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Fastest Growing RIAs
in Arizona

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Cambridge Financial Group, LLC
Tucson, 
AZ
3 Year Grow Rate:
62%
AUM (MM):
$301

#

Levin Funding Group LLC
Tucson, 
AZ
3 Year Grow Rate:
58%
AUM (MM):
$66

#

Vigilare Wealth Management LLC
Scottsdale, 
AZ
3 Year Grow Rate:
54%
AUM (MM):
$276

#

Stableford Capital LLC
Scottsdale, 
AZ
3 Year Grow Rate:
53%
AUM (MM):
$205

#

Transition Financial Advisors Group, Inc.
Gilbert, 
AZ
3 Year Grow Rate:
50%
AUM (MM):
$152

#

The Linkous Group, Ltd.
Fountain Hills, 
AZ
3 Year Grow Rate:
44%
AUM (MM):
$62

#

Sage Financial Advisors Inc.
Scottsdale, 
AZ
3 Year Grow Rate:
40%
AUM (MM):
$167

#

Taylor Frigon Capital Management LLC
Scottsdale, 
AZ
3 Year Grow Rate:
38%
AUM (MM):
$220

#

Wealth Management Solutions
Scottsdale, 
AZ
3 Year Grow Rate:
34%
AUM (MM):
$102

#

Battle Capital Asset Management LLC
Scottsdale, 
AZ
3 Year Grow Rate:
33%
AUM (MM):
$42

#

Stoker Ostler, a part of BMO Financial Group
Scottsdale, 
AZ
3 Year Grow Rate:
33%
AUM (MM):
$1,520

#

Intelligent Capitalworks
Scottsdale, 
AZ
3 Year Grow Rate:
31%
AUM (MM):
$181

#

Murphy Capital Advisors, LLC
Goodyear, 
AZ
3 Year Grow Rate:
26%
AUM (MM):
$94

#

Strategic Wealth Advisors, LLC
Scottsdale, 
AZ
3 Year Grow Rate:
24%
AUM (MM):
$175

#

Clear Stream Advisors, Incorporated
Scottsdale, 
AZ
3 Year Grow Rate:
24%
AUM (MM):
$24

#

Intrinsic Wealth Counsel, Inc.
Tempe, 
AZ
3 Year Grow Rate:
23%
AUM (MM):
$173

#

Lane Brothers & Co Inc
Prescott, 
AZ
3 Year Grow Rate:
22%
AUM (MM):
$104

#

AIM Capital
Scottsdale, 
AZ
3 Year Grow Rate:
20%
AUM (MM):
$214

#

Dew Wealth Management
Scottsdale, 
AZ
3 Year Grow Rate:
20%
AUM (MM):
$161

#

Wealth Engineering, LLC
Scottsdale, 
AZ
3 Year Grow Rate:
19%
AUM (MM):
$106

#

O'Connor Capital Advisory, LLC
Scottsdale, 
AZ
3 Year Grow Rate:
18%
AUM (MM):
$94

#

Intrinsic Value Partners, LLC
Phoenix, 
AZ
3 Year Grow Rate:
13%
AUM (MM):
$142

#

R.H. Investment Group, LLC
Scottsdale, 
AZ
3 Year Grow Rate:
12%
AUM (MM):
$98

#

Templeton Financial Services Inc.
Chandler, 
AZ
3 Year Grow Rate:
10%
AUM (MM):
$414

#

Bulwark Capital Corporation
Sedona, 
AZ
3 Year Grow Rate:
10%
AUM (MM):
$59

#

17 Capital Partners, LLC
Phoenix, 
AZ
3 Year Grow Rate:
4%
AUM (MM):
$101
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