Ashton Thomas Private Wealth

RIASEC RegisteredEst. 2010

Total AUM

$6B

Discretionary

$6B

100% of AUM

Avg account

$763K

Accounts

7,879

Employees

Advisory reps

102

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 153902
Registered since: June 15, 2010
Website: ashtonthomaspw.com
Custodians: PERSHING LLC, CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC, GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI86.82%
Individuals10.68%
Corporations / Businesses1.82%
Charitable Organizations0.66%
Pension & Profit Sharing Plans0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ashton Thomas Private Wealth LLC is an independent registered investment adviser that has been SEC-registered since 2010. The firm acts as a capital allocator for both individual & family clients and institutional investors, offering fee arrangements tied to a percentage of assets under management as well as hourly billing for select work. Core advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting work, and selection of third‑party advisers. The firm maintains relationships across the financial ecosystem — including broker‑dealers, other investment advisers, accounting firms and insurance companies — and does not position itself as an ESG-focused manager. Industry recognition includes Citywire’s 2022 “50 Growers Across America” list and a placement on Barron’s Top 100 RIA Firms in 2025.