AdvisorCensus / Financial advisors / Arizona / Phoenix, AZ / New firms
New investment advisory firms in Phoenix, AZ
26 investment advisory firms in Phoenix, AZ first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Nuakh Financial | Phoenix, AZ | State-registered investment adviser |
| Rubicon Financial Group, LLC | Fountain Hills, AZ | State-registered investment adviser |
| Synchravest LLC | Scottsdale, AZ | State-registered investment adviser |
| Zoop Alpha Advisors | Mesa, AZ | SEC-registered investment adviser |
September 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Arcwood Financial, LLC | Phoenix, AZ | SEC-registered investment adviser |
| O'Connor Capital Advisory, LLC | Scottsdale, AZ | SEC-registered investment adviser |
| RBG Capital LLC | Scottsdale, AZ | SEC-registered investment adviser |
August 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Asset Growth Solutions, LLC | Scottsdale, AZ | SEC-registered investment adviser |
| Miller Wealth Management | Gilbert, AZ | SEC-registered investment adviser |
| Redeem Wealth Management | Gilbert, AZ | SEC-registered investment adviser |
| Unstoppable Asset | Phoenix, AZ | SEC-registered investment adviser |
July 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Alphatrust Advisors | Phoenix, AZ | SEC-registered investment adviser |
June 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| 345 Investment Advisory, LLC | Scottsdale, AZ | SEC-registered investment adviser |
| Ensign Advisory Partners LLC | Gilbert, AZ | SEC-registered investment adviser |
| Next Up Wealth Advisors, LLC | Scottsdale, AZ | SEC-registered investment adviser |
| Wisdom Wealth Investment Advisors LLC | Phoenix, AZ | SEC-registered investment adviser |
May 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Family Office Investment Advisory LLC | Scottsdale, AZ | SEC-registered investment adviser |
April 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| BOX Hill Private Wealth | Scottsdale, AZ | SEC-registered investment adviser |
| Form Prosperity Wealth Advisors, LLC | Chandler, AZ | SEC-registered investment adviser |
| Luminescent Wealth Management, Inc. | Scottsdale, AZ | SEC-registered investment adviser |
| Suttle Crossland Wealth Advisors, LLC | Scottsdale, AZ | SEC-registered investment adviser |
March 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Lilliano Capital Management LLC | Phoenix, AZ | SEC-registered investment adviser |
December 2025 (4)
| Firm | Location | Registration |
|---|---|---|
| 3ROOTS Wealth Partners LLC | Scottsdale, AZ | SEC-registered investment adviser |
| Ascent Capital Partners, LLC | Scottsdale, AZ | SEC-registered investment adviser |
| MPI Infinite Investors, LLC | Gilbert, AZ | State-registered investment adviser |
| Spirit West Advisors, LLC | Scottsdale, AZ | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Phoenix, AZ. https://advisorcensus.com/advisors/az/phoenix/new-firms https://advisorcensus.com/advisors/az/phoenix/new-firms