Vault-13

Managers in Paradise Valley, AZ

United States · 151 asset managers within 25 km (7 in Paradise Valley itself) · 303 wealth managers, banks and others

TempeMesaFountain HillsGilbertChandlerQueen CreekTucsonSurpriseAvondaleThatcher
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 · Mesa, AZ 11 · Tempe, AZ 10 · Chandler, AZ 6 · Gilbert, AZ 6 · Luke Air Force Base, AZ 1 · Fountain Hills, AZ 1 · Sun City, AZ 1 · Avondale, AZ 1 · Surprise, AZ 1 · Queen Creek, AZ 1

Asset managers in and around Paradise Valley

#Manager People here Assets Visa salary
51 RESQ INVESTMENT PARTNERS, LLC mutual funds · Scottsdale $65.8m 3main office $65.8m
52 MATSON CAPITAL LLC Scottsdale 3
53 BlackRock, Inc. public funds (AU), hedge funds, private equity, real estate and 5 more · Phoenix ELMTREE FUNDS, LLC · 34 related pages $6.7tn 2 $6.7tn
54 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Phoenix $1.7tn 2 $1.7tn
55 CORTLAND INVESTMENT MANAGEMENT, LLC real estate · Phoenix $5.7bn 2 $5.7bn
56 CLAROS REIT MANAGEMENT LP futures · Phoenix $4.8bn 2 $4.8bn
57 Simplicity Wealth,LLC Scottsdale $4.3bn 2 $4.3bn
58 MACK REAL ESTATE CREDIT STRATEGIES, L.P. real estate · Phoenix $1.0bn 2 $1.0bn
59 CURAFIN ADVISORS institutions · Phoenix $748.4m about 2main office $748.4m
60 FAITH INVESTOR SERVICES mutual funds · Scottsdale $279.7m about 2main office $279.7m
61 FAMILY OFFICE INVESTMENT ADVISORY LLC Scottsdale $220.0m about 2main office $220.0m
62 AQI Mesa $107.9m 2 $107.9m
63 ALPHATRUST ADVISORS Phoenix about 2main office
64 BROOKSTONE WEALTH ADVISORS, LLC Scottsdale 2
65 GARDA CAPITAL PARTNERS LP hedge funds, futures · Scottsdale $207.1bn 1 $207.1bn
66 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Scottsdale CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 1 $161.7bn
67 MEEDER PUBLIC FUNDS, INC. institutions · Phoenix $70.2bn 1 $70.2bn
68 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Scottsdale $39.4bn 1 $39.4bn
69 Wealthspire Retirement, LLC institutions · Scottsdale Wealthspire Retirement, LLC · 4 related pages $38.6bn 1 $38.6bn
70 TSG Consumer Partners LP private equity, futures · Scottsdale $14.3bn 1 $14.3bn
71 OLD NATIONAL BANCORP /IN/ institutions, bank or insurer · Scottsdale 1834 INVESTMENT ADVISORS CO · 2 related pages $5.0bn 1 $5.0bn
72 BTC Capital Management, Inc. institutions · Scottsdale $4.6bn 1 $4.6bn
73 PROTERRA INVESTMENT PARTNERS LP private equity, futures · Fountain Hills $3.7bn 1 $3.7bn
74 Balefire, LLC institutions · Phoenix $2.0bn 1 $2.0bn
75 EQUUS CAPITAL PARTNERS, LTD. real estate · Scottsdale $1.7bn 1 $1.7bn
76 CLAREMONT CAPITAL MANAGEMENT, LLC institutions · Phoenix $843.9m about 1main office $843.9m
77 BANNER CAPITAL MANAGEMENT, LLC private equity · Phoenix $619.2m 1 $619.2m
78 ALIDADE CAPITAL, LLC real estate · Scottsdale $564.9m 1 $564.9m
79 WEST RIDGE ADVISORS institutions · Scottsdale $396.0m 1 $396.0m
80 VISTAMARK INVESTMENTS Phoenix $322.4m 1 $322.4m
81 PRAVATI CAPITAL LLC private equity · Scottsdale $173.7m about 1main office $173.7m
82 ASCENT CAPITAL PARTNERS, LLC venture · Scottsdale $172.0m about 1main office $172.0m
83 ROOSEVELT MANAGEMENT COMPANY LLC institutions · Phoenix $52.4m 1 $52.4m
84 LGM CAPITAL MANAGEMENT LLC mutual funds · Phoenix $14.9m about 1main office $14.9m
85 CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Phoenix $8.9m 1 $8.9m
86 ALKEME INVESTMENTS LLC Paradise Valley about 1main office
87 NERDWALLET ADVISORY Scottsdale about 1main office
88 RBG CAPITAL LLC Scottsdale about 1main office
89 STONEHENGE RETIREMENT PLANNERS asset owner · Scottsdale 1
90 UNSTOPPABLE ASSET Phoenix about 1main office
91 USI SECURITIES, INC. Phoenix 1
92 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
93 US BANCORP \DE\ mutual funds, bank or insurer · Tempe U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
94 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Phoenix ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
95 KENNEDY LEWIS MANAGEMENT LP real estate, futures · Scottsdale KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn office $11.5bn
96 HECK CAPITAL ADVISORS, LLC institutions · Scottsdale $11.3bn office $11.3bn
97 Summit Global Investments hedge funds, mutual funds · Mesa $2.3bn office $2.3bn
98 FREEDOM FINANCIAL ASSET MANAGEMENT, LLC hedge funds · Tempe · visa salary $139,500 office $139,5008 filings
99 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
100 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Scottsdale MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn

151 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.