Top 6 financial advisor firms in Gilbert

6 SEC-registered financial advisor firms are headquartered in Gilbert, AZ, with $1.95B in combined regulatory assets under management. The largest by assets are Watts Gwilliam & Company ($1.03B), Seros Financial ($359M) and Clarity Wealth Management ($237M).

6
Financial advisor firms: $1.95B
Their combined AUM: $178M
Median firm AUM: 2,538
Clients of the top 6

The 6 largest by assets

1
Watts Gwilliam & Company
RIA
$1.03B
Up to 1.25% a year
2
Seros Financial
RIA
$359M
1.60% to 1.90% a year
3
Clarity Wealth Management
RIA
$237M
1.00% to 2.00% a year
4
Redeem Financial Group
RIA
$119M
Regulatory AUM
5
Ensign Advisory Partners
RIA
$101M
Regulatory AUM
6
Miller Wealth Management
RIA
$100M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

Watts Gwilliam & Company

Watts Gwilliam & Company is an investment adviser based in Gilbert, AZ, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. Its regulatory assets under management total $1.03 billion, as filed on 28 July 2026.

Watts Gwilliam & Company charges up to 1.25% a year for its Asset management fee.

Regulatory AUM: $1.03B
Clients: 514
Advisory staff: 6
Founded: 2004
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 2730 S. Val Vista DR., Suite 124, Gilbert, AZ 85295
Phone: 480-889-8998
Website: wattsgwilliam.com

No. 2 · RIA

Seros Financial

Seros Financial is an investment adviser based in Gilbert, AZ, registered with the SEC since 2021. 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 $359 million, as filed on 2 September 2026.

Seros Financial charges 1.60%–1.90% a year for its Portfolio Management.

Regulatory AUM: $359M
Clients: 457
Advisory staff: 7
Fee schedule: 1.60% to 1.90% a year
Custodians: Charles Schwab, Axos Clearing, Jackson National Life Distributors
Headquarters: 155 E Rivulon BLVD, Suite 304, Gilbert, AZ 85297
Phone: 480-967-1155
Website: serosfinancial.com

No. 3 · RIA

Clarity Wealth Management

Clarity Wealth Management is an investment adviser based in Gilbert, AZ, registered with the SEC since 2022. 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 $237 million, as filed on 2 September 2026.

Clarity Wealth Management charges 1.00%–2.00% a year for its Portfolio Management Fees.

Regulatory AUM: $237M
Clients: 944
Advisory staff: 3
Fee schedule: 1.00% to 2.00% a year
Custodians: LPL Financial
Headquarters: 3303 E Baseline RD, Ste. 107, Gilbert, AZ 85234
Phone: 480-776-9670
Website: claritywealthmgt.com

No. 4 · RIA

Redeem Financial Group

Redeem Financial Group is an investment adviser based in Gilbert, AZ, registered with the SEC since 2026. It provides financial planning and 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 25 June 2026.

Regulatory AUM: $119M
Clients: 228
Advisory staff: 3
Custodians: MTG, Charles Schwab
Headquarters: 2162 E Williams Field RD Suite 111, Gilbert, AZ 85295
Phone: 480-680-7975
Website: redeemfinancialgroup.com

No. 5 · RIA

Ensign Advisory Partners

Ensign Advisory Partners is an investment adviser based in Gilbert, AZ, registered with the SEC since 2026. 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 $101 million, as filed on 14 August 2026.

Regulatory AUM: $101M
Clients: 304
Advisory staff: 3
Custodians: Assetmark
Headquarters: 161 E. Rivulon BLVD, Suite 210, Gilbert, AZ 85297
Phone: 480-626-5855

No. 6 · RIA

Miller Wealth Management

Miller Wealth Management is an investment adviser based in Gilbert, AZ, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individuals, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $100 million, as filed on 29 September 2026.

Regulatory AUM: $100M
Clients: 91
Advisory staff: 1
Custodians: LPL Financial
Headquarters: 2162 E Williams Field RD, Ste 111, Gilbert, AZ 85295
Phone: 480-613-7400
Website: millerwm.com

Questions about financial advisors in Gilbert

How many financial advisor firms are headquartered in Gilbert?

6 SEC-registered financial advisor firms report their principal office in Gilbert, AZ, managing $1.95B in regulatory assets between them.

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

What is the largest financial advisor firm in Gilbert?

Watts Gwilliam & Company, with $1.03B in regulatory assets under management on its latest Form ADV. The next largest are Seros Financial ($359M) and Clarity Wealth Management ($237M).

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

How large is a typical financial advisor firm in Gilbert?

The median firm manages $178M in regulatory assets. That is the midpoint of the 6 firms headquartered in Gilbert.

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

How much do financial advisors in Gilbert 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 1.25% 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 Gilbert?

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

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