AdvisorCensus / Financial advisors / Arizona / Phoenix, AZ / Branch offices
Advisory firms with an office in Phoenix, AZ, headquartered elsewhere
292 investment advisory firms with a principal office outside the Phoenix, AZ metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1834 Investment Advisors Co. | Scottsdale, AZ | Milwaukee, WI | SEC-registered investment adviser |
| A.G.P / Alliance Global Partners | Scottsdale, AZ | Westport, CT | SEC-registered investment adviser |
| Adhesion Wealth Advisor Solutions | Phoenix, AZ | Charlotte, NC | SEC-registered investment adviser |
| Advisory Solutions Group | Scottsdale, AZ | Plymouth, MN | SEC-registered investment adviser |
| AE Wealth Management, LLC | Mesa, AZ | Topeka, KS | SEC-registered investment adviser |
| AG Financial | Scottsdale, AZ | Salt Lake City, UT | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Scottsdale, AZ | Deerfield, IL | SEC-registered investment adviser |
| Alidade Capital, LLC | Scottsdale, AZ | Bloomfield Hills, MI | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Mesa, AZ | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Phoenix, AZ | Folsom, CA | SEC-registered investment adviser |
| Almanack Investment Partners | Scottsdale, AZ | Newtown Square, PA | SEC-registered investment adviser |
| Alpha Capital Management Group LLC | Chandler, AZ | Denver, CO | SEC-registered investment adviser |
| Alphacore Capital LLC | Scottsdale, AZ | La Jolla, CA | SEC-registered investment adviser |
| Altitude Capital Management LLC | Mesa, AZ | Des Moines, IA | SEC-registered investment adviser |
| Ameriprise Financial Services, LLC | Scottsdale, AZ | Minneapolis, MN | SEC-registered investment adviser |
| Apella Wealth | Scottsdale, AZ | West Hartford, CT | SEC-registered investment adviser |
| AQI | Mesa, AZ | Lone Tree, CO | SEC-registered investment adviser |
| Arete Wealth Advisors, LLC | Gilbert, AZ | Chicago, IL | SEC-registered investment adviser |
| Arixa Management, LLC | Phoenix, AZ | Los Angeles, CA | SEC-registered investment adviser |
| Arrowroot Family Office, LLC | Phoenix, AZ | Marina del Rey, CA | SEC-registered investment adviser |
| ASA Managed Account Managers LLC | Scottsdale, AZ | Minneapolis, MN | SEC-registered investment adviser |
| Assetmark, Inc. | Phoenix, AZ | Concord, CA | SEC-registered investment adviser |
| Attessa Capital LLC | Scottsdale, AZ | Tucson, AZ | SEC-registered investment adviser |
| Avior Wealth Management, LLC | Phoenix, AZ | Omaha, NE | SEC-registered investment adviser |
| Aviso Wealth Management | Scottsdale, AZ | Bellevue, WA | SEC-registered investment adviser |
| Axxcess Wealth Management, LLC | Scottsdale, AZ | Carlsbad, CA | SEC-registered investment adviser |
| B.o.s.s. Retirement Advisors, LLC | Gilbert, AZ | Lehi, UT | SEC-registered investment adviser |
| Baker Tilly Wealth Management, LLC | Scottsdale, AZ | Madison, WI | SEC-registered investment adviser |
| Balefire, LLC | Phoenix, AZ | Dallas, TX | SEC-registered investment adviser |
| Banner Capital Management, LLC | Phoenix, AZ | Lehi, UT | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Scottsdale, AZ | Newport Beach, CA | SEC-registered investment adviser |
| Benefit Financial Services Group | Phoenix, AZ | Irvine, CA | SEC-registered investment adviser |
| Berger Financial Group | Scottsdale, AZ | Plymouth, MN | SEC-registered investment adviser |
| Blackhawk Capital Partners, LLC | Scottsdale, AZ | Thiensville, WI | SEC-registered investment adviser |
| BOK Financial Private Wealth, Inc. | Scottsdale, AZ | Denver, CO | SEC-registered investment adviser |
| Brighton Jones LLC | Scottsdale, AZ | Seattle, WA | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Scottsdale, AZ | Wheaton, IL | SEC-registered investment adviser |
| BTC Capital Management | Scottsdale, AZ | Des Moines, IA | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Tempe, AZ | Fairfield, IA | SEC-registered investment adviser |
| Canterbury Consulting Incorporated | Tempe, AZ | Newport Beach, CA | SEC-registered investment adviser |
| Capital Analysts | Phoenix, AZ | Fort Washington, PA | SEC-registered investment adviser |
| Capital Investment Advisors, LLC | Phoenix, AZ | Atlanta, GA | SEC-registered investment adviser |
| Captrust | Phoenix, AZ | Raleigh, NC | SEC-registered investment adviser |
| Cardinal Point Wealth Management | Scottsdale, AZ | Toronto, On, Canada | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Phoenix, AZ | Cleveland, OH | SEC-registered investment adviser |
| Cbiz Retirement Plan Advisory Services | Phoenix, AZ | Cleveland, OH | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Scottsdale, AZ | Anaheim, CA | SEC-registered investment adviser |
| Centric Advisors, LLC | Cupertino, CA | Cypress, TX | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Phoenix, AZ | Schaumburg, IL | SEC-registered investment adviser |
| CGN Advisors, LLC | Phoenix, AZ | Manhattan, KS | SEC-registered investment adviser |
| Charles Schwab & Co., Inc. | Phoenix, AZ | San Francisco, CA | SEC-registered investment adviser |
| Charles Schwab Investment Management, Inc | Phoenix, AZ | San Francisco, CA | SEC-registered investment adviser |
| Clarkston Capital Partners, LLC | Scottsdale, AZ | Rochester, MI | SEC-registered investment adviser |
| Claros Reit Management LP | Phoenix, AZ | New York, NY | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Tempe, AZ | Minneapolis, MN | SEC-registered investment adviser |
| Collective Wealth Advisors LLC | Phoenix, AZ | Coppell, TX | SEC-registered investment adviser |
| Columbia Advisory Partners, LLC | Glendale, AZ | Spokane, WA | SEC-registered investment adviser |
| Compak Asset Management | Scottsdale, AZ | Newport Beach, CA | SEC-registered investment adviser |
| Compass Financial Management LLC | Phoenix, AZ | Tampa, FL | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Scottsdale, AZ | Ann Arbor, MI | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Scottsdale, AZ | Tampa, FL | SEC-registered investment adviser |
| Continuum Advisory, LLC | Phoenix, AZ | Eagle, ID | SEC-registered investment adviser |
| Corecap Advisors | Mesa, AZ | Southfield, MI | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Mesa, AZ | Des Peres, MO | SEC-registered investment adviser |
| Cortland Investment Management, LLC | Phoenix, AZ | Atlanta, GA | SEC-registered investment adviser |
| Creative Planning | Gilbert, AZ | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Pheonix, AZ | Newport Beach, CA | SEC-registered investment adviser |
| Creativeone Securities, LLC | Scottsdale, AZ | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Wealth, LLC | Tempe, AZ | Overland Park, KS | SEC-registered investment adviser |
| Cresset Asset Management, LLC | Scottsdale, AZ | Chicago, IL | SEC-registered investment adviser |
| Crewe Advisors | Scottsdale, AZ | Salt Lake City, UT | SEC-registered investment adviser |
| Cross State Financial Group LLC | Tempe, AZ | Albuquerque, NM | SEC-registered investment adviser |
| CS Planning Corp | Phoenix, AZ | Portland, OR | SEC-registered investment adviser |
| CW Advisors, LLC | Mesa, AZ | Boston, MA | SEC-registered investment adviser |
| Delta Investment Management, LLC | Scottsdale, AZ | San Francisco, CA | SEC-registered investment adviser |
| Diversified Management Inc | Scottsdale, AZ | Milwaukee, WI | SEC-registered investment adviser |
| Diversify Wealth Management, LLC | Phoneix, AZ | South Jordan, UT | SEC-registered investment adviser |
| Edelman Financial Engines | Chandler, AZ | Santa Clara, CA | SEC-registered investment adviser |
| Edward Jones | Gilbert, AZ | St. Louis, MO | SEC-registered investment adviser |
| Elmtree Funds, LLC | Phoenix, AZ | St. Louis, MO | SEC-registered investment adviser |
| Elysium Wealth Management, LLC | Chandler, AZ | South Jordan, UT | SEC-registered investment adviser |
| Encompass More Asset Management LLC | Fountain Hills, AZ | Danville, CA | SEC-registered investment adviser |
| EP Wealth Advisors | Chandler, AZ | Torrance, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Equus Capital Partners, Ltd. | Scottsdale, AZ | Newtown Square, PA | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Scottsdale, AZ | Birmingham, AL | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Gilbert, AZ | Ontario, CA | SEC-registered investment adviser |
| Finer Wealth Management, Inc. | Scottsdale, AZ | Salem, MA | SEC-registered investment adviser |
| First Citizens Investor Services, Inc. | Phoenix, AZ | Raleigh, NC | SEC-registered investment adviser |
| Fisher Investments | Phoenix, AZ | Plano, TX | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Tempe, AZ | Tampa, FL | SEC-registered investment adviser |
| Foguth Wealth Management, LLC. | Scottsdale, AZ | Brighton, MI | SEC-registered investment adviser |
| Fortem Financial Group, LLC | Mesa, AZ | Palm Desert, CA | SEC-registered investment adviser |
| Fortress Financial Group, LLC | Scottsdale, AZ | Rochester, MN | SEC-registered investment adviser |
| Forum Financial Management, LP | Scottsdale, AZ | Lombard, IL | SEC-registered investment adviser |
| Forward Wealth | Mesa, AZ | Lone Tree, CO | SEC-registered investment adviser |
| Fourstar Wealth Advisors, LLC | Scottsdale, AZ | Chicago, IL | SEC-registered investment adviser |
| Freedom Financial Asset Management, LLC | Tempe, AZ | San Mateo, CA | Exempt reporting adviser |
| Gallacher Capital Management, LLC | Gilbert, AZ | Lone Tree, CO | SEC-registered investment adviser |
| Garda Capital Partners | Scottsdale, AZ | Wayzata, MN | SEC-registered investment adviser |
| Gateway Wealth Partners, LLC | Glendale, AZ | Appleton, WI | SEC-registered investment adviser |
| GBG Wealth Management LLC | Mesa, AZ | Lone Tree, CO | SEC-registered investment adviser |
| Geneos Wealth Management, Inc. | Glendale, AZ | Englewood, CO | SEC-registered investment adviser |
| Global Retirement Partners LLC | Scottsdale, AZ | San Rafael, CA | SEC-registered investment adviser |
| Go Wealth Management | Gilbert, AZ | Eugene, OR | SEC-registered investment adviser |
| Godsey & Gibb Wealth Management | Chandler, AZ | Richmond, VA | SEC-registered investment adviser |
| Golden State Wealth Management, LLC | Gilbert, AZ | Powell, WY | SEC-registered investment adviser |
| Gradient Wealth Management | Gilbert, AZ | Arden Hills, MN | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Scottsdale, AZ | Berwyn, PA | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Phoenix, AZ | Charleston, SC | SEC-registered investment adviser |
| Grimes & Company | Phoenix, AZ | Westborough, MA | SEC-registered investment adviser |
| Guardian Wealth Partners, LLC | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Halbert Hargrove | Scottsdale, AZ | Long Beach, CA | SEC-registered investment adviser |
| HBW Advisory Services LLC | Chandler, AZ | Simi Valley, CA | SEC-registered investment adviser |
| Heck Capital Advisors, LLC | Scottsdale, AZ | Rhinelander, WI | SEC-registered investment adviser |
| Heffernan Advisory, Inc. | Mesa, AZ | Flagstaff, AZ | SEC-registered investment adviser |
| Helium Advisors LLC | Scottsdale, AZ | Vancouver, WA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Chandler, AZ | Chicago, IL | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Phoenix, AZ | Houston, TX | SEC-registered investment adviser |
| Hirtle & Co., LLC | Scottsdale, AZ | West Conshohocken, PA | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Mesa, AZ | Springfield, IL | SEC-registered investment adviser |
| Hornor, Townsend & Kent, LLC | Chandler, AZ | Conshohocken, PA | SEC-registered investment adviser |
| Hub Investment Partners, LLC | Scottsdale, AZ | Austin, TX | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Mesa, AZ | Omaha, NE | SEC-registered investment adviser |
| IHT Wealth Management LLC | Chandler, AZ | Chicago, IL | SEC-registered investment adviser |
| Impact Partnership Wealth, LLC | Scottsdale, AZ | Marietta, GA | SEC-registered investment adviser |
| Independent Financial Group, LLC | Goodyear, AZ | San Diego, CA | SEC-registered investment adviser |
| Independent Financial Partners | Glendale, AZ | Tampa, FL | SEC-registered investment adviser |
| Independent Wealth Network, Inc. | Phoenix, AZ | Urbandale, IA | SEC-registered investment adviser |
| Insight Folios | Glendale, AZ | Charlotte, NC | SEC-registered investment adviser |
| Inspire Advisors, LLC | Buckeye, AZ | Meridian, ID | SEC-registered investment adviser |
| Integrity Advisory Solutions | Mesa, AZ | Dallas, TX | SEC-registered investment adviser |
| Interactive Financial Advisors | Chandler, AZ | New Lenox, IL | SEC-registered investment adviser |
| IP Financial Advisory Services LLC | Peoria, AZ | Charlotte, NC | SEC-registered investment adviser |
| J.M. Arbour, LLC | Scottsdale, AZ | Gardiner, ME | SEC-registered investment adviser |
| J.P. Morgan Securities LLC | Tempe, AZ | New York, NY | SEC-registered investment adviser |
| John Moore & Associates Inc | Scottsdale, AZ | Albuquerque, NM | SEC-registered investment adviser |
| Kayne Anderson Rudnick Investment Management, LLC | Scottsdale, AZ | Los Angeles, CA | SEC-registered investment adviser |
| KCD Financial, Inc. | Sun City, AZ | Green Bay, WI | SEC-registered investment adviser |
| Keebeck Wealth Management | Scottsdale, AZ | Chicago, IL | SEC-registered investment adviser |
| Kennedy Lewis Management LP | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Tempe, AZ | Austin, TX | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Scottsdale, AZ | Austin, TX | SEC-registered investment adviser |
| Keystone Financial Services | Chandler, AZ | Loveland, CO | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Phoenix, AZ | San Diego, CA | SEC-registered investment adviser |
| Laffer Tengler Investments, Inc. | Scottsdale, AZ | Nashville, TN | SEC-registered investment adviser |
| Lakemore Partners Management US LLC | Phoenix, AZ | Difc, United Arab Emirates | SEC-registered investment adviser |
| Lane Brothers Investment Counsel | Scottsdale, AZ | Prescott, AZ | SEC-registered investment adviser |
| Larson Financial Group, LLC | Scottsdale, AZ | Saint Louis, MO | SEC-registered investment adviser |
| Lido | Scottsdale, AZ | Los Angeles, CA | SEC-registered investment adviser |
| Lifemark Securities Corp. | Carefree, AZ | Rochester, NY | SEC-registered investment adviser |
| Lifeworks Advisors, LLC | Scottsdale Road, AZ | Grand Rapids, MI | SEC-registered investment adviser |
| Lincoln Investment | Phoenix, AZ | Fort Washington, PA | SEC-registered investment adviser |
| LPL Financial LLC | Tempe, AZ | Fort Mill, SC | SEC-registered investment adviser |
| Mack Real Estate Credit Strategies, L.P. | Phoenix, AZ | New York, NY | SEC-registered investment adviser |
| Madison Partners | Scottsdale, AZ | Madison, WI | SEC-registered investment adviser |
| Manchester Financial Inc | Scottsdale, AZ | Westlake Village, CA | SEC-registered investment adviser |
| Maridea Wealth Management | Gilbert, AZ | Brooklyn, NY | SEC-registered investment adviser |
| Mariner | Phoenix, AZ | Overland Park, KS | SEC-registered investment adviser |
| Mathies Financial Partners | Scottsdale, AZ | Pueblo, CO | SEC-registered investment adviser |
| Matson Capital LLC | Scottsdale, AZ | Mason, OH | SEC-registered investment adviser |
| Matson Money, Inc. | Scottsdale, AZ | Mason, OH | SEC-registered investment adviser |
| Mattern Capital Management, LLC | Scottsdale, AZ | Lakewood, CO | SEC-registered investment adviser |
| MBE Wealth Management, LLC | Chandler, AZ | Tomah, WI | SEC-registered investment adviser |
| Meeder Public Funds, Inc. | Phoenix, AZ | Dublin, OH | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Scottsdale, AZ | Denver, CO | SEC-registered investment adviser |
| Mercer Investments LLC | Phoenix, AZ | Boston, MA | SEC-registered investment adviser |
| Meridian Wealth Management, LLC | Scottsdale, AZ | Lexington, KY | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler, AZ | New York, NY | SEC-registered investment adviser |
| Mission Wealth Management, LP | Scottsdale, AZ | Santa Barbara, CA | SEC-registered investment adviser |
| Modern Wealth Management, LLC | Mesa, AZ | Kansas City, MO | SEC-registered investment adviser |
| Momentous Wealth Management, Inc. | Scottsdale, AZ | Vancouver, WA | SEC-registered investment adviser |
| Moors & Cabot, Inc | Mesa, AZ | Boston, MA | SEC-registered investment adviser |
| Morgan Stanley | Gilbert, AZ | Purchase, NY | SEC-registered investment adviser |
| Mutual Advisors, LLC | Scottsdale, AZ | Omaha, NE | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Phoenix, AZ | Omaha, NE | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Phoenix, AZ | Rock Island, IL | SEC-registered investment adviser |
| Nations Financial Group, Inc. | Phoenix, AZ | Cedar Rapids, IA | SEC-registered investment adviser |
| Nationwide Investment Advisors, LLC | Phoenix, AZ | Columbus, OH | SEC-registered investment adviser |
| Nectarine | Scottsdale, AZ | San Diego, CA | SEC-registered investment adviser |
| Newedge Advisors | Scottsdale, AZ | New Orleans, LA | SEC-registered investment adviser |
| NFSG Corporation | Mesa, AZ | Boca Raton, FL | SEC-registered investment adviser |
| Northeast Planning Associates, Inc. | Chandler, AZ | Bedford, NH | SEC-registered investment adviser |
| Northern Trust Investments, Incorporated | Tempe, AZ | Chicago, IL | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Phoenix, AZ | Chicago, IL | SEC-registered investment adviser |
| NWF Advisory Services Inc | Scottsdale, AZ | Los Angeles, CA | SEC-registered investment adviser |
| Oasis Advisors | Gilbert, AZ | Forest City, IA | SEC-registered investment adviser |
| Olive Street Investment Advisers, LLC | Tempe, AZ | St. Louis, MO | SEC-registered investment adviser |
| One Capital Management, LLC | Scottsdale, AZ | Westlake Village, CA | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Gilbert, AZ | Indianapolis, IN | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Phoenix, AZ | Parsippany, NJ | SEC-registered investment adviser |
| Optimist Retirement Group, LLC | Scottsdale, AZ | Bellevue, WA | SEC-registered investment adviser |
| Parallel Advisors, LLC | Scottsdale, AZ | San Francisco, CA | SEC-registered investment adviser |
| Pathstone | Scottsdale, AZ | Englewood, NJ | SEC-registered investment adviser |
| Peak Financial Planning | Phoenix, AZ | Canoga Park, CA | SEC-registered investment adviser |
| Petra Financial Advisors Inc | Tempe, AZ | Colorado Springs, CO | SEC-registered investment adviser |
| Plan Group Financial, Inc. | Phoenix, AZ | Oklahoma City, OK | SEC-registered investment adviser |
| Primerica Advisors | Gilbert, AZ | Duluth, GA | SEC-registered investment adviser |
| Prmim | Phoenix, AZ | Mount Laurel, NJ | SEC-registered investment adviser |
| Prostatis Financial Advisors Group | Scottsdale, AZ | Hanover, MD | SEC-registered investment adviser |
| Proterra Investment Partners LP | Fountain Hills, AZ | Minneapolis, MN | SEC-registered investment adviser |
| Provident Financial Planning, LLC | Phoenix, AZ | Addison, TX | SEC-registered investment adviser |
| Pure Financial Advisors, LLC | Scottsdale, AZ | San Diego, CA | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Phoenix, AZ | Saint Petersburg, FL | SEC-registered investment adviser |
| Redhawk Wealth Advisors, Inc. | Maricopa, AZ | Minneapolis, MN | SEC-registered investment adviser |
| Redw Wealth LLC | Phoenix, AZ | Albuquerque, NM | SEC-registered investment adviser |
| Retirement Planners of America | Tempe, AZ | Plano, TX | SEC-registered investment adviser |
| RMR Wealth Builders, Inc. | Apache Junction, AZ | Montclair, NJ | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Scottsdale, AZ | Milwaukee, WI | SEC-registered investment adviser |
| Rockefeller Capital Management | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Roosevelt Management Company LLC | Phoenix, AZ | New York, NY | SEC-registered investment adviser |
| Safeguard Investment Advisory Group, LLC | Scottsdale, AZ | Corona, CA | SEC-registered investment adviser |
| Sageguard Financial Group, LLC | Phoenix, AZ | Goodlettsville, TN | SEC-registered investment adviser |
| Salus Financial Advisors | Scottsdale, AZ | Denver, CO | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Scottsdale, AZ | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Scottsdale, AZ | Rockford, IL | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Phoenix, AZ | San Francisco, CA | SEC-registered investment adviser |
| Seacrest Wealth Management, LLC | Scottsdale, AZ | Purchase, NY | SEC-registered investment adviser |
| Seamount Financial Group Inc | Scottsdale, AZ | Colorado Springs, CO | SEC-registered investment adviser |
| Seia | Phoenix, AZ | Los Angeles, CA | SEC-registered investment adviser |
| Sequent Planning, LLC | Scottsdale, AZ | Omaha, NE | SEC-registered investment adviser |
| Sequinox Wealth Management, LLC | Scottsdale, AZ | Lancaster, PA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Phoenix, AZ | Akron, OH | SEC-registered investment adviser |
| Sikorski Wealth Management, LLC | Phoenix, AZ | San Diego, CA | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Chandler, AZ | Jackson, TN | SEC-registered investment adviser |
| Simplicity Wealth | Scottsdale, AZ | Summit, NJ | SEC-registered investment adviser |
| SJS Investment Services | Scottsdale, AZ | Sylvania, OH | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Gilbert, AZ | St. George, UT | SEC-registered investment adviser |
| Sovereign Financial Group, Inc. | Scottsdale, AZ | Stamford, CT | SEC-registered investment adviser |
| Sowell Management | Scottsdale, AZ | North Little Rock, AR | SEC-registered investment adviser |
| Ssga Funds Management, Inc. | Scottsdale, AZ | Boston, MA | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Tempe, AZ | Bloomington, IL | SEC-registered investment adviser |
| Sterling Investment Management, LLC | Scottsdale, AZ | Tucson, AZ | SEC-registered investment adviser |
| Stone Island Financial Planning | Scottsdale, AZ | Naperville, IL | SEC-registered investment adviser |
| Strategic Wealth Investment Group, LLC | Peoria, AZ | Louisville, KY | SEC-registered investment adviser |
| Stratos Wealth Partners, Ltd | Scottsdale, AZ | Beachwood, OH | SEC-registered investment adviser |
| Summit Global Investments, LLC | Mesa, AZ | Bountiful, UT | SEC-registered investment adviser |
| Summit Wealth Group | Scottsdale, AZ | Colorado Springs, CO | SEC-registered investment adviser |
| TCI Wealth Advisors, Inc. | Scottsdale, AZ | Tucson, AZ | SEC-registered investment adviser |
| TCP Asset Management, LLC | Phoenix, AZ | Upper Arlington, OH | SEC-registered investment adviser |
| Terra Wealth | Sun Lakes, AZ | High Point, NC | SEC-registered investment adviser |
| TFO Wealth Partners | Phoenix, AZ | Maumee, OH | SEC-registered investment adviser |
| The Ameriflex Group | Chandler, AZ | Las Vegas, NV | SEC-registered investment adviser |
| The Caprock Group, LLC | Scottsdale, AZ | Boise, ID | SEC-registered investment adviser |
| The Mather Group, LLC | Phoenix, AZ | Chicago, IL | SEC-registered investment adviser |
| The Wealth Consulting Group | Phoenix, AZ | Las Vegas, NV | SEC-registered investment adviser |
| Tiverton Advisors, LLC | Queen Creek, AZ | Raleigh, NC | SEC-registered investment adviser |
| Tradition Wealth Management LLC | Scottsdale, AZ | Edina, MN | SEC-registered investment adviser |
| TRANSCE3ND LLC | Scottsdale, AZ | Buda, TX | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Phoenix, AZ | Lawrence, KS | SEC-registered investment adviser |
| Trilogy Capital, Inc. | Scottsdale, AZ | Irvine, CA | SEC-registered investment adviser |
| Truewealth Financial Partners | Phoenix, AZ | Bellevue, WA | SEC-registered investment adviser |
| TSG Consumer Partners LP | Scottsdale, AZ | Larkspur, CA | SEC-registered investment adviser |
| U.S. Bancorp Advisors, LLC | Tempe, AZ | Saint Paul, MN | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Tempe, AZ | Minneapolis, MN | SEC-registered investment adviser |
| UMB Financial Services, Inc. | Phoenix, AZ | Kansas City, MO | SEC-registered investment adviser |
| UMB Private Wealth Management, LLC | Phoenix, AZ | Overland Park, KS | SEC-registered investment adviser |
| United Advisor Group | Gilbert, AZ | Cincinnati, OH | SEC-registered investment adviser |
| United Capital Financial Advisors | Scottsdale, AZ | Irving, TX | SEC-registered investment adviser |
| USA Financial Securities LLC | Sun City, AZ | Ada, MI | SEC-registered investment adviser |
| USAA Investment Services Company | Phoenix, AZ | San Antonio, TX | SEC-registered investment adviser |
| USI Securities, Inc. | Phoenix, AZ | Glastonbury, CT | SEC-registered investment adviser |
| V3LIMITED LLC | Phoenix, AZ | Radnor, PA | SEC-registered investment adviser |
| Vanguard Advisers, Inc. | Scottsdale, AZ | Malvern, PA | SEC-registered investment adviser |
| Vanguard Capital Management, LLC | Scottsdale, AZ | Malvern, PA | SEC-registered investment adviser |
| Vanguard Global Advisers, LLC | Scottsdale, AZ | Malvern, PA | SEC-registered investment adviser |
| Vanguard Group Inc | Scottsdale, AZ | Malvern, PA | SEC-registered investment adviser |
| Vanguard Portfolio Management, LLC | Scottsdale, AZ | Malvern, PA | SEC-registered investment adviser |
| Virtue Capital Management, LLC | Scottsdale, AZ | Brentwood, TN | SEC-registered investment adviser |
| Vistamark Investments | Phoenix, AZ | Hinsdale, IL | SEC-registered investment adviser |
| Voya Alternative Asset Management LLC | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Voya Investment Management Co. LLC | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| Voya Investment Management LLC | Scottsdale, AZ | Atlanta, GA | SEC-registered investment adviser |
| Waterloo Capital | Scottsdale, AZ | Austin, TX | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Gilbert, AZ | Plymouth, MN | SEC-registered investment adviser |
| Wealth Watch Advisors, Inc | Maricopa, AZ | Englewood, CO | SEC-registered investment adviser |
| Wealthcare Advisory Partners LLC | Phoenix, AZ | West Chester, PA | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Scottsdale, AZ | Aliso Viejo, CA | SEC-registered investment adviser |
| Wedbush Securities Inc. | Scottsdale, AZ | Pasadena, CA | SEC-registered investment adviser |
| Wells Fargo Advisors | Scottsdale, AZ | St. Louis, MO | SEC-registered investment adviser |
| Werba Rubin Papier Wealth Management, LLC | Litchfield Park, AZ | San Jose, CA | SEC-registered investment adviser |
| West Financial Advisors, L.L.C. | Scottsdale, AZ | Des Moines, IA | SEC-registered investment adviser |
| West Ridge Advisors | Gilbert, AZ | Henderson, NV | SEC-registered investment adviser |
| Western Wealth Management LLC | Scottsdale, AZ | Golden, CO | SEC-registered investment adviser |
| Westminster Financial Advisory Corp | Sun City, AZ | Beavercreek, OH | SEC-registered investment adviser |
| Winthrop Wealth | Scottsdale, AZ | Boston, MA | SEC-registered investment adviser |
| World Investment Advisors, LLC | Tempe, AZ | Lincroft, NJ | SEC-registered investment adviser |
| WPA Family Office, LLC | Scottsdale, AZ | Dallas, TX | SEC-registered investment adviser |
| Your IA, LLC | Mesa, AZ | St. George, UT | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Phoenix, AZ | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Phoenix, AZ on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Approach Capital LLC | Mesa, AZ | SEC-registered investment adviser |
| Stonehenge Retirement Planners | Scottsdale, AZ | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Phoenix, AZ, headquartered elsewhere. https://advisorcensus.com/advisors/az/phoenix/branch-offices https://advisorcensus.com/advisors/az/phoenix/branch-offices