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July 27, 2026

The 20 Largest Investment Advisers in Arizona

Arizona is home to 199 SEC-registered investment advisers. Here are the 20 largest by regulatory assets under management, from current Form ADV filings.

# Firm City Reg. AUM
1 Osaic Wealth, Inc. Scottsdale $234.86B
2 Voya Investments, LLC Scottsdale $59.48B
3 Gi Manager L.P. Scottsdale $35.74B
4 Davis Selected Advisers LP Tucson $30.12B
5 United Planners' Financial Services of America a Limited Partner Scottsdale $12.77B
6 Foundations Investment Advisors LLC Phoenix $10.1B
7 Balbec Capital Management LP Scottsdale $7.99B
8 Ashton Thomas Private Wealth, LLC Scottsdale $6.01B
9 Dynamic Advisor Solutions LLC Phoenix $5.64B
10 Smead Capital Management, Inc. Phoenix $5.52B
11 Tci Wealth Advisors, Inc. Tucson $5.37B
12 Tfo Family Office Partners, LLC Phoenix $5.04B
13 Stoker Ostler Wealth Advisors, Inc. Scottsdale $3.67B
14 Sovereign Investment Advisors LLC Phoenix $3.31B
15 Pfg Advisors, LLC Phoenix $3.26B
16 Trek Financial, LLC Scottsdale $2.82B
17 Trajan Wealth, L.L.C. Scottsdale $2.6B
18 Redwood Investment Management, LLC. Scottsdale $2.47B
19 Verus Capital Partners, LLC Scottsdale $2.29B
20 Versant Capital Management, Inc. Phoenix $1.81B

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