Company lists · Data refreshed September 2026

Top 25 Fund management consultants based in Scottsdale, United States

Name: Fund management consultants based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 57 companies tracked

RevenueBase identified 57 fund management consultants headquartered in Scottsdale, United States as of September 2026 and tracks 620 professional contacts across them, including 197 with verified work emails. Across the United States, New York is the largest hub for this category (354 companies); Scottsdale has 57.

This list covers fund management consultants headquartered in Scottsdale, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

57Companies

620Contacts tracked

197Verified emails

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The 25 largest fund management consultants based in Scottsdale, United States

Ranked by team size

Top 25 of 57 fund management consultants based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to fund management consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Trajan Wealth LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	98 contacts →
	Partial evidence “Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Source: RevenueBase Database · checked Sep 28, 2026
2	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	95 contacts →
	Indirect evidence “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: RevenueBase Database · checked Sep 28, 2026
3	Householder Group Estate & Retirement Specialists, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	33 contacts →
	Indirect evidence “Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Source: RevenueBase Database · checked Sep 28, 2026
4	Ironwood Investment Counsel	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Indirect evidence “Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 28, 2026
5	Laffer Tengler Investments	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Indirect evidence “Laffer Tengler Investments* is a talented team of professionals that takes a strategic, data-driven approach to managing your assets.” Source: RevenueBase Database · checked Sep 28, 2026
6	Able Financial Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Indirect evidence “Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 28, 2026
7	Juniper Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Partial evidence “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Source: RevenueBase Database · checked Sep 28, 2026
8	Taylor Frigon Capital	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Partial evidence “Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026
9	Juncture Wealth Strategies, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to…” Source: RevenueBase Database · checked Sep 28, 2026
10	Nextgen Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement.” Source: RevenueBase Database · checked Sep 28, 2026
11	Cole Wealth Management	Partial evidence	Scottsdale, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Partial evidence “Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 28, 2026
12	Bedrock Investment Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Indirect evidence “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Source: RevenueBase Database · checked Sep 28, 2026
13	Clearview Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Our comprehensive approach to investment solutions is scalable, flexible, and interoperable.” Source: RevenueBase Database · checked Sep 28, 2026
14	Capmatrix LTD	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Source: RevenueBase Database · checked Sep 28, 2026
15	The James Vincent Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Indirect evidence “Our customer focused philosophy and outstanding client service is what separates us from the rest.” Source: RevenueBase Database · checked Sep 28, 2026
16	Raintree Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: RevenueBase Database · checked Sep 28, 2026
17	Evolve Wealth Advisors LP	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Indirect evidence “Evolve Wealth Advisors LP is an independent, full-service investment firm providing disciplined investment advice with a singular focus on clients.” Source: RevenueBase Database · checked Sep 28, 2026
18	SG Wealth Managers LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Source: RevenueBase Database · checked Sep 28, 2026
19	Evergreen Consulting And Financial Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Evergreen Consulting and Financial Management is an advisory team based out of Arizona that works with clients coast-to-coast to help them reach both their business and personal…” Source: RevenueBase Database · checked Sep 28, 2026
20	Evervest Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Source: RevenueBase Database · checked Sep 28, 2026
21	Jacob Gold & Associates, INC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Source: RevenueBase Database · checked Sep 28, 2026
22	SL Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “We understand that giving financial advice without having a thorough knowledge of managing money is just opinion.” Source: RevenueBase Database · checked Sep 28, 2026
23	Vestpointe Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial evidence “Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026
24	Wealthplan Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	4 contacts →
	Indirect evidence “RETIREMENT PLAN AND INVESTMENT CONSULTING \| WealthPlan Advisors is an Independent Registered Investment Advisor with nationwide core markets in Arizona, Utah, Missouri and…” Source: RevenueBase Database · checked Sep 28, 2026
25	SC Financial Services, INC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Indirect evidence “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Source: RevenueBase Database · checked Sep 28, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fund management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names fund management consultants.
Partial evidence: Its own public description names part of fund management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fund management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 57 fund management consultants based in Scottsdale, United States

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Fund management consultants based in Scottsdale, United States at a glance

As of Sep 28, 2026

31.8%Verified-email coverage

10.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 57 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fund management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Scottsdale, United States whose own description of what they do matches “fund management consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fund management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among fund management consultants, and records with no verified work email. Companies headquartered outside Scottsdale are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 197 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fund management consultants by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fund management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fund management consultants are there based in Scottsdale, United States?

RevenueBase identified 57 fund management consultants headquartered in Scottsdale, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Trajan Wealth LLC, headquartered in Scottsdale, tops this list with the largest team on record.

Which city in the United States has the most fund management consultants?

New York leads the United States with 354 headquartered companies, followed by Chicago (127) and Atlanta (110). Scottsdale has 57.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 197 verified decision-maker contacts tracked across these 57 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.