Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Tucson, AZ
27 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01
All advisers in AZ
Firm
Assets
Employees
Disclosures
Davis Selected Advisers LP
$30.12 billion
121
1
Tci Wealth Advisors, Inc.
$5.37 billion
72
0
Gr Financial Group, LLC
$1.05 billion
10
0
Sem Wealth Management
$933.5 million
11
0
Wealth Management Partners, LLC
$793.5 million
8
0
Financial Directions LLC
$737.8 million
3
0
Ironwood Financial, LLC
$662.5 million
10
0
Cambridge Financial Group, LLC
$645.8 million
10
0
Nova Financial Services
$469.4 million
10
0
Sterling Investment Management, LLC
$409.2 million
8
0
Greenberg Financial Group
$406.9 million
10
0
Southwest Investment Advisors, Inc.
$386.9 million
5
0
Attessa Capital LLC
$343.5 million
7
0
Treiberg Wealth Management
$325.1 million
6
0
Capital West Partners, LLC
$300.0 million
3
0
Gordian Advisors, LLC
$265.2 million
3
0
Allied Portfolio Management, Inc.
$240.2 million
2
0
Levin Funding Group LLC
$215.4 million
2
0
Aio Financial, LLC
$199.2 million
4
1
Wilkinson Wealth Management, LLC
$164.7 million
2
0
Union Capital Company
$150.0 million
13
3
Fortress Financial Solutions, LLC
$142.0 million
10
0
Schulz Financial Group
$114.9 million
4
0
Secure Investment Management, LLC
$42.9 million
31
1
Alamos Capital, LLC
$1.0 million
2
2
Trivera Wealth Management, LLC
$0
1
0
Bili Finance
$0
1
0