Company lists · Data refreshed September 2026

Top 23 Investment management consulting firms based in Phoenix, United States

RevenueBase identified 48 investment management consulting firms headquartered in Phoenix, United States as of September 2026 and tracks 459 professional contacts across them, including 158 with verified work emails. New York is the largest hub.

This list covers investment management consulting firms headquartered in Phoenix, 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 21, 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 21, 2026 86% judged on-target in blind review
48Companies
459Contacts tracked
158Verified emails
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The 23 largest investment management consulting firms based in Phoenix, United States

Ranked by team size
Top 23 of 48 investment management consulting firms based in Phoenix, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidencePhoenix, AZ, United StatesHQ checked Sep 21, 2026201-50072 contacts →

Partial evidence

“Foundations Investment Advisors is an SEC Registered Investment Adviser (RIA).”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 202651-20034 contacts →

Indirect evidence

“We help financial institution decision-makers uncover opportunities and continuously optimize their business models.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 202611-5029 contacts →

Indirect evidence

“Offices in Dallas and Phoenix serving clients nationwide.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 202611-5013 contacts →

Indirect evidence

“Longboard was founded over two decades ago to specialize in alternative strategies.”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidencePhoenix, AZ, United StatesHQ checked Sep 21, 202611-5013 contacts →

Partial evidence

“FireSky Financial began as Rogers & Kirby in 2006 and has over 30 years experience providing clients with high quality investment and planning services.”

Source: RevenueBase Database · checked Sep 21, 2026
6Strong evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-1011 contacts →

Strong evidence

“Advisor Growth Strategies (AGS), a management consulting and transaction advisory firm, provides financial advisory firms and institutions with the tools and expertise to grow…”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 202611-5010 contacts →

Indirect evidence

“CUE Financial Group is a financial services company based out of Phoenix, AZ with several offices across the United States.”

Source: RevenueBase Database · checked Sep 21, 2026
8Strong evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-109 contacts →

Strong evidence

“Bradley Wealth is a leading independent, boutique wealth management firm offering a comprehensive suite of financial planning and investment management solutions.”

Source: RevenueBase Database · checked Sep 21, 2026
9Strong evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-107 contacts →

Strong evidence

“Tandem Wealth Advisors is an investment management firm focused on investors' needs in an ever-changing world of increasing complexity.”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidencePhoenix, United StatesHQ checked Sep 21, 20261-106 contacts →

Partial evidence

“We are an independent, full service financial consulting firm specializing in personal wealth and 401(k) advising.”

Source: RevenueBase Database · checked Sep 21, 2026
11Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Our firm specializes in helping individuals develop sound retirement strategies.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Building financial freedom and living your best life is within everyone’s reach.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 202611-503 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Knapp Capital Management is an independent financial advising firm in Phoenix, Arizona.”

Source: RevenueBase Database · checked Sep 21, 2026
16Partial evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Farnam Financial is an independent investment advisory firm with physical offices across Arizona and Florida serving clients nationwide who are in retirement or nearing it.”

Source: RevenueBase Database · checked Sep 21, 2026
17Partial evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“Emuna Wealth Management is committed to providing holistic financial strategies to clients combined with a unique client experience.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-102 contacts →

Partial evidence

“We practice fiduciary wealth management, a prudent and methodical approach based on understanding not only your financial objectives but also your lifestyle and family values.”

Source: RevenueBase Database · checked Sep 21, 2026
19Indirect evidencePhoenix, MD, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Bluemount Financial, LLC is a boutique financial advisory firm dedicated to helping individuals, families, and businesses achieve long-term financial success.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“We invest our time and energy to positively influence the businesses and individuals we serve.”

Source: RevenueBase Database · checked Sep 21, 2026
21Indirect evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-101 contacts →

Strong evidence

“Highly Customized Financial Planning and Investment Management Services.”

Source: RevenueBase Database · checked Sep 21, 2026
23Partial evidencePhoenix, AZ, United StatesHQ checked Sep 21, 20261-101 contacts →

Partial evidence

InvestmentCare provides compliance solutions to broker/dealers, investment advisors, fund companies, family offices and other regulated entities.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 23 of 48 investment management consulting firms based in Phoenix, United States

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Investment management consulting firms based in Phoenix, United States at a glance

As of Sep 21, 2026
34.4%Verified-email coverage
9.6Average contacts per company
1-10Median size (employees)
1418.8%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
9
51-200
1
201-500
2

Email recency for this list is measured across the whole United States list rather than for Phoenix, so it is reported there. Company counts and contact totals on this page are exact for Phoenix, over 48 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 management consulting firms, 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 Phoenix, United States whose own description of what they do matches “investment management consulting firms”. 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 management consulting firms), 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 management consulting firms, and records with no verified work email. Companies headquartered outside Phoenix 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, 158 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 21, 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 management consulting firms 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 management consulting firms, 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 management consulting firms are there based in Phoenix, United States?

RevenueBase identified 48 investment management consulting firms headquartered in Phoenix, 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?

Foundations Investment Advisors, LLC, headquartered in Phoenix, tops this list with the largest team on record.

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, followed by Chicago (216) and Atlanta (190).

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 158 verified decision-maker contacts tracked across these 48 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 21, 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.