Vault-13

Managers in Phoenix, AZ

United States · 140 asset managers within 25 km (58 in Phoenix itself) · 288 wealth managers, banks and others

PhoenixScottsdaleMesaLuke Air Force BaseGilbertChandlerQueen CreekTucsonSurpriseAvondale
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 · Mesa, AZ 11 · Tempe, AZ 10 · Paradise Valley, AZ 7 · Chandler, AZ 6 · Gilbert, AZ 6 · Luke Air Force Base, AZ 1 · Sun City, AZ 1 · Avondale, AZ 1 · Fountain Hills, AZ 1 · Surprise, AZ 1 · Queen Creek, AZ 1

Asset managers in and around Phoenix

#Manager People here Assets Visa salary
51 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
52 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Phoenix $1.7tn 2 $1.7tn
53 CORTLAND INVESTMENT MANAGEMENT, LLC real estate · Phoenix $5.7bn 2 $5.7bn
54 CLAROS REIT MANAGEMENT LP futures · Phoenix $4.8bn 2 $4.8bn
55 Simplicity Wealth,LLC Scottsdale $4.3bn 2 $4.3bn
56 MACK REAL ESTATE CREDIT STRATEGIES, L.P. real estate · Phoenix $1.0bn 2 $1.0bn
57 CURAFIN ADVISORS institutions · Phoenix $748.4m about 2main office $748.4m
58 FAITH INVESTOR SERVICES mutual funds · Scottsdale $279.7m about 2main office $279.7m
59 FAMILY OFFICE INVESTMENT ADVISORY LLC Scottsdale $220.0m about 2main office $220.0m
60 ALPHATRUST ADVISORS Phoenix about 2main office
61 BROOKSTONE WEALTH ADVISORS, LLC Scottsdale 2
62 GARDA CAPITAL PARTNERS LP hedge funds, futures · Scottsdale $207.1bn 1 $207.1bn
63 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
64 MEEDER PUBLIC FUNDS, INC. institutions · Phoenix $70.2bn 1 $70.2bn
65 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Scottsdale $39.4bn 1 $39.4bn
66 Wealthspire Retirement, LLC institutions · Scottsdale Wealthspire Retirement, LLC · 4 related pages $38.6bn 1 $38.6bn
67 TSG Consumer Partners LP private equity, futures · Scottsdale $14.3bn 1 $14.3bn
68 OLD NATIONAL BANCORP /IN/ institutions, bank or insurer · Scottsdale 1834 INVESTMENT ADVISORS CO · 2 related pages $5.0bn 1 $5.0bn
69 BTC Capital Management, Inc. institutions · Scottsdale $4.6bn 1 $4.6bn
70 Balefire, LLC institutions · Phoenix $2.0bn 1 $2.0bn
71 EQUUS CAPITAL PARTNERS, LTD. real estate · Scottsdale $1.7bn 1 $1.7bn
72 CLAREMONT CAPITAL MANAGEMENT, LLC institutions · Phoenix $843.9m about 1main office $843.9m
73 BANNER CAPITAL MANAGEMENT, LLC private equity · Phoenix $619.2m 1 $619.2m
74 ALIDADE CAPITAL, LLC real estate · Scottsdale $564.9m 1 $564.9m
75 WEST RIDGE ADVISORS institutions · Scottsdale $396.0m 1 $396.0m
76 VISTAMARK INVESTMENTS Phoenix $322.4m 1 $322.4m
77 PRAVATI CAPITAL LLC private equity · Scottsdale $173.7m about 1main office $173.7m
78 ASCENT CAPITAL PARTNERS, LLC venture · Scottsdale $172.0m about 1main office $172.0m
79 ROOSEVELT MANAGEMENT COMPANY LLC institutions · Phoenix $52.4m 1 $52.4m
80 LGM CAPITAL MANAGEMENT LLC mutual funds · Phoenix $14.9m about 1main office $14.9m
81 CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Phoenix $8.9m 1 $8.9m
82 ALKEME INVESTMENTS LLC Paradise Valley about 1main office
83 NERDWALLET ADVISORY Scottsdale about 1main office
84 RBG CAPITAL LLC Scottsdale about 1main office
85 STONEHENGE RETIREMENT PLANNERS asset owner · Scottsdale 1
86 UNSTOPPABLE ASSET Phoenix about 1main office
87 USI SECURITIES, INC. Phoenix 1
88 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
89 US BANCORP \DE\ mutual funds, bank or insurer · Tempe U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
90 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Phoenix ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
91 KENNEDY LEWIS MANAGEMENT LP real estate, futures · Scottsdale KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn office $11.5bn
92 HECK CAPITAL ADVISORS, LLC institutions · Scottsdale $11.3bn office $11.3bn
93 FREEDOM FINANCIAL ASSET MANAGEMENT, LLC hedge funds · Tempe · visa salary $139,500 office $139,5008 filings
94 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
95 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Scottsdale MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
96 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Phoenix, Scottsdale NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn 2 offices $859.8bn
97 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
98 WELLS FARGO & COMPANY/MN wealth · Paradise Valley WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
99 Fisher Asset Management, LLC wealth · Phoenix FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
100 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

140 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.