Firms by city
Registered investment advisers in Tempe, AZ
9 SEC-registered advisers headquartered in Tempe, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Biltmore Wealth Management | Tempe, AZ | $440M |
| Intrinsic Wealth Counsel | Tempe, AZ | $345M |
| Philip O. Johnson & Company | Tempe, AZ | $301M |
| Graystone Partners Wealth Management | Tempe, AZ | $297M |
| Harding Wealth | Tempe, AZ | $213M |
| Financial Life Planners | Tempe, AZ | $208M |
| Optima Capital Management | Tempe, AZ | $150M |
| Martinsen Wealth Management | Tempe, AZ | $143M |
| Arbor Wealth Management | Tempe, AZ | $138M |
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $440M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $345M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $301M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $297M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $213M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $208M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $150M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $143M
- Headquarters
- Tempe, AZ
- Regulatory AUM
- $138M
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 Tempe 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 firms headquartered 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.