Vault-13

Managers in Phoenix, AZ

United States · 140 asset managers within 25 km (58 in Phoenix itself) · 288 wealth managers, banks and others

PhoenixScottsdaleMesaLuke 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: Scottsdale, AZ 68 · Mesa, AZ 11 · Tempe, AZ 10 · Paradise Valley, AZ 7 · Chandler, AZ 6 · Gilbert, AZ 6 · Luke Air Force Base, AZ 1 · Sun City, AZ 1 · Avondale, AZ 1 · Fountain Hills, AZ 1 · Surprise, AZ 1 · Queen Creek, AZ 1

Asset managers in and around Phoenix

#Manager People here Assets Visa salary
1 CHARLES SCHWAB & CO., INC. Phoenix CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 255
2 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
3 TRINITY CAPITAL ADVISER LLC private equity, mutual funds · Phoenix $157.6m about 54main office $157.6m
4 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
5 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
6 EDELMAN FINANCIAL ENGINES Phoenix $326.3bn 27 $326.3bn
7 CAPTRUST FINANCIAL ADVISORS private equity, real estate, institutions · Phoenix $1.2tn 24 $1.2tn
8 STATE FARM INVESTMENT MANAGEMENT CORP mutual funds · Tempe $12.9bn 20 $12.9bn
9 RRA CAPITAL real estate · Phoenix $663.3m about 20main office $663.3m
10 GLOBAL RETIREMENT PARTNERS LLC institutions · Scottsdale GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 14 $169.6bn
11 UNITED SERVICES AUTOMOBILE ASSOCIATION Phoenix USAA INVESTMENT SERVICES COMPANY · 3 related pages $1.2bn · visa salary $138,500 14 $1.2bn $138,50018 filings
12 JONES FINANCIAL COMPANIES LLLP mutual funds, futures, wealth · Tempe, Scottsdale EDWARD JONES, OLIVE STREET INVESTMENT ADVISERS, LLC · 4 related pages $1.0tn 13 $1.0tn
13 ESTANCIA CAPITAL MANAGEMENT, LLC private equity · Scottsdale $908.0m about 11main office $908.0m
14 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
15 World Investment Advisors institutions · Tempe $71.6bn 8 $71.6bn
16 INDIGO PARTNERS LLC private equity, venture · Scottsdale $1.7bn about 7main office $1.7bn
17 GI PARTNERS private equity, real estate · Paradise Valley $35.7bn about 6main office $35.7bn
18 BALBEC CAPITAL MANAGEMENT LP real estate · Scottsdale $8.0bn about 6main office $8.0bn
19 Sovereign Investment Advisors, LLC Phoenix $3.3bn about 6main office $3.3bn
20 Standpoint Asset Management, LLC mutual funds, futures · Scottsdale $771.1m about 6main office $771.1m
21 SOCIAL LEVERAGE ADVISORS, LLC venture · Scottsdale $443.7m about 6main office $443.7m
22 Taylor Frigon Capital Management LLC Scottsdale $232.6m about 6main office $232.6m
23 XCELLERANT VENTURES, LLC private equity · Scottsdale $26.0m about 6main office $26.0m
24 Northern Trust Investments, Inc hedge funds, futures · Tempe $1.2tn 5 $1.2tn
25 Matson Money. Inc. mutual funds · Scottsdale $24.3bn 5 $24.3bn
26 CBIZ Investment Advisory Services, LLC institutions · Phoenix $12.8bn 5 $12.8bn
27 Smead Capital Management, Inc. mutual funds, futures · Phoenix $5.5bn about 5main office $5.5bn
28 Redwood Investment Management, LLC mutual funds · Scottsdale $2.5bn about 5main office $2.5bn
29 ARIXA MANAGEMENT, LLC Phoenix $647.9m 5 $647.9m
30 MULHOLLAND WEALTH ADVISORS, LLC Scottsdale $611.7m about 5main office $611.7m
31 SageView Advisory Group, LLC institutions · Phoenix $37.5bn 4 $37.5bn
32 Hirtle & Co., LLC hedge funds, private equity, mutual funds, futures · Paradise Valley $25.4bn 4 $25.4bn
33 Alera Investment Advisors, LLC institutions · Scottsdale $5.3bn 4 $5.3bn
34 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Paradise Valley, Tempe $5.2bn 4 $5.2bn
35 ASSET GROWTH SOLUTIONS, LLC institutions · Paradise Valley $702.7m about 4main office $702.7m
36 LAKEMORE PARTNERS MANAGEMENT US LLC Phoenix LAKEMORE PARTNERS MANAGEMENT US LLC · 5 related pages $416.6m 4 $416.6m
37 ACCORDANT INVESTMENTS LLC real estate, mutual funds · Scottsdale $186.4m about 4main office $186.4m
38 IDX ADVISORS mutual funds, futures · Scottsdale $128.1m about 4main office $128.1m
39 ROTHSCHILD FINANCIAL PARTNERS, LLC Phoenix 4
40 GREYSTAR INVESTMENT GROUP, LLC private equity, real estate · Phoenix $36.5bn 3 $36.5bn
41 Atria Investments, Inc Phoenix $11.0bn 3 $11.0bn
42 HINES CAPITAL ADVISORS LLC hedge funds, private equity, real estate · Phoenix $5.1bn 3 $5.1bn
43 PRMIM Phoenix $1.5bn 3 $1.5bn
44 REDW Wealth LLC institutions · Phoenix $869.2m 3 $869.2m
45 Wall Capital Group, Inc. institutions · Phoenix $294.7m about 3main office $294.7m
46 ARCWOOD FINANCIAL, LLC institutions · Phoenix $186.6m about 3main office $186.6m
47 UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Phoenix, Scottsdale $124.7m 3 $124.7m
48 ASTEROZOA MANAGEMENT hedge funds, mutual funds, futures · Phoenix $103.9m about 3main office $103.9m
49 RESQ INVESTMENT PARTNERS, LLC mutual funds · Scottsdale $65.8m 3main office $65.8m
50 MATSON CAPITAL LLC Scottsdale 3

140 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.