Top 6 financial advisor firms in Chandler

6 SEC-registered financial advisor firms are headquartered in Chandler, AZ, with $2.14B in combined regulatory assets under management. The largest by assets are Ironwood Wealth Management ($608M), Templeton Financial Services ($442M) and StoneCrest Wealth Management ($376M).

6
Financial advisor firms: $2.14B
Their combined AUM: $369M
Median firm AUM: 1,934
Clients of the top 6

The 6 largest by assets

1
Ironwood Wealth Management
RIA
$608M
Regulatory AUM
2
Templeton Financial Services
RIA
$442M
0.35% to 0.35% a year
3
StoneCrest Wealth Management
RIA
$376M
Regulatory AUM
4
Strategic Income Group
RIA
$362M
0.45% to 1.75% a year
5
WLTH Capital Management
RIA
$230M
Regulatory AUM
6
Form Prosperity Wealth Advisors
RIA
$119M
1.25% to 2.00% a year

Profiles of the top 6

No. 1 · RIA

Ironwood Wealth Management

Ironwood Wealth Management is an investment adviser based in Chandler, AZ, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $608 million, as filed on 13 March 2026.

Regulatory AUM: $608M
Clients: 459
Advisory staff: 6
Founded: 2006
Custodians: Charles Schwab, Fidelity
Headquarters: San Tan Corporate Center, 3100 W. Ray RD. Suite 301, Chandler, AZ 85226
Phone: 480-776-5960
Website: ironwoodwm.com

No. 2 · RIA

Templeton Financial Services

Templeton Financial Services is an investment adviser based in Chandler, AZ, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals and corporations and other businesses. Its regulatory assets under management total $442 million, as filed on 31 March 2026.

Templeton Financial Services charges 0.35% a year for its Investment Advisory Services.

Regulatory AUM: $442M
Clients: 315
Advisory staff: 4
Founded: 2003
Fee schedule: 0.35% to 0.35% a year
Headquarters: 1490 S Price Road, Ste 218, Chandler, AZ 85286
Phone: 480-883-1073
Website: tfsformunis.com

No. 3 · RIA

StoneCrest Wealth Management

StoneCrest Wealth Management is an investment adviser based in Chandler, AZ, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $376 million, as filed on 6 February 2026.

Regulatory AUM: $376M
Clients: 385
Advisory staff: 3
Founded: 1987
Custodians: Raymond James
Headquarters: 118 S Kyrene Road, Suite 4, Chandler, AZ 85226
Phone: 602-258-9400
Website: stonecrestwealthmanagement.com

No. 4 · RIA

Strategic Income Group

Strategic Income Group is an investment adviser based in Chandler, AZ, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and pooled investment vehicles. Its regulatory assets under management total $362 million, as filed on 12 June 2026.

Strategic Income Group charges 0.45%–1.75% a year for its Strategic Wealth Management.

Regulatory AUM: $362M
Clients: 368
Advisory staff: 4
Founded: 2013
Fee schedule: 0.45% to 1.75% a year
Custodians: Charles Schwab, Inspira Financial Trust
Headquarters: 2330 W. Ray Road, Suite 3, Chandler, AZ 85224
Phone: 480-466-7070
Website: strategicincomegroup.com

No. 5 · RIA

WLTH Capital Management

WLTH Capital Management is an investment adviser based in Chandler, AZ, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $230 million, as filed on 30 September 2026.

Regulatory AUM: $230M
Clients: 81
Advisory staff: 3
Founded: 2025
Custodians: Fidelity, Charles Schwab
Headquarters: 3200 West Ray Road, Suite 237, Chandler, AZ 85226
Phone: 480-795-4475
Website: wlthcapitalmanagement.com

No. 6 · RIA

Form Prosperity Wealth Advisors

Form Prosperity Wealth Advisors is an investment adviser based in Chandler, AZ, registered with the SEC since 2026. It provides investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $119 million, as filed on 21 July 2026.

Form Prosperity Wealth Advisors charges 1.25%–2.00% a year for its Asset Management.

Regulatory AUM: $119M
Clients: 326
Advisory staff: 1
Fee schedule: 1.25% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 1490 South Price Road, Suite #105, Chandler, AZ 85286
Phone: 480-382-3676
Website: formprosperity.com

Questions about financial advisors in Chandler

How many financial advisor firms are headquartered in Chandler?

6 SEC-registered financial advisor firms report their principal office in Chandler, AZ, managing $2.14B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Chandler?

Ironwood Wealth Management, with $608M in regulatory assets under management on its latest Form ADV. The next largest are Templeton Financial Services ($442M) and StoneCrest Wealth Management ($376M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Chandler?

The median firm manages $369M in regulatory assets. That is the midpoint of the 6 firms headquartered in Chandler.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Chandler charge?

Of the 6 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.35% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Chandler?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Chandler has 6 financial advisor firms; see every adviser in the city →