Adviser Record

Investment advisers in Tucson, AZ

27 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in AZ

FirmAssetsEmployeesDisclosures
Davis Selected Advisers LP$30.12 billion1211
Tci Wealth Advisors, Inc.$5.37 billion720
Gr Financial Group, LLC$1.05 billion100
Sem Wealth Management$933.5 million110
Wealth Management Partners, LLC$793.5 million80
Financial Directions LLC$737.8 million30
Ironwood Financial, LLC$662.5 million100
Cambridge Financial Group, LLC$645.8 million100
Nova Financial Services$469.4 million100
Sterling Investment Management, LLC$409.2 million80
Greenberg Financial Group$406.9 million100
Southwest Investment Advisors, Inc.$386.9 million50
Attessa Capital LLC$343.5 million70
Treiberg Wealth Management$325.1 million60
Capital West Partners, LLC$300.0 million30
Gordian Advisors, LLC$265.2 million30
Allied Portfolio Management, Inc.$240.2 million20
Levin Funding Group LLC$215.4 million20
Aio Financial, LLC$199.2 million41
Wilkinson Wealth Management, LLC$164.7 million20
Union Capital Company$150.0 million133
Fortress Financial Solutions, LLC$142.0 million100
Schulz Financial Group$114.9 million40
Secure Investment Management, LLC$42.9 million311
Alamos Capital, LLC$1.0 million22
Trivera Wealth Management, LLC$010
Bili Finance$010