NewRiaPulse: records in Arizona

26 newRiaPulse: records in Arizona are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-14; the most frequent is Endeavor Advisors LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

Free sample: 3 records (CSV)

26 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-09-30 to 2026-09-14. Most frequent: Endeavor Advisors LLC (1). Each record links to a full report and the official source.

Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).

Search, filter and export NewRiaPulse records

Run instant live search with these filters Download free 3-row sample CSV

✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

Get new NewRiaPulse records by email (free, weekly)

We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.

Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.

See this week's digest

Records
26
Most frequent
  1. Endeavor Advisors LLC (1)
  2. Asset Growth Solutions, LLC (1)
  3. Almega Wealth Management (1)
  4. Haws Financial Planning LLC (1)
  5. Arcwood Financial, LLC (1)

How do I get new newRiaPulse: records in Arizona by email?

Search, filter and export these records, or get alerts when new ones appear.

Search and filter Watch this exact filter See alert plans

What are the top newRiaPulse: records in Arizona right now?

RecordAUMAccountsCity
Endeavor Advisors LLC$114,442,318426Phoenix
Asset Growth Solutions, LLC$702,717,3854Scottsdale
Almega Wealth Management$134,306,196767Scottsdale
Haws Financial Planning LLC$105,000,000180Sierra Vista
Arcwood Financial, LLC$186,572,80833Phoenix
Numerixs Investment Technologies INC$400,000,0002Chandler
O'Connor Capital Advisory, LLC$112,136,990120Scottsdale
Redeem Wealth Management$118,646,328773Gilbert
Miller Wealth Management$100,440,000249Gilbert
Next Up Wealth Advisors, LLC$100,234,754294Scottsdale
Wisdom Wealth Investment Advisors LLC$138,796,319678Phoenix
Luminescent Wealth Management, INC.$127,388,083163Scottsdale
Form Prosperity Wealth Advisors, LLC$118,965,694494Chandler
Suttle Crossland Wealth Advisors, LLC$101,068,809185Scottsdale
Lilliano Capital Management LLC$167,882,408409Phoenix
Schulz Financial Group 🔒 Unlock all 26 records →
Spirit West Advisors, LLC 🔒 Unlock all 26 records →
Financial Planning First, LLC 🔒 Unlock all 26 records →
Browse 11 more matching record reports

Browse all NewRiaPulse record reports

Which related categories and locations should I check?

Browse by assets under management

$100M-$500M (908) Under $100M (403) $500M-$1B (71) $1B-$10B (55) $10B+ (13)

Browse by state

New York (178) California (148) Florida (113) Texas (86) Illinois (57) Massachusetts (38) Ohio (37) New Jersey (34) Connecticut (32) Pennsylvania (30) Colorado (29) Michigan (27) Georgia (25) North Carolina (22) Tennessee (22) Virginia (20) Utah (19) Wisconsin (18) Missouri (15) South Carolina (14) Washington (14) Minnesota (13) Oregon (13) Maryland (12) Indiana (11) Kansas (8) Iowa (7) Kentucky (7) Louisiana (7) Nevada (7) Alabama (6) New Hampshire (6) Delaware (5) Mississippi (5) Oklahoma (5) Rhode Island (5) District of Columbia (4) Idaho (4) Nebraska (4) Wyoming (4)

Browse by registration status

Approved (1231) In 120-day approval window (219)

More Arizona public-record feeds

Newly Funded Companies Likely to Hire in Arizona New Grants by Vendor Procurement Need in Arizona Group Practices & Clinics from the NPI Registry in Arizona New MSHA Citations at Mines & Quarries by State in Arizona New FDA PMA Device, NDA, Generic (ANDA), BLA & Drug Supplement Approvals by Sponsor in Arizona Bank Branch Openings, Closings & Mergers by State in Arizona Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Arizona New, Terminating & Large 401(k) Plans from Form 5500 Filings in Arizona

Frequently asked questions

How many newRiaPulse: records in Arizona are listed?

26 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-14.

Can I get alerts for Arizona?

Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.

Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records

Often used together