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Start your Watchlist485 investment advisory firms are registered with a main office in Arizona, together advising $515B for 765,666 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Scottsdale · SEC-registered
|
$234.9B | 575,512 | 8,979 | Flagged |
| 2 |
Scottsdale · SEC-registered
|
$59.5B | 107 | 104 | Flagged |
| 3 |
Scottsdale · SEC-registered
|
$35.7B | 29 | 160 | Clean |
| 4 |
Tucson · SEC-registered
|
$30.1B | 109 | 121 | Flagged |
| 5 |
Scottsdale · SEC-registered
|
$12.8B | 30,369 | 620 | Flagged |
| 6 |
Phoenix · SEC-registered
|
$10.1B | 29,663 | 353 | Flagged |
| 7 |
Scottsdale · SEC-registered
|
$8.0B | 22 | 150 | Clean |
| 8 |
Scottsdale · SEC-registered
|
$6.0B | 3,229 | 93 | Flagged |
| 9 |
Phoenix · SEC-registered
|
$5.6B | 5,634 | 130 | Clean |
| 10 |
Phoenix · SEC-registered
|
$5.5B | 185 | 18 | Clean |
| 11 |
Tucson · SEC-registered
|
$5.4B | 3,268 | 72 | Clean |
| 12 |
Phoenix · SEC-registered
|
$5.0B | 306 | 88 | Clean |
| 13 |
Scottsdale · SEC-registered
|
$3.7B | 1,585 | 30 | Flagged |
| 14 |
Phoenix · SEC-registered
|
$3.3B | 41 | 8 | Clean |
| 15 |
Phoenix · SEC-registered
|
$3.3B | 7,592 | 112 | Clean |
| 16 |
Scottsdale · SEC-registered
|
$2.8B | 4,688 | 55 | Clean |
| 17 |
Scottsdale · SEC-registered
|
$2.6B | 10,633 | 140 | Clean |
| 18 |
Scottsdale · SEC-registered
|
$2.5B | 152 | 39 | Clean |
| 19 |
Scottsdale · SEC-registered
|
$2.3B | 5,642 | 68 | Flagged |
| 20 |
Phoenix · SEC-registered
|
$1.8B | 521 | 26 | Clean |
| 21 |
Scottsdale · SEC-registered
|
$1.8B | 554 | 22 | Clean |
| 22 |
Scottsdale · SEC-registered
|
$1.7B | 21 | 8 | Clean |
| 23 |
Phoenix · SEC-registered
|
$1.6B | 576 | 10 | Clean |
| 24 |
Scottsdale · SEC-registered
|
$1.6B | 129 | 7 | Flagged |
| 25 |
Phoenix · SEC-registered
|
$1.5B | 467 | 38 | Flagged |
| 26 |
Scottsdale · SEC-registered
|
$1.4B | 856 | 17 | Clean |
| 27 |
Scottsdale · SEC-registered
|
$1.4B | 1,186 | 12 | Clean |
| 28 |
Scottsdale · SEC-registered
|
$1.3B | 2,361 | 35 | Clean |
| 29 |
Phoenix · SEC-registered
|
$1.3B | 3,506 | 24 | Clean |
| 30 |
Mesa · SEC-registered
|
$1.2B | 691 | 18 | Clean |
| 31 |
Scottsdale · SEC-registered
|
$1.1B | 612 | 18 | Clean |
| 32 |
Scottsdale · SEC-registered
|
$1.1B | 1,127 | 36 | Clean |
| 33 |
Tucson · SEC-registered
|
$1.1B | 1,553 | 10 | Clean |
| 34 |
Phoenix · SEC-registered
|
$1.0B | 920 | 9 | Clean |
| 35 |
Gilbert · SEC-registered
|
$1.0B | 514 | 9 | Clean |
| 36 |
Scottsdale · SEC-registered
|
$1.0B | 361 | 28 | Clean |
| 37 |
Tucson · SEC-registered
|
$933.5M | 1,990 | 11 | Clean |
| 38 |
Mesa · SEC-registered
|
$917.3M | 730 | 14 | Clean |
| 39 |
Scottsdale · SEC-registered
|
$908.0M | 6 | 15 | Clean |
| 40 |
Phoenix · SEC-registered
|
$843.9M | 25 | 3 | Clean |
| 41 |
Tucson · SEC-registered
|
$793.5M | 799 | 8 | Clean |
| 42 |
Scottsdale · SEC-registered
|
$771.1M | 1 | 7 | Clean |
| 43 |
Phoenix · SEC-registered
|
$748.4M | 111 | 6 | Clean |
| 44 |
Scottsdale · SEC-registered
|
$742.5M | 326 | 16 | Clean |
| 45 |
Tucson · SEC-registered
|
$737.8M | 2,488 | 3 | Clean |
| 46 |
Scottsdale · SEC-registered
|
$732.9M | 624 | 14 | Clean |
| 47 |
Phoenix · SEC-registered
|
$703.4M | 543 | 8 | Clean |
| 48 |
Scottsdale · SEC-registered
|
$702.7M | 4 | 5 | Clean |
| 49 |
Phoenix · SEC-registered
|
$663.3M | 3 | 31 | Clean |
| 50 |
Tucson · SEC-registered
|
$662.5M | 624 | 10 | Clean |
| 51 |
Tucson · SEC-registered
|
$645.8M | 293 | 10 | Clean |
| 52 |
Scottsdale · SEC-registered
|
$611.7M | 78 | 39 | Clean |
| 53 |
Chandler · SEC-registered
|
$607.7M | 459 | 14 | Clean |
| 54 |
Mesa · SEC-registered
|
$556.0M | 3 | 12 | Clean |
| 55 |
Phoenix · SEC-registered
|
$538.8M | 1,424 | 7 | Flagged |
| 56 |
Peoria · SEC-registered
|
$520.9M | 1,810 | 51 | Flagged |
| 57 |
Scottsdale · SEC-registered
|
$481.1M | 708 | 6 | Clean |
| 58 |
Phoenix · SEC-registered
|
$480.7M | 311 | 11 | Clean |
| 59 |
Scottsdale · SEC-registered
|
$473.6M | 462 | 11 | Clean |
| 60 |
Tucson · SEC-registered
|
$469.4M | 738 | 10 | Clean |
| 61 |
Scottsdale · SEC-registered
|
$464.7M | 246 | 40 | Flagged |
| 62 |
Scottsdale · SEC-registered
|
$462.5M | 275 | 10 | Flagged |
| 63 |
Scottsdale · SEC-registered
|
$443.7M | 11 | 7 | Clean |
| 64 |
Chandler · SEC-registered
|
$441.8M | 315 | 4 | Clean |
| 65 |
Tempe · SEC-registered
|
$439.6M | 307 | 4 | Clean |
| 66 |
Scottsdale · SEC-registered
|
$423.3M | 250 | 13 | Clean |
| 67 |
Scottsdale · SEC-registered
|
$420.2M | 88 | 6 | Clean |
| 68 |
Scottsdale · SEC-registered
|
$419.1M | 1,141 | 16 | Clean |
| 69 |
Flagstaff · SEC-registered
|
$409.6M | 357 | 12 | Clean |
| 70 |
Tucson · SEC-registered
|
$409.2M | 151 | 8 | Clean |
| 71 |
Tucson · SEC-registered
|
$406.9M | 804 | 10 | Clean |
| 72 |
Sun City · SEC-registered
|
$405.1M | 853 | 9 | Clean |
| 73 |
Scottsdale · SEC-registered
|
$398.0M | 140 | 5 | Clean |
| 74 |
Tucson · SEC-registered
|
$386.9M | 1,161 | 5 | Clean |
| 75 |
Scottsdale · SEC-registered
|
$380.8M | 355 | 6 | Clean |
| 76 |
Scottsdale · SEC-registered
|
$376.6M | 99 | 6 | Clean |
| 77 |
Chandler · SEC-registered
|
$375.8M | 385 | 4 | Clean |
| 78 |
Yuma · SEC-registered
|
$371.1M | 477 | 11 | Flagged |
| 79 |
Phoenix · SEC-registered
|
$366.7M | 1,051 | 20 | Clean |
| 80 |
Chandler · SEC-registered
|
$362.4M | 368 | 5 | Clean |
| 81 |
Gilbert · SEC-registered
|
$359.2M | 457 | 10 | Clean |
| 82 |
Tempe · SEC-registered
|
$344.7M | 217 | 7 | Clean |
| 83 |
Tucson · SEC-registered
|
$343.5M | 246 | 8 | Clean |
| 84 |
Scottsdale · SEC-registered
|
$330.9M | 157 | 6 | Clean |
| 85 |
Scottsdale · SEC-registered
|
$328.3M | 92 | 4 | Clean |
| 86 |
Tucson · SEC-registered
|
$325.1M | 274 | 6 | Clean |
| 87 |
Scottsdale · SEC-registered
|
$309.3M | 246 | 2 | Clean |
| 88 |
Scottsdale · SEC-registered
|
$306.8M | 261 | 6 | Flagged |
| 89 |
Scottsdale · SEC-registered
|
$305.3M | 92 | 4 | Clean |
| 90 |
Peoria · SEC-registered
|
$305.2M | 503 | 13 | Clean |
| 91 |
Fountain Hills · SEC-registered
|
$303.8M | 337 | 5 | Clean |
| 92 |
Tempe · SEC-registered
|
$301.0M | 297 | 5 | Clean |
| 93 |
Scottsdale · SEC-registered
|
$300.3M | 348 | 5 | Clean |
| 94 |
Tucson · SEC-registered
|
$300.0M | 173 | 3 | Clean |
| 95 |
Scottsdale · SEC-registered
|
$298.0M | 278 | 5 | Clean |
| 96 |
Tempe · SEC-registered
|
$297.3M | 586 | 5 | Clean |
| 97 |
Phoenix · SEC-registered
|
$294.7M | 799 | 5 | Clean |
| 98 |
Scottsdale · SEC-registered
|
$279.7M | 254 | 10 | Clean |
| 99 |
Scottsdale · SEC-registered
|
$270.3M | 115 | 7 | Clean |
| 100 |
Tucson · SEC-registered
|
$265.2M | 103 | 3 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Arizona by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.