Top Family Offices in Phoenix 2026

Key Facts

• An estimated 15 to 20 family offices and service providers operate in the Phoenix-Scottsdale metro area. Together they manage tens of billions of dollars, not counting Scottsdale-based Osaic, which reports more than $700 billion in assets under administration across its network.
• Scottsdale's North Scottsdale Road corridor serves as the primary hub, hosting eight of the region's largest wealth management firms.
• Multi-family offices (MFOs) outnumber single family offices (SFOs) by a wide margin. Only one confirmed SFO, the Timothy T. Day Family Office, operates in this market.
• Wealth migration from higher-tax states like California and Illinois continues to fuel demand for family office services in Arizona.
• Private equity-backed consolidation is reshaping the market. Reverence Capital Partners backed Osaic Wealth, and Arax Investment Partners acquired Ashton Thomas Private Wealth in 2023.
• Minimum wealth thresholds range from $500,000 in investable assets to $4 million. TFO Family Office Partners requires a $50,000 minimum annual fee.

Phoenix Family Office Landscape Overview

The Phoenix-Scottsdale metro area has grown into one of the Southwest's fastest-expanding markets for ultra-high-net-worth (UHNW) wealth management. Arizona charges no state estate tax, offers favorable trust laws, and does not tax Social Security income. These policies draw wealthy families from California, the Pacific Northwest, and the Midwest, creating steady demand for services from full-service MFOs to specialized RIA platforms.

Scottsdale dominates the local landscape, with firms clustered along North Scottsdale Road. The Camelback Corridor in central Phoenix hosts wirehouse teams and independent advisors. South Phoenix is home to niche firms like Sovereign Investment Advisors. The metro area attracts a diverse client base: retirees, tech entrepreneurs, professional athletes, ranch owners, and Latin American families seeking cross-border wealth planning.

This market stands out for its range of office types. Dedicated MFOs like TFO Family Office Partners and Fortitude Family Office sit alongside RIA platforms that offer family office-level services. Wirehouse teams provide outsourced resources, and niche firms serve athletes or Native American tribal entities. This variety gives Phoenix families more options per capita than many comparably sized metros.

Family Office Comparison

The table below compares leading family offices in Phoenix based on assets under management (AUM), capital deployment focus, and service scope. Firms are sorted by reported assets where data is available, mostly regulatory assets under management (RAUM) from their 2026 SEC Form ADV filings.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
United Planners' Financial Services	RIA/MFO	$12.77B RAUM	Multi-asset diversified (equities, fixed income, alternatives)	Financial planning, investment management, insurance	Scottsdale
Foundations Investment Advisors	RIA/MFO	$10.10B RAUM	Risk-based ETF and mutual fund portfolios	Model portfolios, goals-based planning	Phoenix
Ashton Thomas Private Wealth	RIA/MFO	$6.01B RAUM	Personalized planning, alternatives via iCapital	Financial planning, PE, private credit, hedge funds	Scottsdale
Dynamic Wealth Advisors	RIA/MFO	$5.64B RAUM	Holistic wealth, TAMP, alternatives	Full front/middle/back office services, SMAs	Phoenix
Wilde Wealth / W Family Office	RIA/MFO	$5.42B AUA	Personalized portfolio management	Family office division, retirement solutions	Scottsdale
TFO Family Office Partners	MFO	$5.04B RAUM	Traditional and alternative assets	Legacy planning, financial education, pension consulting	Phoenix
Stoker Ostler (BMO Financial Group)	RIA	$3.67B RAUM	Prime broker focus	Financial advisory	Scottsdale
Sovereign Investment Advisors	RIA/MFO	$3.31B RAUM	Tribal entity investment advisory	Fiduciary compliance, endowments, retirement	Phoenix
TREK Financial	RIA/MFO	$2.82B RAUM	PE, real estate, alternatives	Trek Investment Committee, risk diversification	Scottsdale
Fortitude Family Office	MFO	$1.27B RAUM	Custom, goals-based strategies	Tax, accounting, charitable giving, ranching	Scottsdale
Versant Capital Management	RIA	$1.24B	Tax-efficient, low-turnover diversified	Financial planning, consulting	Phoenix
Cresset Capital	MFO	—	Exit planning, estate, tax strategy	Full family office, True Fiduciary standard	Scottsdale
Heritage Family Offices	MFO	—	Asset preservation via tax planning	Tax, law, wealth, insurance	Scottsdale
Fortress Financial Strategies	MFO	—	Integrated wealth for business owners	Portfolio, estate, succession, lifestyle	Phoenix
Camelback WMG (Morgan Stanley)	Wirehouse Team	—	UHNW families, founders, exit planning	Outsourced family office, art advisory, trust	Phoenix

Scottsdale-based firms hold the largest AUM totals, reflecting the corridor's concentration of high-net-worth clients. Phoenix proper also hosts dedicated MFOs such as TFO Family Office Partners, giving families a choice between scale and specialization.

Top Picks by Strategy

• Largest Dedicated MFO: TFO Family Office Partners, reporting $5.04B in regulatory AUM, with 41 advisors and offices in six cities
• Best for Business Exit Planning: Cresset Capital, operating under a True Fiduciary standard with dedicated exit and succession services
• Top Pick for Athletes: AWM Capital / Athlete Family Office, the only Phoenix firm built entirely around professional athlete wealth management
• Strongest Tribal Expertise: Sovereign Investment Advisors, managing $3.31B in regulatory AUM exclusively for Native American tribes and entities
• Broadest Service Menu: Fortitude Family Office, offering personal CFO support, accounting, bill pay, charitable giving, and ranching services, with fewer than 10 clients per advisor on average, according to the firm
• Leading Alternative Allocations Platform: Ashton Thomas Private Wealth, partnered with iCapital for private equity, private credit, real assets, and hedge fund access
• Best for Non-Ultra-Affluent Families: Heritage Family Offices, which has structured its multi-disciplinary team of CPAs, attorneys, and CFPs to serve affluent families below the traditional UHNW threshold
• Award-Winning Wirehouse Team: The Camelback Wealth Management Group at Morgan Stanley, named to Forbes Best-In-State Wealth Management Teams from 2023 to 2025

Top 15 Family Offices in Phoenix in Detail

TFO Family Office Partners

As Phoenix's largest dedicated multi-family office by managed assets, TFO reports $5.04B in regulatory assets under management for high-net-worth families seeking complete wealth management. The firm charges a $50,000 minimum annual fee, filtering for serious multi-generational engagements. TFO's 41-advisor team provides legacy planning, financial education, pension consulting, and portfolio management from its Central Phoenix headquarters.

The firm also operates as TFO Wealth Partners, with offices in Houston, Columbus, and St. Louis. Financial Planning's 2025 list of Top 150 Fee-Only RIAs includes the firm.

Fortitude Family Office

Few firms in the Phoenix market match Fortitude's depth of integrated services. The MFO reports more than $3 billion in client net worth under advisement, $1.27 billion in regulatory assets under management (SEC Form ADV, September 2026), and fewer than 10 clients per advisor, on average. That ratio enables hands-on engagement most firms cannot replicate.

Fortitude stands alone by offering ranching and land stewardship services alongside advisory, tax strategy, accounting, and charitable giving. This combination makes it the natural fit for Arizona families with significant land holdings.

Cresset Capital (Phoenix/Scottsdale)

Cresset's Scottsdale office at 16430 N. Scottsdale Road brings a national MFO platform to the Phoenix market, specializing in founders and entrepreneurs planning business exits. The firm operates under its trademarked True Fiduciary standard, binding advisors to act in clients' best interests without exception.

Cresset integrates portfolio management, estate planning, and tax strategy into a single team. Recognition from Barron's, Forbes, and Crain's supports its position as one of the more credentialed options in the Scottsdale corridor.

Ashton Thomas Private Wealth

Ashton Thomas has become a gateway for Phoenix families seeking alternative allocations, reporting $6.01B in regulatory assets under management from its Scottsdale base. Its partnership with iCapital opens access to private equity, private credit, real assets, and hedge funds that most mid-sized firms cannot offer directly.

Arax Investment Partners acquired the firm in 2023, signaling private equity's confidence in its growth trajectory. For families wanting exposure beyond public markets without moving to a large wirehouse, Ashton Thomas fills a clear gap.

Sovereign Investment Advisors

No other firm in the Phoenix market matches Sovereign's focus: tailored advisory for Native American tribes and tribal entities. The firm reports $3.31B in regulatory assets under management across general funds, permanent funds, endowments, and retirement accounts.

Sovereign operates under the Global Fiduciary Standard of Excellence and maintains independence from broker-dealer conflicts. Tribal governments and entities seeking a fiduciary partner with deep knowledge of tribal financial structures will find Sovereign the most relevant option in the region.

The Camelback Wealth Management Group at Morgan Stanley

This eight-person wirehouse team delivers outsourced family office services from the Camelback Corridor. Lead advisor Daniel Marting holds a CEPA (Certified Exit Planning Advisor) designation, making the team especially relevant for business owners preparing for a sale or transition.

The group earned Forbes Best-In-State Wealth Management Teams recognition from 2023 through 2025 and Barron's Top 1,200 Financial Advisors honors in 2022 and 2023. Families wanting Morgan Stanley's resources, including art advisory, trust services, donor advised funds, and alternative allocations, with a dedicated local team should evaluate this group.

Heritage Family Offices

Heritage fills a gap that most MFOs ignore: affluent families who fall below the traditional UHNW threshold. Its multi-disciplinary team of CPAs, attorneys, financial advisors, and insurance specialists delivers a family office experience to clients who would otherwise be too small for competitors like TFO or Fortitude.

Heritage views every financial decision through a strategic tax planning lens, with asset preservation as its guiding principle. Its Scottsdale office makes it a local option for families seeking integrated tax and legal counsel under one roof.

Fortress Financial Strategies

Fortress serves high-income families and business owners through a privately held, independent MFO in Phoenix. The firm covers portfolio management, estate planning, risk management, and succession planning. It also stands apart by including lifestyle management and business value building.

For business owners who want an advisor involved in both personal wealth and the operating company, Fortress provides that continuity. Its scope extends from charitable giving oversight to exit planning, positioning it as a single-source solution for entrepreneurial families.

United Planners' Financial Services

With $12.77B in regulatory assets under management, United Planners ranks as the largest firm in this guide's comparison table. The firm operates from Scottsdale through an open-architecture model that includes equities, fixed income, mutual funds, ETFs, and alternatives like private equity and real estate.

United Planners integrates ESG considerations into its platform, giving families that value impact investing a way to align portfolios with values. Its large asset base and long track record make it one of the most established firms in the corridor, though client relationships often run through affiliated advisors.

Dynamic Wealth Advisors

Dynamic reports $5.64B in regulatory assets under management from its Camelback Road office, providing front, middle, and back office services to a network of over 80 advisory firms. This structure lets families access model portfolios, separately managed accounts, and alternatives through a local advisor backed by Dynamic's platform.

The firm's TAMP (turnkey asset management program) offering is especially useful for families who want institutional-grade portfolio construction without engaging a large wirehouse.

Foundations Investment Advisors

Foundations ranks among Phoenix's largest RIA firms by assets, with $10.10B in regulatory assets under management. Chief Investment Strategist Darren Leavitt manages the core portfolios, using a risk-based approach with ETFs, mutual funds, and internally managed equities.

The firm partners with over 175 advisor firms nationwide. Families may access its strategies through a local advisor rather than directly. Its goals-based planning tools focus on practical outcomes rather than complex financial modeling.

TREK Financial

TREK has built its $2.82B in regulatory assets under management on a commitment to alternative capital deployment, including private equity and real estate. The firm's Trek Investment Committee provides a research layer that independent advisors use to evaluate opportunities.

Based in Scottsdale, TREK maintains a culture of fiduciary responsibility and advisor independence. Families interested in diversifying into alternatives through a mid-sized, advisor-driven platform will find TREK a strong candidate.

Wilde Wealth Management Group / W Family Office

Scottsdale-based Wilde reports $5.42B in assets under administration across its 17 offices and operates a dedicated family office division, W Family Office. The firm is Cetera-affiliated and led by CIO Douglas Cole.

Its services span financial planning, portfolio management, and retirement solutions. The family office division provides a more personalized tier of service for families needing coordinated wealth management beyond standard advisory relationships.

Versant Capital Management

Versant takes a disciplined, low-turnover approach to portfolio management from its Camelback Corridor office. The firm manages $1.24B and requires a $4 million minimum, the highest published threshold in the Phoenix market.

Its fee-only model and team of CFP and CFA credentialed advisors position it as a no-conflict option for families with concentrated portfolios. Families seeking tax-efficient, long-term investing without product sales pressure should consider Versant.

AWM Capital / Athlete Family Office

AWM Capital is Phoenix's only private wealth office built for professional athletes and their families. The firm addresses the unique financial challenges athletes face: short career windows, rapid wealth creation, endorsement management, and post-retirement planning.

AWM uses sports analogies to make complex wealth concepts accessible. Its services extend beyond allocations into tax strategy, estate planning, and lifestyle management. For current or retired professional athletes in Phoenix, this is the most specialized option available.

Trends Shaping the Phoenix Market

Private Equity-Backed RIA Consolidation

Two major deals have reshaped the Phoenix wealth management landscape. Reverence Capital Partners backed the consolidation and rebranding of Advisor Group into Osaic Wealth in 2023. Scottsdale-based Osaic now reports more than $700 billion in assets under administration across its network. In 2023, Arax Investment Partners acquired Ashton Thomas Private Wealth.

These transactions signal that institutional capital views Phoenix as a high-growth market. For families, consolidation can mean broader service menus but also potential changes in firm culture and advisor continuity.

Alternative Access for Smaller Families

Phoenix firms are expanding access to private equity, private credit, and hedge funds for clients who previously lacked entry points. Ashton Thomas's iCapital partnership is the clearest example, enabling clients across its $6.01B in regulatory assets under management to invest in alternatives once reserved for institutional allocators. TREK Financial and United Planners also offer such access.

This trend matters in Phoenix because many local families hold concentrated wealth from real estate or business sales and seek to move into private markets.

Democratized Family Office Services

Heritage Family Offices has built its model around serving affluent families who fall below the $10 million or $25 million thresholds most MFOs require. By combining CPAs, attorneys, and financial advisors in a single firm, Heritage delivers a family office experience at a lower cost. This trend reflects Phoenix's client base: many families are newly wealthy from business exits or relocations and need coordinated services without committing to traditional MFO fees.

Niche Client Specialization

Phoenix stands out for the sheer diversity of client niches its wealth managers serve. Sovereign Investment Advisors focuses exclusively on Native American tribal entities. AWM Capital serves professional athletes. Fortitude offers ranching services. The Camelback Wealth Management Group targets founders preparing for exits with CEPA-designated advisors. This level of specialization is unusual for a metro of Phoenix's size and reflects the varied sources of wealth in the region.

How to Evaluate a Family Office in Phoenix

The Phoenix market's mix of dedicated MFOs, RIA platforms, and wirehouse teams makes classification the first evaluation step. A firm like TFO Family Office Partners, with its $50,000 annual fee minimum, operates very differently from United Planners' open-architecture RIA platform. Families should clarify whether they need a dedicated team managing all aspects of their financial lives or a portfolio-focused advisor with access to family office resources.

Fiduciary status deserves close attention here. Cresset Capital's True Fiduciary standard and Versant Capital's fee-only model eliminate product-sale conflicts. In contrast, some Phoenix firms operate as fee-based advisors, meaning they may earn commissions on certain products. Checking FINRA BrokerCheck for any advisor under consideration is a practical first step.

Client-to-advisor ratios vary dramatically. Fortitude reports fewer than 10 clients per advisor, on average, while larger RIA platforms may spread advisors across many more relationships. Families with complex needs (business succession, ranch management, multi-state tax planning) benefit from lower ratios. Arizona's specific tax advantages, including no estate tax and favorable trust statutes, also mean families should confirm deep Arizona-specific expertise rather than generic national strategies.

Families relocating from California or New York should evaluate which firms have experience managing the tax transition. Several firms, including Cresset and the Camelback Wealth Management Group, list wealth transfer and estate planning for families in transition. In this market, look for firms connected to the local business community and real estate market. Family governance and succession planning capabilities are also important factors, especially for multi-generational Arizona families with land, business, or tribal wealth.

Which Family Office Fits Your Needs?

UHNW families seeking a single team to manage portfolio activity, tax, estate, and day-to-day financial operations should focus on Fortitude Family Office or TFO Family Office Partners. Both offer full-service MFO models with dedicated advisors. Fortitude's low client ratio and ranching services appeal to families with land assets, while TFO's $5.04B platform and multi-city presence suit families needing national coordination.

Business owners preparing for a sale or transition have strong options in Cresset Capital and the Camelback Wealth Management Group at Morgan Stanley. Cresset's exit planning services pair with its True Fiduciary standard. The Camelback team's CEPA designation and Morgan Stanley's resources provide a wirehouse-backed alternative. Families in the earlier stages of business growth may prefer Fortress Financial Strategies, which combines business coaching with wealth management.

Professional athletes and newly wealthy individuals with specialized needs face a common challenge: most traditional advisors lack experience managing volatile, career-driven income. AWM Capital's Athlete Family Office addresses this directly. Families who want alternative exposure without switching to a large institution should explore Ashton Thomas Private Wealth or TREK Financial. Both offer PE, private credit, and real estate access through Scottsdale-based advisory teams.

Methodology

This guide to phoenix family offices draws from publicly available SEC filings, firm websites, industry databases, and recognition lists from Forbes, Barron's, and Financial Planning magazine. Asset figures reflect the most recent reported data, mainly from 2026 SEC Form ADV filings. Individual firm details were verified against published disclosures. Only firms with a physical presence or dedicated team in the Phoenix-Scottsdale metro area qualified for inclusion. The profiles prioritize firms with confirmed family office services rather than general wealth management practices. Each office was evaluated on AUM, service breadth, client specialization, fiduciary status, and industry recognition. No firm paid for inclusion in this article.