Data / Investment advisers / Serving pooled investment vehicles / Arizona
Investment advisers in Arizona serving pooled investment vehicles: 31 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
31 SEC registered investment advisers with a main office in Arizona report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $35.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Gi Partners.
The request: Every investment adviser in Arizona that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
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- 31Advisers
- $35.4 billionAUM from this client type
- 28Advisers over $100 million
- November 2, 2026File date
Advisers in Arizona serving pooled investment vehicles
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Gi Partners | Scottsdale | 28 | $20.80 billion | $35.74 billion | adviserinfo.sec.gov |
| Balbec Capital Management LP | Scottsdale | 22 | $7.37 billion | $7.99 billion | adviserinfo.sec.gov |
| Indigo Partners LLC | Scottsdale | 21 | $1.66 billion | $1.66 billion | adviserinfo.sec.gov |
| Davis Selected Advisers LP | Tucson | 5 | $974.9 million | $30.12 billion | adviserinfo.sec.gov |
| Estancia Capital Management, LLC | Scottsdale | 6 | $908 million | $908 million | adviserinfo.sec.gov |
| Rra Capital | Phoenix | 3 | $663.3 million | $663.3 million | adviserinfo.sec.gov |
| Northrim Adviser, LLC | Mesa | 3 | $556 million | $556 million | adviserinfo.sec.gov |
| Social Leverage Advisors, LLC | Scottsdale | 11 | $443.7 million | $443.7 million | adviserinfo.sec.gov |
| Smead Capital Management, Inc. | Phoenix | 1 | $410.2 million | $5.52 billion | adviserinfo.sec.gov |
| Numerixs Investment Technologies Inc | Chandler | 2 | $400 million | $400 million | adviserinfo.sec.gov |
| Curafin Advisors | Phoenix | 15 | $305.2 million | $748.4 million | adviserinfo.sec.gov |
| Pravati Capital LLC | Scottsdale | 5 | $173.7 million | $173.7 million | adviserinfo.sec.gov |
| Fortitude Family Office | Scottsdale | 2 | $141.1 million | $1.27 billion | adviserinfo.sec.gov |
| Taylor Frigon Capital Management LLC | Scottsdale | 2 | $114.9 million | $232.6 million | adviserinfo.sec.gov |
| Awm Capital, LLC | Phoenix | 12 | $110.6 million | $1.49 billion | adviserinfo.sec.gov |
| Ascent Capital Partners, LLC | Scottsdale | 7 | $91.4 million | $172 million | adviserinfo.sec.gov |
| Asterozoa Management | Phoenix | 2 | $46.3 million | $103.9 million | adviserinfo.sec.gov |
| Strategic Income Group LLC | Chandler | 2 | $42.6 million | $362.4 million | adviserinfo.sec.gov |
| Trinity Capital Adviser LLC | Phoenix | 1 | $30.9 million | $157.6 million | adviserinfo.sec.gov |
| Accordant Investments LLC | Scottsdale | 1 | $25.6 million | $186.4 million | adviserinfo.sec.gov |
| Xcellerant Ventures, LLC | Scottsdale | 1 | $25.5 million | $26 million | adviserinfo.sec.gov |
| Alpha Fiduciary | Phoenix | 13 | $20.7 million | $114 million | adviserinfo.sec.gov |
| Decisionpoint Financial, LLC | Mesa | 15 | $19.7 million | $1.22 billion | adviserinfo.sec.gov |
| Watts Gwilliam & Company, LLC | Gilbert | 4 | $19.5 million | $1.03 billion | adviserinfo.sec.gov |
| Tandem Wealth Advisors | Phoenix | 5 | $16 million | $261.5 million | adviserinfo.sec.gov |
| Sharpepoint, LLC | Phoenix | 1 | $4.7 million | $222.8 million | adviserinfo.sec.gov |
| Acrylic Financial, Inc. | Fountain Hills | 1 | $4 million | $73.5 million | adviserinfo.sec.gov |
| Alamos Capital, LLC | Tucson | 1 | $1 million | $1 million | adviserinfo.sec.gov |
| Lane Brothers Investment Counsel | Prescott | 1 | $385,567 | $240.1 million | adviserinfo.sec.gov |
| Osaic Wealth, Inc. | Scottsdale | 3 | $224,391 | $234.86 billion | adviserinfo.sec.gov |
| Seros Wealth Partners | Gilbert | 1 | Not listed | $359.2 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.