Adviser Record

Investment advisers in Gilbert, AZ

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in AZ

FirmAssetsEmployeesDisclosures
Watts Gwilliam & Company, LLC$1.03 billion90
Seros Wealth Partners$359.2 million100
Clarity Wealth Management, L.L.C.$236.8 million50
Redeem Wealth Management$118.6 million40
Ensign Advisory Partners LLC$101.0 million30
Miller Wealth Management$010