Managers in Mesa, AZ

United States · 104 asset managers within 25 km (11 in Mesa itself) · 266 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Scottsdale, AZ 68 · Phoenix, AZ 58 · Tempe, AZ 10 · Paradise Valley, AZ 7 · Chandler, AZ 6 · Gilbert, AZ 6 · Queen Creek, AZ 1 · Fountain Hills, AZ 1 · Luke Air Force Base, AZ 1 · Avondale, AZ 1

Asset managers in and around Mesa

#	Manager	People here	Assets	Visa salary
51	PRAVATI CAPITAL LLC private equity · Scottsdale $173.7m	about 1main office	$173.7m
52	ASCENT CAPITAL PARTNERS, LLC venture · Scottsdale $172.0m	about 1main office	$172.0m
53	UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Scottsdale $124.7m	1	$124.7m
54	ALKEME INVESTMENTS LLC Paradise Valley	about 1main office
55	NERDWALLET ADVISORY Scottsdale	about 1main office
56	RBG CAPITAL LLC Scottsdale	about 1main office
57	STONEHENGE RETIREMENT PLANNERS asset owner · Scottsdale	1
58	STATE STREET CORP public funds (AU), hedge funds, private equity, mutual funds and 2 more · Scottsdale SSGA FUNDS MANAGEMENT INC · 5 related pages $3.4tn	office	$3.4tn
59	US BANCORP \DE\ mutual funds, bank or insurer · Tempe U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn	office	$427.5bn
60	KENNEDY LEWIS MANAGEMENT LP real estate, futures · Scottsdale KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn	office	$11.5bn
61	HECK CAPITAL ADVISORS, LLC institutions · Scottsdale $11.3bn	office	$11.3bn
62	Summit Global Investments hedge funds, mutual funds · Mesa $2.3bn	office	$2.3bn
63	FREEDOM FINANCIAL ASSET MANAGEMENT, LLC hedge funds · Tempe · visa salary $139,500	office		$139,5008 filings
64	JPMORGAN CHASE & CO hedge funds, private equity, real estate, structured credit and 6 more · Tempe J.P. Morgan Securities LLC · 21 related pages $3.5tn · visa salary $123,100	office	$3.5tn	$123,1003 filings
65	MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Gilbert, Scottsdale MORGAN STANLEY · 33 related pages $2.0tn	2 offices	$2.0tn
66	BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Chandler MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn	office	$1.8tn
67	NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Scottsdale NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn	office	$859.8bn
68	Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Scottsdale EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn	office	$763.4bn
69	WELLS FARGO & COMPANY/MN wealth · Paradise Valley WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn	office	$671.4bn
70	BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Scottsdale Stoker Ostler Wealth Advisors, Inc. · 10 related pages $275.2bn	office	$275.2bn
71	OSAIC HOLDINGS, INC. private equity, wealth · Mesa, Scottsdale CW Advisors, LLC · 6 related pages $85.1bn	3 offices	$85.1bn
72	ALLSTATE CORP structured credit, wealth · Mesa ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
73	A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Scottsdale A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn	office	$2.9bn
74	TOTAL INVESTMENT MANAGEMENT INC Scottsdale $948.4m	based here	$948.4m
75	Balboa Wealth Partners Scottsdale $734.4m	based here	$734.4m
76	Watts Gwilliam & Co., LLC Gilbert $619.1m	based here	$619.1m
77	ABLE Financial Group, LLC Scottsdale $595.9m	based here	$595.9m
78	Autus Asset Management, LLC Scottsdale $555.8m	based here	$555.8m
79	TMD Wealth Management, LLC Scottsdale $456.0m	based here	$456.0m
80	Copperwynd Financial, LLC Scottsdale $400.8m	based here	$400.8m
81	ROVIN CAPITAL /UT/ /ADV Mesa $376.6m	based here	$376.6m
82	ONE WEALTH CAPITAL MANAGEMENT, LLC Scottsdale $351.2m	based here	$351.2m
83	StoneCrest Wealth Management, Inc. Chandler $313.0m	based here	$313.0m
84	STABLEFORD CAPITAL II LLC Scottsdale $288.7m	based here	$288.7m
85	TREASURE INVESTMENT MANAGEMENT, LLC institutions · Scottsdale $252.7m	office	$252.7m
86	American Institute for Advanced Investment Management, LLP Scottsdale $173.1m	based here	$173.1m
87	COREPATH WEALTH PARTNERS LLC Scottsdale $160.3m	based here	$160.3m
88	Householder Group Estate & Retirement Specialist, LLC asset owner · Scottsdale $133.8m	based here	$133.8m
89	R.H. Investment Group, LLC Scottsdale $132.8m	based here	$132.8m
90	Strategic Wealth Advisors LLC Scottsdale $116.9m	based here	$116.9m
91	Arbor Wealth Management LLC\AZ Tempe $112.5m	based here	$112.5m
92	S.C. Financial Services, Inc. Scottsdale $65.0m	based here	$65.0m
93	ACUTE INVESTMENT ADVISORY, LLC Mesa $9.5m	based here	$9.5m
94	CAPITAL INSIGHT PARTNERS, LLC Scottsdale	based here
95	ZOOP ALPHA ADVISORS Mesa	office
96	COPPER SKY CAPITAL, LLC venture · Scottsdale	office
97	GRAYHAWK CAPITAL, LLC venture · Mesa	office
98	KLINKLOANS FUND real estate · Gilbert	office
99	PANGAEA VENTURES US INC. venture · Paradise Valley	office
100	PHX MANCO venture · Tempe	office

104 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.