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Largest SEC-Registered Investment Advisors (RIAs) in Arizona

Largest SEC-Registered Investment Advisors (RIAs) in Arizona

As of July 2024, per latest ADV filings

1. OSAIC WEALTH, INC.

Assets Under Management: $94,557,613,744

Client Accounts:  437,201

2. VOYA INVESTMENTS, LLC

Assets Under Management: $57,786,360,253

Client Accounts:  69

3. GI PARTNERS

Assets Under Management: $32,630,475,936

Client Accounts:  25

4. DAVIS SELECTED ADVISERS LP

Assets Under Management: $22,942,793,322

Client Accounts:  142

5. UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Assets Under Management: $9,326,336,708

Client Accounts:  43,221

6. BALBEC CAPITAL MANAGEMENT LP

Assets Under Management: $6,370,551,613

Client Accounts:  20

7. SMEAD CAPITAL MANAGEMENT, INC.

Assets Under Management: $6,072,332,268

Client Accounts:  87

8. FOUNDATIONS INVESTMENT ADVISORS LLC

Assets Under Management: $5,442,145,599

Client Accounts:  42,079

9. DYNAMIC WEALTH ADVISORS

Assets Under Management: $4,829,248,145

Client Accounts:  14,988

10. TCI WEALTH ADVISORS, INC.

Assets Under Management: $4,091,666,732

Client Accounts:  10,252

11. TFO FAMILY OFFICE PARTNERS

Assets Under Management: $3,824,063,292

Client Accounts:  1,868

12. INDIGO PARTNERS LLC

Assets Under Management: $2,925,561,697

Client Accounts:  21

13. ASHTON THOMAS PRIVATE WEALTH

Assets Under Management: $2,891,584,875

Client Accounts:  5,334

14. REDWOOD INVESTMENT MANAGEMENT, LLC.

Assets Under Management: $2,727,993,120

Client Accounts:  1,727

15. STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Assets Under Management: $2,556,150,742

Client Accounts: 4,225

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