New Advisers Weekly

Newly registered investment advisers in Arizona

4 adviser firms in Arizona had a first registration approved in the last 30 days, 17 in the last 90 and 74 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

SIX OAKS ADVISORY PARTNERS LLC

AZ · city not in the state feed · approved 2026-10-28

State-registered

SPROUT FINANCIAL PLANNING, LLC

AZ · city not in the state feed · approved 2026-10-23

State-registered

TRIESTE PARTNERS LLC

AZ · city not in the state feed · approved 2026-10-21

State-registered

TRENCHES CAPITAL MANAGEMENT LLC

Phoenix · approved 2026-10-19

Exempt reporting

The paid lists

The 4 above are the last 30 days in Arizona, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (70)

FirmCitySegmentApproved
STRIDE WEALTH LLCQueen CreekState-registered2026-10-14
OSTLER FINANCIAL ADVISORS—State-registered2026-10-09
SCENARIO WEALTH MANAGEMENT LLCFountain HillsState-registered2026-10-07
NORTH WIND AND SUN ADVISORY LLC—State-registered2026-10-02
RUBICON FINANCIAL GROUP, LLCFountain HillsState-registered2026-09-17
ZOOP ALPHA ADVISORSMesaSEC-registered2026-09-15
ENDEAVOR ADVISORS LLCPhoenixSEC-registered2026-09-14
SYNCHRAVEST LLCScottsdaleState-registered2026-09-09
NUAKH FINANCIALPhoenixState-registered2026-09-08
ALMEGA WEALTH MANAGEMENTScottsdaleSEC-registered2026-09-02
SAGE SAGUARO FINANCIAL PLANNINGGlendaleState-registered2026-09-02
DARING GREATLY WEALTH—State-registered2026-08-27
SEQUEL CAPITAL MANAGEMENT, LLC—State-registered2026-08-25
MPI INFINITE INVESTORS, LLCGilbertState-registered2026-08-13
HAWS FINANCIAL PLANNING LLCSierra VistaSEC-registered2026-08-12
BUGLE VALLEY—State-registered2026-08-10
ADAM ADVISORY—State-registered2026-08-07
ARCWOOD FINANCIAL, LLCPhoenixSEC-registered2026-08-05
NUMERIXS INVESTMENT TECHNOLOGIES INCChandlerSEC-registered2026-08-05
O'CONNOR CAPITAL ADVISORY, LLCScottsdaleSEC-registered2026-08-05
MEASURED HORIZON WEALTH—State-registered2026-07-31
BUILD WEALTH PARTNERS—State-registered2026-07-30
REDEEM WEALTH MANAGEMENTGilbertSEC-registered2026-07-22
MILLER WEALTH MANAGEMENTGilbertSEC-registered2026-07-17
ASSET GROWTH SOLUTIONS, LLCScottsdaleSEC-registered2026-07-15
YOCUM WEALTHPhoenixState-registered2026-06-29
VALENCE WEALTHScottsdaleState-registered2026-06-26
LEGACY CORNERSTONE WEALTH LLCPeoriaState-registered2026-06-24
GILBERT PRIVATE WEALTH LLCScottsdaleState-registered2026-06-17
REVEL WEALTH PARTNERS—State-registered2026-06-17
KINGSLEY WEALTH PARTNERS, INC.GilbertState-registered2026-06-10
ALPHATRUST ADVISORSPhoenixSEC-registered2026-06-05
WELCH PRIVATE WEALTH—State-registered2026-06-04
RADIOLOGY ONE VENTURES MANAGEMENT LLC—Exempt reporting2026-06-03
345 INVESTMENT ADVISORY, LLCScottsdaleSEC-registered2026-05-15
NEXT UP WEALTH ADVISORS, LLCScottsdaleSEC-registered2026-05-14
BLUEPRINT WEALTH GROUP—State-registered2026-05-11
WISDOM WEALTH INVESTMENT ADVISORS LLCPhoenixSEC-registered2026-05-11
HORIZON RIDGE ADVISORS L.L.C.MesaState-registered2026-05-08
ENSIGN ADVISORY PARTNERS LLCGilbertSEC-registered2026-05-07
LUCAS RETIREMENT GROUP LLCAnthemState-registered2026-05-07
VIRTUE WEALTH MANAGEMENT—State-registered2026-05-01
DEBORAH WEALTH ADVISORY LLC—State-registered2026-04-22
THE MONEY AND VALUES GROUPPrescottState-registered2026-04-22
FAMILY OFFICE INVESTMENT ADVISORY LLCScottsdaleSEC-registered2026-04-13
MACALLEN CAPITAL—State-registered2026-04-10
SUNBURST FINANCIAL MANAGEMENT LLC—State-registered2026-03-27
ALT ALPHA CAPITAL, LLCScottsdaleState-registered2026-03-25
ASPEN & PINE ASSET MANAGEMENT—State-registered2026-03-25
FORM PROSPERITY WEALTH ADVISORS, LLCChandlerSEC-registered2026-03-23
LUMINESCENT WEALTH MANAGEMENT, INC.ScottsdaleSEC-registered2026-03-23
JUNIPER INVESTMENT ADVISORS, LLCScottsdaleExempt reporting2026-03-19
SUTTLE CROSSLAND WEALTH ADVISORS, LLCScottsdaleSEC-registered2026-03-18
GROUNDWORK FINANCIAL PARTNERS—State-registered2026-03-10
BILI FINANCETucsonSEC-registered2026-02-27
CURRENTS WEALTH STRATEGIES LLC—State-registered2026-02-27
LILLIANO CAPITAL MANAGEMENT LLCPhoenixSEC-registered2026-02-20
JARIWALA FINANCIAL WELLNESS, LLCMesaState-registered2026-02-18
KERNS LEGACY PLANNINGPhoenixState-registered2026-02-12
OVERLAND ADVISORSPhoenixState-registered2026-02-04
DIGITAL ASSET MANAGEMENTPhoenixExempt reporting2026-01-27
READ FINANCIAL SERVICES LLC—State-registered2026-01-07
SCHULZ FINANCIAL GROUPTucsonSEC-registered2026-01-06
HARPER WEALTH MANAGEMENT LLCGilbertState-registered2026-01-01
LEGES WEALTH MANAGEMENT LLC—State-registered2026-01-01
MOLINAR & CO FINANCIAL ADVOCATESPhoenixState-registered2026-01-01
SAGE ADVICE FINANCIAL LLC—State-registered2026-01-01
JAIN WEALTHONOMICS—State-registered2025-12-04
SPIRIT WEST ADVISORS, LLCScottsdaleSEC-registered2025-11-25
FINANCIAL PLANNING FIRST, LLCTusconSEC-registered2025-11-19

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.