RIA Intel›Advisers›Arizona›DWYER FINANCIAL, LLC

DWYER FINANCIAL, LLC

Advisory

FLAGSTAFF, AZ

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in AZ

#371

of 387 advisers by AUM

Average account

$233K

across 230 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$54M

Discretionary %

100%

Clients

124

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients124

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

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

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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

124 clients

35 high-net-worth

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

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Advisers of similar size in AZ

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

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VIRTUA CAPITAL MANAGEMENT, LLC

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THE YOUNG GROUP, INC.

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$52M

+6.4% 1Y

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