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.
The 25 largest investment management law firms based in Scottsdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 56 contacts → | ||||
Partial evidence “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 21 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 20 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, 2026Thanks. The Data Team will review it. | |||||
| 7 | 18 contacts → | ||||
Indirect evidence “TortX is a legal marketing technology for institutional investors.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 8 | 17 contacts → | ||||
Indirect evidence “We create sophisticated yet simple solutions for complicated financial situations.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 16 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “The financial world can be overwhelming.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Partial evidence “Galbut Beabeau, P.C is an experienced business law firm located in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Partial evidence “Frazier Law maintains offices in Scottsdale, AZ and Austin, TX.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Partial evidence “Himmelstein & Adkins, LLC is one of the Southwest’s leading business law firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Partial evidence “Founded in 1998, Boyer Law p.c.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 7 contacts → | ||||
Indirect evidence “At Blakely Walters, planning starts with you.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 6 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Partial evidence “Buttonwood Capital Management is a leading private wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 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, 2026Thanks. The Data Team will review it. | |||||
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 management law firms. 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 management law firms.
- Partial evidence
- Its own public description names part of investment management law firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management law firms. 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 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, 2026Companies by employee count
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
- Investment management law firms in New York573
- Investment management law firms in Chicago193
- Investment management law firms in Miami142
- Investment management law firms in Atlanta141
- Investment management law firms in Dallas140
- Investment management law firms in Boston138
- Investment management law firms in Los Angeles132
- Investment management law firms in Houston129
- Investment management law firms in San Diego101
- Investment management law firms in San Francisco100
- Investment management law firms in Austin90
- Investment management law firms in Denver82
- Investment management law firms in Washington81
- Investment management law firms in Scottsdale65
- Investment management law firms in Newport Beach63
- Investment management law firms in Portland60
- Investment management law firms in Charlotte59
- Investment management law firms in Irvine59
- Investment management law firms in Tampa54
- Investment management law firms in Seattle53
- Investment management law firms in Coral Gables45
- Investment management law firms in Minneapolis45
- Investment management law firms in Phoenix43
- Investment management law firms in Boca Raton42
- Investment management law firms in Columbus40
- Investment management law firms in Indianapolis39
- Investment management law firms in Philadelphia38
- Investment management law firms in Cincinnati37
- Investment management law firms in Las Vegas37
- Investment management law firms in Pittsburgh37
- Investment management law firms in Raleigh37
- Investment management law firms in Birmingham36
- Investment management law firms in Naples33
- Investment management law firms in San Antonio33
- Investment management law firms in Nashville32
- Investment management law firms in Wilmington32
- Investment management law firms in Salt Lake City30
- Investment management law firms in Columbia29
- Investment management law firms in Overland Park28
- Investment management law firms in Fort Lauderdale27
- Investment management law firms in Omaha26
- Investment management law firms in Orlando26
- Investment management law firms in Richmond26
- Investment management law firms in Stamford26
- Investment management law firms in Bellevue25
- Investment management law firms in Bethesda25
- Investment management law firms in Cleveland25
- Investment management law firms in Grand Rapids25
- Investment management law firms in Greenville25
- Investment management law firms in Lexington25
- Investment management law firms in Milwaukee25
- Investment management law firms in Rochester25
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.
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