Vault-13

Managers in Scottsdale, AZ

United States · 150 asset managers within 25 km (68 in Scottsdale itself) · 299 wealth managers, banks and others

ScottsdalePhoenixMesaLuke 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: Phoenix, AZ 58 · Mesa, AZ 11 · Tempe, AZ 10 · Paradise Valley, AZ 7 · Chandler, AZ 6 · Gilbert, AZ 6 · Fountain Hills, AZ 1 · Luke Air Force Base, AZ 1 · Sun City, AZ 1 · Surprise, AZ 1 · Avondale, AZ 1 · Queen Creek, AZ 1

Asset managers in and around Scottsdale

#Manager People here Assets Visa salary
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 TREASURE INVESTMENT MANAGEMENT, LLC institutions · Scottsdale $252.7m office $252.7m
125 SHARPEPOINT LLC Phoenix $199.6m based here $199.6m
126 American Institute for Advanced Investment Management, LLP Scottsdale $173.1m based here $173.1m
127 COREPATH WEALTH PARTNERS LLC Scottsdale $160.3m based here $160.3m
128 Farnam Financial LLC Phoenix $137.1m based here $137.1m
129 Householder Group Estate & Retirement Specialist, LLC asset owner · Scottsdale $133.8m based here $133.8m
130 R.H. Investment Group, LLC Scottsdale $132.8m based here $132.8m
131 Larry Mathis Financial Planning, LLC Phoenix $131.3m based here $131.3m
132 Strategic Wealth Advisors LLC Scottsdale $116.9m based here $116.9m
133 Arbor Wealth Management LLC\AZ Tempe $112.5m based here $112.5m
134 Longboard Asset Management, LP mutual funds · Phoenix $103.8m based here $103.8m
135 S.C. Financial Services, Inc. Scottsdale $65.0m based here $65.0m
136 Steel Canyon Capital, LLC Phoenix $55.7m based here $55.7m
137 ACUTE INVESTMENT ADVISORY, LLC Mesa $9.5m based here $9.5m
138 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC Phoenix $305.4k based here $305.4k
139 CAPITAL INSIGHT PARTNERS, LLC Scottsdale based here
140 ZOOP ALPHA ADVISORS Mesa office
141 COPPER SKY CAPITAL, LLC venture · Scottsdale office
142 GRAYHAWK CAPITAL, LLC venture · Mesa office
143 Indigo Denver Management Company, LLC Phoenix based here
144 Indigo Latam Management LLC Phoenix based here
145 PANGAEA VENTURES US INC. venture · Paradise Valley office
146 PHX MANCO venture · Tempe office
147 RAINTREE CAPITAL MANAGEMENT LLC hedge funds, private equity, futures · Scottsdale office
148 REVTEK ADVISORS, LLC Mesa office
149 SAGEPOINT FINANCIAL, INC. Phoenix based here
150 SILVERHAWK ASSET MANAGEMENT, LLC Scottsdale based here

150 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.