# Financial advisors in Tucson, AZ

> AdvisorCensus lists 64 investment advisory firms with a principal office in the Tucson metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; 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/tucson

## At a glance

- Investment advisory firms: 64
- Registration: SEC-registered investment adviser: 29, State-registered investment adviser: 33, Exempt reporting adviser: 2
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 24 (39%); Percentage of assets 55 (89%); Hourly charges 29 (47%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 35 (56%); Commissions 2 (3%); Performance-based fees 4 (6%); Other 8 (13%); No compensation arrangements reported 2
- Regulatory assets under management (Item 5.F): Under $25 million 17 (27%); $25 million to $100 million 13 (20%); $100 million to $500 million 19 (30%); $500 million to $1 billion 5 (8%); $1 billion to $5 billion 1 (2%); Over $5 billion 2 (3%); Not reported 7 (11%)
- Years registered: Under 5 years 15 (23%); 5 to 9 years 17 (27%); 10 to 19 years 19 (30%); 20 years or more 13 (20%)

## Firms (page 1 of 2, 1 to 50 of 64, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Advisor Services, Inc.](https://advisorcensus.com/firm/advisor-services-inc-tucson-az-107666) ([md](https://advisorcensus.com/firm/advisor-services-inc-tucson-az-107666.md)) | 107666 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Hourly, Commissions |
| [Agave Wealth Advisors](https://advisorcensus.com/firm/agave-wealth-advisors-tucson-az-299139) ([md](https://advisorcensus.com/firm/agave-wealth-advisors-tucson-az-299139.md)) | 299139 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [AIO Financial, LLC](https://advisorcensus.com/firm/aio-financial-llc-tucson-az-114030) ([md](https://advisorcensus.com/firm/aio-financial-llc-tucson-az-114030.md)) | 114030 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Alamos Capital, LLC](https://advisorcensus.com/firm/alamos-capital-llc-tucson-az-332985) ([md](https://advisorcensus.com/firm/alamos-capital-llc-tucson-az-332985.md)) | 332985 | Tucson, AZ | SEC-registered investment adviser | Under $25 million | 2 | % of assets, Performance fee |
| [Allied Portfolio Management, Inc.](https://advisorcensus.com/firm/allied-portfolio-management-inc-tucson-az-113809) ([md](https://advisorcensus.com/firm/allied-portfolio-management-inc-tucson-az-113809.md)) | 113809 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [Annecy LLC](https://advisorcensus.com/firm/annecy-llc-tucson-az-169464) ([md](https://advisorcensus.com/firm/annecy-llc-tucson-az-169464.md)) | 169464 | Tucson, AZ | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Attessa Capital LLC](https://advisorcensus.com/firm/attessa-capital-llc-tucson-az-306827) ([md](https://advisorcensus.com/firm/attessa-capital-llc-tucson-az-306827.md)) | 306827 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Other |
| [Bili Finance](https://advisorcensus.com/firm/bili-finance-tucson-az-339828) ([md](https://advisorcensus.com/firm/bili-finance-tucson-az-339828.md)) | 339828 | Tucson, AZ | SEC-registered investment adviser | Under $25 million | 0 | Subscription |
| [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 |
| [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 |
| [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 |
| [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 |
| [D Squared Capital Management, LLC](https://advisorcensus.com/firm/d-squared-capital-management-llc-oro-valley-az-154019) ([md](https://advisorcensus.com/firm/d-squared-capital-management-llc-oro-valley-az-154019.md)) | 154019 | Oro Valley, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Fixed fee |
| [Davis Selected Advisers LP](https://advisorcensus.com/firm/davis-selected-advisers-lp-tucson-az-108674) ([md](https://advisorcensus.com/firm/davis-selected-advisers-lp-tucson-az-108674.md)) | 108674 | Tucson, AZ | SEC-registered investment adviser | Over $5 billion | 38 | % of assets |
| [Elion Financial, LLC](https://advisorcensus.com/firm/elion-financial-llc-tucson-az-334200) ([md](https://advisorcensus.com/firm/elion-financial-llc-tucson-az-334200.md)) | 334200 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 1 | Fixed fee |
| [Endurance Private Investments Manager, LLC](https://advisorcensus.com/firm/endurance-private-investments-manager-llc-tucson-az-175235) ([md](https://advisorcensus.com/firm/endurance-private-investments-manager-llc-tucson-az-175235.md)) | 175235 | Tucson, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Performance fee |
| [Factor Investment Solutions, LLC](https://advisorcensus.com/firm/factor-investment-solutions-llc-tucson-az-137989) ([md](https://advisorcensus.com/firm/factor-investment-solutions-llc-tucson-az-137989.md)) | 137989 | Tucson, AZ | State-registered investment adviser | Not reported | 20 | Other |
| [Financial Directions LLC](https://advisorcensus.com/firm/financial-directions-llc-tucson-az-108475) ([md](https://advisorcensus.com/firm/financial-directions-llc-tucson-az-108475.md)) | 108475 | Tucson, AZ | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Fixed fee |
| [Financial Planning First, LLC](https://advisorcensus.com/firm/financial-planning-first-llc-tuscon-az-319273) ([md](https://advisorcensus.com/firm/financial-planning-first-llc-tuscon-az-319273.md)) | 319273 | Tuscon, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Forthright Finances LLC](https://advisorcensus.com/firm/forthright-finances-llc-tucson-az-300569) ([md](https://advisorcensus.com/firm/forthright-finances-llc-tucson-az-300569.md)) | 300569 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Fortress Financial Solutions, LLC](https://advisorcensus.com/firm/fortress-financial-solutions-llc-tucson-az-143969) ([md](https://advisorcensus.com/firm/fortress-financial-solutions-llc-tucson-az-143969.md)) | 143969 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Gordian Advisors, LLC](https://advisorcensus.com/firm/gordian-advisors-llc-tucson-az-121362) ([md](https://advisorcensus.com/firm/gordian-advisors-llc-tucson-az-121362.md)) | 121362 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [GR Financial Group, LLC](https://advisorcensus.com/firm/gr-financial-group-llc-tucson-az-172370) ([md](https://advisorcensus.com/firm/gr-financial-group-llc-tucson-az-172370.md)) | 172370 | Tucson, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance fee, Other |
| [Greenberg Financial Group](https://advisorcensus.com/firm/greenberg-financial-group-tucson-az-38747) ([md](https://advisorcensus.com/firm/greenberg-financial-group-tucson-az-38747.md)) | 38747 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Fixed fee |
| [Hawtree Advisory Group, LLC](https://advisorcensus.com/firm/hawtree-advisory-group-llc-tucson-az-124492) ([md](https://advisorcensus.com/firm/hawtree-advisory-group-llc-tucson-az-124492.md)) | 124492 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Hobbs Advisory Services](https://advisorcensus.com/firm/hobbs-advisory-services-tucson-az-148841) ([md](https://advisorcensus.com/firm/hobbs-advisory-services-tucson-az-148841.md)) | 148841 | Tucson, AZ | State-registered investment adviser | Not reported | 17 | Hourly |
| [Ironwood Financial, LLC](https://advisorcensus.com/firm/ironwood-financial-llc-tucson-az-151004) ([md](https://advisorcensus.com/firm/ironwood-financial-llc-tucson-az-151004.md)) | 151004 | Tucson, AZ | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [Jaguar Investment Services, Ltd](https://advisorcensus.com/firm/jaguar-investment-services-ltd-marana-az-116368) ([md](https://advisorcensus.com/firm/jaguar-investment-services-ltd-marana-az-116368.md)) | 116368 | Marana, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Joseph Wright Investments](https://advisorcensus.com/firm/joseph-wright-investments-tucson-az-166764) ([md](https://advisorcensus.com/firm/joseph-wright-investments-tucson-az-166764.md)) | 166764 | Tucson, AZ | State-registered investment adviser | Under $25 million | 13 | % of assets, Performance fee |
| [Kinghorn Law / Financial](https://advisorcensus.com/firm/kinghorn-law-financial-tucson-az-306672) ([md](https://advisorcensus.com/firm/kinghorn-law-financial-tucson-az-306672.md)) | 306672 | Tucson, AZ | State-registered investment adviser | Not reported | 6 | Fixed fee, Other |
| [Kolo Capital](https://advisorcensus.com/firm/kolo-capital-tucson-az-313683) ([md](https://advisorcensus.com/firm/kolo-capital-tucson-az-313683.md)) | 313683 | Tucson, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets |
| [Lazarow Wealth Management](https://advisorcensus.com/firm/lazarow-wealth-management-tucson-az-286172) ([md](https://advisorcensus.com/firm/lazarow-wealth-management-tucson-az-286172.md)) | 286172 | Tucson, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Levin Funding Group LLC](https://advisorcensus.com/firm/levin-funding-group-llc-tucson-az-170087) ([md](https://advisorcensus.com/firm/levin-funding-group-llc-tucson-az-170087.md)) | 170087 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Life Strategy Partners](https://advisorcensus.com/firm/life-strategy-partners-tucson-az-332925) ([md](https://advisorcensus.com/firm/life-strategy-partners-tucson-az-332925.md)) | 332925 | Tucson, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Margo Financial](https://advisorcensus.com/firm/margo-financial-tucson-az-323290) ([md](https://advisorcensus.com/firm/margo-financial-tucson-az-323290.md)) | 323290 | Tucson, AZ | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Meziab Capital Management, Inc.](https://advisorcensus.com/firm/meziab-capital-management-inc-tucson-az-113856) ([md](https://advisorcensus.com/firm/meziab-capital-management-inc-tucson-az-113856.md)) | 113856 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 29 | % of assets |
| [Michael A. Janky DBA MJ Wealth Planning](https://advisorcensus.com/firm/michael-a-janky-dba-mj-wealth-planning-tucson-az-164684) ([md](https://advisorcensus.com/firm/michael-a-janky-dba-mj-wealth-planning-tucson-az-164684.md)) | 164684 | Tucson, AZ | State-registered investment adviser | Not reported | 14 | Hourly, Other |
| [Mina Vista Capital Management, LLC](https://advisorcensus.com/firm/mina-vista-capital-management-llc-tuscon-az-332750) ([md](https://advisorcensus.com/firm/mina-vista-capital-management-llc-tuscon-az-332750.md)) | 332750 | Tuscon, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nova Financial Services](https://advisorcensus.com/firm/nova-financial-services-tucson-az-150148) ([md](https://advisorcensus.com/firm/nova-financial-services-tucson-az-150148.md)) | 150148 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [NRG Wealth Management](https://advisorcensus.com/firm/nrg-wealth-management-oro-valley-az-289548) ([md](https://advisorcensus.com/firm/nrg-wealth-management-oro-valley-az-289548.md)) | 289548 | Oro Valley, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Premiere Wealth Advisors, LLC](https://advisorcensus.com/firm/premiere-wealth-advisors-llc-tucson-az-294893) ([md](https://advisorcensus.com/firm/premiere-wealth-advisors-llc-tucson-az-294893.md)) | 294893 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Retirement Evolutions Wealth Management LLC](https://advisorcensus.com/firm/retirement-evolutions-wealth-management-llc-tucson-az-146931) ([md](https://advisorcensus.com/firm/retirement-evolutions-wealth-management-llc-tucson-az-146931.md)) | 146931 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Ridge Capital Advisors, LLC](https://advisorcensus.com/firm/ridge-capital-advisors-llc-oro-valley-az-283756) ([md](https://advisorcensus.com/firm/ridge-capital-advisors-llc-oro-valley-az-283756.md)) | 283756 | Oro Valley, AZ | State-registered investment adviser | Under $25 million | 9 | % of assets, Other |
| [Rise Private Wealth Advisors](https://advisorcensus.com/firm/rise-private-wealth-advisors-tucson-az-309356) ([md](https://advisorcensus.com/firm/rise-private-wealth-advisors-tucson-az-309356.md)) | 309356 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Rising Sun Investment Advisers](https://advisorcensus.com/firm/rising-sun-investment-advisers-tucson-az-309222) ([md](https://advisorcensus.com/firm/rising-sun-investment-advisers-tucson-az-309222.md)) | 309222 | Tucson, AZ | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [RMH Investment Management, LLC](https://advisorcensus.com/firm/rmh-investment-management-llc-tucson-az-148650) ([md](https://advisorcensus.com/firm/rmh-investment-management-llc-tucson-az-148650.md)) | 148650 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Sabino Investment Management, L.L.C.](https://advisorcensus.com/firm/sabino-investment-management-l-l-c-tucson-az-114024) ([md](https://advisorcensus.com/firm/sabino-investment-management-l-l-c-tucson-az-114024.md)) | 114024 | Tucson, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly |
| [Schulz Financial Group](https://advisorcensus.com/firm/schulz-financial-group-tucson-az-339660) ([md](https://advisorcensus.com/firm/schulz-financial-group-tucson-az-339660.md)) | 339660 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Secure Investment Management, LLC](https://advisorcensus.com/firm/secure-investment-management-llc-tucson-az-141195) ([md](https://advisorcensus.com/firm/secure-investment-management-llc-tucson-az-141195.md)) | 141195 | Tucson, AZ | SEC-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly |
| [SEM Wealth Management](https://advisorcensus.com/firm/sem-wealth-management-tucson-az-112142) ([md](https://advisorcensus.com/firm/sem-wealth-management-tucson-az-112142.md)) | 112142 | Tucson, AZ | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets |

- Next page: https://advisorcensus.com/advisors/az/tucson/page/2.md

## Questions people ask

**How many financial advisory firms are there in Tucson, AZ?**
AdvisorCensus lists 64 investment advisory firms with a principal office in the Tucson metro area, from Form ADV filings as of October 2026: 29 SEC-registered, 33 state-registered, and 2 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 Tucson, AZ?**
24 of the 64 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 Tucson, AZ offer financial planning?**
47 of the 62 firms in Tucson, 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 Tucson, 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 24 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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Every firm in this list as CSV: https://advisorcensus.com/advisors/az/tucson.csv

Cite as: AdvisorCensus. Financial advisors in Tucson, AZ: 64 firms from Form ADV filings as of October 2026.