Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Scottsdale, United States

RevenueBase identified 89 investment management consulting firms headquartered in Scottsdale, United States as of September 2026 and tracks 825 professional contacts across them, including 273 with verified work emails. New York is the largest hub.

This list covers investment management consulting firms 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 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
89Companies
825Contacts tracked
273Verified emails
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The 25 largest investment management consulting firms based in Scottsdale, United States

Ranked by team size
Top 25 of 89 investment management consulting firms based in Scottsdale, 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
1Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202651-20098 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 21, 2026
2Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202651-20095 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 21, 2026
3Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202651-20084 contacts →

Indirect evidence

“M.S.”

Source: RevenueBase Database · checked Sep 21, 2026
4Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-5056 contacts →

Partial evidence

“Wilde Wealth Management Group.A Personal Approach to Wealth Management!”

Source: RevenueBase Database · checked Sep 21, 2026
5Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202651-20033 contacts →

Partial 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 21, 2026
6Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-1023 contacts →

Partial evidence

“Every investment firm has principles and a mission statement.”

Source: RevenueBase Database · checked Sep 21, 2026
7Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-5021 contacts →

Partial evidence

“Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.”

Source: RevenueBase Database · checked Sep 21, 2026
8Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-5014 contacts →

Indirect evidence

“The financial world can be overwhelming.”

Source: RevenueBase Database · checked Sep 21, 2026
9Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-5012 contacts →

Partial evidence

“Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor.”

Source: RevenueBase Database · checked Sep 21, 2026
10Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-5012 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 21, 2026
11Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-5010 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 21, 2026
12Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-508 contacts →

Strong evidence

“Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.”

Source: RevenueBase Database · checked Sep 21, 2026
13Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-108 contacts →

Strong 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 21, 2026
14Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-108 contacts →

Partial evidence

“Founded in 2021 and headquartered in Scottsdale, Arizona, William & Wall is a premier investment banking boutique specializing in mergers & acquisitions, private equity M&A…”

Source: RevenueBase Database · checked Sep 21, 2026
15Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 202611-507 contacts →

Indirect evidence

“At Blakely Walters, planning starts with you.”

Source: RevenueBase Database · checked Sep 21, 2026
16Strong evidenceScottsdale, United StatesHQ checked Sep 21, 20261-107 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 21, 2026
17Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-107 contacts →

Partial evidence

“Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-106 contacts →

Partial evidence

“Our comprehensive approach to investment solutions is scalable, flexible, and interoperable.”

Source: RevenueBase Database · checked Sep 21, 2026
19Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-106 contacts →

Strong 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 21, 2026
20Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-106 contacts →

Indirect evidence

“Our customer focused philosophy and outstanding client service is what separates us from the rest.”

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

Indirect evidence

“Our mission is to get to know and understand your needs, wants, and long-term goals.”

Source: RevenueBase Database · checked Sep 21, 2026
22Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-105 contacts →

Partial 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 21, 2026
23Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-105 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 21, 2026
24Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-104 contacts →

Strong 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 21, 2026
25Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 21, 20261-104 contacts →

Indirect evidence

“Bridge Financial Strategies, LLC helps people of all walks of life experience confidence and peace of mind about their money, without taking up a lot of their time and energy…”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 89 investment management consulting firms based in Scottsdale, United States

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

As of Sep 21, 2026
33.1%Verified-email coverage
9.3Average contacts per company
1-10Median size (employees)
765.2%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
63
11-50
19
51-200
7

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 89 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 Scottsdale, 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 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, 273 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 Scottsdale, United States?

RevenueBase identified 89 investment management consulting firms 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 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 273 verified decision-maker contacts tracked across these 89 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.