Company lists · Data refreshed September 2026

Top 25 Stock portfolio companies based in Scottsdale, United States

Name: Stock portfolio companies based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 37 companies tracked

RevenueBase identified 37 stock portfolio companies headquartered in Scottsdale, United States as of September 2026 and tracks 466 professional contacts across them, including 164 with verified work emails. New York is the largest hub.

This list covers stock portfolio companies 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 19, 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 19, 2026 86% judged on-target in blind review

37Companies

466Contacts tracked

164Verified emails

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The 25 largest stock portfolio companies based in Scottsdale, United States

Ranked by team size

Top 25 of 37 stock portfolio companies based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to stock portfolio companies: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Trajan Wealth LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	51-200	98 contacts →
	Indirect 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 19, 2026
2	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	51-200	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 19, 2026
3	Ironwood Investment Counsel	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence “Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 19, 2026
4	Laffer Tengler Investments	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect 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 19, 2026
5	WT Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026
6	One2one Wealth Strategies	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Indirect evidence “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Source: RevenueBase Database · checked Sep 19, 2026
7	Taylor Frigon Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	8 contacts →
	Indirect evidence “Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Source: RevenueBase Database · checked Sep 19, 2026
8	Juncture Wealth Strategies, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect 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 19, 2026
9	Cole Wealth Management	Indirect evidence	Scottsdale, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect 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 19, 2026
10	Harmony Asset Management LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect 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 19, 2026
11	Stableford Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	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 19, 2026
12	Bedrock Investment Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Source: RevenueBase Database · checked Sep 19, 2026
13	Clearview Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Our comprehensive approach to investment solutions is scalable, flexible, and interoperable.” Source: RevenueBase Database · checked Sep 19, 2026
14	Evolve Wealth Advisors LP	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect 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 19, 2026
15	SG Wealth Managers LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect 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 19, 2026
16	Confluent Asset Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 19, 2026
17	Jacob Gold & Associates, INC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Source: RevenueBase Database · checked Sep 19, 2026
18	SL Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	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 19, 2026
19	Redstone Capital Management, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “At Redstone, LLC, we do not deliver "off the shelf" model portfolios.” Source: RevenueBase Database · checked Sep 19, 2026
20	Rohn Financial Strategies	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Since 1997, Rohn Financial Strategies has been helping our clients design and implement comprehensive strategies that utilize their financial resources in the most cost effective…” Source: RevenueBase Database · checked Sep 19, 2026
21	Unitedweb	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	51-200	1 contacts →
	Partial evidence “UnitedWeb invests in, owns and operates a portfolio of technology, Internet and Internet related growth companies.” Source: RevenueBase Database · checked Sep 19, 2026
22	Dundas Wealth Management, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Today’s complex and changing economic landscape can make reaching your financial goals a challenge.” Source: RevenueBase Database · checked Sep 19, 2026
23	SBC Investment Management, LLC	Indirect evidence	Scottsdale, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
24	Sunstone Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Sunstone Wealth is your trusted partner through every step of your financial journey.” Source: RevenueBase Database · checked Sep 19, 2026
25	Scottsdale Wealth Planning	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	1 contacts →
	Indirect evidence “Scottsdale Wealth Planning is in the business of making your financial dreams into reality.” Source: RevenueBase Database · checked Sep 19, 2026

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: stock portfolio companies. 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 stock portfolio companies.
Partial evidence: Its own public description names part of stock portfolio companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name stock portfolio companies. 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 37 stock portfolio companies based in Scottsdale, United States

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Stock portfolio companies based in Scottsdale, United States at a glance

As of Sep 19, 2026

35.2%Verified-email coverage

12.6Average contacts per company

1-10Median size (employees)

635.1%Largest-city concentration · New York

Sep 19, 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 37 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 stock portfolio companies, 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 “stock portfolio companies”. 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 stock portfolio companies), 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 stock portfolio companies, 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, 164 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 19, 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.

Stock portfolio companies by metro in the United States

Stock portfolio companies in New York235
Stock portfolio companies in Chicago70
Stock portfolio companies in Boston68
Stock portfolio companies in Dallas67
Stock portfolio companies in San Francisco64
Stock portfolio companies in Atlanta59
Stock portfolio companies in Miami50
Stock portfolio companies in San Diego48
Stock portfolio companies in Houston45
Stock portfolio companies in Austin44
Stock portfolio companies in Los Angeles42
Stock portfolio companies in Portland40
Stock portfolio companies in Scottsdale37
Stock portfolio companies in Charlotte36
Stock portfolio companies in Denver33
Stock portfolio companies in Seattle32
Stock portfolio companies in Tampa28
Stock portfolio companies in Newport Beach27
Stock portfolio companies in Birmingham25
Stock portfolio companies in Las Vegas25
Stock portfolio companies in Minneapolis25
Stock portfolio companies in Pittsburgh25
Stock portfolio companies in San Antonio25

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 stock portfolio companies, 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 stock portfolio companies are there based in Scottsdale, United States?

RevenueBase identified 37 stock portfolio companies 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 stock portfolio companies?

New York leads with 235 headquartered companies, followed by Chicago (70) and Boston (68).

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 164 verified decision-maker contacts tracked across these 37 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 19, 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.