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Top 22 Asset Management Firms in Arizona

3
min read
Top 22 asset management companies in Arizona Main

Top 22 Asset Management Firms in Arizona

3
min read
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Top 22 asset management companies in Arizona Main
Top firms trust Inven to find niche companies

Asset management is an industry that offers a range of financial services based upon the monitoring, management, and enhancement of a customer's valuable assets. These range from securities such as stocks and bonds to real estate. Companies in Arizona offering these services are plentiful, with a specific emphasis on providing alternative, innovative and market experienced options to assist customers in various financial strategies. The industry is rapidly evolving with technology advancements and regulatory changes. The future of Arizona's asset management industry implies the integration of technology to offer more efficient and customer-friendly service.


Top 22 asset management companies in Arizona

1. Caliber Companies

  • Website: caliberco.com
  • Headquarters: Scottsdale, Arizona, United States
  • Founded: 2009
  • Headcount: 51-200
  • LinkedIn

CaliberCo.com is a leading financial services company in the alternative asset management space that provides accredited investors and registered investment advisors with well-structured alternatives to traditional investments.


2. Objectways

Objectway is a company that provides software solutions for the wealth and investment management industry. They offer innovative platforms and tools for financial institutions to manage their clients' assets and optimize their investment strategies.


3. Smead Capital Management

  • Website: smeadcap.com
  • Headquarters: Phoenix, Arizona, United States
  • Founded: 2007
  • Headcount: 11-50
  • LinkedIn

Smead Capital Management is an investment advisory firm providing disciplined investment advice to investors seeking to build wealth through a low-turnover, differentiated value discipline. They offer mutual funds and separate accounts to US and non-US investors. With 40 years of experience in stock markets, the company understands the frustrations and illogicalities of the stock market and aims to achieve success despite these shortcomings.


4. Galvin Gaustad &a; Stein

Galvin Gaustad & Stein LLC is a registered investment advisory firm that provides personalized asset management, wealth management, and financial planning services for individuals, families, organizations, and institutions. They aim to build properly diversified portfolios of high-quality, well-researched investments for their clients. Their philosophy is to stick to a properly selected target risk level in both good times and bad as the recipe for long-term investment success.


5. Stableford Capital

Stableford Capital provides comprehensive financial counseling, tax planning, and asset management services under one firm to maximize clients' financial success and confidence. Their evidence-based investment process helps align resources with client values and goals to pursue primary financial objectives.


6. IronTree

Irontree Invest is a financial services company that provides investment management and advisory services to a diverse range of clients.


7. East-West Asset Management

  • Website: ewamc.com
  • Headquarters: Scottsdale, Arizona, United States
  • Headcount: 11-50

East-West Asset Management Company is an investment management firm providing expertise in portfolio management and client services.


8. United Healthcare Practice Solutions, Inc.

  • Website: whalewisdom.com
  • Headquarters: Scottsdale, Arizona, United States
  • Founded: 2012
  • Headcount: 11-50
  • Latest funding type: Series Unknown
  • LinkedIn

WhaleWisdom.com offers access to tools and data to help investors manage their investments similar to a Wall Street money manager at a lower cost.


9. Laffer Tengler Investments

Laffer Tengler Investments is a wealth management company committed to transparent and collaborative management of clients' wealth. They customize portfolios to meet unique needs and employ time-proven valuation disciplines and fundamental research approach.


10. NOVA Financial Services

Your Future by Nova offers financial services including individual retirement plans, company retirement plans, education planning, estate and tax planning, investment planning & portfolio management, and foundations & endowments management.


11. Ironwood Investment Counsel

Ironwood Investment Counsel is a technical team of professionals dedicated to helping clients meet their financial objectives. They offer tax efficient investment management, estate planning, cash flow management, and more.


12. RW Partners, LLC

RW Partners, LLC is a real estate investment and development firm with a diverse portfolio of investment assets across North America. They specialize in the Southwest and Southeast regions of the United States, focusing on urban areas with strong growth potential.


13. Parawest Community Development, LLC

  • Website: parawest.com
  • Headquarters: Scottsdale, Arizona, United States
  • Founded: 2002
  • Headcount: 51-200
  • LinkedIn

ParaWest Management is a property management and investment firm operating in the multi-family housing industry. They offer full-service management, acquisition, operating and investment platform for investors and owners of apartment communities.


14. Versant Capital Management, Inc.

Versant Capital Management is a wealth management firm that helps clients make informed decisions to grow their wealth through generations. They incorporate all assets and investments into their strategy, whether managed by them or not.


15. Black Mountain Financial Corporation

Black Mountain Financial is a financial services company that offers investment advice and portfolio management to individuals, families and businesses.


16. Culhane Companies

Culhane Companies is a versatile investment firm offering a wide range of services including investment, real estate, wellness, and media.


17. Elite Legacy Financial

Elite Legacy Financial is an independent financial consulting company offering personalized investment solutions from a variety of large companies. Their unbiased approach provides custom-tailored plans to clients using modern and effective strategies.


18. NetVEST Financial, LLC

NetVEST Financial LLC is a wealth and estate management firm. They work with individuals, families and businesses to create and manage portfolios designed to optimize the probability of success.


19. Degreen Financial Plc

DeGreenCo, LLC is a company founded by Keith DeGreen, offering investment advisory services to clients. However, in late 2021, DeGreen Capital Management was acquired by Allworth Financial, and now DeGreenCo, LLC is evaluating various business opportunities.


20. David A Gray, CFP

Buttonwood is a company that offers financial planning and investment management services to individuals and institutions.


21. Verravita Capital

Verravita Capital is a financial services company that specializes in strategic investments across a range of industries and sectors.


22. Hangala Group

  • Website: hangala.com
  • Headquarters: Phoenix, Arizona, United States
  • Headcount: 11-50

Hangala Group is a diversified company providing financial services, construction, properties, agribusiness, transport and resources.


Want to find more asset management companies?


If you want to find more companies that provide various forms of financial strategies and services you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

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