Company lists · Data refreshed September 2026

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

RevenueBase identified 65 investment management law firms headquartered in Scottsdale, United States as of September 2026 and tracks 611 professional contacts across them, including 286 with verified work emails. New York is the largest hub.

This list covers investment management law 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 14, 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 14, 2026 86% judged on-target in blind review
65Companies
611Contacts tracked
286Verified emails
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The 25 largest investment management law firms based in Scottsdale, United States

Ranked by team size
Top 25 of 65 investment management law firms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment management law 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 14, 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 14, 2026
2Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 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 14, 2026
3Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5056 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5023 contacts →

Indirect evidence

“Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5021 contacts →

Partial evidence

“Pravati Capital is an Arizona-based SEC-registered investment advisor specializing in providing senior secured private debt capital to the legal industry in the United States.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 20261-1020 contacts →

Partial evidence

“Wealth Strategies Advisory Group is proud to provide a full range of world-class wealth management services to meet the needs of affluent individuals and families, business owners…”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 20261-1018 contacts →

Indirect evidence

“TortX is a legal marketing technology for institutional investors.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“We create sophisticated yet simple solutions for complicated financial situations.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5016 contacts →

Partial 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 14, 2026
10Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“The financial world can be overwhelming.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5012 contacts →

Partial evidence

“Galbut Beabeau, P.C is an experienced business law firm located in Scottsdale, Arizona.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5012 contacts →

Partial evidence

“After over 33 years of Estate Planning experience, Matt was able to put together a team of Estate Planning professionals to make your experience at Dana Whiting Law truly unique…”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 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 14, 2026
14Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5011 contacts →

Partial evidence

“Frazier Law maintains offices in Scottsdale, AZ and Austin, TX.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-5011 contacts →

Partial evidence

“Himmelstein & Adkins, LLC is one of the Southwest’s leading business law firms.”

Source: RevenueBase Database · checked Sep 14, 2026
16Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 20261-1010 contacts →

Partial evidence

“Enara Law is a full-service law firm that specializes in business law across the country, with business attorneys serving areas including Phoenix, Scottsdale, Tucson, Washington…”

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 20261-109 contacts →

Partial evidence

“Founded in 1998, Boyer Law p.c.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 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 14, 2026
19Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 202611-507 contacts →

Indirect evidence

“At Blakely Walters, planning starts with you.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceScottsdale, United StatesHQ checked Sep 14, 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 14, 2026
21Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 20261-107 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 14, 2026
22Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 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 14, 2026
23Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients.”

Source: RevenueBase Database · checked Sep 14, 2026
24Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“Buttonwood Capital Management is a leading private wealth management firm.”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 14, 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 14, 2026

Showing 25 of 65 investment management law firms based in Scottsdale, United States

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

As of Sep 14, 2026
46.8%Verified-email coverage
9.4Average contacts per company
1-10Median size (employees)
881.5%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
45
11-50
17
51-200
3

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 management law 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 law 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 law 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 law 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, 286 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 14, 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 law 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 law 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 law firms are there based in Scottsdale, United States?

RevenueBase identified 65 investment management law 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 law firms?

New York leads with 573 headquartered companies, followed by Chicago (193) and Miami (142).

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 286 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 14, 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.