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Wealth Management Firms (RIAs) in Tucson

23 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, TCI Wealth Advisors is the largest: $5.4 billion through TCI Wealth Advisors, Inc. (filed ).

GR Financial Group follows with $1.1 billion. The 23 advisers counted report $13.9 billion together; the ten largest hold 80% of it, and half report less than $325 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $13.9BN sitsThe 23 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $5BN to $10BN39%1 firm
  2. $1BN to $5BN8%1 firm
  3. $500MM to $1BN22%4 firms
  4. Under $500MM32%17 firms

Latest Form ADV of each, filed Jan 2026 to Sep 2026. Read ; sources at the end of the page.

Wealth management firms listedList of November 2026; 23 are wealth managers
23
Combined assets23 counted; as filed to Sep 2026
$13.9BN
Largest: TCI Wealth AdvisorsAs filed
$5.4BN
Median firmHalf of the 23 report less
$325MM
Held by the ten largestOf the $13.9BN combined
80%

TCI Wealth Advisors, GR Financial Group and SEM Wealth Management lead the Tucson wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $13.6BN, 98% of the $13.9BN the 23 counted report.

  1. 1

    TCI Wealth Advisors

    Wealth manager, Tucson, AZ

    $5.4BNRegulatory assets, Aug 2026

    81% high net worth, 15% other individuals, 2% pension plans

    Individual clients
    3,189
  2. 2

    GR Financial Group

    Wealth manager, Tucson, AZ

    $1.1BNRegulatory assets, Aug 2026

    60% high net worth, 39% other individuals

    Individual clients
    1,548
  3. 3

    SEM Wealth Management

    Wealth manager, Tucson, AZ

    $933MMRegulatory assets, Mar 2026

    45% high net worth, 36% other individuals, 19% other advisers

    Individual clients
    1,980
  4. 4

    Wealth Management Partners

    Wealth manager, Tucson, AZ

    $794MMRegulatory assets, Sep 2026

    76% high net worth, 20% other individuals, 4% pension plans

    Individual clients
    787
  5. 5

    Ironwood Financial

    Wealth manager, Tucson, AZ

    $663MMRegulatory assets, Jun 2026

    47% high net worth, 33% other individuals, 15% businesses

    Individual clients
    588
  6. 6

    Cambridge Financial Group

    Wealth manager, Tucson, AZ

    $646MMRegulatory assets, Apr 2026

    91% high net worth, 9% other individuals

    Individual clients
    293
  7. 7

    Nova Financial Services

    Wealth manager, Tucson, AZ

    $469MMRegulatory assets, Mar 2026

    59% high net worth, 41% other individuals

    Individual clients
    738
  8. 8

    Sterling Investment Management (Tucson)

    Wealth manager, Tucson, AZ

    $409MMRegulatory assets, Mar 2026

    79% high net worth, 8% other individuals, 6% charities

    Individual clients
    139
  9. 9

    Greenberg Financial Group

    Wealth manager, Tucson, AZ

    $407MMRegulatory assets, Mar 2026

    56% high net worth, 44% other individuals

    Individual clients
    800
  10. 10

    Southwest Investment Advisors

    Wealth manager, Tucson, AZ

    $387MMRegulatory assets, Mar 2026

    56% high net worth, 42% other individuals, 1% charities

    Individual clients
    1,149
  11. 11

    Attessa Capital

    Wealth manager, Tucson, AZ

    $344MMRegulatory assets, Aug 2026

    82% high net worth, 16% other individuals, 2% businesses

    Individual clients
    241
  12. 12

    Treiberg Wealth Management

    Wealth manager, Tucson, AZ

    $325MMRegulatory assets, Feb 2026

    87% high net worth, 12% other individuals

    Individual clients
    270
  13. 13

    Capital West Partners

    Wealth manager, Tucson, AZ

    $300MMRegulatory assets, Jan 2026

    95% other individuals, 5% high net worth

    Individual clients
    173
  14. 14

    Gordian Advisors

    Wealth manager, Tucson, AZ

    $265MMRegulatory assets, Apr 2026

    91% high net worth, 7% other individuals, 2% pension plans

    Individual clients
    103
  15. 15

    NRG Wealth Management

    Wealth manager, Oro Valley, AZ

    $242MMRegulatory assets, Feb 2026

    85% high net worth, 15% other individuals

    Individual clients
    155
  16. 16

    Allied Portfolio Management

    Wealth manager, Tucson, AZ

    $240MMRegulatory assets, Apr 2026

    91% high net worth, 7% other individuals, 1% pension plans

    Individual clients
    121
  17. 17

    Levin Funding Group

    Wealth manager, Tucson, AZ

    $215MMRegulatory assets, Mar 2026

    84% high net worth, 6% businesses, 4% insurers

    Individual clients
    48
  18. 18

    AIO Financial

    Wealth manager, Tucson, AZ

    $199MMRegulatory assets, Feb 2026

    50% high net worth, 50% other individuals

    Individual clients
    197
  19. 19

    Wilkinson Wealth Management

    Wealth manager, Tucson, AZ

    $165MMRegulatory assets, Mar 2026

    80% high net worth, 15% other individuals, 4% pension plans

    Individual clients
    203
  20. 20

    Fortress Financial Solutions

    Wealth manager, Tucson, AZ

    $142MMRegulatory assets, Apr 2026

    68% high net worth, 32% other individuals

    Individual clients
    278

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

One firm holds 39% of the assets

How the 23 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 23 firms counted, log scaleEach dot is one adviser and links to its row. TCI Wealth Advisors $5.4BN; GR Financial Group $1.1BN; SEM Wealth Management $933MM; median $325MM.$100MM$1BN$10BNTCI Wealth Advisors: $5.4BNGR Financial Group: $1.1BNSEM Wealth Management: $933MMWealth Management Partners: $794MMIronwood Financial: $663MMCambridge Financial Group: $646MMNova Financial Services: $469MMSterling Investment Management (Tucson): $409MMGreenberg Financial Group: $407MMSouthwest Investment Advisors: $387MMAttessa Capital: $344MMTreiberg Wealth Management: $325MMCapital West Partners: $300MMGordian Advisors: $265MMNRG Wealth Management: $242MMAllied Portfolio Management: $240MMLevin Funding Group: $215MMAIO Financial: $199MMWilkinson Wealth Management: $165MMFortress Financial Solutions: $142MMAton Advisors: $116MMSchulz Financial Group: $115MMFinancial Planning First: $114MMTCI Wealth Advisors $5.4BNGR Financial Group $1.1BNSEM Wealth Management $933MMMedian $325MMAssets of each of the 23 firms counted, log scaleEach dot is one adviser and links to its row. TCI Wealth Advisors $5.4BN; GR Financial Group $1.1BN; SEM Wealth Management $933MM; median $325MM.$1BNTCI Wealth Advisors $5.4BNMedian $325MM

One dot per firm counted. Read .

The 23 firms, by size
Under $500MM1732%$4.5BN
$500MM to $1BN422%$3.0BN
$1BN to $5BN18%$1.1BN
$5BN to $10BN139%$5.4BN
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $13.9BN combined, one row per firm. Read .

39%

of the assets reported sits with one firm, TCI Wealth Advisors. The five largest hold 63%; 21 of 23 report under $1 billion.

39%Largest25%Next 437%Other 18
Who the 23 are
  1. Wealth managers23

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 23 advisers' assets by type of client
  1. High net worth71%
  2. Other individuals24%
  3. Pension plans1%
  4. Businesses1%
  5. Other advisers1%
  6. Charities1%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1TCI Wealth Advisors3,189Aug 2026
2SEM Wealth Management1,980Mar 2026
3GR Financial Group1,548Aug 2026
4Southwest Investment Advisors1,149Mar 2026
5Greenberg Financial Group800Mar 2026
6Wealth Management Partners787Sep 2026
7Nova Financial Services738Mar 2026
8Ironwood Financial588Jun 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1TCI Wealth Advisors1,290Aug 2026
2GR Financial Group290Aug 2026
3SEM Wealth Management260Mar 2026
4Southwest Investment Advisors218Mar 2026
5Wealth Management Partners193Sep 2026
6Cambridge Financial Group166Apr 2026
7Treiberg Wealth Management151Feb 2026
8Nova Financial Services144Mar 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The list is public. The warm path is not. Schedule a conversation

All 23 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 23 firms

Kind
Size
Order
Wealth Management Firms (RIAs) in Tucson 23 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
AIO Financial
Wealth manager, Tucson, AZ.
Detail and sources for AIO Financial

Form ADV of AIO Financial, LLC (CRD 114030), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $199MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 197 individuals, 48 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$199MMFeb 2026197100%
Allied Portfolio Management
Wealth manager, Tucson, AZ.
Detail and sources for Allied Portfolio Management

Form ADV of Allied Portfolio Management, Inc. (CRD 113809), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $240MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 121 individuals, 38 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$240MMApr 202612499%
Aton Advisors
Wealth manager, Marana, AZ.
Detail and sources for Aton Advisors

Form ADV of Aton Advisors, LLC (CRD 154036), SEC registered adviser, filed : regulatory assets $116MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 72 individuals, 37 of them high net worth; individuals hold 84% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$116MMFeb 20267284%
Attessa Capital
Wealth manager, Tucson, AZ.
Detail and sources for Attessa Capital

Form ADV of Attessa Capital LLC (CRD 306827), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $344MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and publications. Clients (Item 5.D): 241 individuals, 116 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$344MMAug 202624698%
Cambridge Financial Group
Wealth manager, Tucson, AZ.
Detail and sources for Cambridge Financial Group

Form ADV of Cambridge Financial Group, LLC (CRD 117428), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $646MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Possible match by name only, not counted: Cambridge Financial Group, Inc. (CRD 112254), registered adviser, filed , Columbus, OH.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, selection of other advisers and other services. Clients (Item 5.D): 293 individuals, 166 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$646MMApr 2026293100%
Capital West Partners
Wealth manager, Tucson, AZ.
Detail and sources for Capital West Partners

Form ADV of Capital West Partners, LLC (CRD 130762), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $300MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 173 individuals, 70 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$300MMJan 2026173100%
Financial Planning First
Wealth manager, Tuscon, AZ.
Detail and sources for Financial Planning First

Form ADV of Financial Planning First, LLC (CRD 319273), SEC registered adviser, filed , main office Tuscon, AZ: regulatory assets $114MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 291 individuals, 31 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$114MMMar 202629694%
Fortress Financial Solutions
Wealth manager, Tucson, AZ.
Detail and sources for Fortress Financial Solutions

Form ADV of Fortress Financial Solutions, LLC (CRD 143969), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $142MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Fortress Financial Solutions, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 278 individuals, 59 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$142MMApr 2026279100%
Gordian Advisors
Wealth manager, Tucson, AZ.
Detail and sources for Gordian Advisors

Form ADV of Gordian Advisors, LLC (CRD 121362), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $265MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Gordian Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 103 individuals, 71 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$265MMApr 202610398%
GR Financial Group
Wealth manager, Tucson, AZ.
Detail and sources for GR Financial Group

Form ADV of GR Financial Group, LLC (CRD 172370), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $1.1BN; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of GR Financial Group, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,548 individuals, 290 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.1BNAug 20261,55399%
Greenberg Financial Group
Wealth manager, Tucson, AZ.
Detail and sources for Greenberg Financial Group

Form ADV of Greenberg Financial Group (CRD 38747), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $407MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Greenberg Financial Group, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, educational seminars and other services. Clients (Item 5.D): 800 individuals, 125 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F (last for 2025).

$407MMMar 2026804100%
Ironwood Financial
Wealth manager, Tucson, AZ.
Detail and sources for Ironwood Financial

Form ADV of Ironwood Financial, LLC (CRD 151004), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $663MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Ironwood Financial, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 588 individuals, 107 of them high net worth; individuals hold 80% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$663MMJun 202662480%
Levin Funding Group
Wealth manager, Tucson, AZ.
Detail and sources for Levin Funding Group

Form ADV of Levin Funding Group LLC (CRD 170087), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $215MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 48 individuals, 33 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV.

$215MMMar 20265887%
Nova Financial Services
Wealth manager, Tucson, AZ.
Detail and sources for Nova Financial Services

Form ADV of Nova Financial LLC (CRD 150148), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $469MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 738 individuals, 144 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$469MMMar 2026738100%
NRG Wealth Management
Wealth manager, Oro Valley, AZ.
Detail and sources for NRG Wealth Management

Form ADV of J. P. Davis, Inc. (CRD 289548), SEC registered adviser, filed , main office Oro Valley, AZ: regulatory assets $242MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 155 individuals, 72 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$242MMFeb 2026155100%
Schulz Financial Group
Wealth manager, Tucson, AZ.
Detail and sources for Schulz Financial Group

Form ADV of Five Speed Financial Planning LLC (CRD 339660), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $115MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 353 individuals, 21 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$115MMAug 2026353100%
SEM Wealth Management
Wealth manager, Tucson, AZ.
Detail and sources for SEM Wealth Management

Form ADV of Strategic Equity Management, Inc. (CRD 112142), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $933MM; 11 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Strategic Equity Management, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and portfolio management for businesses and institutions. Clients (Item 5.D): 1,980 individuals, 260 of them high net worth; individuals hold 81% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$933MMMar 20261,99081%
Southwest Investment Advisors
Wealth manager, Tucson, AZ.
Detail and sources for Southwest Investment Advisors

Form ADV of Southwest Investment Advisors, Inc. (CRD 312685), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $387MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 1,149 individuals, 218 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$387MMMar 20261,16198%
Sterling Investment Management (Tucson)
Wealth manager, Tucson, AZ.
Detail and sources for Sterling Investment Management (Tucson)

Form ADV of Sterling Investment Management, LLC (CRD 112923), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $409MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Sterling Investment Management, LLC, quarter ended , filed .

Possible match by name only, not counted: Sterling Investment Management, LLC (CRD 174707), registered adviser, filed , West Palm Beach, FL.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and publications. Clients (Item 5.D): 139 individuals, 74 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$409MMMar 202615187%
TCI Wealth Advisors
Wealth manager, Tucson, AZ.
Detail and sources for TCI Wealth Advisors

Form ADV of TCI Wealth Advisors, Inc. (CRD 107373), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $5.4BN; 72 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of TCI Wealth Advisors, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 3,189 individuals, 1,290 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$5.4BNAug 20263,26896%
Treiberg Wealth Management
Wealth manager, Tucson, AZ.
Detail and sources for Treiberg Wealth Management

Form ADV of Treiberg Wealth Management, Inc. (CRD 284140), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $325MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 270 individuals, 151 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$325MMFeb 202627499%
Wealth Management Partners
Wealth manager, Tucson, AZ.
Detail and sources for Wealth Management Partners

Form ADV of Wealth Management Partners, LLC (CRD 309790), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $794MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Wealth Management Partners, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 787 individuals, 193 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$794MMSep 202679996%
Wilkinson Wealth Management
Wealth manager, Tucson, AZ.
Detail and sources for Wilkinson Wealth Management

Form ADV of Wilkinson Wealth Management, LLC (CRD 317741), SEC registered adviser, filed , main office Tucson, AZ: regulatory assets $165MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting and selection of other advisers. Clients (Item 5.D): 203 individuals, 52 of them high net worth; individuals hold 95% of its regulatory assets.

Files: SEC Form ADV.

$165MMMar 202621695%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

One firm holds 39% of the money

Three findings from the filings of the 23 firms counted.

  1. 39%

    of the $13.9 billion the 23 firms counted report is one firm's: TCI Wealth Advisors. Without it, the other 22 report $8.5 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $325MM

    is the median: half of the 23 report less, and 21 report under $1 billion.

    Assets, latest Form ADV of each

  3. 71%

    of their assets is high net worth money; the next largest client type is other individuals, at 24%.

    Client types each adviser reports with its assets; sums of filed figures

Questions

How many wealth management firms are there in Tucson?

This list holds 23 wealth management firms in the Tucson metro; 23 of them report regulatory assets on Form ADV, $13.9 billion together.

What are the largest wealth management firms in Tucson?

By the regulatory assets they report: TCI Wealth Advisors $5.4 billion, GR Financial Group $1.1 billion, SEM Wealth Management $933 million, Wealth Management Partners $794 million, Ironwood Financial $663 million.

How much do wealth management firms in Tucson typically manage?

Of the 23 that report, the median reports $325 million in regulatory assets; 21 report under $1 billion.

How do you start a relationship with wealth management firms in Tucson?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
23 wealth management firms, 23 are wealth managers. Every SEC registered adviser with a main office in Tucson, AZ MSA (Census CBSA 46060: Pima County) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 23 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Tucson metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $13.9BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 23, 23 report on a current Form ADV and 9 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 23 advisersFilings to 2026-10-01; read 2026-11-06
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 9 filers, by the CIK on each Form ADVLatest filing; read 2026-11-06
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-11-06
LogosNone shown: each firm has a monogramRead 2026-11-06

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Tucson," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-tucson

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