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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.
Social
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Email ID
*****@at-pw.com
Phone Number
+1 **********
Registered Address
Scottsdale, Arizona
Key Metrics
Founded Year
2015
Location
Scottsdale, United States
Stage
Acquired
Ranked
Employee Count
127 as on Sep 30, 2026
Similar Companies
Exit Details
Acquired by Arax Investment Partners (Sep 13, 2023)

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 Profile
The 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:
Employee count trend for Ashton Thomas Private Wealth
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for FIS
FIS
1968, Jacksonville (United States), Acquired
Provider of software suite for banks and financial institutions
-
81/100
2nd
Logo for Fidelity Investments
Fidelity Investments
1946, Boston (United States), Series F
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
$4.71B
80/100
3rd
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
79/100
4th
Logo for Goldman Sachs
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
Logo for Investec
Investec
1974, London (United Kingdom), Acquired
Specialist bank and wealth manager serving private and institutional clients
-
77/100
6th
Logo for Morgan Stanley
Morgan Stanley
1935, New York City (United States), Public
Provider of wealth management, investment banking, sales, trading, and research services
-
75/100
7th
Logo for Vanguard
Vanguard
1976, Malvern (United States), Series B
Diversified investment management firm
$31.7M
74/100
8th
Logo for Blackstone
Blackstone
1985, New York City (United States), Public
Diversified investment management firm
-
72/100
9th
Logo for JPMorgan Chase
JPMorgan Chase
2000, New York (United States), Public
Provider of financial services to consumers and corporations
-
71/100
10th
Logo for TPG
TPG
1992, Fort Worth (United States), Public
Operator of investment platforms across multiple asset classes and strategies
-
-
71/100
399th
Logo for Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
2015, Scottsdale (United States), Acquired
Comprehensive wealth management and advisory services for individuals, institutions, and advisors
-
-
43/100
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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

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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.
•
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
•
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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