# 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/3

## 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 3 of 14, 101 to 150 of 672, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Bugle Valley](https://advisorcensus.com/firm/bugle-valley-343487) ([md](https://advisorcensus.com/firm/bugle-valley-343487.md)) | 343487 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Build Wealth Partners](https://advisorcensus.com/firm/build-wealth-partners-342705) ([md](https://advisorcensus.com/firm/build-wealth-partners-342705.md)) | 342705 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Burris Wealth Management, Inc.](https://advisorcensus.com/firm/burris-wealth-management-inc-surprise-az-171049) ([md](https://advisorcensus.com/firm/burris-wealth-management-inc-surprise-az-171049.md)) | 171049 | Surprise, AZ | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Burton Wealth Management](https://advisorcensus.com/firm/burton-wealth-management-scottsdale-az-171381) ([md](https://advisorcensus.com/firm/burton-wealth-management-scottsdale-az-171381.md)) | 171381 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Busine Wealth](https://advisorcensus.com/firm/busine-wealth-scottsdale-az-172692) ([md](https://advisorcensus.com/firm/busine-wealth-scottsdale-az-172692.md)) | 172692 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Bustamante & Co](https://advisorcensus.com/firm/bustamante-and-co-phoenix-az-331942) ([md](https://advisorcensus.com/firm/bustamante-and-co-phoenix-az-331942.md)) | 331942 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee |
| [Buttonwood Advisors, LLC](https://advisorcensus.com/firm/buttonwood-advisors-llc-marana-az-126058) ([md](https://advisorcensus.com/firm/buttonwood-advisors-llc-marana-az-126058.md)) | 126058 | Marana, AZ | State-registered investment adviser | Not reported | 16 | Fixed fee |
| [Buttonwood Capital Management (BCM)](https://advisorcensus.com/firm/buttonwood-capital-management-bcm-scottsdale-az-174857) ([md](https://advisorcensus.com/firm/buttonwood-capital-management-bcm-scottsdale-az-174857.md)) | 174857 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [C2C Wealth Management, LLC](https://advisorcensus.com/firm/c2c-wealth-management-llc-scottsdale-az-284148) ([md](https://advisorcensus.com/firm/c2c-wealth-management-llc-scottsdale-az-284148.md)) | 284148 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Calisi Wealth Management](https://advisorcensus.com/firm/calisi-wealth-management-tempe-az-336221) ([md](https://advisorcensus.com/firm/calisi-wealth-management-tempe-az-336221.md)) | 336221 | Tempe, AZ | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Cambridge Financial Group, LLC](https://advisorcensus.com/firm/cambridge-financial-group-llc-tucson-az-117428) ([md](https://advisorcensus.com/firm/cambridge-financial-group-llc-tucson-az-117428.md)) | 117428 | Tucson, AZ | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee, Other |
| [Camelback Capital Management, LLC](https://advisorcensus.com/firm/camelback-capital-management-llc-169524) ([md](https://advisorcensus.com/firm/camelback-capital-management-llc-169524.md)) | 169524 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Canon Asset Management Advisory, LLC](https://advisorcensus.com/firm/canon-asset-management-advisory-llc-paradise-valley-az-308833) ([md](https://advisorcensus.com/firm/canon-asset-management-advisory-llc-paradise-valley-az-308833.md)) | 308833 | Paradise Valley, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Capital Asset Advisors LLC.](https://advisorcensus.com/firm/capital-asset-advisors-llc-scottsdale-az-291635) ([md](https://advisorcensus.com/firm/capital-asset-advisors-llc-scottsdale-az-291635.md)) | 291635 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Capital Strategies Group, LLC](https://advisorcensus.com/firm/capital-strategies-group-llc-tempe-az-140120) ([md](https://advisorcensus.com/firm/capital-strategies-group-llc-tempe-az-140120.md)) | 140120 | Tempe, AZ | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Capital Wealth Alliance, LLC](https://advisorcensus.com/firm/capital-wealth-alliance-llc-scottsdale-az-298257) ([md](https://advisorcensus.com/firm/capital-wealth-alliance-llc-scottsdale-az-298257.md)) | 298257 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Capital West Partners, LLC](https://advisorcensus.com/firm/capital-west-partners-llc-tucson-az-130762) ([md](https://advisorcensus.com/firm/capital-west-partners-llc-tucson-az-130762.md)) | 130762 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Carefree Investment Consulting](https://advisorcensus.com/firm/carefree-investment-consulting-carefree-az-316197) ([md](https://advisorcensus.com/firm/carefree-investment-consulting-carefree-az-316197.md)) | 316197 | Carefree, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Carl F. Petersen. Inc](https://advisorcensus.com/firm/carl-f-petersen-inc-109489) ([md](https://advisorcensus.com/firm/carl-f-petersen-inc-109489.md)) | 109489 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Performance fee |
| [Carleton Capital Group, LLC](https://advisorcensus.com/firm/carleton-capital-group-llc-scottsdale-az-317305) ([md](https://advisorcensus.com/firm/carleton-capital-group-llc-scottsdale-az-317305.md)) | 317305 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Castaneda Financial Management](https://advisorcensus.com/firm/castaneda-financial-management-332892) ([md](https://advisorcensus.com/firm/castaneda-financial-management-332892.md)) | 332892 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [CBK Financial Advisors LLC](https://advisorcensus.com/firm/cbk-financial-advisors-llc-291467) ([md](https://advisorcensus.com/firm/cbk-financial-advisors-llc-291467.md)) | 291467 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | % of assets, Fixed fee |
| [Chevelon Capital Management LLC](https://advisorcensus.com/firm/chevelon-capital-management-llc-scottsdale-az-298609) ([md](https://advisorcensus.com/firm/chevelon-capital-management-llc-scottsdale-az-298609.md)) | 298609 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Chris Hays Wealth Management LLC](https://advisorcensus.com/firm/chris-hays-wealth-management-llc-307786) ([md](https://advisorcensus.com/firm/chris-hays-wealth-management-llc-307786.md)) | 307786 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Claremont Capital Management, LLC](https://advisorcensus.com/firm/claremont-capital-management-llc-phoenix-az-155189) ([md](https://advisorcensus.com/firm/claremont-capital-management-llc-phoenix-az-155189.md)) | 155189 | Phoenix, AZ | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets |
| [Clarity Wealth Management, L.L.C.](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874) ([md](https://advisorcensus.com/firm/clarity-wealth-management-l-l-c-gilbert-az-284874.md)) | 284874 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Clarus Wealth Advisors, LLC](https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160) ([md](https://advisorcensus.com/firm/clarus-wealth-advisors-llc-peoria-az-281160.md)) | 281160 | Peoria, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Clear Fiduciary Consultants, LLC](https://advisorcensus.com/firm/clear-fiduciary-consultants-llc-282259) ([md](https://advisorcensus.com/firm/clear-fiduciary-consultants-llc-282259.md)) | 282259 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Clear Skies Financial](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045) ([md](https://advisorcensus.com/firm/clear-skies-financial-gilbert-az-286045.md)) | 286045 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clearview Private Wealth](https://advisorcensus.com/firm/clearview-private-wealth-peoria-az-338264) ([md](https://advisorcensus.com/firm/clearview-private-wealth-peoria-az-338264.md)) | 338264 | Peoria, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Clout Inc. Advisors](https://advisorcensus.com/firm/clout-inc-advisors-tucson-az-153396) ([md](https://advisorcensus.com/firm/clout-inc-advisors-tucson-az-153396.md)) | 153396 | Tucson, AZ | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [CMG Financial Consulting](https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359) ([md](https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359.md)) | 288359 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Coats Wealth Management](https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335) ([md](https://advisorcensus.com/firm/coats-wealth-management-gilbert-az-336335.md)) | 336335 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Cognis Retirement Group LLC](https://advisorcensus.com/firm/cognis-retirement-group-llc-phoenix-az-166814) ([md](https://advisorcensus.com/firm/cognis-retirement-group-llc-phoenix-az-166814.md)) | 166814 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Coherent Financial Advisers, LLC](https://advisorcensus.com/firm/coherent-financial-advisers-llc-glendale-az-281877) ([md](https://advisorcensus.com/firm/coherent-financial-advisers-llc-glendale-az-281877.md)) | 281877 | Glendale, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Coin Capital, LLC](https://advisorcensus.com/firm/coin-capital-llc-scottsdale-az-289961) ([md](https://advisorcensus.com/firm/coin-capital-llc-scottsdale-az-289961.md)) | 289961 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cole Wealth Management, LLC](https://advisorcensus.com/firm/cole-wealth-management-llc-scottsdale-az-134509) ([md](https://advisorcensus.com/firm/cole-wealth-management-llc-scottsdale-az-134509.md)) | 134509 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Comprehensive Physicians Retirement Investing](https://advisorcensus.com/firm/comprehensive-physicians-retirement-investing-114380) ([md](https://advisorcensus.com/firm/comprehensive-physicians-retirement-investing-114380.md)) | 114380 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 31 | % of assets |
| [Confluent Asset Management LLC](https://advisorcensus.com/firm/confluent-asset-management-llc-scottsdale-az-323760) ([md](https://advisorcensus.com/firm/confluent-asset-management-llc-scottsdale-az-323760.md)) | 323760 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Conspecta Capital, LLC](https://advisorcensus.com/firm/conspecta-capital-llc-172507) ([md](https://advisorcensus.com/firm/conspecta-capital-llc-172507.md)) | 172507 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Cool Wealth Management](https://advisorcensus.com/firm/cool-wealth-management-tempe-az-333281) ([md](https://advisorcensus.com/firm/cool-wealth-management-tempe-az-333281.md)) | 333281 | Tempe, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Cooper Financial Investments, LLC](https://advisorcensus.com/firm/cooper-financial-investments-llc-mesa-az-285647) ([md](https://advisorcensus.com/firm/cooper-financial-investments-llc-mesa-az-285647.md)) | 285647 | Mesa, AZ | State-registered investment adviser | Not reported | 9 | Hourly, Other |
| [Copper Sky Capital, LLC](https://advisorcensus.com/firm/copper-sky-capital-llc-scottsdale-az-317059) ([md](https://advisorcensus.com/firm/copper-sky-capital-llc-scottsdale-az-317059.md)) | 317059 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Copper Square Private Wealth, LLC](https://advisorcensus.com/firm/copper-square-private-wealth-llc-313349) ([md](https://advisorcensus.com/firm/copper-square-private-wealth-llc-313349.md)) | 313349 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Corbett Wealth Management LLC](https://advisorcensus.com/firm/corbett-wealth-management-llc-323421) ([md](https://advisorcensus.com/firm/corbett-wealth-management-llc-323421.md)) | 323421 | Not reported, Not reported | State-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Corepath Wealth Partners LLC](https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951) ([md](https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951.md)) | 299951 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Covenant Financial Advisors, LLC](https://advisorcensus.com/firm/covenant-financial-advisors-llc-phoenix-az-328840) ([md](https://advisorcensus.com/firm/covenant-financial-advisors-llc-phoenix-az-328840.md)) | 328840 | Phoenix, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [COX Advisors, LLC](https://advisorcensus.com/firm/cox-advisors-llc-gilbert-az-174431) ([md](https://advisorcensus.com/firm/cox-advisors-llc-gilbert-az-174431.md)) | 174431 | Gilbert, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [CPA Advisory Services, P.C.](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170) ([md](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170.md)) | 114170 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [Crafted Financial Planning](https://advisorcensus.com/firm/crafted-financial-planning-glendale-az-329597) ([md](https://advisorcensus.com/firm/crafted-financial-planning-glendale-az-329597.md)) | 329597 | Glendale, AZ | State-registered investment adviser | Under $25 million | 2 | % 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.