Company lists · Data refreshed September 2026
Top 25 Minority-owned investment managers based in Scottsdale, United States
RevenueBase identified 58 minority-owned investment managers headquartered in Scottsdale, United States as of September 2026 and tracks 630 professional contacts across them, including 229 with verified work emails. New York is the largest hub.
This list covers minority-owned investment managers 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.
The 25 largest minority-owned investment managers 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 20, 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 20, 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 23 contacts → | ||||
Partial evidence “Every investment firm has principles and a mission statement.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 14 contacts → | ||||
Indirect evidence “The financial world can be overwhelming.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “Our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 10 contacts → | ||||
Indirect evidence “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Indirect evidence “At Blakely Walters, planning starts with you.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 7 contacts → | ||||
Indirect evidence “Every Stableford Capital relationship begins with listening and learning so we can construct a custom, comprehensive plan based on your unique needs, preferences, and values.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 6 contacts → | ||||
Partial evidence “At Zenith, we believe that your wealth management team should feel like family.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Your Trust.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Strong evidence “Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 4 contacts → | ||||
Indirect evidence “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Source: RevenueBase Database · checked Sep 20, 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: minority-owned investment managers. 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 minority-owned investment managers.
- Partial evidence
- Its own public description names part of minority-owned investment managers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name minority-owned investment managers. 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 58 minority-owned investment managers based in Scottsdale, United States
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Minority-owned investment managers based in Scottsdale, United States at a glance
As of Sep 20, 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 58 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 minority-owned investment managers, 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 “minority-owned investment managers”. 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 minority-owned investment managers), 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 minority-owned investment managers, 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, 229 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.
Minority-owned investment managers by metro in the United States
- Minority-owned investment managers in New York253
- Minority-owned investment managers in Chicago107
- Minority-owned investment managers in Atlanta101
- Minority-owned investment managers in Dallas87
- Minority-owned investment managers in Houston86
- Minority-owned investment managers in San Diego79
- Minority-owned investment managers in Boston75
- Minority-owned investment managers in Miami70
- Minority-owned investment managers in Austin66
- Minority-owned investment managers in San Francisco65
- Minority-owned investment managers in Charlotte60
- Minority-owned investment managers in Scottsdale58
- Minority-owned investment managers in Los Angeles54
- Minority-owned investment managers in Denver53
- Minority-owned investment managers in Portland53
- Minority-owned investment managers in Newport Beach52
- Minority-owned investment managers in Tampa51
- Minority-owned investment managers in Overland Park43
- Minority-owned investment managers in Minneapolis42
- Minority-owned investment managers in Irvine40
- Minority-owned investment managers in Cincinnati39
- Minority-owned investment managers in Seattle39
- Minority-owned investment managers in Indianapolis38
- Minority-owned investment managers in San Antonio37
- Minority-owned investment managers in Columbus36
- Minority-owned investment managers in Boca Raton35
- Minority-owned investment managers in Omaha34
- Minority-owned investment managers in Raleigh33
- Minority-owned investment managers in Richmond33
- Minority-owned investment managers in Rochester33
- Minority-owned investment managers in Las Vegas32
- Minority-owned investment managers in Pittsburgh32
- Minority-owned investment managers in Birmingham31
- Minority-owned investment managers in Greenwood Village31
- Minority-owned investment managers in Greenville29
- Minority-owned investment managers in Nashville28
- Minority-owned investment managers in Phoenix28
- Minority-owned investment managers in Madison27
- Minority-owned investment managers in Sarasota27
- Minority-owned investment managers in Fort Worth26
- Minority-owned investment managers in Washington26
- Minority-owned investment managers in Bellevue25
- Minority-owned investment managers in Columbia25
- Minority-owned investment managers in Springfield25
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 minority-owned investment managers, 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 minority-owned investment managers are there based in Scottsdale, United States?
RevenueBase identified 58 minority-owned investment managers 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 minority-owned investment managers?
New York leads with 253 headquartered companies, followed by Chicago (107) and Atlanta (101).
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 229 verified decision-maker contacts tracked across these 58 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.
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