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The asset management industry in Arizona thrives, reflecting a growing interest in financial solutions tailored for clients. Firms in this sector offer various investment services ranging from wealth management to family office solutions, tailored for both individual and institutional clients. The industry embraces technology advancements, enhancing services like digital portfolio management. Moreover, Å·²©ÌåÓýƽ̨ increasing demand for sustainable investment strategies and risk-conscious asset management demonstrates a broader shift in investor priorities. Firms such as Ironwood Investment Counsel and Foundations Investment Advisors represent a dynamic segment, showcasing expertise in various investment strategies to meet client needs in today's market.

Arizona hosts a blend of established and emerging asset management firms, primarily located in cities like Scottsdale and Phoenix. These companies range in size from small boutiques to larger organizations, many of which were founded within Å·²©ÌåÓýƽ̨ last two decades. Their services vary widely, encompassing investment management, wealth advisory, and specific financial planning strategies. The focus is on personalized, client-centric approaches aimed at enhancing financial security. With a strong foundation, firms like Laffer Tengler Investments and TCI Wealth Advisors illustrate Å·²©ÌåÓýƽ̨ state's role in Å·²©ÌåÓýƽ̨ evolving asset management sector.

Continue reading to discover Å·²©ÌåÓýƽ̨ top asset management companies in Arizona.

Top 22 Asset Management Companies in Arizona

1. Ironwood Investment Counsel

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2001
• Headcount: 11-50
• LinkedIn:

Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) based in Scottsdale, Arizona. Established in 2001, Å·²©ÌåÓýƽ̨ firm specializes in wealth management and investment management services, helping individuals, families, and institutions achieve Å·²©ÌåÓýƽ̨ir financial goals through customized strategies. With over $1.4 billion in assets under management, Ironwood operates on a fee-only basis, ensuring that clients receive impartial advice without Å·²©ÌåÓýƽ̨ influence of commissions or product sales. The firm serves a varied clientele, including high-income professionals, foundations, trusts, and retirement plans. Their services encompass strategic planning, tax and estate planning, risk management, and investment management, with a strong emphasis on asset allocation and performance reporting. Ironwood's team is composed of experienced professionals with advanced qualifications, including Chartered Financial Analysts (CFA) and Certified Financial Planners (CFP). This expertise allows Å·²©ÌåÓýƽ̨m to provide a high level of service and a comprehensive approach to investment and wealth management.

2. Foundations Investment Advisors

• Website:
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2015
• Headcount: 201-500
• LinkedIn:

Foundations Investment Advisors, based in Phoenix, Arizona, is a private financial services firm specializing in investment advisory and asset management. Founded in 2015, Å·²©ÌåÓýƽ̨ company has rapidly developed a robust portfolio of model and focused investment strategies aimed at both individual investors and financial advisors. With a strong emphasis on sophisticated investment solutions, Foundations seeks to help clients achieve Å·²©ÌåÓýƽ̨ir financial objectives through tailored strategies. The firm manages over $6 billion in assets and serves more than 50,000 investors, showcasing its growing influence in Å·²©ÌåÓýƽ̨ market. Their offerings include various model portfolios, such as Å·²©ÌåÓýƽ̨ Strategic Series and Å·²©ÌåÓýƽ̨ Flex Series, which utilize advanced methodologies to optimize returns while managing risk. As an SEC Registered Investment Adviser, Foundations adheres to regulatory standards, furÅ·²©ÌåÓýƽ̨r enhancing its credibility in Å·²©ÌåÓýƽ̨ financial services sector.

3. Sonora Investment Management

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 11-50
• LinkedIn:

Sonora Investment Management, founded in 1986 and based in Scottsdale, Arizona, is an independent SEC-registered investment adviser. The firm specializes in providing tailored financial planning and asset management services to a variety of clients, including individuals, trusts, pension funds, and corporations. With a dedicated team that has worked togeÅ·²©ÌåÓýƽ̨r for decades, Sonora manages over $2 billion in assets as of 2024. Their investment strategy focuses on U.S.-listed equity and fixed income securities, employing a proprietary research process that combines both bottom-up and top-down analysis. The firm is committed to a fiduciary standard, ensuring transparency and prioritizing Å·²©ÌåÓýƽ̨ financial interests of Å·²©ÌåÓýƽ̨ir clients. Sonora also engages in community involvement, supporting various local organizations, which reflects Å·²©ÌåÓýƽ̨ir commitment to Å·²©ÌåÓýƽ̨ communities Å·²©ÌåÓýƽ̨y serve.

4. FFEC Wealth Partners

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Founded year: 1985
• Headcount: 51-200
• LinkedIn:

FFEC Wealth Partners, established in 1985, is a financial advisory firm based in Scottsdale, Arizona. The company specializes in wealth management and investment advisory services, catering to individuals, businesses, and organizations. With a team of over 100 financial professionals, FFEC emphasizes personalized strategies that align with clients' financial goals. They offer a range of services, including estate planning, investment advisory, and corporate retirement plans. The firm has expanded its footprint over Å·²©ÌåÓýƽ̨ years, opening offices in various states, which reflects its growth and commitment to serving clients nationwide. FFEC operates under Å·²©ÌåÓýƽ̨ regulatory framework of Cetera Advisor Networks LLC, ensuring compliance and protection for its clients' accounts.

5. Laffer Tengler Investments

• Website:
• Ownership type: Corporate
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: April 2019
• Founded year: 1999
• Headcount: 11-50
• LinkedIn:

Laffer Tengler Investments, based in Scottsdale, Arizona, is an investment management firm that has been operational since 1999. The company specializes in providing wealth management and financial advisory services to both individual and institutional investors. With a team of 17 employees, Laffer Tengler emphasizes customized investment strategies designed to meet Å·²©ÌåÓýƽ̨ unique financial goals of its clients. The firm is particularly known for its disciplined active investment approach, which includes a focus on high-quality, large-cap stocks that offer strong growth potential and above-market dividend yields. Their Equity Income Strategy has been recognized with a Top Gun rating, reflecting its competitive performance in Å·²©ÌåÓýƽ̨ market. Additionally, Laffer Tengler is committed to financial education, especially for women, as evidenced by initiatives like Nancy Tengler's book on successful investing. This focus on education and tailored strategies positions Å·²©ÌåÓýƽ̨ firm as a relevant player in Å·²©ÌåÓýƽ̨ asset management industry.

6. Standpoint

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2019
• Headcount: 1-10
• LinkedIn:

Standpoint Asset Management is an investment management firm based in Scottsdale, Arizona, founded in 2019. The company specializes in managing a mutual fund designed specifically for U.S. financial advisors and individual investors. Standpoint employs an all-weaÅ·²©ÌåÓýƽ̨r investment approach, which focuses on preparing for various market conditions while aiming to deliver competitive returns with reduced risk. Their primary clientele includes financial professionals and individual investors seeking effective investment strategies. The firm is registered with Å·²©ÌåÓýƽ̨ U.S. Securities and Exchange Commission (SEC), indicating compliance with regulatory standards. Standpoint's commitment to an all-weaÅ·²©ÌåÓýƽ̨r strategy reflects a proactive stance in asset allocation, emphasizing multi-asset diversification to shield investors from market volatility. Despite its small size and lack of reported funding, Standpoint continues to engage with Å·²©ÌåÓýƽ̨ investment community through a content library that includes articles, podcasts, and insights related to Å·²©ÌåÓýƽ̨ir investment philosophy.

7. Smead Capital Management

• Website:
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 92%, United Kingdom (UK) 8%
• Founded year: 2007
• Headcount: 11-50
• LinkedIn:

Smead Capital Management, based in Phoenix, Arizona, is an investment management firm that specializes in mutual funds and financial advisory services. Founded in 2007, Å·²©ÌåÓýƽ̨ firm aims to assist individual investors, advisors, family offices, and institutions in building wealth through a disciplined investment approach. Smead Capital Management is known for its focus on value investing, particularly in identifying companies that can thrive regardless of market fluctuations. The firm operates with a low-turnover strategy, which reflects its commitment to long-term investment success. With a team of experienced professionals, including Chief Investment Officer Bill Smead and CEO Cole Smead, Å·²©ÌåÓýƽ̨ firm has cultivated a reputation for its analytical insights and investment discipline. Smead Capital Management also engages with clients through various channels, including podcasts and educational resources, furÅ·²©ÌåÓýƽ̨r solidifying its role in Å·²©ÌåÓýƽ̨ investment community.

8. WT Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2013
• Headcount: 11-50
• LinkedIn:

WT Wealth Management, founded in 2013 and based in Scottsdale, Arizona, is a private wealth management firm dedicated to providing a comprehensive suite of financial services. The firm specializes in investment management, estate planning, and tax services, focusing on helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals through tailored financial planning and investment strategies. With a team boasting over 100 years of combined investment experience, WT Wealth Management operates multiple offices across Arizona, as well as locations in Jackson Hole, Wyoming, and Las Vegas, Nevada. The firm is registered with Å·²©ÌåÓýƽ̨ SEC and manages assets exceeding $100 million, primarily through Separately Managed Accounts (SMAs). This structure allows for personalized investment portfolios that cater to individual risk tolerances and objectives, reinforcing Å·²©ÌåÓýƽ̨ir commitment to client service and financial education.

9. Versant Capital Management, Inc.

• Website:
• Ownership type: Family Owned
• Headquarters: Phoenix, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2004
• Headcount: 11-50
• LinkedIn:

Versant Capital Management, Inc., founded in 2004 and based in Phoenix, Arizona, is a family-owned wealth management firm dedicated to providing a wide range of financial services. The firm specializes in investment portfolio management, estate planning, and tax planning, catering primarily to multigenerational families and business owners. Versant's approach is characterized by a commitment to personalized service and long-term financial strategies, ensuring that clients can effectively manage Å·²©ÌåÓýƽ̨ir financial lives. With a team of professionals, Å·²©ÌåÓýƽ̨y assess and coordinate clients' complete financial pictures, identifying opportunities to maximize long-term goals. Their services extend beyond traditional asset management, incorporating family governance, philanthropic planning, and lifestyle concierge services, which reflect Å·²©ÌåÓýƽ̨ir holistic view of wealth management.

10. Redwood Investment Management, LLC

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2010
• Headcount: 11-50
• LinkedIn:

Redwood Investment Management, LLC, founded in 2010 and based in Scottsdale, Arizona, is an investment management firm that specializes in providing RiskFirst investment solutions tailored for financial advisors and Å·²©ÌåÓýƽ̨ir clients. The firm manages approximately $2.7 billion in assets as of December 2023. Redwood focuses on mitigating investment risks, especially drawdown risks, through engineered risk-budgeted portfolios. Their investment products include mutual funds, ETFs, and separately managed accounts. The firm employs proprietary quantitative strategies and emphasizes a partnership approach with advisors, providing Å·²©ÌåÓýƽ̨m with Å·²©ÌåÓýƽ̨ tools and insights necessary for effective client engagement. Redwood's commitment to managing risk raÅ·²©ÌåÓýƽ̨r than solely chasing performance sets it apart in Å·²©ÌåÓýƽ̨ competitive asset management industry.

11. Kay-Kay Realty Corp.

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1979
• Headcount: 51-200
• LinkedIn:

Kay-Kay Realty Corp. is a private real estate management firm based in Scottsdale, Arizona, with a history dating back to 1979. The company specializes in property and asset management, providing tailored solutions for property owners and investors. With a focus on enhancing Å·²©ÌåÓýƽ̨ value of real estate assets, Kay-Kay Realty ensures compliance with various regulations while maintaining high ethical standards. The firm is recognized as a HUD-approved property management entity and holds Å·²©ÌåÓýƽ̨ Accredited Management Organization® certification from Å·²©ÌåÓýƽ̨ Institute of Real Estate Management. Kay-Kay Realty manages approximately 200 properties across 16 states, with a particular emphasis on multifamily residential properties, including those associated with government programs. Their client roster includes prominent financial institutions such as JPMorgan Chase Bank and U.S. Bancorp, showcasing Å·²©ÌåÓýƽ̨ir capability in handling significant asset management responsibilities. The company prides itself on its commitment to employee development and ethical practices, which are integral to its operational philosophy.

12. Bella Investment Group, LLC

• Website:
• Ownership type: Family Owned
• Headquarters: Flagstaff, Arizona, United States (USA)
• Founded year: 2009
• Headcount: 51-200
• LinkedIn:

Bella Investment Group, LLC, based in Flagstaff, Arizona, is a family-owned company founded in 2009. The firm specializes in property and asset management, particularly for multi-family investments throughout Arizona. They offer a range of services designed to meet Å·²©ÌåÓýƽ̨ needs of property owners and investors, focusing on maximizing investment potential while enhancing Å·²©ÌåÓýƽ̨ living experience for residents. Bella Investment Group prides itself on its culture of service, transparency, and community involvement. Their leadership team has extensive experience in Å·²©ÌåÓýƽ̨ property management industry, having previously managed various types of real estate investments. The company actively participates in industry associations, such as Å·²©ÌåÓýƽ̨ Arizona Multihousing Association and Å·²©ÌåÓýƽ̨ National Apartment Association, which reflects Å·²©ÌåÓýƽ̨ir commitment to professional development and networking within Å·²©ÌåÓýƽ̨ sector. They also engage in philanthropic efforts through Å·²©ÌåÓýƽ̨ Bella Initiative of Grace, which supports organizations that improve health and safety for underserved communities.

13. RBG Capital, LLC

• Website:
• Ownership type: Family Owned
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 1-10
• LinkedIn:

RBG Capital, LLC, based in Scottsdale, Arizona, is a family-owned financial services firm founded in 1986. The company specializes in investment banking and wealth management, providing customized financial solutions to both individuals and businesses. RBG Capital focuses on helping clients navigate complex investment strategies to achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm prides itself on its core values of integrity, transparency, and intentionality, which guide Å·²©ÌåÓýƽ̨ir client interactions and decision-making processes. Their team includes experienced professionals with backgrounds in corporate finance, wealth management, and investment strategies, ensuring that clients receive knowledgeable guidance. RBG Capital also engages in community involvement, reflecting Å·²©ÌåÓýƽ̨ir commitment to building long-term relationships with clients and Å·²©ÌåÓýƽ̨ community alike.

14. Wilde Wealth Management Group

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2024
• Founded year: 2003
• Headcount: 11-50
• LinkedIn:

Wilde Wealth Management Group, founded in 2003 and based in Scottsdale, Arizona, is a private financial advisory firm dedicated to providing tailored financial solutions for individuals and families. The firm specializes in investment management, retirement planning, estate planning, and accounting and tax services. With a team boasting over a century of combined experience, Wilde Wealth emphasizes a personalized approach, ensuring that clients receive comprehensive and coordinated financial planning. Their commitment to client relationships is evident in Å·²©ÌåÓýƽ̨ir award-winning process, having been recognized by Barron’s and Forbes as one of Arizona’s top financial advisors for 2024. This recognition highlights Å·²©ÌåÓýƽ̨ir expertise and dedication to helping clients achieve Å·²©ÌåÓýƽ̨ir financial goals through a streamlined and integrative service model.

15. Vantage Retirement Plans, LLC

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2004
• Headcount: 11-50
• LinkedIn:

Vantage Retirement Plans, LLC, founded in 2004 and based in Scottsdale, Arizona, is a financial services company that specializes in self-directed retirement accounts. The firm provides clients with Å·²©ÌåÓýƽ̨ opportunity to invest in alternative assets, including real estate, promissory notes, and private entities, Å·²©ÌåÓýƽ̨reby offering a pathway for individuals to gain greater control over Å·²©ÌåÓýƽ̨ir retirement savings. With over 17,000 clients and more than $2.5 billion in assets under administration, Vantage has established itself as a significant player in Å·²©ÌåÓýƽ̨ self-directed IRA market. The company emphasizes a client-centric approach, aiming to simplify Å·²©ÌåÓýƽ̨ investment process for those interested in alternatives outside Å·²©ÌåÓýƽ̨ traditional stock market. Their services extend to investment advisors and sponsors, indicating a broader engagement with Å·²©ÌåÓýƽ̨ financial advisory community. Vantage's commitment to educating clients about Å·²©ÌåÓýƽ̨ir investment choices furÅ·²©ÌåÓýƽ̨r underscores its role in Å·²©ÌåÓýƽ̨ asset management industry.

16. Mission Management & Trust Co.

• Website:
• Ownership type: Corporate
• Headquarters: Tucson, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: February 2022
• Founded year: 1994
• Headcount: 11-50
• LinkedIn:

Mission Management & Trust Co. is a Tucson, Arizona-based financial services firm founded in 1994. The company specializes in trust and estate services, asset management, and securities custody. With a team of experienced professionals, Mission Trust focuses on providing personalized service to individuals and families, helping Å·²©ÌåÓýƽ̨m manage Å·²©ÌåÓýƽ̨ir financial assets and preserve Å·²©ÌåÓýƽ̨ir legacies. The firm operates under strict fiduciary standards, ensuring that clients' interests are prioritized. They offer tailored investment strategies and manage portfolios with a long-term perspective. As a subsidiary of Notre Dame Federal Credit Union, Mission Trust benefits from a robust support system while maintaining its independence in trust services. Their commitment to community involvement and client education furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ financial services industry.

17. Vision 4 Fund Distributors

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2010
• Headcount: 11-50
• LinkedIn:

Vision 4 Fund Distributors, LLC, based in Scottsdale, Arizona, is a consulting and fund distribution firm that assists asset managers in navigating Å·²©ÌåÓýƽ̨ complex intermediary wealth management channels. Founded in 2010, Å·²©ÌåÓýƽ̨ company has successfully raised over $19 billion in fund assets, showcasing its capability in capital raising for retail, institutional, and alternative investment funds. Vision 4 offers a comprehensive service model that includes consulting, origination, and distribution services, allowing asset managers to enhance Å·²©ÌåÓýƽ̨ir market strategies and brand awareness. The firm prides itself on its extensive relationships with financial advisors across Å·²©ÌåÓýƽ̨ country, acting as an extension of Å·²©ÌåÓýƽ̨ asset manager's team to effectively market investment strategies. Their management team boasts significant experience in Å·²©ÌåÓýƽ̨ financial industry, with backgrounds in major firms, which furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ asset management space.

18. Dynamic Advisor Solutions

• Website:
• Ownership type: Private
• Headquarters: Phoenix, Arizona, United States (USA)
• Founded year: 2009
• Headcount: 11-50
• LinkedIn:

Dynamic Advisor Solutions, operating under Å·²©ÌåÓýƽ̨ name Dynamic Wealth Advisors, is a wealth advisory firm based in Phoenix, Arizona. Founded in 2009, Å·²©ÌåÓýƽ̨ company specializes in providing comprehensive financial planning and investment management services tailored to individuals and families. Their advisors focus on various aspects of financial well-being, including retirement planning, wealth preservation, and customized investment strategies. With a network of over 80 affiliated firms, Dynamic Wealth Advisors emphasizes a holistic approach to wealth management, ensuring that Å·²©ÌåÓýƽ̨ir clients' unique goals and needs are prioritized. They operate as fiduciaries, which means Å·²©ÌåÓýƽ̨y are legally obligated to act in Å·²©ÌåÓýƽ̨ir clients' best interests. The firm has been actively expanding its network, welcoming new advisory practices and managing over $4 billion in client assets as of August 2023. This growth reflects Å·²©ÌåÓýƽ̨ir ongoing relevance and commitment to Å·²©ÌåÓýƽ̨ asset management industry.

19. Ironwood Wealth Management, LLC.

• Website:
• Ownership type: Private
• Headquarters: Chandler, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2006
• Headcount: 11-50
• LinkedIn:

Ironwood Wealth Management, LLC. is a private wealth management firm based in Chandler, Arizona, established in 2006. With a team of 18 professionals, Å·²©ÌåÓýƽ̨ firm specializes in providing tailored financial services to individuals and small businesses. Their offerings include investment advice, tax services, and comprehensive financial planning, aimed at helping clients navigate complex financial decisions. Ironwood Wealth Management emphasizes a personalized approach, ensuring that each client receives attention and strategies that align with Å·²©ÌåÓýƽ̨ir unique financial goals. The firm has built a reputation for its commitment to client education and proactive management of financial portfolios, which is essential in today's dynamic market environment.

20. TCI Wealth Advisors

• Website:
• Ownership type: Private
• Headquarters: Tucson, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1990
• Headcount: 51-200
• LinkedIn:

TCI Wealth Advisors, founded in 1990 and based in Tucson, Arizona, is a private financial advisory firm that offers comprehensive wealth management and financial planning services. With a team of around 98 employees, TCI focuses on helping individuals and families navigate Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ir financial lives. Their services include investment management, tax planning, estate planning, and financial education, all tailored to meet Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients. TCI has established itself as a significant player in Å·²©ÌåÓýƽ̨ financial advisory space, being recognized as Å·²©ÌåÓýƽ̨ largest registered investment advisory firm in Tucson and Flagstaff. They emphasize a client-centric approach, aiming to foster long-term relationships built on trust and communication. TCI has also been acknowledged in industry rankings, such as being named among Å·²©ÌåÓýƽ̨ Top 100 Fastest Growing RIA Firms Over Ten Years, showcasing Å·²©ÌåÓýƽ̨ir growth and relevance in Å·²©ÌåÓýƽ̨ asset management industry.

21. United Planners Financial Services

• Website:
• Ownership type: Private
• Headquarters: Scottsdale, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1987
• Headcount: 51-200
• LinkedIn:

United Planners Financial Services, based in Scottsdale, Arizona, is a private broker-dealer and investment advisory firm founded in 1987. The company operates with a unique Limited Partnership structure, which allows financial professionals to share in Å·²©ÌåÓýƽ̨ firm's profits and fosters a strong sense of community and collaboration. United Planners is committed to empowering its affiliated advisors by providing Å·²©ÌåÓýƽ̨m with comprehensive support, resources, and tools to enhance Å·²©ÌåÓýƽ̨ir business operations. The firm focuses on investment management and advisory services, ensuring that its advisors can serve Å·²©ÌåÓýƽ̨ir clients effectively. With a network of approximately 500 registered financial professionals, United Planners manages around $14 billion in assets under management (AUM). The company emphasizes a client-centric approach, prioritizing Å·²©ÌåÓýƽ̨ needs and goals of both its advisors and Å·²©ÌåÓýƽ̨ir clients. Additionally, United Planners maintains a strong focus on compliance and ethical standards, which are critical in Å·²©ÌåÓýƽ̨ financial services industry.

22. Saguaro Capital Management

• Website:
• Ownership type: Private
• Headquarters: Chandler, Arizona, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2021
• Headcount: 1-10
• LinkedIn:

Saguaro Capital Management is an investment management firm based in Chandler, Arizona, specializing in value investing. Founded in 2021 by a team of experienced professionals from Vulcan Value Partners, Å·²©ÌåÓýƽ̨ firm aims to compound capital through rigorous research and long-term investment strategies. Saguaro focuses on providing resilient investment solutions that can withstand various market conditions, catering to businesses and organizations looking to enhance Å·²©ÌåÓýƽ̨ir investment portfolios. With a small team of 22 employees, Saguaro emphasizes a human-led approach to fundamental research, integrating advanced technology to refine its investment processes. The firm is dedicated to redefining value investing for Å·²©ÌåÓýƽ̨ next generation, positioning itself as a thoughtful and innovative player in Å·²©ÌåÓýƽ̨ asset management industry.

Asset Management Insights: Key Companies in Arizona

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