ASHTON THOMAS PRIVATE WEALTH

RIASEC RegisteredEst. 2010

Total AUM

$6B

Discretionary

$6B

100% of AUM

Avg account

$763K

Accounts

7,879

Employees

Advisory reps

104

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 is an independent registered investment adviser formed in 2010 and organized as an LLC. The firm positions itself as a capital allocator serving both high-net-worth individuals and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Compensation is primarily a percentage of assets under management, with hourly billing available for certain engagements. The firm is not framed around ESG investing. The firm maintains relationships across the financial services ecosystem — including broker‑dealers, other advisers, accounting firms, and insurance companies — and reports experience acting as a capital allocator to external managers. Ashton Thomas has received industry recognition, appearing in Citywire’s 2022 “50 Growers Across America” list and being named among Barron’s Top 100 RIA Firms in 2025.