{
  "path": "/advisors/az",
  "url": "https://advisorcensus.com/advisors/az/page/4",
  "page_type": "state",
  "title": "Financial advisors in Arizona",
  "filters": {},
  "scope_total": 672,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Arizona?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Arizona?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Arizona offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Arizona fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "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.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Arizona: 672 firms from Form ADV filings as of October 2026.",
  "total_firms": 672,
  "page": 4,
  "total_pages": 14,
  "sort": "name",
  "registration_types": {
    "sec": 217,
    "state": 422,
    "exempt": 33
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 224
    },
    {
      "code": "percentage_of_aum",
      "count": 575
    },
    {
      "code": "hourly",
      "count": 318
    },
    {
      "code": "subscription",
      "count": 13
    },
    {
      "code": "fixed",
      "count": 358
    },
    {
      "code": "commissions",
      "count": 10
    },
    {
      "code": "performance_based",
      "count": 56
    },
    {
      "code": "other",
      "count": 92
    },
    {
      "code": "not_reported",
      "count": 33
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 268
    },
    {
      "code": "5_to_9",
      "count": 157
    },
    {
      "code": "10_to_19",
      "count": 162
    },
    {
      "code": "20_plus",
      "count": 80
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 250
    },
    {
      "code": "25m_100m",
      "count": 131
    },
    {
      "code": "100m_500m",
      "count": 143
    },
    {
      "code": "500m_1b",
      "count": 19
    },
    {
      "code": "1b_5b",
      "count": 25
    },
    {
      "code": "over_5b",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 92
    }
  ],
  "firms": [
    {
      "crd_number": 329037,
      "name": "Creationsvc Management LLC",
      "name_as_filed": "CREATIONSVC MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/creationsvc-management-llc-scottsdale-az-329037",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 315605,
      "name": "Crossover Capital 2019, LLC",
      "name_as_filed": "CROSSOVER CAPITAL 2019, LLC",
      "url": "https://advisorcensus.com/firm/crossover-capital-2019-llc-phoenix-az-315605",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310819,
      "name": "CSP Financial Group LLC",
      "name_as_filed": "CSP FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329091,
      "name": "Curafin Advisors",
      "name_as_filed": "CURAFIN ADVISORS",
      "url": "https://advisorcensus.com/firm/curafin-advisors-phoenix-az-329091",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339968,
      "name": "Currents Wealth Strategies LLC",
      "name_as_filed": "CURRENTS WEALTH STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/currents-wealth-strategies-llc-339968",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154019,
      "name": "D Squared Capital Management, LLC",
      "name_as_filed": "D SQUARED CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/d-squared-capital-management-llc-oro-valley-az-154019",
      "city": "Oro Valley",
      "state": "AZ",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164151,
      "name": "Dana Whiting Financial, LLC",
      "name_as_filed": "DANA WHITING FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/dana-whiting-financial-llc-scottsdale-az-164151",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343678,
      "name": "Daring Greatly Wealth",
      "name_as_filed": "DARING GREATLY WEALTH",
      "url": "https://advisorcensus.com/firm/daring-greatly-wealth-343678",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108674,
      "name": "Davis Selected Advisers LP",
      "name_as_filed": "DAVIS SELECTED ADVISERS LP",
      "url": "https://advisorcensus.com/firm/davis-selected-advisers-lp-tucson-az-108674",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 38,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316832,
      "name": "DCA Advisory, LLC",
      "name_as_filed": "DCA ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/dca-advisory-llc-316832",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341446,
      "name": "Deborah Wealth Advisory LLC",
      "name_as_filed": "DEBORAH WEALTH ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/deborah-wealth-advisory-llc-phoenix-az-341446",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 296988,
      "name": "Decisionpoint Financial, LLC",
      "name_as_filed": "DECISIONPOINT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/decisionpoint-financial-llc-mesa-az-296988",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332192,
      "name": "Degreen Private Wealth, LLC",
      "name_as_filed": "DEGREEN PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113751,
      "name": "Desert Financial Advisers",
      "name_as_filed": "DESERT FINANCIAL ADVISERS",
      "url": "https://advisorcensus.com/firm/desert-financial-advisers-113751",
      "city": null,
      "state": null,
      "years_registered": 27,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114148,
      "name": "DEW Wealth Management",
      "name_as_filed": "DEW WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330507,
      "name": "Digital Asset Management",
      "name_as_filed": "DIGITAL ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/digital-asset-management-phoenix-az-330507",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 173349,
      "name": "Disciplined Money, LLC",
      "name_as_filed": "DISCIPLINED MONEY, LLC",
      "url": "https://advisorcensus.com/firm/disciplined-money-llc-phoenix-az-173349",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126568,
      "name": "Dogwood Capital Management",
      "name_as_filed": "DOGWOOD CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dogwood-capital-management-prescott-az-126568",
      "city": "Prescott",
      "state": "AZ",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154629,
      "name": "Domask Wealth Management, LLC",
      "name_as_filed": "DOMASK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/domask-wealth-management-llc-phoenix-az-154629",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284185,
      "name": "DSA Asset Management, LLC",
      "name_as_filed": "DSA ASSET  MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/dsa-asset-management-llc-chandler-az-284185",
      "city": "Chandler",
      "state": "AZ",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154112,
      "name": "Du LAC Investment Group, LLC",
      "name_as_filed": "DU LAC INVESTMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/du-lac-investment-group-llc-carefree-az-154112",
      "city": "Carefree",
      "state": "AZ",
      "years_registered": 16,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288470,
      "name": "Dwyer Financial, LLC",
      "name_as_filed": "DWYER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/dwyer-financial-llc-flagstaff-az-288470",
      "city": "Flagstaff",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172428,
      "name": "Dyad Financial Group",
      "name_as_filed": "DYAD FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/dyad-financial-group-mesa-az-172428",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151367,
      "name": "Dynamic",
      "name_as_filed": "DYNAMIC",
      "url": "https://advisorcensus.com/firm/dynamic-phoenix-az-151367",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322253,
      "name": "Dynamic Financial Planning",
      "name_as_filed": "DYNAMIC FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/dynamic-financial-planning-322253",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144965,
      "name": "Dynamic Financial Solutions, LLC",
      "name_as_filed": "DYNAMIC FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/dynamic-financial-solutions-llc-phoenix-az-144965",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169792,
      "name": "Dynamic Wealth Advisors",
      "name_as_filed": "DYNAMIC WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/dynamic-wealth-advisors-surprise-az-169792",
      "city": "Surprise",
      "state": "AZ",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314715,
      "name": "East Valley Wealth LLC",
      "name_as_filed": "EAST VALLEY WEALTH LLC",
      "url": "https://advisorcensus.com/firm/east-valley-wealth-llc-gilbert-az-314715",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 116798,
      "name": "Eaton-Cambridge Inc.",
      "name_as_filed": "EATON-CAMBRIDGE INC.",
      "url": "https://advisorcensus.com/firm/eaton-cambridge-inc-phoenix-az-116798",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164024,
      "name": "Ebis",
      "name_as_filed": "EBIS",
      "url": "https://advisorcensus.com/firm/ebis-phoenix-az-164024",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312446,
      "name": "Echelon Private Wealth LLC",
      "name_as_filed": "ECHELON PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/echelon-private-wealth-llc-scottsdale-az-312446",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306527,
      "name": "Eckelberg Financial, Inc.",
      "name_as_filed": "ECKELBERG FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/eckelberg-financial-inc-306527",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287669,
      "name": "EDM Capital, LLC",
      "name_as_filed": "EDM CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/edm-capital-llc-phoenix-az-287669",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172375,
      "name": "Elevate Financial",
      "name_as_filed": "ELEVATE FINANCIAL",
      "url": "https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337862,
      "name": "Elevate Investment Management, LLC",
      "name_as_filed": "ELEVATE INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334200,
      "name": "Elion Financial, LLC",
      "name_as_filed": "ELION FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/elion-financial-llc-tucson-az-334200",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157950,
      "name": "Embark Wealth Management, LLC",
      "name_as_filed": "EMBARK WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/embark-wealth-management-llc-tempe-az-157950",
      "city": "Tempe",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309563,
      "name": "Endeavor Advisors LLC",
      "name_as_filed": "ENDEAVOR ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/endeavor-advisors-llc-phoenix-az-309563",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 175235,
      "name": "Endurance Private Investments Manager, LLC",
      "name_as_filed": "ENDURANCE PRIVATE INVESTMENTS MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/endurance-private-investments-manager-llc-tucson-az-175235",
      "city": "Tucson",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288276,
      "name": "Enlightened Advisors Wealth Management LLC",
      "name_as_filed": "ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/enlightened-advisors-wealth-management-llc-288276",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325650,
      "name": "Ensign Advisory Partners LLC",
      "name_as_filed": "ENSIGN ADVISORY PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/ensign-advisory-partners-llc-gilbert-az-325650",
      "city": "Gilbert",
      "state": "AZ",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328410,
      "name": "Enso Financial",
      "name_as_filed": "ENSO FINANCIAL",
      "url": "https://advisorcensus.com/firm/enso-financial-phoenix-az-328410",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110266,
      "name": "Envision Capital Management Ltd",
      "name_as_filed": "ENVISION CAPITAL MANAGEMENT LTD",
      "url": "https://advisorcensus.com/firm/envision-capital-management-ltd-scottsdale-az-110266",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319587,
      "name": "Envision Retirement LLC",
      "name_as_filed": "ENVISION RETIREMENT LLC",
      "url": "https://advisorcensus.com/firm/envision-retirement-llc-tempe-az-319587",
      "city": "Tempe",
      "state": "AZ",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331835,
      "name": "EP Wealth Management LLC",
      "name_as_filed": "EP WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/ep-wealth-management-llc-carefree-az-331835",
      "city": "Carefree",
      "state": "AZ",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118168,
      "name": "EPL Investment Advisory LLC",
      "name_as_filed": "EPL INVESTMENT ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/epl-investment-advisory-llc-mesa-az-118168",
      "city": "Mesa",
      "state": "AZ",
      "years_registered": 25,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158468,
      "name": "EPS Wealth Management",
      "name_as_filed": "EPS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/eps-wealth-management-158468",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 242790,
      "name": "Essential Investing",
      "name_as_filed": "ESSENTIAL INVESTING",
      "url": "https://advisorcensus.com/firm/essential-investing-phoenix-az-242790",
      "city": "Phoenix",
      "state": "AZ",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166478,
      "name": "Estancia Capital Management, LLC",
      "name_as_filed": "ESTANCIA CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/estancia-capital-management-llc-scottsdale-az-166478",
      "city": "Scottsdale",
      "state": "AZ",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117134,
      "name": "Estate & Retirement Strategies LLC",
      "name_as_filed": "ESTATE & RETIREMENT STRATEGIES LLC",
      "url": "https://advisorcensus.com/firm/estate-and-retirement-strategies-llc-tempe-az-117134",
      "city": "Tempe",
      "state": "AZ",
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/az/phoenix",
      "name": "Phoenix",
      "msa_name": "Phoenix-Mesa-Chandler, AZ",
      "state_code": "AZ",
      "firm_count": 463
    },
    {
      "path": "/advisors/az/tucson",
      "name": "Tucson",
      "msa_name": "Tucson, AZ",
      "state_code": "AZ",
      "firm_count": 64
    },
    {
      "path": "/advisors/az/prescott-valley",
      "name": "Prescott Valley",
      "msa_name": "Prescott Valley-Prescott, AZ",
      "state_code": "AZ",
      "firm_count": 12
    },
    {
      "path": "/advisors/az/flagstaff",
      "name": "Flagstaff",
      "msa_name": "Flagstaff, AZ",
      "state_code": "AZ",
      "firm_count": 6
    },
    {
      "path": "/advisors/az/lake-havasu-city",
      "name": "Lake Havasu City",
      "msa_name": "Lake Havasu City-Kingman, AZ",
      "state_code": "AZ",
      "firm_count": 2
    },
    {
      "path": "/advisors/az/yuma",
      "name": "Yuma",
      "msa_name": "Yuma, AZ",
      "state_code": "AZ",
      "firm_count": 2
    },
    {
      "path": "/advisors/az/sierra-vista",
      "name": "Sierra Vista",
      "msa_name": "Sierra Vista-Douglas, AZ",
      "state_code": "AZ",
      "firm_count": 1
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/az",
      "label": "Financial advisors in Arizona"
    },
    "fee_pages": [
      {
        "path": "/advisors/az/fee-only",
        "label": "Fee-only financial advisors in Arizona",
        "firm_count": 224
      },
      {
        "path": "/advisors/az/flat-fee",
        "label": "Flat-fee financial advisors in Arizona",
        "firm_count": 358
      },
      {
        "path": "/advisors/az/hourly",
        "label": "Hourly financial advisors in Arizona",
        "firm_count": 318
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/az.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}