Company lists · Data refreshed September 2026
Top 25 Private equity advisors based in Scottsdale, United States
RevenueBase identified 76 private equity advisors headquartered in Scottsdale, United States as of September 2026 and tracks 522 professional contacts across them, including 175 with verified work emails. New York is the largest hub.
This list covers private equity advisors 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, how directly it supports the match, and when it was last checked. Data refreshed September 5, 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.
The 25 largest private equity advisors based in Scottsdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 95 | ||||
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Montage PartnersStrong evidence | 18 | |||
“Montage Partners is a people-first private equity firm managing $80 million of capital that invests in established companies in the U.S.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 | ||||
“Amplify Capital Group is a national advisory firm for mergers and acquisitions and capital advisory services.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 | ||||
“Individuals, Institutions and Financial Advisors seeking capital growth and/or income trust Hanson Capital for strong private equity and credit investment performance…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | 14 | ||||
“At Fiscal Partners we are dedicated to providing our small and middle market clients with a full suite of customized professional services and guidance in a wide range of…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 13 | ||||
“Estancia™ is an independent (MBE qualified) firm established for the purpose of making small to lower middle market (“small buy-out”) private equity investments in “Institutional…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | Virtua PartnersStrong evidence | 12 | |||
“This account's social posts are not complete without the following disclaimer: https://virtuapartners.com/social-media-disclaimer/ Virtua Partners is a global private equity firm…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 | ||||
“Columbia West Capital is an investment bank focused on providing premier financial and strategic advisory services to middle-market companies across a broad spectrum of industries.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | Capital Insight Partners. LLCPartial evidence | 10 | |||
“Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Progressive Financial ConceptsIndirect evidence | 9 | |||
“Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | William & WallStrong evidence | 8 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 | ||||
“Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 | ||||
“CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 | ||||
“IBG/Fox & Fin is a financial advisory company that facilitates the mergers and acquisitions of privately held, middle-market companies – with a sharp focus on businesses in the…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 | ||||
“Our customer focused philosophy and outstanding client service is what separates us from the rest.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | Raintree Wealth PartnersIndirect evidence | 5 | |||
“Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 | ||||
“Buttonwood Capital Management is a leading private wealth management firm.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | SG Wealth Managers LLCIndirect evidence | 5 | |||
“We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 | ||||
“Alerion Capital Group is a private equity and management advisory firm investing in technology sector later stage, middle market companies located in the Western U.S.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | Evergreen Consulting And Financial ManagementPartial evidence | 4 | |||
“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: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | SL CapitalIndirect evidence | 4 | |||
“We understand that giving financial advice without having a thorough knowledge of managing money is just opinion.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | The Miller GroupStrong evidence | 4 | |||
“Established in 1972 and headquartered in beautiful Scottsdale, Arizona, MILLER provides a broad spectrum of financial and strategic advisory services to both public and private…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | Vestpointe Wealth ManagementPartial evidence | 4 | |||
“Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 | ||||
“Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | JDB Capital Investment BankIndirect evidence | 4 | |||
“JDB Capital Partners LLC (“JDB”) is a boutique investment and merchant bank focused on emerging growth and middle-market companies throughout North America.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 76 private equity advisors based in Scottsdale, United States
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Private equity advisors based in Scottsdale, United States at a glance
As of Sep 5, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, 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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among private equity advisors, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “private equity advisors”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among private equity advisors, 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 an evidence 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, 175 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 5, 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.
Private equity advisors by metro in the United States
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in New York City44
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Greenwich30
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Frequently asked
How many private equity advisors are there based in Scottsdale, United States?
RevenueBase identified 76 private equity advisors 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?
Ffec Wealth Partners, headquartered in Scottsdale, tops this list with the largest team on record.
Which city has the most private equity advisors?
New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).
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 175 verified decision-maker contacts tracked across these 76 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 5, 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.
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