| Farnam Financial, LLC | Phoenix | $161.4M | — |
| Trinity Capital Adviser LLC | Phoenix | $157.6M | 1 |
| Immaculate Wealth Management, LLC | Mesa | $156.7M | — |
| Profocus, Incorporated | Phoenix | $156.5M | — |
| Taurum Retirement Partners, LLC | Mesa | $155.9M | — |
| Wise Wealth Partners, LLC | Phoenix | $153.5M | — |
| Cypress Advisory Group, LLC | Scottsdale | $152.7M | — |
| Prosper Private Wealth, LLC | Mesa | $150.8M | — |
| Csp Financial Group LLC | Scottsdale | $150.6M | — |
| Optima Capital Management LLC | Tempe | $150.3M | — |
| Union Capital Company | Tucson | $150M | — |
| Martinsen Wealth Management, LLC | Tempe | $143.2M | — |
| Foothills Advisors, LLC | Cave Creek | $142.1M | — |
| Fortress Financial Solutions, LLC | Tucson | $142M | — |
| Saratoga Capital Management, LLC | Avondale | $138.8M | — |
| Wisdom Wealth Investment Advisors LLC | Phoenix | $138.8M | — |
| Arbor Wealth Management, LLC | Tempe | $138.1M | — |
| Bridgelight Capital LLC | Scottsdale | $136.4M | — |
| Degreen Private Wealth, LLC | Scottsdale | $132.8M | — |
| Idx Advisors, LLC | Scottsdale | $128.1M | — |
| Global Portfolio Solutions, Inc. | Scottsdale | $127.7M | — |
| Luminescent Wealth Management, Inc. | Scottsdale | $127.4M | — |
| Form Prosperity Wealth Advisors, LLC | Chandler | $119M | — |
| Five Speed Financial Planning LLC | Tucson | $114.9M | — |
| Alpha Fiduciary, Inc. | Phoenix | $114M | 13 |
| Financial Planning First, LLC | Tuscon | $113.9M | — |
| Alphatrust Advisory Group, LLC | Phoenix | $113.1M | — |
| Spirit West Advisors, LLC | Scottsdale | $111.1M | — |
| Asterozoa Management LLC | Phoenix | $103.9M | 2 |
| Suttle Crossland Wealth Advisors, LLC | Scottsdale | $101.1M | — |
| Ensign Advisory Partners LLC | Gilbert | $101M | — |
| Next Up Wealth Advisors, LLC | Scottsdale | $100.2M | — |
| 3roots Wealth Partners LLC | Scottsdale | $92.6M | — |
| Titan Managers, LLC | Scottsdale | $84.2M | — |
| Baseline Partners LLC | Mesa | $75.3M | 2 |
| Acrylic Financial, Inc. | Fountain Hills | $73.5M | 1 |
| Resq Investment Partners, LLC | Scottsdale | $65.8M | — |
| Embark Wealth Management, LLC | Tempe | $57.4M | — |
| Secure Investment Management, LLC | Tucson | $42.9M | — |
| Xcellerant Ventures, LLC | Scottsdale | $26M | 1 |
| Legacy Cornerstone Wealth LLC | Peoria | $22.4M | — |
| Taylor Frigon Family Office, LLC | Scottsdale | $20M | — |
| Galloway Asset Management LLC | Mesa | $17.9M | — |
| Lgm Capital Management LLC | Phoenix | $14.9M | — |
| Alamos Capital, LLC | Tucson | $1M | 1 |
| Mpi Infinite Investors, LLC | Gilbert | — | 1 |
| Bili Finance, LLC | Tucson | — | — |
| Nerdwallet Advisory LLC | Scottsdale | — | — |
| Vision2020 Wealth Management Corp. | Scottsdale | — | — |
| Alkeme Investments LLC | Scottsdale | — | — |