Firms by city
Registered investment advisers in Phoenix, AZ
One SEC-registered adviser headquartered in Phoenix, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Foundations Investment AdvisorsCRD 175083 | Phoenix, AZ | $10.10B | 289 | 29,663 |
Foundations Investment AdvisorsCRD 175083$10.10B
- Headquarters
- Phoenix, AZ
- Advisory staff
- 289
- Clients
- 29,663
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Phoenix on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Arizona.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.