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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
A-Advantage Tax & Financial Services Phoenix AZ US 0.0 
Academy Advisors, LLC Mesa AZ US 0.0 
Adelstone Financial Services, Inc Tucson AZ US 15.0 
Advisor Services, Inc. Tucson AZ US 23.6 
Aegis Financial Group, Inc. Phoenix AZ US 134.9 
Alliance Financial Group, Inc. Mesa AZ US 17.9 
Allied Portfolio Management, Inc. Tucson AZ US 75.0 
Alpha Fiduciary Phoenix AZ US 123.0 
American General Securities Incorporated Phoenix AZ US 510.8 
American Value Advisors Group Scottsdale AZ US 0.0 
American Wealth Management LLC Scottsdale AZ US 5.0 
Ancient Cedars Investments Inc. Scottsdale AZ US 11.6 
Anew Capital Management LLC Scottsdale AZ US 0.0 
Applied Strategies and Counsel, Inc. Scottsdale AZ US 15.0 
Arizona Rim Country Investment Management Payson AZ US 1.0 
Arizona Wealth Advisors, LLC Scottsdale AZ US 5.0 
Arma Financial Services, Inc. Scottsdale AZ US 72.7 
Arque Capital, Ltd. Phoenix AZ US 0.0 
Ascendant Financial Solutions, Inc. Flagstaff AZ US 49.6 
Asset Administration Group U S.,inc. Phoenix AZ US 22.0 
Associated Professional Investments Mesa AZ US 0.0 
Attwell Asset Allocation, Inc. Scottsdale AZ US 0.5 
Audesi Capital Management, LLC Scottsdale AZ US 1.0 
August Investments, LLC Tucson AZ US 11.6 
Autus Asset Management, LLC Scottsdale AZ US 131.4 
Barnes Investment Advisory Inc Phoenix AZ US 102.2 
Baron Capital Management, LLC Scottsdale AZ US 0.3 
Bauer Captain & Johnson, Inc. Scottsdale AZ US 146.3 
Becker Advisory Group, LLC Oro Valley AZ US 4.1 
Becker Financial Services Tucson AZ US 7.0 
Benchmark Financial Ltd Phoenix AZ US 28.6 
Benchmark Funds, Inc. Tucson AZ US 6.3 
Berylstone Asset Management Tucson AZ US 2.2 
Bgr Financial Group, LLC Tucson AZ US 89.2 
Biltmore Advisors, Inc. Phoenix AZ US 0.0 
Biltmore Investment Group Tempe AZ US 58.6 
Biltmore Wealth Advisers, LLC Phoenix AZ US 26.7 
Blavin & Company, Inc. Scottsdale AZ US 1070.5 
Bledsoe Asset Management, LLC Phoenix AZ US 0.0 
Brotherton Investment Consultants LLC Scottsdale AZ US 186.1 
Buehler Capital Management LLC Tucson AZ US 78.9 
Cambridge Wealth Management, Inc. Phoenix AZ US 57.0 
Camden Financial Management, Inc. Scottsdale AZ US 103.1 
Capital Insight Partners, LLC Scottsdale AZ US 34.2 
Capital Strategies Group, LLC Tempe AZ US 31.8 
Capital Wealth Management, Inc. Scottsdale AZ US 67.7 
Capital West Partners, LLC Tucson AZ US 90.5 
Carl A. Schopfer D/B/A C. Albert Schopfer Financial Scottsdale AZ US 9.3 
Carlin Wealth Management Scottsdale AZ US 0.0 
Carmichael Strategies LLC Phoenix AZ US 27.9 
Ceiba Capital Management Mesa AZ US 0.0 
CFO Solutions Inc. Scottsdale AZ US 4.9 
CK Environmental Capital Management LLC Tempe AZ US 20.0 
Clarity Financial Planning, P.C. Mesa AZ US 0.0 
Classic Investment Management, LLC Scottsdale AZ US 13.3 
Clearview Wealth Management, LLC Phoenix AZ US 15.0 
Cole Wealth Management, LLC Scottsdale AZ US 30.0 
Complete Financial Services LLC Mesa AZ US 0.0 
Comprehensive Wealth Management, L.L.C. Tucson AZ US 28.5 
Coolwater Capital Management, LLC Phoenix AZ US 0.0 
Coor Capital, LLC Scottsdale AZ US 83.8 
Copperwynd Financial Scottsdale AZ US 48.0 
Coronado Capital Management Scottsdale AZ US 10.0 
Countrywide Investment Services, Inc. Chandler AZ US 0.1 
Creighton James Germeroth Scottsdale AZ US 0.7 
Cross Border Tax & Accounting, LLC Phoenix AZ US 8.1 
Cue Financial Group, Inc. Phoenix AZ US 72.2 
DA Cockrell & Associates Surprise AZ US 1.6 
Davis Selected Advisers LP Tucson AZ US 47094.0 
Delta Ventures Financial Counsel, Inc. Mesa AZ US 68.5 
Denk Investment Advisory Phoenix AZ US 44.3 
Desert Growth Partners, L.L.C. Tucson AZ US 0.0 
Dew Wealth Management Scottsdale AZ US 36.3 
Dieska Kim Inc Scottsdale AZ US 0.0 
Dietz Wealth Management, LLC. Surprise AZ US 0.0 
Duane Witt & Associates, L.L.C. Mesa AZ US 0.0 
E.J. Kohler & Associates, LLC Scottsdale AZ US 0.0 
Eci Investment Advisors, Inc. Phoenix AZ US 5.8 
Envision Capital Management Ltd Scottsdale AZ US 205.0 
Epl Investment Advisory LLC Mesa AZ US 1.7 
Erisey Wealth Management Carefree AZ US 30.0 
Estate & Retirement Strategies LLC Tempe AZ US 6.9 
Etc Financial Consulting, Inc. Mesa AZ US 12.0 
Ethanol Capital Management LLC Tucson AZ US 53.5 
Evard Financial Advisors, Pllc Phoenix AZ US 0.8 
Exeter Financial, LLC Scottsdale AZ US 102.0 
Financial Concepts Chandler AZ US 59.1 
Financial Counsel, LLC Surprise AZ US 0.0 
Financial Directions LLC Tucson AZ US 91.5 
Financial Freedom Associates Tucson AZ US 0.0 
Financial Roadmap, Inc. Lake Havasu City AZ US 14.2 
Financial Solutions, LLC Scottsdale AZ US 2.1 
First Financial Equity Corporation Scottsdale AZ US 250.0 
First Financial Strategies Inc Phoenix AZ US 26.3 
Fischer Investment Advisors Inc Scottsdale AZ US 68.6 
Fishgold Financial Scottsdale AZ US 0.0 
Foothills Asset Management Ltd Scottsdale AZ US 134.4 
Foothills Financial Planning, Inc. Phoenix AZ US 0.0 
Fortress Investment Advisors Tucson AZ US 5.5 
Fountain Financial Group, Inc. Fountain Hills AZ US 0.0 
Fox Advisor Group Phoenix AZ US 0.0 
Fuller Asset Management, LLC Scottsdale AZ US 27.1 
Galloway Asset Management LLC Mesa AZ US 74.3 
Gcd One Inc. Mesa AZ US 0.0 
Genesis Financial Advisors Scottsdale AZ US 0.0 
Gieber Financial, LLC Mesa AZ US 4.0 
Glass Financial Services Inc Phoenix AZ US 10.5 
Global Commodity Advisors LLC Scottsdale AZ US 0.0 
Gold Standard Wealth Management, Pllc Glendale AZ US 0.0 
Gordian Advisors Tucson AZ US 0.0 
Greenberg Financial Group Tucson AZ US 103.2 
Hackett Investment Advisors Inc Scottsdale AZ US 252.8 
Harmony Asset Management LLC Scottsdale AZ US 16.3 
Harper Wealth Advisory Gilbert AZ US 0.2 
Hatton Consulting, Inc. Phoenix AZ US 134.8 
Hawtree Advisory Group, LLC Tucson AZ US 41.8 
Healy & Associates Tucson AZ US 6.0 
Hepburn Capital Management, LLC Prescott AZ US 16.0 
Hillspring Financial, Inc. Surprise AZ US 20.4 
Hoffman and Hock, Inc. Phoenix AZ US 312.9 
Householder Group, Estate & Retirement Specialists Scottsdale AZ US 135.2 
Hsl Financial Group Scottsdale AZ US 29.7 
Hutchinson Capital Management, LLC Phoenix AZ US 0.0 
Hutchison Investment Advisors Phoenix AZ US 0.0 
Ing Investments, LLC Scottsdale AZ US 35746.8 
Inlign Wealth Management, LLC Phoenix AZ US 43.3 
Insight Financial Services Flagstaff AZ US 0.0 
Inspired Capitalworks Scottsdale AZ US 82.1 
Insymphony Capital Advisors, LLC Phoenix AZ US 31.4 
Insymphony Private Capital, LLC Phoenix AZ US 31.4 
Integrated Wealth Management, LLC Scottsdale AZ US 36.0 
Interwealth Management Advisors LLC Scottsdale AZ US 38.0 
Investment Advisor of The Southwest, LLC Phoenix AZ US 15.0 
Investment Advisors of America, L.L.C. Phoenix AZ US 28.4 
Ironwood Asset Management, LLC Scottsdale AZ US 113.5 
Ironwood Investment Counsel, LLC Phoenix AZ US 337.8 
Ives Asset Management Inc Scottsdale AZ US 114.1 
Ivy League Financial Services,Inc Tempe AZ US 0.0 
J.W. Advisors Inc. Phoenix AZ US 26.4 
Jackson Financial Advisors Scottsdale AZ US 0.0 
Jaguar Investment Services, Ltd Marana AZ US 29.6 
Jim Hannley, LLC Tucson AZ US 0.0 
Johnson Financial Advisors Phoenix AZ US 28.9 
Jordan Capital Management Inc. Tucson AZ US 2.4 
Joseph Hardy Mba Chfc, Ltd Tucson AZ US 0.0 
Joshua David Mellberg, LLC Dba JD Mellberg Financial Tucson AZ US 25.7 
Jrj Management, L.L.C. Scottsdale AZ US 83.7 
Jsd Financial Design Scottsdale AZ US 30.0 
Kachkovsky & Fisher, Inc. Phoenix AZ US 22.0 
Keats Connelly and Associates Inc. Phoenix AZ US 198.0 
Key Group Management, Inc. Scottsdale AZ US 12.0 
Koch Global Capital, LLC Scottsdale AZ US 1495.1 
Krakowiak Frederick Alan Scottsdale AZ US 37.5 
Krueger Financial Services, Inc. Phoenix AZ US 23.5 
L. Roy Papp & Associates, LLP Phoenix AZ US 355.7 
Lane Brothers & Co Inc Prescott AZ US 48.8 
Larkin & Associates Surprise AZ US 0.0 
Leeward Advisors LLC Phoenix AZ US 8.0 
Legacy Asset Management, Inc. Fountain Hills AZ US 0.0 
Legacy Financial Advisors Tucson AZ US 14.5 
Lindzon & Associates, LLC Phoenix AZ US 5.0 
Lkl Investment Counsel LLC Phoenix AZ US 81.6 
Lof Lopez & Associates, LLC Tucson AZ US 28.9 
Macc IV Group Chandler AZ US 0.0 
Mad Mergers, LLC Glendale AZ US 0.0 
Madison Scottsdale Scottsdale AZ US 1718.8 
Marathon Asset Management Co Inc Tucson AZ US 90.5 
Marion Advisory Partners LLC Phoenix AZ US 3.0 
Mark Stempel & Associates Tucson AZ US 35.9 
Mathon Management Company, LLC Mesa AZ US 65.0 
Mcbride Financial Services, Inc. Mesa AZ US 0.0 
Mercer Advisors Scottsdale AZ US 3524.3 
Mercer Global Advisors Inc. Scottsdale AZ US 2602.7 
Michael John Osland Scottsdale AZ US 5.4 
Miller/Russell & Associates, Inc. Phoenix AZ US 1021.0 
Mjm401k, LLC Phoenix AZ US 0.0 
Modular Financial Solutions, Inc. Tempe AZ US 4.0 
Morgan Wealth Management, Inc. Surprise AZ US 9.0 
Murphy Capital Advisors, LLC Glendale AZ US 21.4 
Nancy Hough Prescott AZ US 0.0 
Navigate TO Wealth Glendale AZ US 0.0 
Netwide Capital, LLC Scottsdale AZ US 89.5 
Oase Financial Services, LLC Tucson AZ US 2.0 
Overlooked Opportunities Green Valley AZ US 1.2 
Oxford Investment Partners, LLC Phoenix AZ US 304.3 
Pacwest Financial Management Inc Phoenix AZ US 173.7 
Pathways Financial Partners,Inc. Tucson AZ US 121.6 
Pension Protection Advisors, LLC. Sun City AZ US 0.0 
Perspective Financial Services LLC Phoenix AZ US 70.3 
PK Financial Strategies, LLC Phoenix AZ US 0.0 
Plan Sponsor Services, LLC Phoenix AZ US 2.3 
Portfolio Dynamics, Inc Tempe AZ US 6.5 
Prescott Investor Services, Inc. Prescott AZ US 25.8 
Priority One Advisors, LLC Mesa AZ US 0.1 
Pro Tax and Securities Mesa AZ US 0.0 
Quorum Advisors Scottsdale AZ US 0.0 
R.H. Investment Group, LLC Mesa AZ US 67.0 
Rams Investment Services Phoenix AZ US 4.7 
Raskob Kambourian Financial Advisors Ltd Tucson AZ US 145.8 
Raymond Wealth Management Tucson AZ US 9.0 
Rcm Wealth Advisors, L.L.C. Tucson AZ US 0.0 
Retirement Financial Planning, Inc. Tucson AZ US 0.0 
Retirement Navigators Investment Advisory Group LLC. Tuscon AZ US 0.1 
RG Capital Investment Advisory Services, LLC Scottsdale AZ US 220.0 
Rickey A. Herndon, Cpa,Pfs,Cfp Scottsdale AZ US 18.2 
Robinson, Tigue, Sponcil & Associates, LLC Phoenix AZ US 82.5 
Rosen Investment Advisors, Ltd. Phoenix AZ US 100.0 
Rowland Carmichael Advisors Inc Scottsdale AZ US 314.8 
Roxie Webb Securities Management,Inc. Prescott AZ US 15.7 
Rps Tucson AZ US 0.0 
Rubicon Financial Network Tempe AZ US 0.0 
Rulapaugh Stanley E Cfa Scottsdale AZ US 46.6 
Russell B. Berry, Jr., P.C. Scottsdale AZ US 0.0 
S.E. Thorn & Co. Prescott AZ US 13.0 
Sabino Investment Management, L.L.C. Tucson AZ US 22.2 
Saffer Wealth Strategies Phoenix AZ US 0.0 
Sage Financial Advisors Inc. Scottsdale AZ US 73.3 
Sagepoint Financial, Inc. Phoenix AZ US 1734.4 
Schannep Investment Advisors, Inc. Tucson AZ US 6.5 
Schieffer & Associates Inc Phoenix AZ US 15.5 
Schooner Financial Associates Scottsdale AZ US 0.0 
Schroeder Financial Services, Inc. Sun Lakes AZ US 4.1 
Scottsdale Capital Advisors Corp Scottsdale AZ US 0.0 
Seleznov Capital Advisors LLC Scottsdale AZ US 25.0 
Sequoia Financial Advisors, Inc. Phoenix AZ US 120.7 
Siegel/ Yocum Asset Management, LLC Scottsdale AZ US 8.9 
Sji Financial Services Inc. Tucson AZ US 13.0 
Smart Portfolio Management, LLC Sun City AZ US 1.3 
Sonora Investment Management LLC Tucson AZ US 119.0 
Sound Future Financial, LLC Scottsdale AZ US 0.0 
Steele Larson & Associates, Lllp Gilbert AZ US 37.0 
Steinberg Financial Advisers Scottsdale AZ US 0.0 
Stellar Capital Management LLC Phoenix AZ US 127.8 
Sterling Investment Group, Inc Mesa AZ US 0.0 
Sterling Investment Management, Inc. Tucson AZ US 142.0 
Steven L. Schippel Consulting, LLC Anthem AZ US 10.0 
Stoker Ostler Wealth Advisors, Inc. Scottsdale AZ US 577.8 
Stonegate Financial Group, LLC Scottsdale AZ US 30.5 
Stonewall Equities, Ltd. Scottsdale AZ US 9.0 
Strategic Equity Management, Inc. Tucson AZ US 35.0 
Strategic Investment Advisors Scottsdale AZ US 14.0 
Strategic Wealth Advisors, LLC Scottsdale AZ US 121.0 
Sunrise Capital Management, LLC Tucson AZ US 14.7 
Sunrise Financial Tucson AZ US 0.0 
Sunrise Investment Management LLC Tucson AZ US 15.3 
Surevest Capital Management Scottsdale AZ US 15.0 
Table Mountain Investments LLC Phoenix AZ US 2.7 
Tanner Capital Management LLC Scottsdale AZ US 5.5 
Taurus Financial Corp Phoenix AZ US 6.9 
Tax-N-Vestors, Inc. Surprise AZ US 0.0 
Taylor & Padgett Financial Group LLC Prescott AZ US 0.0 
Tci Wealth Advisors, Inc. Tucson AZ US 718.0 
Templeton Financial Services Inc. Chandler AZ US 105.0 
Tfs Advisors, Inc. Phoenix AZ US 0.0 
The Getzen Group, Inc. Scottsdale AZ US 20.4 
The Innes Associates, Ltd. Phoenix AZ US 0.0 
The Linkous Group, Ltd. Fountain Hills AZ US 0.0 
The Master Planning Group, Inc. Scottsdale AZ US 0.0 
The Odyssey Group Phoenix AZ US 0.0 
The Planning Associates, Inc. Phoenix AZ US 10.0 
The Planning Group Scottsdale AZ US 76.7 
The PM Group - Arizona, Ltd. Scottsdale AZ US 0.0 
The Wealth Doctor Sedona AZ US 1.1 
The Young Group, Inc. Sedona AZ US 42.6 
Thomas Capital Management, LLC Sedona AZ US 3.0 
Thrifty Money Management, Inc. Prescott AZ US 0.0 
Tmd & Associates, Inc. Phoenix AZ US 82.4 
Top Fund Management Inc Mesa AZ US 6.2 
Total Investment Management, Inc. Scottsdale AZ US 125.7 
Tpgr Financial Services, LLC Phoenix AZ US 0.0 
Transition Financial Advisors Group, Inc. Gilbert AZ US 33.4 
Tribeca Financial, LLC Mesa AZ US 69.5 
Trident Wealth Management, LLC Scottsdale AZ US 3.7 
True Financial Wealth Management Firm LLC Tuscon AZ US 0.0 
Unified Wealth Management, LLC Scottsdale AZ US 66.5 
Union Capital Company Tucson AZ US 0.0 
Vantage Investing LLC Tucson AZ US 9.2 
Versant Capital Management, Inc. Phoenix AZ US 191.2 
Vestpointe Wealth Management, LLC Scottsdale AZ US 19.0 
Vikas International, Inc. Scottsdale AZ US 0.0 
Vincent Esparza, Cfp, Inc. Phoenix AZ US 42.0 
Vision Financial Services, Inc Mesa AZ US 0.2 
VM Jones Financial Consulting, L.L.C. Gilbert AZ US 34.7 
W4 Financial Advisors, Inc. Scottsdale AZ US 0.0 
Watts Gwilliam & Company, LLC Gilbert AZ US 88.4 
Wealth Engineering, LLC Scottsdale AZ US 32.7 
Wealth Management Solutions Scottsdale AZ US 59.2 
Wealth Trust - Arizona LLC Scottsdale AZ US 559.7 
Wealth With A Purpose, Inc. Scottsdale AZ US 4.4 
Wealthtrust Arizona Scottsdale AZ US 429.9 
Werner Financial Santa Fe AZ US 21.0 
West Coast Capital Management, LLC Tempe AZ US 0.0 
Wgi LLC Tempe AZ US 10.0 
William Hankerson, Ltd. Phoenix AZ US 0.0 
Win Win Investment Planning Mesa AZ US 8.0 
Windsor Capital Management, LLC Phoenix AZ US 137.0 
Wisewealth, Inc. Mesa AZ US 0.0 
Witnauer Sloan & Associates LLC Phoenix AZ US 7.7 
Wood Capital Investments Surprise AZ US 16.6 
Yavapai Financial Planning, L.L.C. Prescott AZ US 20.3 
Young Capital Management Inc Fountain Hills AZ US 33.0 
Your Source Financial Phoenix AZ US 70.8 
Zahnow Group, LLC Paradise Valley AZ US 0.0 
Ziskin Asset Management Inc Mesa AZ US 0.3 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $25 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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