Investment advisers in Tempe, AZ
10 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Biltmore Wealth Management, LLC | $439.6 million | 4 | 0 |
| Intrinsic Wealth Counsel, Inc. | $344.7 million | 7 | 0 |
| Johnson Financial Advisors | $301.0 million | 5 | 0 |
| Graystone Partners Wealth Management, LLC | $297.3 million | 5 | 0 |
| Harding Wealth, Inc. | $212.6 million | 4 | 0 |
| Financial Life Planners | $208.4 million | 7 | 0 |
| Optima Capital Management | $150.3 million | 4 | 1 |
| Martinsen Wealth Management | $143.2 million | 19 | 0 |
| Arbor Wealth Management, LLC | $138.1 million | 2 | 0 |
| Embark Wealth Management, LLC | $57.4 million | 3 | 0 |