AdvisorCensus / Financial advisors / Arizona / Tucson, AZ / Branch offices
Advisory firms with an office in Tucson, AZ, headquartered elsewhere
42 investment advisory firms with a principal office outside the Tucson, 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 |
|---|---|---|---|
| 2201 Capital, LLC | Scottsdale, AZ | New York, NY | SEC-registered investment adviser |
| AE Wealth Management, LLC | Tucson, AZ | Topeka, KS | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Tucson, AZ | Lincoln, NE | SEC-registered investment adviser |
| Allworth Financial, L.P. | Tucson, AZ | Folsom, CA | SEC-registered investment adviser |
| Ashton Thomas Private Wealth | Tucson, AZ | Scottsdale, AZ | SEC-registered investment adviser |
| Balboa Wealth Partners, Inc. | Tuscon, AZ | Scottsdale, AZ | SEC-registered investment adviser |
| Bayntree Wealth Advisors, LLC | Oro Valley, AZ | Scottsdale, AZ | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Tuscon, AZ | Newport Beach, CA | SEC-registered investment adviser |
| Blueprint Financial Advisors | Tucson, AZ | Charlotte, NC | SEC-registered investment adviser |
| Centaurus Financial, Inc. | Tucson, AZ | Anaheim, CA | SEC-registered investment adviser |
| Davis Selected Advisers - NY, Inc. | Tucson, AZ | New York, NY | SEC-registered investment adviser |
| Dynamic | Marana, AZ | Phoenix, AZ | SEC-registered investment adviser |
| Elysium Wealth Management, LLC | Tucson, AZ | South Jordan, UT | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Green Valley, AZ | Birmingham, AL | SEC-registered investment adviser |
| Focus Partners Wealth, LLC | Tuscon, AZ | St. Louis, MO | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Green Valley, AZ | Alpharetta, GA | SEC-registered investment adviser |
| GWN Securities Inc. | Tucson, AZ | Palm Beach Gardens, FL | SEC-registered investment adviser |
| IFC | Tucson, AZ | Auburn, CA | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Tucson, AZ | Dallas, TX | SEC-registered investment adviser |
| IPG Investment Advisors, LLC | Tucson, AZ | San Diego, CA | SEC-registered investment adviser |
| Mariner | Tucson, AZ | Overland Park, KS | SEC-registered investment adviser |
| Martinsen Wealth Management | Tucson, AZ | Tempe, AZ | SEC-registered investment adviser |
| Meridian Wealth Management, LLC | Tucson, AZ | Lexington, KY | SEC-registered investment adviser |
| Modern Capital Advisors, LLC | Tucson, AZ | Raleigh, NC | SEC-registered investment adviser |
| Northern Trust Securities, Inc | Tucson, AZ | Chicago, IL | SEC-registered investment adviser |
| Novak & Powell Financial Services, Inc. | Tucson, AZ | St. Petersburg, FL | SEC-registered investment adviser |
| Park, Miller, LLC | Tuscon, AZ | Walnut Creek, CA | SEC-registered investment adviser |
| Parkwoods Wealth Partners, LLC | Tucson, AZ | Clayton, MO | SEC-registered investment adviser |
| PFG Advisors | Tucson, AZ | Phoenix, AZ | SEC-registered investment adviser |
| Primerica Advisors | Tucson, AZ | Duluth, GA | SEC-registered investment adviser |
| Redwood Coast Financial Partners | Tucson, AZ | Eureka, CA | SEC-registered investment adviser |
| Royal Fund Management, LLC | Oro Valley, AZ | Lady Lake, FL | SEC-registered investment adviser |
| Seia | Tucson, AZ | Los Angeles, CA | SEC-registered investment adviser |
| Sequent Planning, LLC | Tucson, AZ | Omaha, NE | SEC-registered investment adviser |
| ST. Bernard Financial Services, Inc. | Tucson, AZ | Russellville, AR | SEC-registered investment adviser |
| Strategy Financial Group | Oro Valley, AZ | Phoenix, AZ | SEC-registered investment adviser |
| The Ameriflex Group | Tucson, AZ | Las Vegas, NV | SEC-registered investment adviser |
| The Mather Group, LLC | Tucson, AZ | Chicago, IL | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Tucson, AZ | Scottsdale, AZ | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Tucson, AZ | Scottsdale, AZ | SEC-registered investment adviser |
| Waterloo Capital | Tucson, AZ | Austin, TX | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Tucson, AZ | Plymouth, MN | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Tucson, AZ on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Markowski Investments | Tucson, 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.
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AdvisorCensus. Advisory firms with an office in Tucson, AZ, headquartered elsewhere. https://advisorcensus.com/advisors/az/tucson/branch-offices https://advisorcensus.com/advisors/az/tucson/branch-offices