Vault-13

Managers in Mesa, AZ

United States · 104 asset managers within 25 km (11 in Mesa itself) · 266 wealth managers, banks and others

MesaScottsdalePhoenixLuke 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 · Tempe, AZ 10 · Paradise Valley, AZ 7 · Chandler, AZ 6 · Gilbert, AZ 6 · Queen Creek, AZ 1 · Fountain Hills, AZ 1 · Luke Air Force Base, AZ 1 · Avondale, AZ 1

Asset managers in and around Mesa

#Manager People here Assets Visa salary
1 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Scottsdale VOYA INVESTMENTS, LLC, VOYA INVESTMENT MANAGEMENT CO, VOYA INVESTMENT MANAGEMENT LLC · 8 related pages $274.9bn about 136main office $274.9bn
2 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Scottsdale Robert W. Baird & Co. Inc · 9 related pages $394.1bn 39 $394.1bn
3 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Scottsdale VANGUARD ADVISERS INC, Vanguard Global Advisers, LLC, VANGUARD CAPITAL MANAGEMENT LLC · 8 related pages $11.1tn 28 $11.1tn
4 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Tempe $12.9bn 20 $12.9bn
5 GLOBAL RETIREMENT PARTNERS LLC institutions · Scottsdale GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 14 $169.6bn
6 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Tempe, Scottsdale, Gilbert EDWARD JONES, OLIVE STREET INVESTMENT ADVISERS, LLC · 4 related pages $1.0tn 13 $1.0tn
7 NORTHRIM ADVISER, LLC private equity · Mesa $556.0m about 12main office $556.0m
8 ESTANCIA CAPITAL MANAGEMENT, LLC private equity · Scottsdale $908.0m about 11main office $908.0m
9 World Investment Advisors institutions · Tempe $71.6bn 8 $71.6bn
10 DecisionPoint Financial, LLC institutions · Mesa $1.2bn about 8main office $1.2bn
11 INDIGO PARTNERS LLC private equity, venture · Scottsdale $1.7bn about 7main office $1.7bn
12 EDELMAN FINANCIAL ENGINES Chandler $326.3bn 6 $326.3bn
13 GI PARTNERS private equity, real estate · Paradise Valley $35.7bn about 6main office $35.7bn
14 BALBEC CAPITAL MANAGEMENT LP real estate · Scottsdale $8.0bn about 6main office $8.0bn
15 Standpoint Asset Management, LLC mutual funds, futures · Scottsdale $771.1m about 6main office $771.1m
16 SOCIAL LEVERAGE ADVISORS, LLC venture · Scottsdale $443.7m about 6main office $443.7m
17 WEST RIDGE ADVISORS institutions · Gilbert, Scottsdale $396.0m 6 $396.0m
18 Taylor Frigon Capital Management LLC Scottsdale $232.6m about 6main office $232.6m
19 XCELLERANT VENTURES, LLC private equity · Scottsdale $26.0m about 6main office $26.0m
20 Northern Trust Investments, Inc hedge funds, futures · Tempe $1.2tn 5 $1.2tn
21 Matson Money. Inc. mutual funds · Scottsdale $24.3bn 5 $24.3bn
22 Redwood Investment Management, LLC mutual funds · Scottsdale $2.5bn about 5main office $2.5bn
23 MULHOLLAND WEALTH ADVISORS, LLC Scottsdale $611.7m about 5main office $611.7m
24 Hirtle & Co., LLC hedge funds, private equity, mutual funds, futures · Paradise Valley $25.4bn 4 $25.4bn
25 Alera Investment Advisors, LLC institutions · Scottsdale $5.3bn 4 $5.3bn
26 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Tempe, Paradise Valley $5.2bn 4 $5.2bn
27 ASSET GROWTH SOLUTIONS, LLC institutions · Paradise Valley $702.7m about 4main office $702.7m
28 ACCORDANT INVESTMENTS LLC real estate, mutual funds · Scottsdale $186.4m about 4main office $186.4m
29 IDX ADVISORS mutual funds, futures · Scottsdale $128.1m about 4main office $128.1m
30 RESQ INVESTMENT PARTNERS, LLC mutual funds · Scottsdale $65.8m 3main office $65.8m
31 MATSON CAPITAL LLC Scottsdale 3
32 Simplicity Wealth,LLC Scottsdale $4.3bn 2 $4.3bn
33 TIVERTON ADVISORS, LLC private equity · Queen Creek $2.1bn 2 $2.1bn
34 FAITH INVESTOR SERVICES mutual funds · Scottsdale $279.7m about 2main office $279.7m
35 FAMILY OFFICE INVESTMENT ADVISORY LLC Scottsdale $220.0m about 2main office $220.0m
36 AQI Mesa $107.9m 2 $107.9m
37 BROOKSTONE WEALTH ADVISORS, LLC Scottsdale 2
38 GARDA CAPITAL PARTNERS LP hedge funds, futures · Scottsdale $207.1bn 1 $207.1bn
39 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Scottsdale CERITY PARTNERS RETIREMENT PLAN CONSULTANTS · 4 related pages $161.7bn 1 $161.7bn
40 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC mutual funds · Scottsdale $39.4bn 1 $39.4bn
41 Wealthspire Retirement, LLC institutions · Scottsdale Wealthspire Retirement, LLC · 4 related pages $38.6bn 1 $38.6bn
42 TSG Consumer Partners LP private equity, futures · Scottsdale $14.3bn 1 $14.3bn
43 OLD NATIONAL BANCORP /IN/ institutions, bank or insurer · Scottsdale 1834 INVESTMENT ADVISORS CO · 2 related pages $5.0bn 1 $5.0bn
44 BTC Capital Management, Inc. institutions · Scottsdale $4.6bn 1 $4.6bn
45 PROTERRA INVESTMENT PARTNERS LP private equity, futures · Fountain Hills $3.7bn 1 $3.7bn
46 EQUUS CAPITAL PARTNERS, LTD. real estate · Scottsdale $1.7bn 1 $1.7bn
47 ALPHA CAPITAL MANAGEMENT GROUP LLC institutions · Chandler $734.4m 1 $734.4m
48 ALIDADE CAPITAL, LLC real estate · Scottsdale $564.9m 1 $564.9m
49 NUMERIXS INVESTMENT TECHNOLOGIES INC Chandler $400.0m about 1main office $400.0m
50 GO WEALTH MANAGEMENT institutions · Gilbert $208.4m 1 $208.4m

104 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.