Vault-13

Managers in Tempe, AZ

United States · 157 asset managers within 25 km (10 in Tempe itself) · 327 wealth managers, banks and others

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

Asset managers in and around Tempe

#Manager People here Assets Visa salary
101 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
102 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Gilbert, Scottsdale MORGAN STANLEY · 33 related pages $2.0tn 2 offices $2.0tn
103 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Chandler MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
104 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
105 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
106 WELLS FARGO & COMPANY/MN wealth · Paradise Valley WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
107 Fisher Asset Management, LLC wealth · Phoenix FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
108 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
109 OSAIC HOLDINGS, INC. private equity, wealth · Mesa, Scottsdale CW Advisors, LLC · 6 related pages $85.1bn 3 offices $85.1bn
110 ALLSTATE CORP structured credit, wealth · Mesa ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
111 ARIZONA STATE RETIREMENT SYSTEM asset owner · Phoenix $19.9bn based here $19.9bn
112 Dynamic Advisor Solutions LLC Phoenix $3.5bn based here $3.5bn
113 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Scottsdale A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
114 Arizona PSPRS Trust Phoenix $2.7bn based here $2.7bn
115 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Phoenix FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
116 TOTAL INVESTMENT MANAGEMENT INC Scottsdale $948.4m based here $948.4m
117 Brookwood Investment Group LLC Phoenix $861.8m based here $861.8m
118 Balboa Wealth Partners Scottsdale $734.4m based here $734.4m
119 Watts Gwilliam & Co., LLC Gilbert $619.1m based here $619.1m
120 ABLE Financial Group, LLC Scottsdale $595.9m based here $595.9m
121 Autus Asset Management, LLC Scottsdale $555.8m based here $555.8m
122 TMD Wealth Management, LLC Scottsdale $456.0m based here $456.0m
123 Indigo Partners LLC Phoenix $453.0m based here $453.0m
124 Copperwynd Financial, LLC Scottsdale $400.8m based here $400.8m
125 ROVIN CAPITAL /UT/ /ADV Mesa $376.6m based here $376.6m
126 ONE WEALTH CAPITAL MANAGEMENT, LLC Scottsdale $351.2m based here $351.2m
127 StoneCrest Wealth Management, Inc. Chandler $313.0m based here $313.0m
128 STABLEFORD CAPITAL II LLC Scottsdale $288.7m based here $288.7m
129 TREASURE INVESTMENT MANAGEMENT, LLC institutions · Scottsdale $252.7m office $252.7m
130 SHARPEPOINT LLC Phoenix $199.6m based here $199.6m
131 American Institute for Advanced Investment Management, LLP Scottsdale $173.1m based here $173.1m
132 COREPATH WEALTH PARTNERS LLC Scottsdale $160.3m based here $160.3m
133 Farnam Financial LLC Phoenix $137.1m based here $137.1m
134 Householder Group Estate & Retirement Specialist, LLC asset owner · Scottsdale $133.8m based here $133.8m
135 R.H. Investment Group, LLC Scottsdale $132.8m based here $132.8m
136 Larry Mathis Financial Planning, LLC Phoenix $131.3m based here $131.3m
137 Strategic Wealth Advisors LLC Scottsdale $116.9m based here $116.9m
138 Arbor Wealth Management LLC\AZ Tempe $112.5m based here $112.5m
139 Longboard Asset Management, LP mutual funds · Phoenix $103.8m based here $103.8m
140 S.C. Financial Services, Inc. Scottsdale $65.0m based here $65.0m
141 Steel Canyon Capital, LLC Phoenix $55.7m based here $55.7m
142 ACUTE INVESTMENT ADVISORY, LLC Mesa $9.5m based here $9.5m
143 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC Phoenix $305.4k based here $305.4k
144 CAPITAL INSIGHT PARTNERS, LLC Scottsdale based here
145 ZOOP ALPHA ADVISORS Mesa office
146 COPPER SKY CAPITAL, LLC venture · Scottsdale office
147 GRAYHAWK CAPITAL, LLC venture · Mesa office
148 Indigo Denver Management Company, LLC Phoenix based here
149 Indigo Latam Management LLC Phoenix based here
150 KLINKLOANS FUND real estate · Gilbert office

157 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.