Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Scottsdale, United States

Name: Portfolio management firms based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 76 companies tracked

RevenueBase identified 76 company matches for portfolio management firms associated with Scottsdale, United States as of September 2026 and tracks 749 professional contacts across them, including 286 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Scottsdale has 76.

This list covers company matches for portfolio management firms associated with Scottsdale, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

76Companies

749Contacts tracked

286Verified emails

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The 25 largest portfolio management firms based in Scottsdale, United States

Ranked by team size

Top 25 of 76 company matches for portfolio management firms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Trajan Wealth LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	51-200	98 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Ffec Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	51-200	95 contacts →
	Exact match “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Wilde Wealth Management Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	56 contacts →
	Exact match “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	23 contacts →
	Exact match “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Calchoice Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	23 contacts →
	Exact match “Every investment firm has principles and a mission statement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Ironwood Investment Counsel	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Laffer Tengler Investments	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “Laffer Tengler Investments* is a talented team of professionals that takes a strategic, data-driven approach to managing your assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	ONE Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	14 contacts →
	Exact match “The financial world can be overwhelming.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	WT Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Bayntree Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	One2one Wealth Strategies	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Silvertree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Capital Insight Partners. LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Juncture Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Suncrest Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Blakely Walters	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “At Blakely Walters, planning starts with you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Harmony Asset Management LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Harmony Asset Management ("HarmonyAM") is a wealth management firm that provides investment services to high net-worth individuals, endowments & foundations, and corporate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Stableford Capital	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Bedrock Investment Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	TMD Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “Meaningful Integration of Life and Wealth” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Zenith Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “At Zenith, we believe that your wealth management team should feel like family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	BW Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Your Trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Evolve Wealth Advisors LP	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Evolve Wealth Advisors LP is an independent, full-service investment firm providing disciplined investment advice with a singular focus on clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	SG Wealth Managers LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “portfolio management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 76 portfolio management firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 286 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio management firms based in Scottsdale, United States at a glance

As of Sep 20, 2026

38.2%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 76 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Scottsdale, United States whose business descriptions match “portfolio management firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 286 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Portfolio management firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Scottsdale, United States?

RevenueBase identified 76 company matches for portfolio management firms associated with Scottsdale, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Trajan Wealth LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Scottsdale has 76.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 286 professional contacts with verified work emails tracked across these 76 companies; direct dials are available where recorded.

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 SmartSearch, 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.