Financial advisers in Scottsdale, AZ
85 registered investment adviser firms in Scottsdale managing $399.5B in assets, based on public SEC Form ADV filings.
Osaic Wealth, INC.
Scottsdale, AZ · Est. 1997
- AUM
- $234.9B
- Per adviser
- $33M
- Advisers
- 7,143
Voya Investments, LLC
Scottsdale, AZ · Est. 1995
- AUM
- $59.5B
- Per adviser
- $838M
- Advisers
- 71
No reported disclosures
Gi Partners
Scottsdale, AZ · Est. 2012
- AUM
- $35.7B
- Per adviser
- $420M
- Advisers
- 85
No reported disclosures
United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ · Est. 2000
- AUM
- $12.8B
- Per adviser
- $23M
- Advisers
- 546
Balbec Capital Management LP
Scottsdale, AZ · Est. 2016
- AUM
- $8.0B
- Per adviser
- $200M
- Advisers
- 40
No reported disclosures
Ashton Thomas Private Wealth
Scottsdale, AZ · Est. 2010
- AUM
- $6.0B
- Per adviser
- $95M
- Advisers
- 63
No reported disclosures
Stoker Ostler, A Part Of Bmo Financial Group
Scottsdale, AZ · Est. 1997
- AUM
- $3.7B
- Per adviser
- $306M
- Advisers
- 12
No reported disclosures
Trek Financial
Scottsdale, AZ · Est. 2000
- AUM
- $2.8B
- Per adviser
- $51M
- Advisers
- 55
No reported disclosures
Trajan Wealth, L.L.C.
Scottsdale, AZ · Est. 2015
- AUM
- $2.6B
- Per adviser
- $57M
- Advisers
- 46
No reported disclosures
Redwood Investment Management, LLC.
Scottsdale, AZ · Est. 2013
- AUM
- $2.5B
- Per adviser
- $495M
- Advisers
- 5
No reported disclosures
Verus Capital Partners, LLC
Scottsdale, AZ · Est. 2014
- AUM
- $2.3B
- Per adviser
- $51M
- Advisers
- 45
No reported disclosures
Ironwood Investment Counsel, LLC
Scottsdale, AZ · Est. 2001
- AUM
- $1.8B
- Per adviser
- $146M
- Advisers
- 12
No reported disclosures
Indigo Partners LLC
Scottsdale, AZ · Est. 2015
- AUM
- $1.7B
- Per adviser
- $237M
- Advisers
- 7
No reported disclosures
Global Strategic Nextgen Ocio
Scottsdale, AZ · Est. 2019
- AUM
- $1.6B
- Per adviser
- $322M
- Advisers
- 5
No reported disclosures
Galvin, Gaustad & Stein, LLC
Scottsdale, AZ · Est. 2010
- AUM
- $1.4B
- Per adviser
- $80M
- Advisers
- 17
No reported disclosures
Total Investment Management, INC.
Scottsdale, AZ · Est. 2008
- AUM
- $1.4B
- Per adviser
- $169M
- Advisers
- 8
No reported disclosures
Msh Capital Advisors LLC
Scottsdale, AZ · Est. 2017
- AUM
- $1.3B
- Per adviser
- $96M
- Advisers
- 14
No reported disclosures
Arq Wealth Advisors, LLC
Scottsdale, AZ · Est. 2016
- AUM
- $1.1B
- Per adviser
- $123M
- Advisers
- 9
No reported disclosures
Balboa Wealth Partners, INC.
Scottsdale, AZ · Est. 2015
- AUM
- $1.1B
- Per adviser
- $43M
- Advisers
- 25
No reported disclosures
Fortitude Family Office
Scottsdale, AZ · Est. 2021
- AUM
- $1.0B
- Per adviser
- $77M
- Advisers
- 13
No reported disclosures
Estancia Capital Management, LLC
Scottsdale, AZ · Est. 2013
- AUM
- $908M
- Per adviser
- $83M
- Advisers
- 11
No reported disclosures
Standpoint Asset Management, LLC
Scottsdale, AZ · Est. 2019
- AUM
- $771M
- Per adviser
- $129M
- Advisers
- 6
No reported disclosures
Sensible Money, LLC
Scottsdale, AZ · Est. 2017
- AUM
- $743M
- Per adviser
- $93M
- Advisers
- 8
No reported disclosures
Able Financial Group, LLC
Scottsdale, AZ · Est. 2023
- AUM
- $733M
- Per adviser
- $81M
- Advisers
- 9
No reported disclosures
Mulholland Wealth Advisors, LLC
Scottsdale, AZ · Est. 2016
- AUM
- $612M
- Per adviser
- $122M
- Advisers
- 5
No reported disclosures
Pinnacle Peak Private Client Group, LLC
Scottsdale, AZ · Est. 2017
- AUM
- $481M
- Per adviser
- $120M
- Advisers
- 4
No reported disclosures
Juncture Wealth Strategies, LLC
Scottsdale, AZ · Est. 2018
- AUM
- $474M
- Per adviser
- $53M
- Advisers
- 9
No reported disclosures
Dew Wealth Management
Scottsdale, AZ · Est. 2016
- AUM
- $465M
- Per adviser
- $19M
- Advisers
- 24
No reported disclosures
Harmony Asset Management LLC
Scottsdale, AZ · Est. 2020
- AUM
- $463M
- Per adviser
- $51M
- Advisers
- 9
No reported disclosures
Social Leverage Advisors, LLC
Scottsdale, AZ · Est. 2022
- AUM
- $444M
- Per adviser
- $74M
- Advisers
- 6
No reported disclosures
Heritage Family Offices, LLP
Scottsdale, AZ · Est. 2022
- AUM
- $423M
- Per adviser
- $141M
- Advisers
- 3
No reported disclosures
Exeter Financial, LLC
Scottsdale, AZ · Est. 2007
- AUM
- $420M
- Per adviser
- $105M
- Advisers
- 4
No reported disclosures
Wt Wealth Management, LLC
Scottsdale, AZ · Est. 2018
- AUM
- $419M
- Per adviser
- $32M
- Advisers
- 13
No reported disclosures
Luminvest Wealth Management LLC
Scottsdale, AZ · Est. 2023
- AUM
- $398M
- Per adviser
- $199M
- Advisers
- 2
No reported disclosures
Buttonwood Capital Management (Bcm)
Scottsdale, AZ · Est. 2019
- AUM
- $381M
- Per adviser
- $127M
- Advisers
- 3
No reported disclosures
Intelligent Capitalworks
Scottsdale, AZ · Est. 2005
- AUM
- $377M
- Per adviser
- $94M
- Advisers
- 4
No reported disclosures
Vigilare Wealth Management LLC
Scottsdale, AZ · Est. 2011
- AUM
- $331M
- Per adviser
- $83M
- Advisers
- 4
No reported disclosures
Zenith Wealth Advisors
Scottsdale, AZ · Est. 2022
- AUM
- $328M
- Per adviser
- $82M
- Advisers
- 4
No reported disclosures
Aim Capital
Scottsdale, AZ · Est. 2012
- AUM
- $309M
- Per adviser
- $155M
- Advisers
- 2
No reported disclosures
One Wealth Capital Management, LLC
Scottsdale, AZ · Est. 2024
- AUM
- $307M
- Per adviser
- $61M
- Advisers
- 5
Stableford Capital LLC
Scottsdale, AZ · Est. 2014
- AUM
- $305M
- Per adviser
- $102M
- Advisers
- 3
No reported disclosures
Capital Wealth Alliance, LLC
Scottsdale, AZ · Est. 2018
- AUM
- $300M
- Per adviser
- $100M
- Advisers
- 3
No reported disclosures
Interwealth Management, LLC
Scottsdale, AZ · Est. 2019
- AUM
- $298M
- Per adviser
- $60M
- Advisers
- 5
No reported disclosures
Sage Financial Advisors INC.
Scottsdale, AZ · Est. 2001
- AUM
- $270M
- Per adviser
- $54M
- Advisers
- 5
No reported disclosures
Corepath Wealth Partners LLC
Scottsdale, AZ · Est. 2019
- AUM
- $261M
- Per adviser
- $52M
- Advisers
- 5
No reported disclosures
Releve Financial Group
Scottsdale, AZ · Est. 2016
- AUM
- $256M
- Per adviser
- $64M
- Advisers
- 4
No reported disclosures
Treasure Investment Management, LLC
Scottsdale, AZ · Est. 2020
- AUM
- $253M
- Per adviser
- —
- Advisers
- —
No reported disclosures
Bayntree Wealth Advisors, LLC
Scottsdale, AZ · Est. 2021
- AUM
- $241M
- Per adviser
- $40M
- Advisers
- 6
No reported disclosures
R.H. Investment Group, LLC
Scottsdale, AZ · Est. 2022
- AUM
- $238M
- Per adviser
- $238M
- Advisers
- 1
No reported disclosures
Taylor Frigon Capital Management LLC
Scottsdale, AZ · Est. 2007
- AUM
- $233M
- Per adviser
- $39M
- Advisers
- 6
No reported disclosures
Amplify Financial, LLC
Scottsdale, AZ · Est. 2023
- AUM
- $231M
- Per adviser
- $115M
- Advisers
- 2
No reported disclosures
Sl Capital
Scottsdale, AZ · Est. 2023
- AUM
- $230M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Bradley Wealth LLC
Scottsdale, AZ · Est. 2021
- AUM
- $197M
- Per adviser
- $39M
- Advisers
- 5
No reported disclosures
Accordant Investments LLC
Scottsdale, AZ · Est. 2023
- AUM
- $186M
- Per adviser
- $47M
- Advisers
- 4
No reported disclosures
Spahn Wealth & Retirement LLC
Scottsdale, AZ · Est. 2022
- AUM
- $181M
- Per adviser
- $181M
- Advisers
- 1
No reported disclosures
Cole Wealth Management, LLC
Scottsdale, AZ · Est. 2018
- AUM
- $181M
- Per adviser
- $45M
- Advisers
- 4
No reported disclosures
C2c Wealth Management, LLC
Scottsdale, AZ · Est. 2017
- AUM
- $180M
- Per adviser
- $180M
- Advisers
- 1
No reported disclosures
Blakely Walters Wealth Management
Scottsdale, AZ · Est. 2023
- AUM
- $174M
- Per adviser
- $35M
- Advisers
- 5
No reported disclosures
Pravati Capital LLC
Scottsdale, AZ · Est. 2021
- AUM
- $174M
- Per adviser
- $174M
- Advisers
- 1
No reported disclosures
Wealth Management Solutions
Scottsdale, AZ · Est. 2022
- AUM
- $173M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Ascent Capital Partners, LLC
Scottsdale, AZ · Est. 2025
- AUM
- $172M
- Per adviser
- $86M
- Advisers
- 2
No reported disclosures
Scottsdale Wealth Planning, INC.
Scottsdale, AZ · Est. 2018
- AUM
- $172M
- Per adviser
- $172M
- Advisers
- 1
No reported disclosures
Wealth Engineering, LLC
Scottsdale, AZ · Est. 2020
- AUM
- $171M
- Per adviser
- $171M
- Advisers
- 1
No reported disclosures
Vestpointe Wealth Management, LLC
Scottsdale, AZ · Est. 2021
- AUM
- $166M
- Per adviser
- $55M
- Advisers
- 3
No reported disclosures
Sierra Legacy Group
Scottsdale, AZ · Est. 2021
- AUM
- $153M
- Per adviser
- $76M
- Advisers
- 2
No reported disclosures
Bridgelight Capital LLC
Scottsdale, AZ · Est. 2019
- AUM
- $136M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Degreen Private Wealth, LLC
Scottsdale, AZ · Est. 2024
- AUM
- $133M
- Per adviser
- $133M
- Advisers
- 1
No reported disclosures
Idx Advisors
Scottsdale, AZ · Est. 2021
- AUM
- $128M
- Per adviser
- $32M
- Advisers
- 4
No reported disclosures
Gps Investments
Scottsdale, AZ · Est. 2024
- AUM
- $128M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Luminescent Wealth Management, INC.
Scottsdale, AZ · Est. 2026
- AUM
- $127M
- Per adviser
- $64M
- Advisers
- 2
No reported disclosures
Csp Financial Group LLC
Scottsdale, AZ · Est. 2023
- AUM
- $119M
- Per adviser
- $6M
- Advisers
- 20
No reported disclosures
Alpha Fiduciary
Scottsdale, AZ · Est. 2007
- AUM
- $114M
- Per adviser
- $57M
- Advisers
- 2
No reported disclosures
Spirit West Advisors, LLC
Scottsdale, AZ · Est. 2025
- AUM
- $111M
- Per adviser
- $111M
- Advisers
- 1
No reported disclosures
Suttle Crossland Wealth Advisors, LLC
Scottsdale, AZ · Est. 2026
- AUM
- $101M
- Per adviser
- $51M
- Advisers
- 2
No reported disclosures
3roots Wealth Partners LLC
Scottsdale, AZ · Est. 2025
- AUM
- $93M
- Per adviser
- $31M
- Advisers
- 3
No reported disclosures
Titan Capital Management
Scottsdale, AZ · Est. 2022
- AUM
- $84M
- Per adviser
- $42M
- Advisers
- 2
No reported disclosures
Resq Investment Partners, LLC
Scottsdale, AZ · Est. 2013
- AUM
- $66M
- Per adviser
- $22M
- Advisers
- 3
No reported disclosures
Xcellerant Ventures, LLC
Scottsdale, AZ · Est. 2025
- AUM
- $26M
- Per adviser
- $4M
- Advisers
- 6
No reported disclosures
Taylor Frigon Family Office, LLC
Scottsdale, AZ · Est. 2023
- AUM
- $20M
- Per adviser
- $3M
- Advisers
- 6
No reported disclosures
Vision2020 Wealth Management Corp.
Scottsdale, AZ · Est. 2010
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Nerdwallet Advisory
Scottsdale, AZ · Est. 2023
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Family Office Investment Advisory LLC
Scottsdale, AZ · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 3
No reported disclosures
345 Investment Advisory, LLC
Scottsdale, AZ · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures
Next Up Wealth Advisors, LLC
Scottsdale, AZ · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 2
No reported disclosures
Alkeme Investments LLC
Scottsdale, AZ · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures