Ashton Thomas Private Wealth - About the company
Ashton Thomas Private Wealth is an acquired company based in Scottsdale (United States), founded in 2015 by Aaron Brodt. It operates as a Comprehensive wealth management and advisory services for individuals, institutions, and advisors. The company has 10740 active competitors, including 281 funded and 996 that have exited. Its top competitors include companies like FIS, Fidelity Investments and S&P Global.
Company Details
Comprehensive wealth management and advisory services for individuals, institutions, and advisors. The firm elevates the wealth advice experience through private wealth solutions, institutional asset management, and advisor partnerships. Services include wealth planning, asset management, tax services, estate and trust guidance, philanthropy, family office solutions, and banking solutions through third-party collaborations. For institutions, the company offers asset management, support for foundations and endowments, banking solutions, tax services, retirement plans, and succession planning. Advisors benefit from partnership opportunities, leading technology, extensive support, white-glove transition assistance, and done-for-you infrastructure. The firm delivers focused wealth advice solutions with attentive, personal service, emphasizing community, respect, excellence, discipline, and opportunity. They also provide brokered transactions, real estate investment trusts, 1031 exchange programs, direct mutual funds, variable life and annuities, private placements, and insurance solutions.
- Website
- ashtonthomaspw.com
- Email ID
- *****@at-pw.com
- Phone Number
- +1 **********
- Registered Address
- Scottsdale, Arizona
Key Metrics
Founded Year
2015
Location
Scottsdale, United States
Stage
Acquired
Ranked
399th among 10740 active competitors
Employee Count
127 as on Sep 30, 2026
Similar Companies
Exit Details
Acquired by Arax Investment Partners (Sep 13, 2023)
Legal entities associated with Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
ASHTON THOMAS PRIVATE WEALTH, LLC CIN: 272399928 , United States, Active | - | 87 (As on Dec 31, 2024) | - |
Ashton Thomas Private Wealth's acquisition details
Ashton Thomas Private Wealth got acquired by Arax Investment Partners on Sep 13, 2023.
Click here to take a look at Ashton Thomas Private Wealth's acquisition in detail
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Ashton Thomas Private Wealth's funding and investors
Ashton Thomas Private Wealth has not raised any funding rounds yet.
Ashton Thomas Private Wealth's founders and board of directors
Founder? Claim ProfileThe founders of Ashton Thomas Private Wealth is Aaron Brodt. Aaron Brodt is the CEO of Ashton Thomas Private Wealth.
Here are the details of Ashton Thomas Private Wealth's key team members:
- Aaron Brodt: Founder & CEO of Ashton Thomas Private Wealth.
Ashton Thomas Private Wealth's employee count trend
Ashton Thomas Private Wealth has 127 employees as of Sep 26. Here is Ashton Thomas Private Wealth's employee count trend over the years:
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Ashton Thomas Private Wealth's Competitors and alternates
Top competitors of Ashton Thomas Private Wealth include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Ashton Thomas Private Wealth, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | FIS 1968, Jacksonville (United States), Acquired | Provider of software suite for banks and financial institutions | - | 81/100 | |
2nd | Fidelity Investments 1946, Boston (United States), Series F | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | $4.71B | 80/100 | |
3rd | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
4th | Goldman Sachs 1869, New York City (United States), Public | Global financial services platform that delivers investment banking, markets, asset management, and wealth advisory solutions | - | 77/100 | |
5th | Investec 1974, London (United Kingdom), Acquired | Specialist bank and wealth manager serving private and institutional clients | - | 77/100 | |
6th | Morgan Stanley 1935, New York City (United States), Public | Provider of wealth management, investment banking, sales, trading, and research services | - | 75/100 | |
7th | Vanguard 1976, Malvern (United States), Series B | Diversified investment management firm | $31.7M | 74/100 | |
8th | Blackstone 1985, New York City (United States), Public | Diversified investment management firm | - | 72/100 | |
9th | JPMorgan Chase 2000, New York (United States), Public | Provider of financial services to consumers and corporations | - | 71/100 | |
10th | TPG 1992, Fort Worth (United States), Public | Operator of investment platforms across multiple asset classes and strategies | - | - | 71/100 |
399th | Ashton Thomas Private Wealth 2015, Scottsdale (United States), Acquired | Comprehensive wealth management and advisory services for individuals, institutions, and advisors | - | - | 43/100 |
Looking for more details on Ashton Thomas Private Wealth's competitors? Click here to see the top ones
Ashton Thomas Private Wealth's Investments and acquisitions
Ashton Thomas Private Wealth has made no investments or acquisitions yet.
Reports related to Ashton Thomas Private Wealth
Here is the latest report on Ashton Thomas Private Wealth's geography:
News related to Ashton Thomas Private Wealth
Media has covered Ashton Thomas Private Wealth for a total of 37 events in the last 1 year, 29 of them have been about company updates and 1 about people movement.
•
Arax-Backed Ashton Thomas Private Wealth Named to Citywire’s 2026 “50 Growers Across America” ListGlobeNewswire•Aug 24, 2026•Ashton Thomas Private Wealth, Arax Investment Partners
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Ashton Thomas Private Wealth LLC Sells 14,594 Shares of PulteGroup, Inc. $PHMAmerican Banking News•Aug 14, 2026•Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth LLC Invests $783,000 in Elbit Systems Ltd.MarketBeat•May 01, 2026•Ashton Thomas Private Wealth, Elbit Systems
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Ashton Thomas Private Wealth LLC Trims Stock Position in SEI Investments CompanyMarketBeat•May 01, 2026•Ashton Thomas Private Wealth, SEI
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Arax Adds Pinnacle Peak Private Client Group to Ashton ThomasGlobeNewswire•Mar 05, 2026•Ashton Thomas Private Wealth, Arax Investment Partners
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Gilead Acquires Cancer Drug from China-Based Genhouse for $80M UpfrontEndpoints•Feb 14, 2026•Gilead, Ashton Thomas Private Wealth, AGF Management Limited, SEB and 6 others
•
Ashton Thomas Private Wealth LLC Acquires 17,688 Shares of Alphabet Inc. $GOOGMarketBeat•Feb 10, 2026•Ashton Thomas Private Wealth, Alphabet
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Ashton Thomas Private Wealth LLC Makes New Investment in SouthState Bank Corporation $SSBMarketBeat•Feb 07, 2026•Ashton Thomas Private Wealth, South State Bank
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Ashton Thomas Private Wealth LLC Acquires 1,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSMMarketBeat•Feb 06, 2026•Ashton Thomas Private Wealth, Taiwan Semiconductor Manufacturing, Axxcess Wealth, BBR Partners
•
Coterra Energy Inc. $CTRA Shares Acquired by Ashton Thomas Private Wealth LLCMarketBeat•Feb 05, 2026•Ashton Thomas Private Wealth, Coterra Energy
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