# Financial advisors for high-net-worth individuals in Phoenix, AZ

> Find financial advisors in Phoenix, AZ who work with high-net-worth individuals. AdvisorCensus lists 299 investment advisory firms with a principal office in the Phoenix metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/for-high-net-worth-individuals/page/5

## At a glance

- Investment advisory firms: 299
- Registration: SEC-registered investment adviser: 148, State-registered investment adviser: 151
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 90 (30%); Percentage of assets 288 (96%); Hourly charges 163 (55%); Subscription fees (newsletter or periodical) 5 (2%); Fixed fees 195 (65%); Commissions 4 (1%); Performance-based fees 20 (7%); Other 42 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 56 (19%); $25 million to $100 million 90 (30%); $100 million to $500 million 107 (36%); $500 million to $1 billion 8 (3%); $1 billion to $5 billion 23 (8%); Over $5 billion 7 (2%); Not reported 8 (3%)
- Years registered: Under 5 years 107 (36%); 5 to 9 years 83 (28%); 10 to 19 years 75 (25%); 20 years or more 31 (10%); Not reported 3 (1%)

## Firms (page 5 of 6, 201 to 250 of 299, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Redeem Wealth Management](https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761) ([md](https://advisorcensus.com/firm/redeem-wealth-management-gilbert-az-313761.md)) | 313761 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Redwood Investment Management, LLC.](https://advisorcensus.com/firm/redwood-investment-management-llc-scottsdale-az-153139) ([md](https://advisorcensus.com/firm/redwood-investment-management-llc-scottsdale-az-153139.md)) | 153139 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets |
| [Releve Financial Group](https://advisorcensus.com/firm/releve-financial-group-scottsdale-az-285243) ([md](https://advisorcensus.com/firm/releve-financial-group-scottsdale-az-285243.md)) | 285243 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Retirement Income and Inheritance Advisors, LLC](https://advisorcensus.com/firm/retirement-income-and-inheritance-advisors-llc-scottsdale-az-149560) ([md](https://advisorcensus.com/firm/retirement-income-and-inheritance-advisors-llc-scottsdale-az-149560.md)) | 149560 | Scottsdale, AZ | State-registered investment adviser | Not reported | 17 | Hourly, Fixed fee |
| [Ridgeline Private Wealth](https://advisorcensus.com/firm/ridgeline-private-wealth-mesa-az-318258) ([md](https://advisorcensus.com/firm/ridgeline-private-wealth-mesa-az-318258.md)) | 318258 | Mesa, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Other |
| [RJ Pace Financial](https://advisorcensus.com/firm/rj-pace-financial-glendale-az-125676) ([md](https://advisorcensus.com/firm/rj-pace-financial-glendale-az-125676.md)) | 125676 | Glendale, AZ | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Rovin Capital](https://advisorcensus.com/firm/rovin-capital-mesa-az-152662) ([md](https://advisorcensus.com/firm/rovin-capital-mesa-az-152662.md)) | 152662 | Mesa, AZ | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Sage Financial Advisors Inc.](https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933) ([md](https://advisorcensus.com/firm/sage-financial-advisors-inc-scottsdale-az-116933.md)) | 116933 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee, Other |
| [SBC Investment Management, LLC](https://advisorcensus.com/firm/sbc-investment-management-llc-scottsdale-az-308391) ([md](https://advisorcensus.com/firm/sbc-investment-management-llc-scottsdale-az-308391.md)) | 308391 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Scottsdale Wealth Advisory LLC](https://advisorcensus.com/firm/scottsdale-wealth-advisory-llc-paradise-valley-az-285907) ([md](https://advisorcensus.com/firm/scottsdale-wealth-advisory-llc-paradise-valley-az-285907.md)) | 285907 | Paradise Valley, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Scottsdale Wealth Planning, Inc.](https://advisorcensus.com/firm/scottsdale-wealth-planning-inc-scottsdale-az-169248) ([md](https://advisorcensus.com/firm/scottsdale-wealth-planning-inc-scottsdale-az-169248.md)) | 169248 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Secure Retirement Advisors, LLC](https://advisorcensus.com/firm/secure-retirement-advisors-llc-eloy-az-156574) ([md](https://advisorcensus.com/firm/secure-retirement-advisors-llc-eloy-az-156574.md)) | 156574 | Eloy, AZ | State-registered investment adviser | Not reported | 15 | Hourly, Other |
| [Sensible Money, LLC](https://advisorcensus.com/firm/sensible-money-llc-scottsdale-az-158641) ([md](https://advisorcensus.com/firm/sensible-money-llc-scottsdale-az-158641.md)) | 158641 | Scottsdale, AZ | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Seros Wealth Partners](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808) ([md](https://advisorcensus.com/firm/seros-wealth-partners-gilbert-az-166808.md)) | 166808 | Gilbert, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Subscription, Fixed fee, Performance fee |
| [SG Wealth Managers LLC](https://advisorcensus.com/firm/sg-wealth-managers-llc-scottsdale-az-310597) ([md](https://advisorcensus.com/firm/sg-wealth-managers-llc-scottsdale-az-310597.md)) | 310597 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Sharpepoint, LLC](https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719) ([md](https://advisorcensus.com/firm/sharpepoint-llc-phoenix-az-290719.md)) | 290719 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sierra Legacy Group](https://advisorcensus.com/firm/sierra-legacy-group-scottsdale-az-172113) ([md](https://advisorcensus.com/firm/sierra-legacy-group-scottsdale-az-172113.md)) | 172113 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Six Sigma Wealth Advisors, LLC](https://advisorcensus.com/firm/six-sigma-wealth-advisors-llc-scottsdale-az-290674) ([md](https://advisorcensus.com/firm/six-sigma-wealth-advisors-llc-scottsdale-az-290674.md)) | 290674 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [SL Capital](https://advisorcensus.com/firm/sl-capital-scottsdale-az-328450) ([md](https://advisorcensus.com/firm/sl-capital-scottsdale-az-328450.md)) | 328450 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Smead Capital Management, Inc.](https://advisorcensus.com/firm/smead-capital-management-inc-phoenix-az-143567) ([md](https://advisorcensus.com/firm/smead-capital-management-inc-phoenix-az-143567.md)) | 143567 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 19 | % of assets |
| [Sonmore Financial LLC](https://advisorcensus.com/firm/sonmore-financial-llc-chandler-az-311485) ([md](https://advisorcensus.com/firm/sonmore-financial-llc-chandler-az-311485.md)) | 311485 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee, Other |
| [Spahn Wealth & Retirement LLC](https://advisorcensus.com/firm/spahn-wealth-and-retirement-llc-scottsdale-az-285932) ([md](https://advisorcensus.com/firm/spahn-wealth-and-retirement-llc-scottsdale-az-285932.md)) | 285932 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Spirit West Advisors, LLC](https://advisorcensus.com/firm/spirit-west-advisors-llc-scottsdale-az-285314) ([md](https://advisorcensus.com/firm/spirit-west-advisors-llc-scottsdale-az-285314.md)) | 285314 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Springsteel Investment Advisors, LLC](https://advisorcensus.com/firm/springsteel-investment-advisors-llc-phoenix-az-166126) ([md](https://advisorcensus.com/firm/springsteel-investment-advisors-llc-phoenix-az-166126.md)) | 166126 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Stableford Capital LLC](https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383) ([md](https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383.md)) | 173383 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Sterling Advisor Group](https://advisorcensus.com/firm/sterling-advisor-group-mesa-az-147357) ([md](https://advisorcensus.com/firm/sterling-advisor-group-mesa-az-147357.md)) | 147357 | Mesa, AZ | State-registered investment adviser | Under $25 million | Not reported | % of assets, Other |
| [Stewardship Financial](https://advisorcensus.com/firm/stewardship-financial-gilbert-az-281386) ([md](https://advisorcensus.com/firm/stewardship-financial-gilbert-az-281386.md)) | 281386 | Gilbert, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Stewardship Wealth Advisors](https://advisorcensus.com/firm/stewardship-wealth-advisors-phoenix-az-202512) ([md](https://advisorcensus.com/firm/stewardship-wealth-advisors-phoenix-az-202512.md)) | 202512 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Stoker Ostler, a Part of BMO Financial Group](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320) ([md](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320.md)) | 111320 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Stonecrest Wealth Management, Inc](https://advisorcensus.com/firm/stonecrest-wealth-management-inc-chandler-az-311404) ([md](https://advisorcensus.com/firm/stonecrest-wealth-management-inc-chandler-az-311404.md)) | 311404 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Performance fee |
| [Strategic Income Group LLC](https://advisorcensus.com/firm/strategic-income-group-llc-chandler-az-165839) ([md](https://advisorcensus.com/firm/strategic-income-group-llc-chandler-az-165839.md)) | 165839 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Strategic Wealth Advisors, LLC](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167) ([md](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167.md)) | 114167 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Strategy Financial Group](https://advisorcensus.com/firm/strategy-financial-group-phoenix-az-164531) ([md](https://advisorcensus.com/firm/strategy-financial-group-phoenix-az-164531.md)) | 164531 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Sun Valley Advisory](https://advisorcensus.com/firm/sun-valley-advisory-scottsdale-az-330092) ([md](https://advisorcensus.com/firm/sun-valley-advisory-scottsdale-az-330092.md)) | 330092 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Sunstone Financial](https://advisorcensus.com/firm/sunstone-financial-chandler-az-312894) ([md](https://advisorcensus.com/firm/sunstone-financial-chandler-az-312894.md)) | 312894 | Chandler, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Sunstreet Securities, LLC](https://advisorcensus.com/firm/sunstreet-securities-llc-avondale-az-143211) ([md](https://advisorcensus.com/firm/sunstreet-securities-llc-avondale-az-143211.md)) | 143211 | Avondale, AZ | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Suttle Crossland Wealth Advisors, LLC](https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700) ([md](https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700.md)) | 318700 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Tactical Tax Wealth Management](https://advisorcensus.com/firm/tactical-tax-wealth-management-phoenix-az-325242) ([md](https://advisorcensus.com/firm/tactical-tax-wealth-management-phoenix-az-325242.md)) | 325242 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Tandem Wealth Advisors](https://advisorcensus.com/firm/tandem-wealth-advisors-phoenix-az-157794) ([md](https://advisorcensus.com/firm/tandem-wealth-advisors-phoenix-az-157794.md)) | 157794 | Phoenix, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Tarascio Financial Planning, LLC](https://advisorcensus.com/firm/tarascio-financial-planning-llc-mesa-az-313228) ([md](https://advisorcensus.com/firm/tarascio-financial-planning-llc-mesa-az-313228.md)) | 313228 | Mesa, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee, Other |
| [Taurum Retirement Partners, LLC](https://advisorcensus.com/firm/taurum-retirement-partners-llc-mesa-az-282017) ([md](https://advisorcensus.com/firm/taurum-retirement-partners-llc-mesa-az-282017.md)) | 282017 | Mesa, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Other |
| [Taylor Advisory Group](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437) ([md](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437.md)) | 288437 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Taylor Frigon Capital Management LLC](https://advisorcensus.com/firm/taylor-frigon-capital-management-llc-scottsdale-az-142617) ([md](https://advisorcensus.com/firm/taylor-frigon-capital-management-llc-scottsdale-az-142617.md)) | 142617 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Performance fee |
| [Taylor Frigon Family Office, LLC](https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249) ([md](https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249.md)) | 323249 | Scottsdale, AZ | SEC-registered investment adviser | Under $25 million | 3 | % of assets |
| [Tehrani Wealth Management, LLC](https://advisorcensus.com/firm/tehrani-wealth-management-llc-phoenix-az-155802) ([md](https://advisorcensus.com/firm/tehrani-wealth-management-llc-phoenix-az-155802.md)) | 155802 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Templeton Financial Services Inc.](https://advisorcensus.com/firm/templeton-financial-services-inc-chandler-az-128240) ([md](https://advisorcensus.com/firm/templeton-financial-services-inc-chandler-az-128240.md)) | 128240 | Chandler, AZ | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [TFO Family Office Partners](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440) ([md](https://advisorcensus.com/firm/tfo-family-office-partners-phoenix-az-159440.md)) | 159440 | Phoenix, AZ | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Hourly, Fixed fee, Other |
| [The Coleridge Group LLC](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335) ([md](https://advisorcensus.com/firm/the-coleridge-group-llc-phoenix-az-108335.md)) | 108335 | Phoenix, AZ | State-registered investment adviser | $25 million to $100 million | 13 | Hourly, Fixed fee |
| [The Getzen Group, Inc.](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700) ([md](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700.md)) | 117700 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Hourly, Fixed fee |
| [The Ivy League Advisory Group, LLC](https://advisorcensus.com/firm/the-ivy-league-advisory-group-llc-san-tan-valley-az-172730) ([md](https://advisorcensus.com/firm/the-ivy-league-advisory-group-llc-san-tan-valley-az-172730.md)) | 172730 | San Tan Valley, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |

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## Questions people ask

**Which financial advisors in Phoenix, AZ work with high-net-worth individuals?**
299 investment advisory firms with a principal office in the Phoenix metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Phoenix, AZ?**
AdvisorCensus lists 463 investment advisory firms with a principal office in the Phoenix metro area, from Form ADV filings as of October 2026: 179 SEC-registered, 253 state-registered, and 31 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 Phoenix, AZ?**
122 of the 463 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 Phoenix, AZ offer financial planning?**
317 of the 432 firms in Phoenix, AZ 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 Phoenix, AZ 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 122 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.

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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Phoenix, AZ: 299 firms from Form ADV filings as of October 2026.