Top 30 Investment Management Companies in Phoenix

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Below is the list of Top 30 Investment Management Companies in Phoenix ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Phoenix

1. Mra Associates

Industry: Investment Management

Location: Phoenix, Arizona

Website: mraassociates.com

Company Founded: 1991

Company Size: 11-50

Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States

Mra Associates Contact Details

Name Title LinkedIn Phone Email
J.t Vandegriff Client Advisor
Matthew White Investment Analyst
Christina Burroughs Managing Partner
Ken Garrett Senior Director
Brad Lemon Managing Partner
Carli Young Client Associate
J.t Vandegriff Partner
Requires/Intent and 25 more Employees
Financial Management
Financial Due Diligence
Cybersecurity Solutions
Cloud Hosting
and more

2. Fusion Wealth Management

Industry: Investment Management

Location: Phoenix, Arizona

Website: fusionwm.com

Company Size: 1-10

Company Address: 4040 East Camelback Road, Phoenix, Arizona, United States

Fusion Wealth Management Contact Details

Name Title LinkedIn Phone Email
Dustin Giannangelo Founder | President And Chief Executive Officer | Global Markets Thought Leader
Requires/Intent
AI-Powered Financial Forecasting
Tax Optimization For Investments
Financial Due Diligence
Web Development
and more

3. Miller Russell Associates

Industry: Investment Management

Location: Phoenix, Arizona

Company Founded: 1991

Company Size: 1-10

Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States

Miller Russell Associates Contact Details

Name Title LinkedIn Phone Email
Nathan Erickson Managing Partner And Chief Investment Officer
Bill Hodges Chairman
Asher Newman Internal Accounting Intern
John Brimhall Client Advisor
Amanda Noxon Client Administrator
Danielle Fillmore Senior Client Administrator
Dennis Miller Chairman
Requires/Intent and 1 more Employees
Investor Relations & Reporting
HR & Payroll Services
IoT
and more

4. Smead Capital Management

Industry: Investment Management

Location: Phoenix, Arizona

Website: smeadcap.com

Company Founded: 2007

Company Size: 11-50

Company Address: 2777 East Camelback Road, Phoenix, Arizona, United States

Smead Capital Management Contact Details

Name Title LinkedIn Phone Email
Bill Smead Chief Investment Officer
James Casey Vice President, West Coast Sales, Broker-dealer, Ibd, Private Banks, Ria And Family Offices
Brenda Larson Chief Compliance Officer Director Of Operations
Yelena Schubert Vice President Operations
Requires/Intent
Advertising
Predictive Analytics
and more

5. Marketplace One

Industry: Investment Management

Location: Phoenix, Arizona

Website: mpone.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1 North 1st Street, Phoenix, Arizona, United States

Marketplace One Contact Details

Name Title LinkedIn Phone Email
Brian Mackay Principal
Brad Routh Chief Financial Officer
Kyle Frazey Principal
Elizabeth Jamison Executive Assistant
Requires/Intent
M&A Advisory
Global Market Trend Analysis
Legal
and more

6. Versant Capital Management, Inc.

Industry: Investment Management

Location: Phoenix, Arizona

Website: versantcm.com

Company Founded: 2004

Company Size: 11-50

Company Address: 2394 East Camelback Road, Phoenix, Arizona, United States

Versant Capital Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Brian Poe Wealth Counselor
Allison Bressi Compliance And Administrative Manager
Norm Miller Senior Investment Counselor
Logan Robertson Analyst Intern
Daniel Nunez Client Associate Intern
Brooke Jess Portfolio Associate
Requires/Intent
IoT
Customer Relationship Management
Robo-Advisors & AI Trading
and more

7. Keatsconnelly

Industry: Investment Management

Location: Phoenix, Arizona

Website: keatsconnelly.com

Company Founded: 1990

Company Size: 11-50

Company Address: 3336 North 32nd Street, Phoenix, Arizona, United States

Keatsconnelly Contact Details

Name Title LinkedIn Phone Email
John Simpson Tax Director
Steph Schief Executive Assistant
Julrica Hytchye Paraplanner
Matt Lucas Associate Cross-border Financial Planner
Toni Brown Client Experience Coordinator
Craig Neumann Tax Manager
Connelly Keats Company
Requires/Intent and 4 more Employees
Digital Asset & Cryptocurrency Investment
Cloud Solutions
and more

8. Surevest Wealth Management

Industry: Investment Management

Location: Phoenix, Arizona

Company Founded: 2002

Company Size: 1-10

Company Address: 2425 East Camelback Road, Phoenix, Arizona, United States

Surevest Wealth Management Contact Details

Name Title LinkedIn Phone Email
Korin Woods Client Services
Natalie Vandegraaff Director Of Client Services
Peter Burnham Senior Wealth Advisor
Requires/Intent
Digital Marketing
Portfolio Management Solutions
Mobile App Development
and more

9. Mathis Wealth Management

Industry: Investment Management

Location: Phoenix, Arizona

Website: mathiswealth.com

Company Founded: 2015

Company Size: 1-10

Company Address: 7210 North 16th Street, Phoenix, Arizona, United States

Mathis Wealth Management Contact Details

Name Title LinkedIn Phone Email
Phil Adams Financial Advisor
Kelvin Bartee Public Safety Benefits Specialist
Jennifer Panicker Investment Advisor, Operations Director
Paula Adams Licensed Life And Health Insurance Agent
Requires/Intent
ESG Investing & Impact Analysis
Tax Optimization For Investments
M&A Advisory
and more

10. Pogson & Matt Wealth Management Group

Industry: Investment Management

Location: Phoenix, Arizona

Website: pogsonmatt.com

Company Founded: 2009

Company Size: 1-10

Company Address: 6930 East Chauncey Lane, Phoenix, Arizona, United States

Pogson & Matt Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Ron Gregg Owner And Portfolio Manager
Ken Pogson Partner
William Mullenmeister Partner
Michael Otterson Portfolio Manager
Requires/Intent
Financial Due Diligence
Financial Management
Portfolio Management Solutions
and more

11. First Choice Wealth Management

Industry: Investment Management

Location: Phoenix, Arizona

Website: firstchoicewealth.com

Company Founded: 2012

Company Size: 1-10

First Choice Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kristofer Venezia Associate Vice President Of Investments
Requires/Intent
Legal
Digital Asset & Cryptocurrency Investment
and more

12. Mjm401k

Industry: Investment Management

Location: Phoenix, Arizona

Website: mjm401k.com

Company Founded: 2005

Company Size: 1-10

Company Address: 4647 North 32nd Street, Phoenix, Arizona, United States

Mjm401k Contact Details

Name Title LinkedIn Phone Email
Irving Isaacson Senior Consultant
Mary Berk Consultant
Michelle Slovik Administration
Requires/Intent
Market Research
Branding
E-commerce Integration
M&A Advisory
Legal
and more

13. Truerisk Labs

Industry: Investment Management

Location: Phoenix, Arizona

Website: truerisklabs.com

Company Founded: 2015

Company Size: 1-10

Company Address: 4742 North 24th Street, Phoenix, Arizona, United States

Truerisk Labs Contact Details

Name Title LinkedIn Phone Email
Dave Wilson Chief Executive Officer
Requires/Intent
Customer Relationship Management
FinTech Solutions For Investment Firms
AI Chatbots
and more

14. Sonora Investment Management Llc

Industry: Investment Management

Location: Phoenix, Arizona

Website: invmgmt.com

Company Founded: 1986

Company Size: 1-10

Company Address: 4720 East Cholla Street, Phoenix, Arizona, United States

Sonora Investment Management Llc Contact Details

Name Title LinkedIn Phone Email
Tim Wilcox Investment Advisor And Securities Analyst
Sara Ramos Chief Compliance Officer For Sonora Investment Management Llc
Requires/Intent
ERP Solutions
FinTech Solutions For Investment Firms
Business Expansion
and more

15. Belichesky Capital Partners

Industry: Investment Management

Location: Phoenix, Arizona

Website: bcpfunds.com

Company Founded: 2016

Company Size: 1-10

Company Address: 23460 North 19th Avenue, Phoenix, Arizona, United States

Belichesky Capital Partners Contact Details

Name Title LinkedIn Phone Email
Andrew Belichesky Founder And C.e.o
Brandon Langston Research And Data Analyst
Requires/Intent
Branding
E-commerce Integration
Compliance & Risk Management
AI-Powered Financial Forecasting
and more

16. The Skyline Companies

Industry: Investment Management

Location: Phoenix, Arizona

Website: theskylineco.com

Company Founded: 2014

Company Size: 1-10

The Skyline Companies Contact Details

Name Title LinkedIn Phone Email
Swap Nath Investor Relations
Requires/Intent
Digital Asset & Cryptocurrency Investment
IPO Advisory
AI-Based Credit Risk Assessment
Smart Contracts For Investment
Market Research
and more

17. Pivotal Group, Inc.

Industry: Investment Management

Location: Phoenix, Arizona

Company Founded: 1985

Company Size: 11-50

Company Address: 3200 East Camelback Road, Phoenix, Arizona, United States

Pivotal Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Michelle Alameda Executive Assistant
Requires/Intent
Tax Optimization For Investments
IT Support
Advertising
Hedge Fund Strategies
and more

18. Stellar Capital Management, Llc

Industry: Investment Management

Location: Phoenix, Arizona

Website: stellarmgt.com

Company Founded: 1984

Company Size: 1-10

Company Address: 2200 East Camelback Road, Phoenix, Arizona, United States

Stellar Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Robert Papelian Research Specialist
Steve Taddie Managing Partner
Requires/Intent
Legal
SEO
AI-Powered Financial Forecasting
AI
Accounting
and more

19. Neighborhood Ventures

Industry: Investment Management

Location: Phoenix, Arizona

Website: neighborhood.ventures

Company Founded: 2017

Company Size: 1-10

Company Address: 5227 North 7th Street, Phoenix, Arizona, United States

Neighborhood Ventures Contact Details

Name Title LinkedIn Phone Email
Heidi Schwicht Financial Analyst
Rocky Petersen Lead Designer
Requires/Intent
Data Security
Global Market Trend Analysis
and more

20. Bowden Investment Group

Industry: Investment Management

Location: Phoenix, Arizona

Website: bowdenaz.com

Company Founded: 2013

Company Size: 11-50

Company Address: 2727 North 3rd Street, Phoenix, Arizona, United States

Bowden Investment Group Contact Details

Name Title LinkedIn Phone Email
Nick Bowden Chief Operating Officer
Requires/Intent
Software Development
Web Development
and more

21. Pacwest Financial Mgt.

Industry: Investment Management

Location: Phoenix, Arizona

Website: pacwestfn.com

Company Founded: 1997

Company Size: 1-10

Company Address: 1643 East Bethany Home Road, Phoenix, Arizona, United States

Pacwest Financial Mgt. Contact Details

Name Title LinkedIn Phone Email
Carter Pearl Partner
Requires/Intent
Data Security
Automation
Mobile App Development
and more

22. Surevest Private Wealth

Industry: Investment Management

Location: Phoenix, Arizona

Website: svwealth.com

Company Founded: 2002

Company Size: 1-10

Company Address: 2425 East Camelback Road, Phoenix, Arizona, United States

Surevest Private Wealth Contact Details

Name Title LinkedIn Phone Email
Vanessa Patrick Executive Assistant To Chief Executive Officer
Requires/Intent
ERP Solutions
Smart Contracts For Investment
AI
Financial Due Diligence
M&A Advisory
and more

23. Atlas Capital Llc

Industry: Investment Management

Location: Phoenix, Arizona

Website: atlascapitalllc.com

Company Founded: 2012

Company Size: 1-10

Company Address: 6250 East Cheney Drive, Phoenix, Arizona, United States

Atlas Capital Llc Contact Details

Name Title LinkedIn Phone Email
Nicholas Shrum Financial Opeprations Manager
Requires/Intent
Automation
Financial Management
Mobile App Development
Digital Marketing
ESG Investing & Impact Analysis
and more

24. Gains, Llc

Industry: Investment Management

Location: Phoenix, Arizona

Website: gians-llc.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5025 North Central Avenue, Phoenix, Arizona, United States

Gains, Llc Contact Details

Name Title LinkedIn Phone Email
Larry Youngman Maintenance Worker
Requires/Intent
Digital Asset & Cryptocurrency Investment
Smart Contracts For Investment
and more

25. Gaylor Active Money Management, Inc.

Industry: Investment Management

Location: Phoenix, Arizona

Website: gammi.com

Company Size: 1-10

Company Address: 11811 North Tatum Boulevard, Phoenix, Arizona, United States

Gaylor Active Money Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Laine Bleadon Administrative Assistant
Requires/Intent
IPO Advisory
Predictive Analytics
AI-Based Credit Risk Assessment
Financial Due Diligence
and more
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Phoenix Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 J.t Vandegriff Mra Associates Client Advisor
2 Matthew White Mra Associates Investment Analyst
3 Christina Burroughs Mra Associates Managing Partner
4 Ken Garrett Mra Associates Senior Director
5 Brad Lemon Mra Associates Managing Partner
6 Carli Young Mra Associates Client Associate
7 J.t Vandegriff Mra Associates Partner
8 Dustin Giannangelo Fusion Wealth Management Founder | President And Chief Executive Officer | Global Markets Thought Leader
9 Nathan Erickson Miller Russell Associates Managing Partner And Chief Investment Officer
10 Bill Hodges Miller Russell Associates Chairman
11 Asher Newman Miller Russell Associates Internal Accounting Intern
12 John Brimhall Miller Russell Associates Client Advisor
13 Amanda Noxon Miller Russell Associates Client Administrator
14 Danielle Fillmore Miller Russell Associates Senior Client Administrator
15 Dennis Miller Miller Russell Associates Chairman
16 Bill Smead Smead Capital Management Chief Investment Officer
17 James Casey Smead Capital Management Vice President, West Coast Sales, Broker-dealer, Ibd, Private Banks, Ria And Family Offices
18 Brenda Larson Smead Capital Management Chief Compliance Officer Director Of Operations
19 Yelena Schubert Smead Capital Management Vice President Operations
20 Brian Mackay Marketplace One Principal
21 Brad Routh Marketplace One Chief Financial Officer
22 Kyle Frazey Marketplace One Principal
23 Elizabeth Jamison Marketplace One Executive Assistant
24 Brian Poe Versant Capital Management, Inc. Wealth Counselor
25 Allison Bressi Versant Capital Management, Inc. Compliance And Administrative Manager
26 Norm Miller Versant Capital Management, Inc. Senior Investment Counselor
27 Logan Robertson Versant Capital Management, Inc. Analyst Intern
28 Daniel Nunez Versant Capital Management, Inc. Client Associate Intern
29 Brooke Jess Versant Capital Management, Inc. Portfolio Associate
30 John Simpson Keatsconnelly Tax Director
31 Steph Schief Keatsconnelly Executive Assistant
32 Julrica Hytchye Keatsconnelly Paraplanner
33 Matt Lucas Keatsconnelly Associate Cross-border Financial Planner
34 Toni Brown Keatsconnelly Client Experience Coordinator
35 Craig Neumann Keatsconnelly Tax Manager
36 Connelly Keats Keatsconnelly Company
37 Korin Woods Surevest Wealth Management Client Services
38 Natalie Vandegraaff Surevest Wealth Management Director Of Client Services
39 Peter Burnham Surevest Wealth Management Senior Wealth Advisor
40 Phil Adams Mathis Wealth Management Financial Advisor

Investment Management companies in different cities of Arizona

No. Industry Number of Contacts Download
1 Investment Management Companies in Scottsdale 2990
2 Investment Management Companies in Tucson 805
3 Investment Management Companies in Tempe 345
4 Investment Management Companies in Mesa 345