RIA Intel›Advisers›Arizona›PREMIER SOUTHWEST PLANNING GROUP, LLC

PREMIER SOUTHWEST PLANNING GROUP, LLC

Advisory

AZ

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

Rank in AZ

#283

of 387 advisers by AUM

Average account

$177K

across 523 accounts

AUM per adviser

$31M

3 advisers

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

Total AUM

$92M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$92M

Discretionary AUM$92M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients372

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

372 clients

41 high-net-worth

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

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