RIA Intel›Advisers›Arizona›CPA ADVISORY SERVICES, P.C.

CPA ADVISORY SERVICES, P.C.

Advisory

SCOTTSDALE, AZ

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in AZ

#292

of 387 advisers by AUM

Average account

$252K

across 344 accounts

AUM per adviser

$43M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$87M

Discretionary AUM$87M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients141

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, CA, IL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

141 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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INTEGRATED FINANCIAL SOLUTIONS, PLLC

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SUNSTONE FINANCIAL LLC

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