AZ Business magazine‘s “Excellence in Banking” feature for 2026 underscores the critical role financial institutions play in driving Arizona’s growth, highlighting innovation, stability, and community impact as essential benchmarks for industry leadership. The digital sponsor of Excellence in Banking is DSB Rock Island. Today, meet the wealth management companies of the year for 2026.
BMO Wealth Management
BMO Wealth Management Arizona is helping shape one of the nation’s fastest-growing regions by guiding entrepreneurs, executives and families through growth, transitions and legacy planning. As the wealth arm of Arizona’s sixth-largest bank — and part of a trillion-dollar global institution — BMO delivers boutique, high-touch service backed by vast resources. With expertise ranging from succession planning to special needs trusts, the Scottsdale-based team drives economic vitality while serving clients with stewardship, collaboration and community impact.
Busey Wealth Management
Busey Wealth Management has been helping individuals, families and businesses build, manage and preserve wealth for generations. With a client-first philosophy, the firm offers personalized strategies in investment management, retirement planning, estate planning and trust services. Backed by the strength of Busey Bank, its advisors provide boutique-level service with broad resources. Known for integrity, collaboration and deep expertise, Busey Wealth Management guides clients through life’s transitions while helping them achieve lasting financial security and peace of mind.
DSB Rock Island
DSB Rock Island provides Arizona clients with customized wealth management solutions designed to preserve, grow and transition wealth across generations. With expertise in investment management, retirement planning, estate strategies and business succession, the firm takes a personalized approach that reflects each client’s unique goals. Backed by decades of experience and a commitment to integrity, DSB Rock Island’s advisors deliver clarity and confidence, guiding individuals, families and business owners through financial decisions that shape long-term prosperity and legacy.
U.S. Bank
U.S. Bank Wealth Management in Arizona partners with individuals, families and business owners to create tailored strategies that protect and grow wealth. Offering services from investment management and retirement planning to estate and business succession planning, the team delivers both sophisticated resources and personalized attention. Backed by the strength of one of the nation’s largest banks, U.S. Bank advisors combine local insight with national expertise to guide clients through life’s milestones and financial legacies with confidence.
Versant Capital Management
Versant Capital Management, based in Phoenix, is known for delivering deeply personalized wealth management solutions to high-net-worth individuals and families. With expertise spanning investment management, tax strategy, estate planning and family governance, the firm helps clients navigate complex financial lives with clarity and confidence. Versant takes a holistic, relationship-driven approach, tailoring strategies to unique goals while fostering financial literacy across generations. Guided by transparency and trust, the team empowers clients to protect, grow and transfer wealth successfully.
