1. BILTMORE WEALTH MANAGEMENT, LLC (TEMPE, AZ)
Standout metrics: AUM Per Employee (95th percentile), AUM Per Advisor (93th percentile), Client To Advisor Ratio (82th percentile)

2. STONECREST WEALTH MANAGEMENT, INC (CHANDLER, AZ)
Standout metrics: Accounts Per Employee (95th percentile), Client To Advisor Ratio (89th percentile), AUM Per Employee (85th percentile)

3. TEMPLETON FINANCIAL SERVICES INC. (CHANDLER, AZ)
Standout metrics: AUM Per Employee (93th percentile), AUM Per Account (93th percentile), AUM Per Advisor (90th percentile)

4. CAPITAL WEST PARTNERS, LLC (TUCSON, AZ)
Standout metrics: AUM Per Account (98th percentile), AUM Per Advisor (95th percentile), AUM Per Employee (90th percentile)

5. PINNACLE PEAK PRIVATE CLIENT GROUP, LLC (SCOTTSDALE, AZ)
Standout metrics: Client To Advisor Ratio (95th percentile), Accounts Per Employee (92th percentile), AUM Per Advisor (78th percentile)

6. ZENITH WEALTH ADVISORS (SCOTTSDALE, AZ)
Standout metrics: Average AUM Per Client (95th percentile), AUM Per Account (90th percentile), Accounts Per Client (88th percentile)

7. BUTTONWOOD CAPITAL MANAGEMENT (BCM) (SCOTTSDALE, AZ)
Standout metrics: Client To Advisor Ratio (92th percentile), AUM Per Advisor (85th percentile)

8. BRADLEY WEALTH LLC (SCOTTSDALE, AZ)
Standout metrics: Accounts Per Employee (100th percentile), Accounts Per Client (98th percentile), AUM Per Employee (78th percentile)

$500M to $1B AUM

1. WATTS GWILLIAM & COMPANY, LLC (GILBERT, AZ)
Standout metrics: AUM Per Account (84th percentile), AUM Per Employee (83th percentile), AUM Per Advisor (79th percentile)

2. WINDSOR CAPITAL MANAGEMENT, LLC (PHOENIX, AZ)
Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (76th percentile)

3. ARQ WEALTH ADVISORS, LLC (SCOTTSDALE, AZ)
Standout metrics: Accounts Per Client (84th percentile), Client To Advisor Ratio (75th percentile)

4. CAPITAL INSIGHT PARTNERS, LLC (SCOTTSDALE, AZ)
Standout metrics: AUM Per Account (89th percentile), AUM Per Employee (89th percentile)

5. IRONWOOD FINANCIAL, LLC (TUCSON, AZ)
Standout metrics: Accounts Per Employee (94th percentile), Client To Advisor Ratio (88th percentile)

6. WEALTH MANAGEMENT PARTNERS, LLC (TUCSON, AZ)
Standout metrics: Accounts Per Employee (88th percentile), Client To Advisor Ratio (81th percentile), Accounts Per Client (79th percentile)

7. GR FINANCIAL GROUP, LLC (TUCSON, AZ)
Standout metrics: Accounts Per Employee (100th percentile), AUM Per Employee (94th percentile), AUM Per Advisor (84th percentile)

$1B to $5B AUM

1. STOKER OSTLER, A PART OF BMO FINANCIAL GROUP (SCOTTSDALE, AZ)
Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Advisor (95th percentile), Accounts Per Client (88th percentile)

2. L. ROY PAPP & ASSOCIATES, LLP (PHOENIX, AZ)
Standout metrics: AUM Per Employee (100th percentile), Accounts Per Employee (79th percentile), Average AUM Per Client (79th percentile)

3. SONORA INVESTMENT MANAGEMENT (TUCSON, AZ)
Standout metrics: Accounts Per Employee (95th percentile), AUM Per Employee (94th percentile), Client To Advisor Ratio (94th percentile)

4. GLOBAL STRATEGIC NEXTGEN OCIO (SCOTTSDALE, AZ)
Standout metrics: AUM Per Advisor (100th percentile), AUM Per Account (100th percentile), Average AUM Per Client (95th percentile)

5. IRONWOOD INVESTMENT COUNSEL, LLC (SCOTTSDALE, AZ)
Standout metrics: Accounts Per Client (100th percentile), Average AUM Per Client (89th percentile)

6. WELLSPRING FINANCIAL PARTNERS (TUCSON, AZ)
Standout metrics: AUM Per Account (95th percentile), AUM Per Advisor (89th percentile), Client To Advisor Ratio (81th percentile)

7. TCI WEALTH ADVISORS, INC. (TUCSON, AZ)
Standout metrics: Accounts Per Client (94th percentile)

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Generated 9/16/2025. Average data age: 146 days.