Vault-13

Managers in Peoria, AZ

United States · 62 asset managers within 25 km (0 in Peoria itself) · 116 wealth managers, banks and others

ScottsdalePhoenixMesaLuke Air Force BaseGilbertChandlerQueen CreekSurpriseAvondaleThatcher
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 · Sun City, AZ 1 · Luke Air Force Base, AZ 1 · Surprise, AZ 1 · Avondale, AZ 1 · Fountain Hills, AZ 1

Asset managers in and around Peoria

#Manager People here Assets Visa salary
1 CHARLES SCHWAB & CO., INC. Phoenix CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 255
2 TRINITY CAPITAL ADVISER LLC private equity, mutual funds · Phoenix $157.6m about 54main office $157.6m
3 EDELMAN FINANCIAL ENGINES Phoenix $326.3bn 27 $326.3bn
4 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Phoenix $1.2tn 24 $1.2tn
5 RRA CAPITAL real estate · Phoenix $663.3m about 20main office $663.3m
6 UNITED SERVICES AUTOMOBILE ASSOCIATION Phoenix USAA INVESTMENT SERVICES COMPANY · 3 related pages $1.2bn · visa salary $138,500 14 $1.2bn $138,50018 filings
7 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · Phoenix Mercer Investments LLC · 3 related pages $226.0bn · visa salary $122,283 10 $226.0bn $122,2834 filings
8 Sovereign Investment Advisors, LLC Phoenix $3.3bn about 6main office $3.3bn
9 CBIZ Investment Advisory Services, LLC institutions · Phoenix $12.8bn 5 $12.8bn
10 Smead Capital Management, Inc. mutual funds, futures · Phoenix $5.5bn about 5main office $5.5bn
11 ARIXA MANAGEMENT, LLC Phoenix $647.9m 5 $647.9m
12 SageView Advisory Group, LLC institutions · Phoenix $37.5bn 4 $37.5bn
13 LAKEMORE PARTNERS MANAGEMENT US LLC Phoenix LAKEMORE PARTNERS MANAGEMENT US LLC · 5 related pages $416.6m 4 $416.6m
14 ROTHSCHILD FINANCIAL PARTNERS, LLC Phoenix 4
15 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Phoenix $36.5bn 3 $36.5bn
16 Atria Investments, Inc Phoenix $11.0bn 3 $11.0bn
17 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Phoenix $5.1bn 3 $5.1bn
18 PRMIM Phoenix $1.5bn 3 $1.5bn
19 REDW Wealth LLC institutions · Phoenix $869.2m 3 $869.2m
20 Wall Capital Group, Inc. institutions · Phoenix $294.7m about 3main office $294.7m
21 ARCWOOD FINANCIAL, LLC institutions · Phoenix $186.6m about 3main office $186.6m
22 SARATOGA CAPITAL MANAGEMENT, LLC mutual funds · Avondale $138.8m about 3main office $138.8m
23 ASTEROZOA MANAGEMENT hedge funds, mutual funds, futures · Phoenix $103.9m about 3main office $103.9m
24 BlackRock, Inc. public funds (AU), hedge funds, private equity, real estate and 5 more · Phoenix ELMTREE FUNDS, LLC · 34 related pages $6.7tn 2 $6.7tn
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Phoenix $1.7tn 2 $1.7tn
26 CORTLAND INVESTMENT MANAGEMENT, LLC real estate · Phoenix $5.7bn 2 $5.7bn
27 CLAROS REIT MANAGEMENT LP futures · Phoenix $4.8bn 2 $4.8bn
28 MACK REAL ESTATE CREDIT STRATEGIES, L.P. real estate · Phoenix $1.0bn 2 $1.0bn
29 CURAFIN ADVISORS institutions · Phoenix $748.4m about 2main office $748.4m
30 UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Phoenix $124.7m 2 $124.7m
31 ALPHATRUST ADVISORS Phoenix about 2main office
32 MEEDER PUBLIC FUNDS, INC. institutions · Phoenix $70.2bn 1 $70.2bn
33 Balefire, LLC institutions · Phoenix $2.0bn 1 $2.0bn
34 CLAREMONT CAPITAL MANAGEMENT, LLC institutions · Phoenix $843.9m about 1main office $843.9m
35 BANNER CAPITAL MANAGEMENT, LLC private equity · Phoenix $619.2m 1 $619.2m
36 VISTAMARK INVESTMENTS Phoenix $322.4m 1 $322.4m
37 ROOSEVELT MANAGEMENT COMPANY LLC institutions · Phoenix $52.4m 1 $52.4m
38 LGM CAPITAL MANAGEMENT LLC mutual funds · Phoenix $14.9m about 1main office $14.9m
39 CBIZ RETIREMENT PLAN ADVISORY SERVICES institutions · Phoenix $8.9m 1 $8.9m
40 UNSTOPPABLE ASSET Phoenix about 1main office
41 USI SECURITIES, INC. Phoenix 1
42 ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Phoenix ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn office $14.6bn
43 NORTHERN TRUST CORP hedge funds, private equity, futures, FCA fund manager and 1 more · Phoenix NORTHERN TRUST SECURITIES, INC · 4 related pages $859.8bn office $859.8bn
44 Fisher Asset Management, LLC wealth · Phoenix FISHER INVESTMENTS · 2 related pages $386.7bn office $386.7bn
45 ARIZONA STATE RETIREMENT SYSTEM asset owner · Phoenix $19.9bn based here $19.9bn
46 Dynamic Advisor Solutions LLC Phoenix $3.5bn based here $3.5bn
47 Arizona PSPRS Trust Phoenix $2.7bn based here $2.7bn
48 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Phoenix FIRST CITIZENS INVESTOR SERVICES, INC. · 3 related pages $2.6bn office $2.6bn
49 Brookwood Investment Group LLC Phoenix $861.8m based here $861.8m
50 Indigo Partners LLC Phoenix $453.0m based here $453.0m

62 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.