Written by investor.com
February 06, 2023
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Arizona.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Arizona, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.
Our analysis contains data as of February 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Arizona are as followed:
- Must be Trusted by investor.com.
- Must have an office location in Arizona.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Acute Investment Advisory |
|
$194.5 million | 660 | 3 | $294,721 |
| Allied Portfolio Management |
|
$179.2 million | 114 | 1 | $1.6 million |
| Alpha Cubed Investments |
|
$2.0 billion | 1,471 | 20 | $1.4 million |
 Arista Wealth Management
|
|
$523.8 million | 338 | 5 | $1.5 million |
| Ascendant Financial Solutions |
|
$318.6 million | 376 | 5 | $847,305 |
| Ashton Thomas Private Wealth |
|
$2.2 billion | 1,587 | 31 | $1.4 million |
| Axxcess Wealth Management |
|
$3.6 billion | 4,581 | 40 | $783,349 |
 Brighton Jones
|
|
$10.1 billion | 2,408 | 112 | $4.2 million |
| Brightscape Investment Centers |
|
$87.0 million | 149 | 4 | $583,892 |
| BTC Capital Management |
|
$4.3 billion | 94 | 12 | $45.4 million |
| Burton Wealth Management |
|
$38.5 million | 94 | 2 | $409,574 |
| Capital Insight Partners |
|
$735.3 million | 435 | 6 | $1.7 million |
| Capital West Partners |
|
$206.3 million | 178 | 2 | $1.2 million |
| Claremont Capital Management |
|
$661.5 million | 25 | 2 | $26.5 million |
| Continuum Wealth Management |
|
$36.3 million | 24 | 1 | $1.5 million |
| Copperwynd Financial |
|
$509.9 million | 494 | 7 | $1.0 million |
| CPA Advisory Services |
|
$65.1 million | 109 | 2 | $597,325 |
| Diversified Management |
|
$1.6 billion | 341 | 7 | $4.6 million |
| Domask Wealth Management |
|
$95.0 million | 61 | 1 | $1.6 million |
| Dynamic Wealth Advisors |
|
$3.3 billion | 3,931 | 70 | $840,773 |
| EP Wealth Advisors |
|
$14.7 billion | 9,365 | 62 | $1.6 million |
| EPL Investment Advisory |
|
$9.9 million | 56 | 2 | $176,785 |
| Financial Directions |
|
$535.5 million | 2,721 | 6 | $196,798 |
| Financial Engines Advisors |
|
$290.4 billion | 1,309,406 | 569 | $221,745 |
 Fisher Investments
|
|
$208.9 billion | 108,185 | 1,837 | $1.9 million |
| Fuller Asset Management |
|
$17.4 million | 33 | 1 | $527,693 |
| Galvin, Gaustad & Stein |
|
$1.3 billion | 882 | 7 | $1.5 million |
| GR Financial Group |
|
$854.1 million | 1,528 | 6 | $558,980 |
| Growing Fortunes Financial Partners |
|
$0.0 | 66 | 1 | $0.0 |
 Halbert Hargrove
|
|
$3.0 billion | 1,323 | 34 | $2.3 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
 Intelligent Capitalworks
|
|
$247.3 million | 85 | 4 | $2.9 million |
| Interactive Financial Advisors |
|
$321.3 million | 2,170 | 40 | $148,057 |
| Intrinsic Value Partners |
|
$183.4 million | 79 | 2 | $2.3 million |
| Intrinsic Wealth Counsel |
|
$235.1 million | 200 | 4 | $1.2 million |
| Invest Smart USA |
|
$34.3 million | 69 | 2 | $496,987 |
| IQ Wealth Management |
|
$41.3 million | 149 | 1 | $276,894 |
| Ironwood Financial |
|
$436.8 million | 490 | 5 | $891,345 |
| Ironwood Investment Counsel |
|
$1.3 billion | 493 | 6 | $2.6 million |
| Ironwood Wealth Advisors |
|
$73.7 million | 109 | 1 | $676,205 |
| Ironwood Wealth Management |
|
$541.2 million | 497 | 9 | $1.1 million |
| JIM Hannley |
|
$2.9 million | 31 | 1 | $92,580 |
| John Moore & Associates |
|
$784.7 million | 634 | 7 | $1.2 million |
| Krozel Capital Management |
|
$2.5 million | 15 | 1 | $168,088 |
| L. Roy Papp & Associates |
|
$1.4 billion | 560 | 8 | $2.6 million |
| Lane Brothers & Co |
|
$16.4 million | 9 | 1 | $1.8 million |
| Lodestar Advisory Group |
|
$64.5 million | 128 | 2 | $503,925 |
| Longboard Asset Management |
|
$142.7 million | 2 | 4 | $71.4 million |
| Matson Money |
|
$19.2 billion | 30,059 | 7 | $639,503 |
| Mcbee Advisors |
|
$45.0 million | 217 | 1 | $207,511 |
| Meixler Investment Management |
|
$137.0 million | 514 | 1 | $266,578 |
 Mercer Global Advisors
|
|
$34.0 billion | 20,297 | 299 | $1.7 million |
| Mission Wealth Management |
|
$4.8 billion | 2,042 | 40 | $2.4 million |
| Moss Adams Wealth Advisors |
|
$3.6 billion | 1,194 | 19 | $3.0 million |
| Murphy Capital Advisors |
|
$109.7 million | 82 | 1 | $1.3 million |
| O'connor Capital Advisory |
|
$87.0 million | 38 | 1 | $2.3 million |
| Overson Advisory Group |
|
$16.6 million | 91 | 1 | $182,417 |
| Perspective Financial Services |
|
$230.7 million | 250 | 5 | $922,981 |
| Public Safety Financial/galloway |
|
$695.9 million | 2,614 | 25 | $266,205 |
| Raskob Kambourian Financial Advisors |
|
$104.4 million | 93 | 3 | $1.1 million |
| RBP Investment Advisors |
|
$178.4 million | 127 | 2 | $1.4 million |
| Redwood Coast Financial Partners |
|
$115.7 million | 199 | 3 | $581,407 |
| Retirement Matters |
|
$18.0 million | 16 | 1 | $1.1 million |
| Retirement Planners OF America |
|
$4.7 billion | 8,092 | 31 | $581,976 |
| RMH Investment Management |
|
$63.5 million | 98 | 1 | $647,959 |
| Roxie Webb Securities Management |
|
$93.9 million | 265 | 2 | $354,316 |
| Sabino Investment Management |
|
$5.8 million | 16 | 1 | $362,500 |
| Savant Wealth Management |
|
$12.0 billion | 9,508 | 117 | $1.3 million |
| Seacrest Wealth Management |
|
$1.4 billion | 1,783 | 43 | $791,777 |
| Seamount Financial Group |
|
$546.0 million | 421 | 4 | $1.3 million |
| Seizert Capital Partners |
|
$2.3 billion | 144 | 9 | $16.0 million |
| SEM Wealth Management |
|
$798.7 million | 1,480 | 5 | $539,655 |
| SigFig Wealth Management |
|
$2.3 billion | 41,417 | 5 | $55,558 |
| Silverhawk Asset Management |
|
$393.1 million | 415 | 11 | $947,347 |
| SJS Investment Services |
|
$2.7 billion | 870 | 13 | $3.1 million |
| Slavic Mutual Funds Management Corp |
|
$3.9 billion | 835 | 13 | $4.7 million |
| Soltis Investment Advisors |
|
$5.2 billion | 2,624 | 24 | $2.0 million |
| Springsteel Investment Advisors |
|
$38.2 million | 49 | 1 | $780,252 |
| Stableford Capital |
|
$294.3 million | 93 | 4 | $3.2 million |
| Stone Island Financial Planning |
|
$169.0 million | 171 | 3 | $988,193 |
| Strategic Wealth Advisors |
|
$212.6 million | 98 | 4 | $2.2 million |
| Sunrise Wealth Management |
|
$23.7 million | 36 | 1 | $659,444 |
| Tarbox Family Office |
|
$1.0 billion | 218 | 6 | $4.8 million |
| TCI Wealth Advisors |
|
$3.8 billion | 2,534 | 24 | $1.5 million |
| Templeton Financial Services |
|
$448.0 million | 401 | 2 | $1.1 million |
| TFO-TDC |
|
$3.6 billion | 1,489 | 29 | $2.4 million |
| The Coleridge Group |
|
$17.4 million | 15 | 3 | $1.2 million |
| THE Financial Forum |
|
$39.6 million | 80 | 1 | $495,465 |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| The Wealth Consulting Group |
|
$2.9 billion | 7,706 | 101 | $372,718 |
| Trek Financial |
|
$1.7 billion | 3,249 | 47 | $533,392 |
 Versant Capital Management
|
|
$850.0 million | 437 | 10 | $1.9 million |
| W Wealth Advisors |
|
$7.7 million | 60 | 1 | $128,891 |
| Wall Capital Group |
|
$1.6 billion | 443 | 3 | $3.6 million |
| Wellfit Financial |
|
$10.5 million | 8 | 1 | $1.3 million |
| Windsor Capital Management |
|
$626.4 million | 609 | 6 | $1.0 million |
| Wisdom Wealth Investment Advisors |
|
$79.1 million | 187 | 2 | $423,091 |
| Worthwhile Wealth Council |
|
$53.7 million | 208 | 3 | $258,033 |
| Yavapai Financial Planning |
|
$18.9 million | 61 | 2 | $309,311 |
| Zeches Wealth Management |
|
$83.7 million | 112 | 2 | $747,664 |
More Top Firms by State
About the Editorial Team
investor.com
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