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
101 OSAIC HOLDINGS, INC. private equity, wealth · Scottsdale CW Advisors, LLC, OSAIC HOLDINGS, INC., VISION2020 WEALTH MANAGEMENT CORP. · 6 related pages $85.1bn 2 offices $85.1bn
102 ARIZONA STATE RETIREMENT SYSTEM asset owner · Phoenix $19.9bn based here $19.9bn
103 Dynamic Advisor Solutions LLC Phoenix $3.5bn based here $3.5bn
104 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Scottsdale A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
105 Arizona PSPRS Trust Phoenix $2.7bn based here $2.7bn
106 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Phoenix FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
107 TOTAL INVESTMENT MANAGEMENT INC Scottsdale $948.4m based here $948.4m
108 Brookwood Investment Group LLC Phoenix $861.8m based here $861.8m
109 Balboa Wealth Partners Scottsdale $734.4m based here $734.4m
110 ABLE Financial Group, LLC Scottsdale $595.9m based here $595.9m
111 Autus Asset Management, LLC Scottsdale $555.8m based here $555.8m
112 TMD Wealth Management, LLC Scottsdale $456.0m based here $456.0m
113 Indigo Partners LLC Phoenix $453.0m based here $453.0m
114 Copperwynd Financial, LLC Scottsdale $400.8m based here $400.8m
115 ONE WEALTH CAPITAL MANAGEMENT, LLC Scottsdale $351.2m based here $351.2m
116 STABLEFORD CAPITAL II LLC Scottsdale $288.7m based here $288.7m
117 WJ Wealth Management, LLC Luke Air Force Base $253.4m based here $253.4m
118 TREASURE INVESTMENT MANAGEMENT, LLC institutions · Scottsdale $252.7m office $252.7m
119 SHARPEPOINT LLC Phoenix $199.6m based here $199.6m
120 American Institute for Advanced Investment Management, LLP Scottsdale $173.1m based here $173.1m
121 COREPATH WEALTH PARTNERS LLC Scottsdale $160.3m based here $160.3m
122 Farnam Financial LLC Phoenix $137.1m based here $137.1m
123 Householder Group Estate & Retirement Specialist, LLC asset owner · Scottsdale $133.8m based here $133.8m
124 R.H. Investment Group, LLC Scottsdale $132.8m based here $132.8m
125 Larry Mathis Financial Planning, LLC Phoenix $131.3m based here $131.3m
126 Strategic Wealth Advisors LLC Scottsdale $116.9m based here $116.9m
127 Arbor Wealth Management LLC\AZ Tempe $112.5m based here $112.5m
128 Longboard Asset Management, LP mutual funds · Phoenix $103.8m based here $103.8m
129 S.C. Financial Services, Inc. Scottsdale $65.0m based here $65.0m
130 Steel Canyon Capital, LLC Phoenix $55.7m based here $55.7m
131 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC Phoenix $305.4k based here $305.4k
132 CAPITAL INSIGHT PARTNERS, LLC Scottsdale based here
133 COPPER SKY CAPITAL, LLC venture · Scottsdale office
134 Indigo Denver Management Company, LLC Phoenix based here
135 Indigo Latam Management LLC Phoenix based here
136 PANGAEA VENTURES US INC. venture · Paradise Valley office
137 PHX MANCO venture · Tempe office
138 RAINTREE CAPITAL MANAGEMENT LLC hedge funds, private equity, futures · Scottsdale office
139 SAGEPOINT FINANCIAL, INC. Phoenix based here
140 SILVERHAWK ASSET MANAGEMENT, LLC Scottsdale based here

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.