48.1%	0 employees+0.0% over 1Y	-19 accounts-4.9% 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.