# Financial advisors in Arizona

> AdvisorCensus lists 672 investment advisory firms with a principal office in Arizona, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/page/13

## At a glance

- Investment advisory firms: 672
- Registration: SEC-registered investment adviser: 217, State-registered investment adviser: 422, Exempt reporting adviser: 33
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 224 (35%); Percentage of assets 575 (90%); Hourly charges 318 (50%); Subscription fees (newsletter or periodical) 13 (2%); Fixed fees 358 (56%); Commissions 10 (2%); Performance-based fees 56 (9%); Other 92 (14%); No compensation arrangements reported 33
- Regulatory assets under management (Item 5.F): Under $25 million 250 (37%); $25 million to $100 million 131 (19%); $100 million to $500 million 143 (21%); $500 million to $1 billion 19 (3%); $1 billion to $5 billion 25 (4%); Over $5 billion 12 (2%); Not reported 92 (14%)
- Years registered: Under 5 years 268 (40%); 5 to 9 years 157 (23%); 10 to 19 years 162 (24%); 20 years or more 80 (12%); Not reported 5 (1%)

## Firms (page 13 of 14, 601 to 650 of 672, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [True Fiduciary Financial Advisors, LLC](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770) ([md](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770.md)) | 317770 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [True North Wealth Management, LLC](https://advisorcensus.com/firm/true-north-wealth-management-llc-302020) ([md](https://advisorcensus.com/firm/true-north-wealth-management-llc-302020.md)) | 302020 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Tushaus Wealth Management](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067) ([md](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067.md)) | 314067 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Twogood Financial Services, Inc.](https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812) ([md](https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812.md)) | 323812 | Scottsdale, AZ | State-registered investment adviser | Not reported | 3 | Other |
| [Uncaged Impact](https://advisorcensus.com/firm/uncaged-impact-337332) ([md](https://advisorcensus.com/firm/uncaged-impact-337332.md)) | 337332 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Union Capital Company](https://advisorcensus.com/firm/union-capital-company-tucson-az-110301) ([md](https://advisorcensus.com/firm/union-capital-company-tucson-az-110301.md)) | 110301 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Commissions |
| [United Planners' Financial Services of America a Limited Partner](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804) ([md](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804.md)) | 20804 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Universal Wealth Management LLC](https://advisorcensus.com/firm/universal-wealth-management-llc-surprise-az-333585) ([md](https://advisorcensus.com/firm/universal-wealth-management-llc-surprise-az-333585.md)) | 333585 | Surprise, AZ | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Unstoppable Asset](https://advisorcensus.com/firm/unstoppable-asset-phoenix-az-338072) ([md](https://advisorcensus.com/firm/unstoppable-asset-phoenix-az-338072.md)) | 338072 | Phoenix, AZ | SEC-registered investment adviser | Not reported | 0 | % of assets |
| [Vail Financial Advisors](https://advisorcensus.com/firm/vail-financial-advisors-312568) ([md](https://advisorcensus.com/firm/vail-financial-advisors-312568.md)) | 312568 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [VAL Vista Capital Management, LLC](https://advisorcensus.com/firm/val-vista-capital-management-llc-sun-lakes-az-159679) ([md](https://advisorcensus.com/firm/val-vista-capital-management-llc-sun-lakes-az-159679.md)) | 159679 | Sun Lakes, AZ | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets |
| [Valence Wealth](https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126) ([md](https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126.md)) | 343126 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Valhalla Advisors LLC](https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811) ([md](https://advisorcensus.com/firm/valhalla-advisors-llc-glendale-az-310811.md)) | 310811 | Glendale, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Vault Financial, LLC](https://advisorcensus.com/firm/vault-financial-llc-146609) ([md](https://advisorcensus.com/firm/vault-financial-llc-146609.md)) | 146609 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Vector Dynamics Wealth Management P.L.L.C](https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038) ([md](https://advisorcensus.com/firm/vector-dynamics-wealth-management-p-l-l-c-mesa-az-342038.md)) | 342038 | Mesa, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Verab Financial Advisory LLC](https://advisorcensus.com/firm/verab-financial-advisory-llc-330540) ([md](https://advisorcensus.com/firm/verab-financial-advisory-llc-330540.md)) | 330540 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | Hourly |
| [Versant Capital Management, Inc.](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692) ([md](https://advisorcensus.com/firm/versant-capital-management-inc-phoenix-az-131692.md)) | 131692 | Phoenix, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Verus Capital Partners, LLC](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568) ([md](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568.md)) | 151568 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Vestpointe Wealth Management, LLC](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591) ([md](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591.md)) | 132591 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Vibrant Wealth](https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068) ([md](https://advisorcensus.com/firm/vibrant-wealth-chandler-az-293068.md)) | 293068 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Victory Wealth Services, LLC](https://advisorcensus.com/firm/victory-wealth-services-llc-prescott-az-290270) ([md](https://advisorcensus.com/firm/victory-wealth-services-llc-prescott-az-290270.md)) | 290270 | Prescott, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Vigilare Wealth Management LLC](https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663) ([md](https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663.md)) | 157663 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Viridis Capital Group, LLC](https://advisorcensus.com/firm/viridis-capital-group-llc-scottsdale-az-315718) ([md](https://advisorcensus.com/firm/viridis-capital-group-llc-scottsdale-az-315718.md)) | 315718 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Virtua Capital Management, LLC](https://advisorcensus.com/firm/virtua-capital-management-llc-scottsdale-az-289606) ([md](https://advisorcensus.com/firm/virtua-capital-management-llc-scottsdale-az-289606.md)) | 289606 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Vision Financial Services, Inc](https://advisorcensus.com/firm/vision-financial-services-inc-mesa-az-144409) ([md](https://advisorcensus.com/firm/vision-financial-services-inc-mesa-az-144409.md)) | 144409 | Mesa, AZ | State-registered investment adviser | Under $25 million | 18 | % of assets, Other |
| [VISION2020 Wealth Management Corp.](https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149) ([md](https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149.md)) | 154149 | Scottsdale, AZ | SEC-registered investment adviser | Not reported | 16 | % of assets |
| [Vivere Wealth Management LLC](https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152) ([md](https://advisorcensus.com/firm/vivere-wealth-management-llc-chandler-az-284152.md)) | 284152 | Chandler, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [VJP Finance LLC](https://advisorcensus.com/firm/vjp-finance-llc-306047) ([md](https://advisorcensus.com/firm/vjp-finance-llc-306047.md)) | 306047 | Not reported, Not reported | State-registered investment adviser | Not reported | 6 | Other |
| [VM Jones Financial Consulting, L.L.C.](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678) ([md](https://advisorcensus.com/firm/vm-jones-financial-consulting-l-l-c-gilbert-az-110678.md)) | 110678 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Vora Wealth Management, PLLC](https://advisorcensus.com/firm/vora-wealth-management-pllc-flagstaff-az-153559) ([md](https://advisorcensus.com/firm/vora-wealth-management-pllc-flagstaff-az-153559.md)) | 153559 | Flagstaff, AZ | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Voya Investments, LLC](https://advisorcensus.com/firm/voya-investments-llc-scottsdale-az-111091) ([md](https://advisorcensus.com/firm/voya-investments-llc-scottsdale-az-111091.md)) | 111091 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 31 | % of assets |
| [W Wealth Advisors](https://advisorcensus.com/firm/w-wealth-advisors-gilbert-az-154423) ([md](https://advisorcensus.com/firm/w-wealth-advisors-gilbert-az-154423.md)) | 154423 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly |
| [Wall Capital Group, Inc.](https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913) ([md](https://advisorcensus.com/firm/wall-capital-group-inc-phoenix-az-105913.md)) | 105913 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets, Fixed fee |
| [Walsvick Wealth Management](https://advisorcensus.com/firm/walsvick-wealth-management-171719) ([md](https://advisorcensus.com/firm/walsvick-wealth-management-171719.md)) | 171719 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Watch Guard Capital LLC](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719) ([md](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719.md)) | 284719 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Watts Gwilliam & Company, LLC](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458) ([md](https://advisorcensus.com/firm/watts-gwilliam-and-company-llc-gilbert-az-131458.md)) | 131458 | Gilbert, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Fixed fee |
| [Wealth Engineering, LLC](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549) ([md](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549.md)) | 128549 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Wealth for Life, LLC](https://advisorcensus.com/firm/wealth-for-life-llc-332834) ([md](https://advisorcensus.com/firm/wealth-for-life-llc-332834.md)) | 332834 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Wealth Guardian Advisory, PLLC](https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483) ([md](https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483.md)) | 153483 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly, Fixed fee |
| [Wealth Management Advisors, LLC](https://advisorcensus.com/firm/wealth-management-advisors-llc-gilbert-az-289010) ([md](https://advisorcensus.com/firm/wealth-management-advisors-llc-gilbert-az-289010.md)) | 289010 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Wealth Management Partners, LLC](https://advisorcensus.com/firm/wealth-management-partners-llc-tucson-az-309790) ([md](https://advisorcensus.com/firm/wealth-management-partners-llc-tucson-az-309790.md)) | 309790 | Tucson, AZ | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Wealth Management Solutions](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517) ([md](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517.md)) | 127517 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Wealth Resource Investment Advisors LLC](https://advisorcensus.com/firm/wealth-resource-investment-advisors-llc-mesa-az-300752) ([md](https://advisorcensus.com/firm/wealth-resource-investment-advisors-llc-mesa-az-300752.md)) | 300752 | Mesa, AZ | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Wealthlogic](https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644) ([md](https://advisorcensus.com/firm/wealthlogic-gilbert-az-326644.md)) | 326644 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Wealthstone Private Wealth Management, LLC](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895) ([md](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895.md)) | 329895 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Wealthx Advisors](https://advisorcensus.com/firm/wealthx-advisors-337472) ([md](https://advisorcensus.com/firm/wealthx-advisors-337472.md)) | 337472 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Welch Private Wealth](https://advisorcensus.com/firm/welch-private-wealth-342657) ([md](https://advisorcensus.com/firm/welch-private-wealth-342657.md)) | 342657 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Wellfit Financial](https://advisorcensus.com/firm/wellfit-financial-phoenix-az-149167) ([md](https://advisorcensus.com/firm/wellfit-financial-phoenix-az-149167.md)) | 149167 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 17 | % of assets |
| [West Coast Capital Management, LLC](https://advisorcensus.com/firm/west-coast-capital-management-llc-gilbert-az-141981) ([md](https://advisorcensus.com/firm/west-coast-capital-management-llc-gilbert-az-141981.md)) | 141981 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |
| [Westmark Wealth Management](https://advisorcensus.com/firm/westmark-wealth-management-phoenix-az-334109) ([md](https://advisorcensus.com/firm/westmark-wealth-management-phoenix-az-334109.md)) | 334109 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Arizona?**
AdvisorCensus lists 672 investment advisory firms with a principal office in Arizona, from Form ADV filings as of October 2026: 217 SEC-registered, 422 state-registered, and 33 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Arizona?**
224 of the 672 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Arizona offer financial planning?**
460 of the 639 firms in Arizona that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Arizona fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 224 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in Arizona](https://advisorcensus.com/advisors/az) (https://advisorcensus.com/advisors/az.md)
- [Fee-only financial advisors in Arizona](https://advisorcensus.com/advisors/az/fee-only) (https://advisorcensus.com/advisors/az/fee-only.md)
- [Flat-fee financial advisors in Arizona](https://advisorcensus.com/advisors/az/flat-fee) (https://advisorcensus.com/advisors/az/flat-fee.md)
- [Hourly financial advisors in Arizona](https://advisorcensus.com/advisors/az/hourly) (https://advisorcensus.com/advisors/az/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/az.csv

Cite as: AdvisorCensus. Financial advisors in Arizona: 672 firms from Form ADV filings as of October 2026.