Managers in Paradise Valley, AZ

United States · 151 asset managers within 25 km (7 in Paradise Valley itself) · 303 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 · 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
101	NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Scottsdale, Phoenix NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn	2 offices	$859.8bn
102	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
103	WELLS FARGO & COMPANY/MN wealth · Paradise Valley WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn	office	$671.4bn
104	Fisher Asset Management, LLC wealth · Phoenix FISHER INVESTMENTS · 2 related pages $386.7bn	office	$386.7bn
105	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
106	OSAIC HOLDINGS, INC. private equity, wealth · Mesa, Scottsdale CW Advisors, LLC · 6 related pages $85.1bn	3 offices	$85.1bn
107	ALLSTATE CORP structured credit, wealth · Mesa ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
108	ARIZONA STATE RETIREMENT SYSTEM asset owner · Phoenix $19.9bn	based here	$19.9bn
109	Dynamic Advisor Solutions LLC Phoenix $3.5bn	based here	$3.5bn
110	A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Scottsdale A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn	office	$2.9bn
111	Arizona PSPRS Trust Phoenix $2.7bn	based here	$2.7bn
112	FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Phoenix FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn	office	$2.6bn
113	TOTAL INVESTMENT MANAGEMENT INC Scottsdale $948.4m	based here	$948.4m
114	Brookwood Investment Group LLC Phoenix $861.8m	based here	$861.8m
115	Balboa Wealth Partners Scottsdale $734.4m	based here	$734.4m
116	ABLE Financial Group, LLC Scottsdale $595.9m	based here	$595.9m
117	Autus Asset Management, LLC Scottsdale $555.8m	based here	$555.8m
118	TMD Wealth Management, LLC Scottsdale $456.0m	based here	$456.0m
119	Indigo Partners LLC Phoenix $453.0m	based here	$453.0m
120	Copperwynd Financial, LLC Scottsdale $400.8m	based here	$400.8m
121	ROVIN CAPITAL /UT/ /ADV Mesa $376.6m	based here	$376.6m
122	ONE WEALTH CAPITAL MANAGEMENT, LLC Scottsdale $351.2m	based here	$351.2m
123	STABLEFORD CAPITAL II LLC Scottsdale $288.7m	based here	$288.7m
124	WJ Wealth Management, LLC Luke Air Force Base $253.4m	based here	$253.4m
125	TREASURE INVESTMENT MANAGEMENT, LLC institutions · Scottsdale $252.7m	office	$252.7m
126	SHARPEPOINT LLC Phoenix $199.6m	based here	$199.6m
127	American Institute for Advanced Investment Management, LLP Scottsdale $173.1m	based here	$173.1m
128	COREPATH WEALTH PARTNERS LLC Scottsdale $160.3m	based here	$160.3m
129	Farnam Financial LLC Phoenix $137.1m	based here	$137.1m
130	Householder Group Estate & Retirement Specialist, LLC asset owner · Scottsdale $133.8m	based here	$133.8m
131	R.H. Investment Group, LLC Scottsdale $132.8m	based here	$132.8m
132	Larry Mathis Financial Planning, LLC Phoenix $131.3m	based here	$131.3m
133	Strategic Wealth Advisors LLC Scottsdale $116.9m	based here	$116.9m
134	Arbor Wealth Management LLC\AZ Tempe $112.5m	based here	$112.5m
135	Longboard Asset Management, LP mutual funds · Phoenix $103.8m	based here	$103.8m
136	S.C. Financial Services, Inc. Scottsdale $65.0m	based here	$65.0m
137	Steel Canyon Capital, LLC Phoenix $55.7m	based here	$55.7m
138	ACUTE INVESTMENT ADVISORY, LLC Mesa $9.5m	based here	$9.5m
139	CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC Phoenix $305.4k	based here	$305.4k
140	CAPITAL INSIGHT PARTNERS, LLC Scottsdale	based here
141	ZOOP ALPHA ADVISORS Mesa	office
142	COPPER SKY CAPITAL, LLC venture · Scottsdale	office
143	GRAYHAWK CAPITAL, LLC venture · Mesa	office
144	Indigo Denver Management Company, LLC Phoenix	based here
145	Indigo Latam Management LLC Phoenix	based here
146	PANGAEA VENTURES US INC. venture · Paradise Valley	office
147	PHX MANCO venture · Tempe	office
148	RAINTREE CAPITAL MANAGEMENT LLC hedge funds, private equity, futures · Scottsdale	office
149	REVTEK ADVISORS, LLC Mesa	office
150	SAGEPOINT FINANCIAL, INC. Phoenix	based here

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.