Vault-13

Managers in Gilbert, AZ

United States · 33 asset managers within 25 km (6 in Gilbert itself) · 97 wealth managers, banks and others

GilbertScottsdalePhoenixMesaLuke Air Force BaseChandlerQueen 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 · Tempe, AZ 10 · Paradise Valley, AZ 7 · Chandler, AZ 6 · Queen Creek, AZ 1 · Fountain Hills, AZ 1 · Luke Air Force Base, AZ 1

Asset managers in and around Gilbert

#Manager People here Assets Visa salary
1 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Tempe $12.9bn 20 $12.9bn
2 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Tempe, Gilbert EDWARD JONES, OLIVE STREET INVESTMENT ADVISERS, LLC · 4 related pages $1.0tn 13 $1.0tn
3 NORTHRIM ADVISER, LLC private equity · Mesa $556.0m about 12main office $556.0m
4 World Investment Advisors institutions · Tempe $71.6bn 8 $71.6bn
5 DecisionPoint Financial, LLC institutions · Mesa $1.2bn about 8main office $1.2bn
6 EDELMAN FINANCIAL ENGINES Chandler $326.3bn 6 $326.3bn
7 Northern Trust Investments, Inc hedge funds, futures · Tempe $1.2tn 5 $1.2tn
8 WEST RIDGE ADVISORS institutions · Gilbert $396.0m 5 $396.0m
9 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Tempe $5.2bn 2 $5.2bn
10 TIVERTON ADVISORS, LLC private equity · Queen Creek $2.1bn 2 $2.1bn
11 AQI Mesa $107.9m 2 $107.9m
12 ALPHA CAPITAL MANAGEMENT GROUP LLC institutions · Chandler $734.4m 1 $734.4m
13 NUMERIXS INVESTMENT TECHNOLOGIES INC Chandler $400.0m about 1main office $400.0m
14 GO WEALTH MANAGEMENT institutions · Gilbert $208.4m 1 $208.4m
15 US BANCORP \DE\ mutual funds, bank or insurer · Tempe U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn office $427.5bn
16 Summit Global Investments hedge funds, mutual funds · Mesa $2.3bn office $2.3bn
17 FREEDOM FINANCIAL ASSET MANAGEMENT, LLC hedge funds · Tempe · visa salary $139,500 office $139,5008 filings
18 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
19 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Gilbert MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
20 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
21 OSAIC HOLDINGS, INC. private equity, wealth · Mesa CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
22 ALLSTATE CORP structured credit, wealth · Mesa ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
23 Watts Gwilliam & Co., LLC Gilbert $619.1m based here $619.1m
24 ROVIN CAPITAL /UT/ /ADV Mesa $376.6m based here $376.6m
25 StoneCrest Wealth Management, Inc. Chandler $313.0m based here $313.0m
26 Arbor Wealth Management LLC\AZ Tempe $112.5m based here $112.5m
27 ACUTE INVESTMENT ADVISORY, LLC Mesa $9.5m based here $9.5m
28 ZOOP ALPHA ADVISORS Mesa office
29 GRAYHAWK CAPITAL, LLC venture · Mesa office
30 KLINKLOANS FUND real estate · Gilbert office
31 PHX MANCO venture · Tempe office
32 REVTEK ADVISORS, LLC Mesa office
33 TORCH HILL INVESTMENT PARTNERS private equity · Chandler office

33 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.