# Ashton Thomas Private Wealth

> Ashton Thomas Private Wealth is a Scottsdale-based registered investment adviser serving affluent families, foundations, retirement plans, and business owners through wealth planning, portfolio management, retirement consulting, tax services, and affiliated or third-party solutions. Founded by Aaron Brodt in 2010, it has paired local advisor teams with centralized investment, planning, tax, and operational resources; after joining Arax Investment Partners in 2023, it accelerated recruiting and acquisitions, reaching roughly $6 billion in regulatory assets under management in its most recently reported public filing.

- **Founded:** 2010
- **Headquarters:** Scottsdale, United States
- **Founders:** Aaron Brodt (Founder and Chief Executive Officer)
- **Team size:** Approximately 130 employees; LinkedIn lists the company in the 51-200 employee range.
- **Products:** Wealth Planning, Asset Management, Institutional Retirement Plan Consulting, Tax Services, Estate, Trust and Family Office Coordination
- **Notable:** Reached approximately $6.0 billion in publicly reported regulatory assets under management and roughly 3,229 clients in the most recent filing data located for this research., Joined Arax Investment Partners in 2023 with nearly $3 billion in assets under management., Expanded into Boston and New York in 2024 with recruited teams, including the roughly $2 billion Stafford Schauer team and the roughly $500 million McDonagh Bauers team.

## Products & services

- **Wealth Planning** — Personalized financial planning organized around a client’s goals, legacy, family and charitable intentions.
- **Asset Management** — Portfolio construction and management supported by an internal investment and research team.
- **Institutional Retirement Plan Consulting** — Consulting and fiduciary support for employer retirement plans, including education and investment oversight.
- **Tax Services** — Tax planning and preparation provided through Ashton Thomas Tax Advisory, a DBA of Ashton Thomas Insurance Agency.
- **Estate, Trust and Family Office Coordination** — Multigenerational planning, cash-flow coordination, philanthropy and family-office support; certain trust, banking and family-office solutions are provided by unaffiliated third parties.
- **Ashton Thomas Securities** — An affiliated broker-dealer and registered investment adviser providing access to brokerage, private placements, REITs, 1031 exchange programs, direct mutual funds and variable products.
- **Insurance Solutions** — Insurance planning and products offered through Ashton Thomas Insurance Agency.

## Achievements

- Reached approximately $6.0 billion in publicly reported regulatory assets under management and roughly 3,229 clients in the most recent filing data located for this research.
- Joined Arax Investment Partners in 2023 with nearly $3 billion in assets under management.
- Expanded into Boston and New York in 2024 with recruited teams, including the roughly $2 billion Stafford Schauer team and the roughly $500 million McDonagh Bauers team.
- Opened a San Francisco hub in 2025 with the Pacific Private Wealth Group, reported as managing more than $2.5 billion before its move.
- Acquired Day Hagan in 2025, adding a Sarasota office, model-driven investment capabilities and Donald Hagan as chief investment officer.
- Named among USA Today’s Best Financial Advisory Firms for 2025 and among Barron’s Top 100 RIA Firms for 2025.
- Ashton Thomas Securities received a five-star rating on Newsweek’s 2026 Top Financial Advisory Firms list for the second consecutive year.
- Company reporting in 2026 said Financial Advisor Magazine ranked Ashton Thomas number four among the nation’s 50 fastest-growing RIAs, based on 2024-2025 data.

## Latest updates

- **2026-07** — The company reported that Financial Advisor Magazine ranked it number four among the nation’s 50 fastest-growing RIAs, based on 2024-2025 data.
- **2026-02** — Ashton Thomas added the Pinnacle Peak Private Wealth Team, continuing its expansion in the Southwest.
- **2025-12** — Ashton Thomas Securities received a five-star rating on Newsweek’s 2026 Top Financial Advisory Firms list for a second consecutive year.
- **2025-10** — Ashton Thomas acquired Sarasota-based Day Hagan and named co-founder Donald Hagan chief investment officer, adding model-driven investment strategies and a Florida presence.
- **2025-01** — The Pacific Private Wealth Group joined from Wells Fargo and opened a San Francisco hub; the team was reported as overseeing more than $2.5 billion before the move.

## Links

- Website: https://ashtonthomaspw.com
- LinkedIn: https://www.linkedin.com/company/ashton-thomas-private-wealth
- Twitter/X: https://twitter.com/ashtonthomaspw
- Instagram: https://www.instagram.com/ashtonthomaspw
- Facebook: https://www.facebook.com/AshtonThomasPrivateWealth/

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Profile page: https://yespress.io/ashton-thomas-private-wealth
Published by YesPress — https://yespress.io
Last updated: 2026-08-21