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

> AdvisorCensus lists 43 investment advisory firms with a principal office in the Tucson metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/tucson/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 43
- Registration: SEC-registered investment adviser: 26, State-registered investment adviser: 17
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (35%); Percentage of assets 41 (95%); Hourly charges 22 (51%); Fixed fees 28 (65%); Commissions 1 (2%); Performance-based fees 2 (5%); Other 6 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (12%); $25 million to $100 million 10 (23%); $100 million to $500 million 19 (44%); $500 million to $1 billion 5 (12%); $1 billion to $5 billion 1 (2%); Over $5 billion 2 (5%); Not reported 1 (2%)
- Years registered: Under 5 years 9 (21%); 5 to 9 years 14 (33%); 10 to 19 years 11 (26%); 20 years or more 9 (21%)

## Firms (page 1 of 1, 1 to 43 of 43, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Shepherd Wealth & Retirement LLC](https://advisorcensus.com/firm/shepherd-wealth-and-retirement-llc-tucson-az-305645) ([md](https://advisorcensus.com/firm/shepherd-wealth-and-retirement-llc-tucson-az-305645.md)) | 305645 | Tucson, AZ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Silverman + Associates Wealth Management, LLC](https://advisorcensus.com/firm/silverman-plus-associates-wealth-management-llc-tucson-az-157856) ([md](https://advisorcensus.com/firm/silverman-plus-associates-wealth-management-llc-tucson-az-157856.md)) | 157856 | Tucson, AZ | State-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee, Other |
| [Southwest Investment Advisors, Inc.](https://advisorcensus.com/firm/southwest-investment-advisors-inc-tucson-az-312685) ([md](https://advisorcensus.com/firm/southwest-investment-advisors-inc-tucson-az-312685.md)) | 312685 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Sterling Investment Management, LLC](https://advisorcensus.com/firm/sterling-investment-management-llc-tucson-az-112923) ([md](https://advisorcensus.com/firm/sterling-investment-management-llc-tucson-az-112923.md)) | 112923 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets, Hourly |
| [TCI Wealth Advisors, Inc.](https://advisorcensus.com/firm/tci-wealth-advisors-inc-tucson-az-107373) ([md](https://advisorcensus.com/firm/tci-wealth-advisors-inc-tucson-az-107373.md)) | 107373 | Tucson, AZ | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Hourly, Fixed fee |
| [Treiberg Wealth Management](https://advisorcensus.com/firm/treiberg-wealth-management-tucson-az-284140) ([md](https://advisorcensus.com/firm/treiberg-wealth-management-tucson-az-284140.md)) | 284140 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Union Capital Company](https://advisorcensus.com/firm/union-capital-company-tucson-az-110301) ([md](https://advisorcensus.com/firm/union-capital-company-tucson-az-110301.md)) | 110301 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Commissions |
| [Wealth Management Partners, LLC](https://advisorcensus.com/firm/wealth-management-partners-llc-tucson-az-309790) ([md](https://advisorcensus.com/firm/wealth-management-partners-llc-tucson-az-309790.md)) | 309790 | Tucson, AZ | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Wilkinson Wealth Management, LLC](https://advisorcensus.com/firm/wilkinson-wealth-management-llc-tucson-az-317741) ([md](https://advisorcensus.com/firm/wilkinson-wealth-management-llc-tucson-az-317741.md)) | 317741 | Tucson, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Zeches Wealth Management](https://advisorcensus.com/firm/zeches-wealth-management-tucson-az-170279) ([md](https://advisorcensus.com/firm/zeches-wealth-management-tucson-az-170279.md)) | 170279 | Tucson, AZ | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |

## Questions people ask

**Which financial advisors in Tucson, AZ work with high-net-worth individuals?**
43 investment advisory firms with a principal office in the Tucson 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 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.

## Related pages

- [Financial advisors in Arizona](https://advisorcensus.com/advisors/az) (https://advisorcensus.com/advisors/az.md)
- [Financial advisors in Tucson, AZ](https://advisorcensus.com/advisors/az/tucson) (https://advisorcensus.com/advisors/az/tucson.md)
- [Fee-only financial advisors in Tucson, AZ](https://advisorcensus.com/advisors/az/tucson/fee-only) (https://advisorcensus.com/advisors/az/tucson/fee-only.md)
- [Flat-fee financial advisors in Tucson, AZ](https://advisorcensus.com/advisors/az/tucson/flat-fee) (https://advisorcensus.com/advisors/az/tucson/flat-fee.md)
- [Hourly financial advisors in Tucson, AZ](https://advisorcensus.com/advisors/az/tucson/hourly) (https://advisorcensus.com/advisors/az/tucson/hourly.md)
- [Financial advisors in Phoenix](https://advisorcensus.com/advisors/az/phoenix) (https://advisorcensus.com/advisors/az/phoenix.md)
- [Financial advisors in Prescott Valley](https://advisorcensus.com/advisors/az/prescott-valley) (https://advisorcensus.com/advisors/az/prescott-valley.md)
- [Financial advisors in Flagstaff](https://advisorcensus.com/advisors/az/flagstaff) (https://advisorcensus.com/advisors/az/flagstaff.md)
- [Financial advisors in Lake Havasu City](https://advisorcensus.com/advisors/az/lake-havasu-city) (https://advisorcensus.com/advisors/az/lake-havasu-city.md)
- [Financial advisors in Yuma](https://advisorcensus.com/advisors/az/yuma) (https://advisorcensus.com/advisors/az/yuma.md)
- [Financial advisors in Sierra Vista](https://advisorcensus.com/advisors/az/sierra-vista) (https://advisorcensus.com/advisors/az/sierra-vista.md)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Tucson, AZ: 43 firms from Form ADV filings as of October 2026.