Clients per advisor for Independent firms serving clients in Arizona

In Arizona, independent financial advisors tend to serve more clients per advisor than the typical national independent firm, with a median of 38 clients compared to the national median of 26. This suggests that Arizona advisors may balance personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are beyond the early startup phase but still maintain manageable caseloads. With 318 independent firms in the state, clients can expect a range of service models—from those focused on deeper, relationship-driven approaches to others operating at a scale that supports broader client access. This diversity offers options depending on the level of attention and service a client prefers.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

5th 20th 40th 60th 80th 95th

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
Clarion Advisors Inc.	Very High 632	632	1	1
LendingRobot	Very High 609	609	1	2
Spirit West Advisors, LLC	Very High 566	566	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
Legacy Cornerstone Wealth	Very High 441	441	1	1
Freedom Asset Management	Very High 420	420	1	2
Four Peaks Planning and Investments LLC	Very High 376	376	1	1
AZ Legacy Wealth LLC	Very High 330	330	1	1
FORM Prosperity Wealth Advisors, LLC	Very High 306	306	1	1
Cortez Wealth Advisors LLC	Very High 248	248	1	1
Financial Freedom Capital Management	Very High 234	234	1	1
Fleischer & Johnson Wealth Management, Inc.	Very High 232	232	1	1
Foxstone Financial	Very High 230	230	1	1
KALTBAUM Capital Management	Very High 227	227	1	2
Pacific Wealth Advisory Services LLC	Very High 223	223	1	2
McBee Advisors, Inc.	Very High 219	219	1	1
Vision Financial Services, Inc.	Very High 218	218	1	1
SunRift Capital Partners LLC	Very High 205	205	1	1
Brock Asset Management	Very High 198	198	1	2
Thoughtful Money LLC	Very High 187	187	1	1
Larson Wealth Management, LLC	Very High 183	183	1	1
Newman's Financial Planning	Very High 182	182	1	1
Advisor Services, Inc.	Very High 180	180	1	1
MACC IV Group	Very High 170	170	1	1
Conscient Capital, LLC	Very High 155	155	1	1
Shealy Wealth Advisory LLC	Very High 153	153	1	2
Integrated Financial Management, LLC	Very High 148	148	1	1
Alpha Squared Capital, LLC	Very High 146	146	1	1
Nine30 Advisors LLC	Very High 140	140	1	2
Agave Wealth Advisors	Very High 140	140	1	1
Fenger Financial, PLLC	Very High 138	138	1	1
Downie Financial Group	Very High 133	133	1	1
Spahn Wealth & Retirement LLC	Very High 133	133	1	2
PDE Wealth Advisors, LLC	Very High 133	133	1	1
The Retirement Optimization Group, LLC	Very High 131	131	1	1
Swiss American Asset Management	Very High 127	127	1	1
Elevation Financial LLC	Very High 125	125	1	1
The Getzen Group, Inc.	Very High 125	125	1	2
CSLA Financial Inc	Very High 122	122	1	1
Cline Financial Concepts, LLC	Very High 120	120	1	1
Karpinski Financial, LLC	Very High 119	119	1	1
Di Bello Financial	Very High 119	119	1	1
Gold Canyon Financial Planning	Very High 115	115	1	2
Ironwood Wealth Advisors, LLC	Very High 114	114	1	1
Financial Counsel, LLC	Very High 112	112	1	1
Lessard Wealth Management	Very High 110	110	1	1
Calisi Wealth Management	Very High 109	109	1	1
Babin Wealth Management	Very High 105	105	1	1
Anchor Wealth Management, LLC	Very High 105	105	1	1
Clc Capital Management	Very High 105	105	1	1
MacLachlan Wealth Management	Very High 105	105	1	1
Royal Palm Investment Advisors, Inc.	Very High 101	101	1	2
W Wealth Advisors	Very High 101	101	1	1
Retirement Income and Inheritance Advisors, LLC	Very High 100	100	1	1
Retirement Investment Advisors Inc.	Very High 100	100	1	1
Approach Capital LLC	Very High 100	100	1	1
Trac Asset Management LLC	Very High 99	99	1	1
Moore Wealth Partners, LLC	Very High 98	98	1	1
Valhalla Advisors LLC	Very High 97	97	1	2
Goldman Wealth Management	Very High 95	95	1	2
Silverman + Associates Wealth Management, LLC	Very High 94	94	1	1
Harmoney Wealth, PLLC	Very High 93	93	1	2
Momentum Financial and Insurance Services LLC	Very High 91	91	1	1
EPL Investment Advisory, LLC	Very High 91	91	1	1
Joseph Seep & Associates, LLC	Very High 90	90	1	1
Innovative Financial Solutions, Inc.	Very High 90	90	1	1
Abbott Capital Management Corp.	Very High 89	89	1	1
The Linkous Group, Ltd.	Very High 88	88	1	1
MDRN Wealth	Very High 87	87	1	2
Harris Investment Advisors LLC	Very High 87	87	1	1
Southern Pacific Asset Management L.L.C.	Very High 87	87	1	1
Cash Flow Investment Services LLC	Very High 86	86	1	1
Carmandalian Financial Group, LLC	Very High 86	86	1	2
Strategic Financial Group, PLC	Very High 85	85	1	1
DeGreen Private Wealth, LLC	Very High 84	84	1	1
Keller Financial Group	Very High 84	84	1	2
Finco Investment Services, Inc.	Very High 83	83	1	2
Thielen Capital Corporation	Very High 82	82	1	1
Firstline Financial LLC	Very High 81	81	1	2
Northrock Investments, Pllc	Very High 81	81	1	1
Crone Wealth Management, PLLC	Very High 80	80	1	1
Delphi Wealth Partners	Very High 79	79	1	2
Capital Trust Wealth Management	Very High 79	79	1	1
ProPath Financial	Very High 77	77	1	1
J.W. Advisors Inc.	Very High 77	77	1	2
RFG Capital Management, LLC	Very High 76	76	1	1
Kingdom Wealth Advisers	Very High 76	76	1	1
Secure Retirement Advisors, LLC	Very High 76	76	1	1
NGP Financial Planning, LLC	Very High 75	75	1	1
Wealth Management Advisors, LLC	Very High 73	73	1	1
Reach One Teach One Financial	Very High 72	72	1	1
Aton Advisors, LLC	Very High 72	72	1	2
Yavapai Financial Planning, L.L.C.	Very High 72	72	1	1
Domask Wealth Management, LLC	Very High 71	71	1	1
EDM Capital, LLC	Very High 69	69	1	1
369 Financial LLC	Very High 69	69	1	1
Fleming Wealth Strategies, LLC	Very High 68	68	1	1
DeafInvest	Very High 68	68	1	1
Objective Wealth, LLC	Very High 68	68	1	1
Mount Financial Freedom	Very High 68	68	1	1
The Elliott Group	Very High 68	68	1	1
Guardian Capital Group LLC	Very High 67	67	1	1
Prescott Investor Services, Inc.	High 66	66	1	1
Young Capital Management Inc	High 66	66	1	1
Greater Good Financial	High 66	66	1	1
Triumph Private Wealth	High 63	63	1	1
Springsteel Investment Advisors, LLC	High 62	62	1	2
Rowley Financial LLC	High 61	61	1	1
Heintz Wealth Management, LLC	High 60	60	1	2
North Scottsdale Wealth Advisors, LLC	High 59	59	1	1
Overwatch Management	High 59	59	1	2
Net Worth Solutions LLC	High 59	59	1	1
MFA Global Consulting Group LLC	High 58	58	1	1
Busine Wealth	High 58	58	1	1
Linx Equities, LLC	High 57	57	1	1
CRB Strategic Services LLC	High 57	57	1	2
Wealth Engineering, LLC	High 56	56	1	1
Bonnema Wealth Management LLC	High 56	56	1	1
Tortoise Wealth Management	High 56	56	1	1
21:5 Advisors, LLC	High 56	56	1	1
Alvarado & Associates, LLC	High 56	56	1	1
Forthright Finances LLC	High 54	54	1	1
The Planning Associates, Inc.	High 53	53	1	1
Rise Financial Group	High 53	53	1	1
Suttle Crossland Wealth Advisors, LLC	High 53	53	1	2
Joseph Wright Investments	High 52	52	1	1
Blue Chip Financial Planning, LLC	High 51	51	1	1
Winged Wealth Management and Financial Planning	High 51	51	1	1
Disciplined Money, LLC	High 50	50	1	1
Townsend Financial	High 49	49	1	1
Tarascio Financial Planning, LLC	High 49	49	1	1
Life Moves Wealth Management	High 48	48	1	1
Corbett Wealth Management LLC	High 48	48	1	1
Elevate Financial	High 47	47	1	1
Solid Rock Wealth Management	High 47	47	1	1
Corcoran Wealth Management LLC	High 46	46	1	1
Covenant Financial Advisors, LLC	High 46	46	1	1
Canon Asset Management Advisory, LLC	High 46	46	1	1
T.A. Salomon Asset Management PLLC	High 45	45	1	1
Patel Wealth Strategies, Inc.	High 45	45	1	1
FMT Investment Advisory	High 43	43	1	1
Lazarow Wealth Management	High 43	43	1	1
Beacon Bay Asset Management LLC	High 43	43	1	1
Callahan Investment Advisor, LLC	High 43	43	1	1
Imagine Financial Services	High 42	42	1	1
Sensible Investment Strategies, LLC	High 42	42	1	1
Enlightened Advisors Wealth Management LLC	High 42	42	1	1
Living Room Wealth Management	High 42	42	1	1
Montebello Avenue	High 40	40	1	1
Hutchison Investment Advisors	High 40	40	1	1
Camden Financial Management, Inc.	High 40	40	1	1
R.B. Financial Group	High 40	40	1	1
The Coleridge Group LLC	High 39	39	1	2
Tetrant Financial	High 39	39	1	1
Belden Financial, LLC	High 39	39	1	1
Jewell Wealth Management Inc.	High 38	38	1	1
Vault Financial, LLC	High 38	38	1	1
O'Connor Capital Advisory, LLC	High 38	38	1	1
Me Financial, PLLC	High 38	38	1	1
Vintage Asset Management, LLC	High 36	36	1	1
Hermens Capital Management, Inc	High 36	36	1	1
Pocket Project	Typical 35	35	1	1
Holyoak Wealth Management, LLC	Typical 35	35	1	1
Flight Capital Management, LLC	Typical 35	35	1	1
Evergreen Investment Management, LLC	Typical 35	35	1	1
Camelback Capital Management, LLC	Typical 34	34	1	1
VM Jones Financial Consulting, L.L.C.	Typical 34	34	1	1
Oak Brook Asset Management, Corporation	Typical 34	34	1	1
CSW Partners, LLC	Typical 34	34	1	1
Chevelon Capital Management LLC	Typical 33	33	1	1
WealthBound Advisors	Typical 33	33	1	1
Investment Trends Capital Group LLC	Typical 33	33	1	1
Delphi Value Investments, LLC	Typical 33	33	1	1
Mulligan Capital, Inc.	Typical 32	32	1	1
Pelleton Capital Management, Ltd.	Typical 32	32	1	1
WealthLogic	Typical 32	32	1	1
Echelon Private Wealth LLC	Typical 32	32	1	1
Envision Capital Management Ltd	Typical 32	32	1	2
TheMoneyMD.com, LLC	Typical 31	31	1	2
Jaguar Investment Services, Ltd	Typical 30	30	1	1
1823 Wealth Management LLC	Typical 30	30	1	1
Vibrant Wealth	Typical 30	30	1	1
Fuller Asset Management, LLC	Typical 29	29	1	1
Burris Wealth Management, Inc.	Typical 29	29	1	1
LHA Capital Partners	Typical 29	29	1	1
Clarity Northwest Wealth Management, LLC	Typical 28	28	1	1
Custom Wealth Management Inc	Typical 27	27	1	1
Norris Wealth Management, LLC	Typical 27	27	1	1
Lennox Financial	Typical 27	27	1	1
East Valley Wealth LLC	Typical 26	26	1	2
Grinstead Wealth Management	Typical 26	26	1	1
Wiley Capital Partners	Typical 26	26	1	1
Mahogany Financial Strategies LLC	Typical 25	25	1	1
Church Capital	Typical 25	25	1	1
Wealth For Life, LLC	Typical 25	25	1	1
Nabers Wealth LLC	Typical 25	25	1	1
Wealthstone Private Wealth Management, LLC	Typical 24	24	1	1
Maxwell Investment Advisory Services	Typical 24	24	1	1
Tulip Financial Planning LLC	Typical 24	24	1	1
Ability First	Typical 24	24	1	1
L. Jane Heist Wealth Management, Inc.	Typical 24	24	1	1
Silver Leaf Financial, Inc.	Typical 24	24	1	1
Pinnacle Peak Wealth Management	Typical 23	23	1	1
Musser Financial Planning, LLC	Typical 23	23	1	1
Raymond John Management LLC	Typical 22	22	1	1
Tehrani Wealth Management, LLC	Typical 22	22	1	1
Archstone Wealth Advisors, LLC	Typical 22	22	1	1
Nergard Wealth Management, LLC	Typical 22	22	1	1
Kennon Wealth Management, LLC	Typical 22	22	1	1
Asset Wealth Advisors, LLC	Typical 21	21	1	1
Continuum Wealth Management, LLC	Typical 21	21	1	1
Beckett Collective	Typical 21	21	1	1
Neuse River Capital, LLC	Typical 21	21	1	1
Elion Financial, LLC	Typical 21	21	1	1
Stonewall Equities, Ltd.	Typical 21	21	1	1
Paul Marascalco Registered Investment Advisor	Typical 21	21	1	1
Arizona Wealth Strategies LLC	Typical 21	21	1	1
Aspen Trail Wealth Management, LLC	Low 20	20	1	1
CME Strategic Wealth Management	Low 20	20	1	1
D Squared Capital Management, LLC	Low 20	20	1	1
Weiss Financial Services	Low 20	20	1	1
Agnew Capital Management LLC	Low 20	20	1	1
Alpha Financial Nordic	Low 19	19	1	1
Sabino Investment Management, L.L.C.	Low 19	19	1	1
J. Mangone Capital Management LLC	Low 19	19	1	1
Baron Capital Management, LLC	Low 19	19	1	1
DSA Asset Management, LLC	Low 19	19	1	1
JW Hecht Wealth Management LLC	Low 19	19	1	1
Pinnacle Financial Freedom LLC	Low 18	18	1	1
Akkadian Wealth LLC	Low 18	18	1	1
Thomas Capital Management, LLC	Low 18	18	1	1
Trident Wealth Management, LLC	Low 18	18	1	1
Personal Benefits Planning LLC	Low 17	17	1	1
Integrity Advisors LLC	Low 17	17	1	1
Enso Financial	Low 17	17	1	1
Crafted Financial Planning	Low 16	16	1	2
Viechnicki Wealth Mgmt, LLC	Low 16	16	1	1
Castaneda Financial Management	Low 16	16	1	1
Ascension Advisors	Low 16	16	1	1
Planned Security Advisors LLC	Low 16	16	1	1
Walsvick Wealth Management	Low 16	16	1	1
The Innes Associates, Ltd.	Low 15	15	1	1
STUDIOi, LLC	Low 15	15	1	1
Purple Mountain Investment Advisors LLC	Low 15	15	1	2
Solitude Canyon Investment Advisors, LLC	Low 15	15	1	1
Keats, Connelly & Associates, Inc.	Low 15	15	1	2
Singh PWM LLC	Low 15	15	1	1
Your Investment Advisor	Low 14	14	1	1
Estate & Retirement Strategies LLC	Low 14	14	1	1
QRIA, Inc.	Low 14	14	1	1
RJ Pace Financial	Low 13	13	1	1
Factor Investment Solutions, LLC	Low 13	13	1	1
AG Global Advisors LLC	Low 13	13	1	1
49th Parallel Wealth Management	Low 13	13	1	2
Path Wealth Management, LLC	Low 12	12	1	1
LTC Wealth Management, LLC	Low 12	12	1	1
Martin Financial Solutions, LLC	Low 11	11	1	1
Elevate Investment Management, LLC	Low 11	11	1	1
KRM Advisory Services	Low 10	10	1	1
GuideSource Capital Management, LLC	Low 10	10	1	1
Insurance & Wealth Advisors, LLC.	Low 10	10	1	1
Kurt Oelze, LLC	Low 10	10	1	2
SCT Wealth Management, LLC	Low 10	10	1	1
Missio Investment Management LLC	Very Low 9	9	1	1
Meeks Wealth Management, LLC	Very Low 9	9	1	1
Cool Wealth Management	Very Low 9	9	1	1
212 Wealth Management	Very Low 8	8	1	1
Six Sigma Wealth Advisors, LLC	Very Low 8	8	1	1
Moonshot Planning LLC	Very Low 8	8	1	1
Reset Financial Planning LLC	Very Low 8	8	1	1
PK Quantitative Investing, LLC	Very Low 8	8	1	1
SaveVest, LLC	Very Low 8	8	1	1
Conspecta Capital, LLC	Very Low 8	8	1	1
EMRO Asset Management, LLC	Very Low 8	8	1	1
Childress Investment Management	Very Low 7	7	1	1
Sedona Asset Management Services, LLC	Very Low 7	7	1	1
CMC Advisors LLC	Very Low 7	7	1	1
Betts LLC	Very Low 7	7	1	1
Second Look Financial, LLC.	Very Low 7	7	1	1
Finest Edge Financial LLC	Very Low 7	7	1	1
Wellfit Financial	Very Low 6	6	1	2
Fiwheels	Very Low 6	6	1	1
Chris Hays Wealth Management LLC	Very Low 6	6	1	1
Five Peaks Financial Consulting, Inc.	Very Low 6	6	1	1
Big Cedar Investment Advisors	Very Low 6	6	1	1
Golden Acre Wealth Management	Very Low 6	6	1	1
Dynamic Financial Planning	Very Low 6	6	1	1
Pluto Wealth Management	Very Low 6	6	1	1
Jim Hannley, LLC	Very Low 5	5	1	1
Bustamante & Co	Very Low 5	5	1	1
Hobbs Advisory Services	Very Low 5	5	1	1
Rockford Asset Management LLC	Very Low 5	5	1	1
Aegis Wealth Partners, LLC	Very Low 5	5	1	1
RD Kelley Financial Group	Very Low 5	5	1	1
Styra Wealth Management	Very Low 5	5	1	1
Fountaindale, LLC	Very Low 5	0	1	2
Donovan Legacy Advisors, LLC	Very Low 5	5	1	1
RIHO Partners, LLC	Very Low 5	5	1	1
Iridescent Capital Management	Very Low 4	4	1	1
Know Your Worth Financial	Very Low 4	4	1	1
Ebis	Very Low 3	3	1	2
Vivere Wealth Management LLC	Very Low 3	3	1	1
First Financial Strategies Inc	Very Low 3	3	1	2
Joseph C. Longo, Attorney At Law	Very Low 3	3	1	1
Authentic Financial Planning	Very Low 3	3	1	1
Blk Financial Advisors, LLC	Very Low 2	2	1	1
Wealth Resource Investment Advisors LLC	Very Low 2	2	1	1
Copper Square Private Wealth, LLC	Very Low 2	0	1	1
P3 Financial Management, LLC	Very Low 2	2	1	1
Woodmont Financial Partners LLC	Very Low 2	2	1	1
Dynamic Financial Solutions, LLC	Very Low 2	2	1	1
Sonoran Capital Management LLC	Very Low 2	2	1	1
Uncaged Impact	Very Low 1	1	1	1
Better World Planning	Very Low 1	1	1	1
zQuant Advisory, LLC	Very Low 1	1	1	1
Annecy LLC	Very Low 1	1	1	1
Lifetime Investments & Insurance LLC	Very Low 1	1	1	1
Makarios Investments Inc	Very Low 1	1	1	1

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