| Sage Financial Advisors Inc. | Scottsdale | $270.3M | — |
| Gordian Advisors, LLC | Tucson | $265.2M | — |
| Tandem Wealth Advisors LLC | Phoenix | $261.5M | — |
| Wj Wealth Management, LLC | Glendale | $261.5M | — |
| Corepath Wealth Partners LLC | Scottsdale | $261.2M | — |
| Releve Financial Group, LLC | Scottsdale | $255.6M | — |
| Treasure Investment Management, LLC | Scottsdale | $252.7M | — |
| Tribeca Financial, LLC | Mesa | $248.3M | — |
| 17 Capital Partners, LLC | Phoenix | $246.4M | — |
| J. P. Davis, Inc. | Oro Valley | $242M | — |
| Bayntree Wealth Advisors, LLC | Scottsdale | $241.1M | — |
| Allied Portfolio Management, Inc. | Tucson | $240.2M | — |
| Lane Brothers & Co Inc | Prescott | $240.1M | 1 |
| R.h. Investment Group, LLC | Scottsdale | $238.5M | — |
| Acute Investment Advisory, LLC | Mesa | $238.4M | — |
| Clarity Wealth Management, L.L.C. | Gilbert | $236.8M | — |
| Taylor Frigon Capital Management LLC | Scottsdale | $232.6M | 2 |
| Amplify Financial, LLC | Scottsdale | $230.7M | — |
| Slt Holdings LLC | Scottsdale | $230.3M | 1 |
| Wlth Capital Management, LLC | Chandler | $229.8M | — |
| Meixler Investment Management, Ltd. | Show Low | $228.4M | — |
| Sharpepoint, LLC | Phoenix | $222.8M | 1 |
| Intrinsic Value Partners, LLC | Phoenix | $220.6M | — |
| Family Office Investment Advisory LLC | Scottsdale | $220M | — |
| Levin Funding Group LLC | Tucson | $215.4M | — |
| Larry Mathis Financial Planning, L.L.C. | Phoenix | $212.8M | — |
| Harding Wealth, Inc. | Tempe | $212.6M | — |
| Babb Wealth Advisors LLC | Flagstaff | $209.4M | — |
| Financial Life Planners LLC | Tempe | $208.4M | — |
| Aio Financial, LLC | Tucson | $199.2M | — |
| Preston Advisory Services LLC | Kingman | $197.7M | — |
| Bradley Wealth LLC | Scottsdale | $196.7M | — |
| Westmark Wealth Management, LLC | Phoenix | $195.4M | — |
| Dynamic Wealth Advisors | Surprise | $193.3M | — |
| Bledsoe Asset Management, LLC | Phoenix | $189M | — |
| Accordant Investments LLC | Scottsdale | $186.4M | 1 |
| Hillspring Financial, Inc. | Surprise | $186M | — |
| Spahn Wealth & Retirement LLC | Scottsdale | $181.4M | — |
| Cole Wealth Management, LLC | Scottsdale | $181.1M | — |
| C2c Wealth Management, LLC | Scottsdale | $179.8M | — |
| Blakely Walters Wealth Management LLC | Scottsdale | $173.7M | — |
| Pravati Capital LLC | Scottsdale | $173.7M | 5 |
| Ridgeline Wealth LLC | Mesa | $172.8M | — |
| Wealth Management Solutions, LLC | Scottsdale | $172.6M | — |
| Ascent Capital Partners, LLC | Scottsdale | $172M | 7 |
| Scottsdale Wealth Planning, Inc. | Scottsdale | $171.5M | — |
| Wealth Engineering, LLC | Scottsdale | $171M | — |
| Lilliano Capital Management LLC | Phoenix | $167.9M | — |
| Vestpointe Wealth Management, LLC | Scottsdale | $165.8M | 4 |
| Wilkinson Wealth Management, LLC | Tucson | $164.7M | — |