| # | Firm | AUM | Individual clients | Advisors | Main custodian | Filing since |
|---|---|---|---|---|---|---|
| 1 | $10.1B | 29,615 | 289 | Schwab | 2015 | |
| 2 | $5.64B | 5,509 | 65 | Schwab | 2012 or earlier | |
| 3 | $5.04B | 245 | 47 | Schwab | 2012 or earlier | |
| 4 | $3.26B | 7,527 | 86 | Schwab | 2014 | |
| 5 | $1.81B | 466 | 14 | Schwab | 2012 or earlier | |
| 6 | $1.62B | 549 | 10 | Schwab | 2012 or earlier | |
| 7 | $1.49B | 455 | 28 | Schwab | 2018 | |
| 8 | $1.25B | 3,500 | 22 | Schwab | 2021 | |
| 9 | $1.05B | 895 | 9 | – | 2023 | |
| 10 | $703.4M | 458 | 5 | Schwab | 2012 or earlier | |
| 11 | $480.7M | 285 | 4 | Schwab | 2012 or earlier | |
| 12 | $366.7M | 1,051 | 10 | Fidelity | 2021 | |
| 13 | $261.5M | 251 | 7 | Schwab | 2019 | |
| 14 | $246.4M | 128 | 3 | RBC | 2016 | |
| 15 | $222.8M | 479 | 3 | Schwab | 2017 | |
| 16 | $220.6M | 71 | 2 | Schwab | 2012 or earlier | |
| 17 | $212.8M | 304 | 5 | Axos Clearing | 2023 | |
| 18 | $195.4M | 543 | 4 | – | 2024 | |
| 19 | $189M | 341 | 5 | Schwab | 2021 | |
| 20 | $167.9M | 409 | 1 | – | 2026 | |
| 21 | $161.4M | 81 | 3 | – | 2026 | |
| 22 | $156.5M | 139 | 2 | Schwab | 2012 or earlier | |
| 23 | $153.5M | 129 | 2 | Fidelity | 2020 | |
| 24 | $138.8M | 270 | 2 | – | 2026 | |
| 25 | $114.4M | 426 | 4 | – | 2026 |
Ranked by regulatory AUM on each firm's latest Form ADV. Wealth managers and planners only (half or more of assets for individuals), by the city of their main office. Advisors: employees giving investment advice (Item 5.B(1)). Filing since: the firm's first Form ADV in the SEC's history, which starts in late 2011. Main custodian: the one holding most of the firm's managed assets (filings through December 2024). No firm pays to be listed or ranked. All RIAs in Arizona.