Investment advisers in Phoenix, AZ

37 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

Firm	Assets	Employees	Disclosures
Foundations Investment Advisors LLC	$10.10 billion	353	9
Dynamic	$5.64 billion	130	0
Smead Capital Management, Inc.	$5.52 billion	18	0
Tfo Family Office Partners	$5.04 billion	88	0
Sovereign Investment Advisors LLC	$3.31 billion	8	0
Pfg Advisors	$3.26 billion	112	0
Versant Capital Management, Inc.	$1.81 billion	26	0
L. Roy Papp & Associates, LLP	$1.62 billion	10	0
Awm Capital, LLC	$1.49 billion	38	1
Brookwood Investment Group	$1.25 billion	24	0
Bridgeport Financial Solutions	$1.05 billion	9	0
Claremont Capital Management, LLC	$843.9 million	3	0
Curafin Advisors	$748.4 million	6	0
Windsor Capital Management, LLC	$703.4 million	8	0
Rra Capital	$663.3 million	31	0
Eaton-cambridge Inc.	$480.7 million	11	0
Strategy Financial Group	$366.7 million	20	0
Wall Capital Group, Inc.	$294.7 million	5	0
Tandem Wealth Advisors	$261.5 million	7	0
17 Capital Partners, LLC	$246.4 million	7	0
Sharpepoint, LLC	$222.8 million	5	0
Intrinsic Value Partners, LLC	$220.6 million	3	0
Mathis Wealth Management	$212.8 million	5	0
Westmark Wealth Management	$195.4 million	4	0
Bledsoe Asset Management, LLC	$189.0 million	5	0
Arcwood Financial, LLC	$186.6 million	4	0
Lilliano Capital Management LLC	$167.9 million	2	0
Farnam Financial	$161.4 million	3	0
Trinity Capital Adviser LLC	$157.6 million	106	0
Profocus Incorporated	$156.5 million	7	0
Wise Wealth Partners, LLC	$153.5 million	2	0
Wisdom Wealth Investment Advisors LLC	$138.8 million	2	0
Asterozoa Management	$103.9 million	4	0
Lgm Capital Management LLC	$14.9 million	2	0
Alphatrust Advisors	$0	7	0
Unstoppable Asset	$0	1	0
Svvy	$0	4	0