Company lists · Data refreshed September 2026

Top 25 Investment companies based in Scottsdale, United States

Name: Investment companies based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 65 companies tracked

RevenueBase identified 65 investment companies headquartered in Scottsdale, United States as of September 2026 and tracks 577 professional contacts across them, including 182 with verified work emails. New York is the largest hub.

This list covers investment companies 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 20, 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 20, 2026 86% judged on-target in blind review

65Companies

577Contacts tracked

182Verified emails

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The 25 largest investment companies based in Scottsdale, United States

Ranked by team size

Top 25 of 65 investment companies based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment companies: 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	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	51-200	98 contacts →
	Strong 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 20, 2026
2	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 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 20, 2026
3	Ironwood Investment Counsel	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	21 contacts →
	Strong evidence “Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 20, 2026
4	Laffer Tengler Investments	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Strong 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 20, 2026
5	Hanson Capital	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	16 contacts →
	Strong evidence “Individuals, Institutions and Financial Advisors seeking capital growth and/or income trust Hanson Capital for strong private equity and credit investment performance…” Source: RevenueBase Database · checked Sep 20, 2026
6	One2one Wealth Strategies	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Strong evidence “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Source: RevenueBase Database · checked Sep 20, 2026
7	Capital Insight Partners. LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Strong evidence “Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.” Source: RevenueBase Database · checked Sep 20, 2026
8	Progressive Financial Concepts	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Source: RevenueBase Database · checked Sep 20, 2026
9	Taylor Frigon Capital	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Strong evidence “Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026
10	Blakely Walters	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	7 contacts →
	Indirect evidence “At Blakely Walters, planning starts with you.” Source: RevenueBase Database · checked Sep 20, 2026
11	Cole Wealth Management	Strong evidence	Scottsdale, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong 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 20, 2026
12	Harmony Asset Management LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Harmony Asset Management ("HarmonyAM") is a wealth management firm that provides investment services to high net-worth individuals, endowments & foundations, and corporate…” Source: RevenueBase Database · checked Sep 20, 2026
13	Bedrock Investment Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong evidence “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Source: RevenueBase Database · checked Sep 20, 2026
14	Clearview Wealth Partners	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “Our comprehensive approach to investment solutions is scalable, flexible, and interoperable.” Source: RevenueBase Database · checked Sep 20, 2026
15	Evolve Wealth Advisors LP	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong 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 20, 2026
16	SG Wealth Managers LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong 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 20, 2026
17	Tonn Investments, LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Strong evidence “Tonn Investments, LLC is a private holding company which specializes in investment, as well as owning and operating companies and assets, in the following sectors: construction…” Source: RevenueBase Database · checked Sep 20, 2026
18	Vigilare Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “VIGILARE WEALTH MANAGEMENT, LLC is a financial services company based out of 8585 E HARTFORD DR STE 104, SCOTTSDALE, Arizona, United States.” Source: RevenueBase Database · checked Sep 20, 2026
19	Jacob Gold & Associates, INC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Source: RevenueBase Database · checked Sep 20, 2026
20	SL Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 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 20, 2026
21	Mdkeller	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “MDKeller is an American conglomerate headquartered in Arizona.” Source: RevenueBase Database · checked Sep 20, 2026
22	JDB Capital Investment Bank	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “JDB Capital Partners LLC (“JDB”) is a boutique investment and merchant bank focused on emerging growth and middle-market companies throughout North America.” Source: RevenueBase Database · checked Sep 20, 2026
23	Evertree Investments	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Strong evidence “Evertree Investments is a vertically-integrated real estate investment company that focuses on properties with strong value-add opportunities.” Source: RevenueBase Database · checked Sep 20, 2026
24	Clear Direction Investments LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Randall B.” Source: RevenueBase Database · checked Sep 20, 2026
25	Equity Capital Funding Group, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Are you interested in investing in commerical real estate?” Source: RevenueBase Database · checked Sep 20, 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: investment companies. 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 investment companies.
Partial evidence: Its own public description names part of investment companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment companies. 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 65 investment companies based in Scottsdale, United States

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Investment companies based in Scottsdale, United States at a glance

As of Sep 20, 2026

31.5%Verified-email coverage

8.9Average contacts per company

1-10Median size (employees)

1252.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 65 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 investment companies, 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 “investment companies”. 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 investment companies), 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 investment companies, 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, 182 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 20, 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.

Investment companies 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 investment companies, 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 investment companies are there based in Scottsdale, United States?

RevenueBase identified 65 investment companies 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 has the most investment companies?

New York leads with 814 headquartered companies, followed by Dallas (215) and Chicago (214).

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 182 verified decision-maker contacts tracked across these 65 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 20, 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.