AdvisorRanked

Best Financial Advisors in SCOTTSDALE, Arizona

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

84
Registered Firms
0.95%
Median Fee
of assets/year
$307M
Median AUM
84
Firms Listed
in our database

Top-Ranked Advisors in SCOTTSDALE

#1
100

R.H. INVESTMENT GROUP, LLC

SCOTTSDALE, AZ · Since 2022

$238M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
100

COLE WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2018

$181M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

INTELLIGENT CAPITALWORKS

SCOTTSDALE, AZ · Since 2005

$377M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
100

EXETER FINANCIAL, LLC

SCOTTSDALE, AZ · Since 2007

$420M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
100

ARQ WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2016

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#6
100

REDWOOD INVESTMENT MANAGEMENT, LLC.

SCOTTSDALE, AZ · Since 2013

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
100

GALVIN, GAUSTAD & STEIN, LLC

SCOTTSDALE, AZ · Since 2010

$1.4B AUM17 clientsFee: 0%
FiduciaryFee-Only
#8
100

VISION2020 WEALTH MANAGEMENT CORP.

SCOTTSDALE, AZ · Since 2010

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#9
100

BRIDGELIGHT CAPITAL LLC

SCOTTSDALE, AZ · Since 2019

$136M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
100

INTERWEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2019

$298M AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
100

TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ · Since 2015

$2.6B AUM46 clientsFee: 0%
FiduciaryFee-Only
#12
100

AIM CAPITAL

SCOTTSDALE, AZ · Since 2012

$309M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
100

ESTANCIA CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2013

$908M AUM11 clientsFee: 0%
FiduciaryFee-Only
#14
100

RESQ INVESTMENT PARTNERS, LLC

SCOTTSDALE, AZ · Since 2013

$66M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
100

WT WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2018

$419M AUM13 clientsFee: 0%
FiduciaryFee-Only
#16
100

SIERRA LEGACY GROUP

SCOTTSDALE, AZ · Since 2021

$153M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

BALBOA WEALTH PARTNERS, INC.

SCOTTSDALE, AZ · Since 2015

$1.1B AUM25 clientsFee: 0%
FiduciaryFee-Only
#18
100

MULHOLLAND WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2016

$612M AUM5 clientsFee: 0%
FiduciaryFee-Only
#19
100

C2C WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2017

$180M AUM1 clientsFee: 0%
FiduciaryFee-Only
#20
100

BALBEC CAPITAL MANAGEMENT LP

SCOTTSDALE, AZ · Since 2016

$8.0B AUM40 clientsFee: 0%
FiduciaryFee-Only
#21
100

RELEVE FINANCIAL GROUP

SCOTTSDALE, AZ · Since 2016

$256M AUM4 clientsFee: 0%
FiduciaryFee-Only
#22
100

SPIRIT WEST ADVISORS, LLC

SCOTTSDALE, AZ · Since 2025

$111M AUM1 clientsFee: 0%
FiduciaryFee-Only
#23
100

ASCENT CAPITAL PARTNERS, LLC

SCOTTSDALE, AZ · Since 2025

$172M AUM2 clientsFee: 0%
FiduciaryFee-Only
#24
100

JUNCTURE WEALTH STRATEGIES, LLC

SCOTTSDALE, AZ · Since 2018

$474M AUM9 clientsFee: 0%
FiduciaryFee-Only
#25
100

CAPITAL WEALTH ALLIANCE, LLC

SCOTTSDALE, AZ · Since 2018

$300M AUM3 clientsFee: 0%
FiduciaryFee-Only
#26
100

IDX ADVISORS

SCOTTSDALE, AZ · Since 2021

$128M AUM4 clientsFee: 0%
FiduciaryFee-Only
#27
100

STANDPOINT ASSET MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2019

$771M AUM6 clientsFee: 0%
FiduciaryFee-Only
#28
100

TREASURE INVESTMENT MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2020

$253M AUM0 clientsFee: 0%
FiduciaryFee-Only
#29
100

CSP FINANCIAL GROUP LLC

SCOTTSDALE, AZ · Since 2023

$119M AUM20 clientsFee: 0%
FiduciaryFee-Only
#30
100

SUTTLE CROSSLAND WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2026

$101M AUM2 clientsFee: 0%
FiduciaryFee-Only
#31
100

TAYLOR FRIGON FAMILY OFFICE, LLC

SCOTTSDALE, AZ · Since 2023

$20M AUM6 clientsFee: 0%
FiduciaryFee-Only
#32
100

BLAKELY WALTERS WEALTH MANAGEMENT

SCOTTSDALE, AZ · Since 2023

$174M AUM5 clientsFee: 0%
FiduciaryFee-Only
#33
100

ACCORDANT INVESTMENTS LLC

SCOTTSDALE, AZ · Since 2023

$186M AUM4 clientsFee: 0%
FiduciaryFee-Only
#34
100

AMPLIFY FINANCIAL, LLC

SCOTTSDALE, AZ · Since 2023

$231M AUM2 clientsFee: 0%
FiduciaryFee-Only
#35
100

NERDWALLET ADVISORY

SCOTTSDALE, AZ · Since 2023

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#36
100

GPS INVESTMENTS

SCOTTSDALE, AZ · Since 2024

$128M AUM2 clientsFee: 0%
FiduciaryFee-Only
#37
100

LUMINESCENT WEALTH MANAGEMENT, INC.

SCOTTSDALE, AZ · Since 2026

$127M AUM2 clientsFee: 0%
FiduciaryFee-Only
#38
100

FAMILY OFFICE INVESTMENT ADVISORY LLC

SCOTTSDALE, AZ · Since 2026

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#39
100

NEXT UP WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#40
100

ALKEME INVESTMENTS LLC

SCOTTSDALE, AZ · Since 2024

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#41
97

MSH CAPITAL ADVISORS LLC

SCOTTSDALE, AZ · Since 2017

$1.3B AUM14 clientsFee: 0%
FiduciaryFee-Only
#42
95

TOTAL INVESTMENT MANAGEMENT, INC.

SCOTTSDALE, AZ · Since 2008

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#43
95

TREK FINANCIAL

SCOTTSDALE, AZ · Since 2000

$2.8B AUM55 clientsFee: 0%
FiduciaryFee-Only
#44
95

IRONWOOD INVESTMENT COUNSEL, LLC

SCOTTSDALE, AZ · Since 2001

$1.8B AUM12 clientsFee: 0%
FiduciaryFee-Only
#45
95

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

SCOTTSDALE, AZ · Since 1997

$3.7B AUM12 clientsFee: 0%
FiduciaryFee-Only
#46
95

HARMONY ASSET MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2020

$463M AUM9 clientsFee: 0%
FiduciaryFee-Only
#47
95

SAGE FINANCIAL ADVISORS INC.

SCOTTSDALE, AZ · Since 2001

$270M AUM5 clientsFee: 0%
FiduciaryFee-Only
#48
95

WEALTH MANAGEMENT SOLUTIONS

SCOTTSDALE, AZ · Since 2022

$173M AUM2 clientsFee: 0%
FiduciaryFee-Only
#49
95

WEALTH ENGINEERING, LLC

SCOTTSDALE, AZ · Since 2020

$171M AUM1 clientsFee: 0%
FiduciaryFee-Only
#50
95

BRADLEY WEALTH LLC

SCOTTSDALE, AZ · Since 2021

$197M AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
95

VESTPOINTE WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2021

$166M AUM3 clientsFee: 0%
FiduciaryFee-Only
#52
95

TAYLOR FRIGON CAPITAL MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2007

$233M AUM6 clientsFee: 0%
FiduciaryFee-Only
#53
95

ALPHA FIDUCIARY

SCOTTSDALE, AZ · Since 2007

$114M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
95

ASHTON THOMAS PRIVATE WEALTH

SCOTTSDALE, AZ · Since 2010

$6.0B AUM63 clientsFee: 0%
FiduciaryFee-Only
#55
95

VIGILARE WEALTH MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2011

$331M AUM4 clientsFee: 0%
FiduciaryFee-Only
#56
95

SENSIBLE MONEY, LLC

SCOTTSDALE, AZ · Since 2017

$743M AUM8 clientsFee: 0%
FiduciaryFee-Only
#57
95

GI PARTNERS

SCOTTSDALE, AZ · Since 2012

$35.7B AUM85 clientsFee: 0%
FiduciaryFee-Only
#58
95

INDIGO PARTNERS LLC

SCOTTSDALE, AZ · Since 2015

$1.7B AUM7 clientsFee: 0%
FiduciaryFee-Only
#59
95

STABLEFORD CAPITAL LLC

SCOTTSDALE, AZ · Since 2014

$305M AUM3 clientsFee: 0%
FiduciaryFee-Only
#60
95

BUTTONWOOD CAPITAL MANAGEMENT (BCM)

SCOTTSDALE, AZ · Since 2019

$381M AUM3 clientsFee: 0%
Broker-Dealer
#61
95

GLOBAL STRATEGIC NEXTGEN OCIO

SCOTTSDALE, AZ · Since 2019

$1.6B AUM5 clientsFee: 0%
FiduciaryFee-Only
#62
95

BAYNTREE WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2021

$241M AUM6 clientsFee: 0%
FiduciaryFee-Only
#63
95

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

SCOTTSDALE, AZ · Since 2017

$481M AUM4 clientsFee: 0%
FiduciaryFee-Only
#64
95

SPAHN WEALTH & RETIREMENT LLC

SCOTTSDALE, AZ · Since 2022

$181M AUM1 clientsFee: 0%
FiduciaryFee-Only
#65
95

SOCIAL LEVERAGE ADVISORS, LLC

SCOTTSDALE, AZ · Since 2022

$444M AUM6 clientsFee: 0%
FiduciaryFee-Only
#66
95

COREPATH WEALTH PARTNERS LLC

SCOTTSDALE, AZ · Since 2019

$261M AUM5 clientsFee: 0%
FiduciaryFee-Only
#67
95

PRAVATI CAPITAL LLC

SCOTTSDALE, AZ · Since 2021

$174M AUM1 clientsFee: 0%
FiduciaryFee-Only
#68
95

FORTITUDE FAMILY OFFICE

SCOTTSDALE, AZ · Since 2021

$1.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#69
95

ZENITH WEALTH ADVISORS

SCOTTSDALE, AZ · Since 2022

$328M AUM4 clientsFee: 0%
FiduciaryFee-Only
#70
95

TITAN CAPITAL MANAGEMENT

SCOTTSDALE, AZ · Since 2022

$84M AUM2 clientsFee: 0%
FiduciaryFee-Only
#71
95

XCELLERANT VENTURES, LLC

SCOTTSDALE, AZ · Since 2025

$26M AUM6 clientsFee: 0%
FiduciaryFee-Only
#72
95

ABLE FINANCIAL GROUP, LLC

SCOTTSDALE, AZ · Since 2023

$733M AUM9 clientsFee: 0%
FiduciaryFee-Only
#73
95

HERITAGE FAMILY OFFICES, LLP

SCOTTSDALE, AZ · Since 2022

$423M AUM3 clientsFee: 0%
FiduciaryFee-Only
#74
95

LUMINVEST WEALTH MANAGEMENT LLC

SCOTTSDALE, AZ · Since 2023

$398M AUM2 clientsFee: 0%
FiduciaryFee-Only
#75
95

ONE WEALTH CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2024

$307M AUM5 clientsFee: 0%
FiduciaryFee-Only
#76
95

DEGREEN PRIVATE WEALTH, LLC

SCOTTSDALE, AZ · Since 2024

$133M AUM1 clientsFee: 0%
FiduciaryFee-Only
#77
95

3ROOTS WEALTH PARTNERS LLC

SCOTTSDALE, AZ · Since 2025

$93M AUM3 clientsFee: 0%
FiduciaryFee-Only
#78
90

VOYA INVESTMENTS, LLC

SCOTTSDALE, AZ · Since 1995

$59.5B AUM71 clientsFee: 0%
FiduciaryFee-Only
#79
90

SCOTTSDALE WEALTH PLANNING, INC.

SCOTTSDALE, AZ · Since 2018

$172M AUM1 clientsFee: 0%
FiduciaryFee-Only
#80
85

DEW WEALTH MANAGEMENT

SCOTTSDALE, AZ · Since 2016

$465M AUM24 clientsFee: 0%
FiduciaryFee-Only
#81
85

VERUS CAPITAL PARTNERS, LLC

SCOTTSDALE, AZ · Since 2014

$2.3B AUM45 clientsFee: 0%
FiduciaryFee-Only
#82
84

SL CAPITAL

SCOTTSDALE, AZ · Since 2023

$230M AUM4 clientsFee: 0%
FiduciaryFee-Only2 complaints
#83
60

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCOTTSDALE, AZ · Since 2000

$12.8B AUM546 clientsFee: 0%
Broker-Dealer7 complaints
#84
20

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · Since 1997

$234.9B AUM7143 clientsFee: 0%
Broker-Dealer20 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in SCOTTSDALE?

The median advisory fee in SCOTTSDALE, AZ is 0.95% of assets under management per year, based on Form ADV filings from 84 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.