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

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Top Rated Established Verified84 firms shown

Top-Ranked Advisors in SCOTTSDALE

Page 1 of 4 · 84 firms

#1
92

REDWOOD INVESTMENT MANAGEMENT, LLC.

SCOTTSDALE, AZ · Since 2013

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
92

TRAJAN WEALTH, L.L.C.

SCOTTSDALE, AZ · Since 2015

$2.6B AUM46 clientsFee: 0%
FiduciaryFee-Only
#3
91

BALBEC CAPITAL MANAGEMENT LP

SCOTTSDALE, AZ · Since 2016

$8.0B AUM40 clientsFee: 0%
FiduciaryFee-Only
#4
90

GALVIN, GAUSTAD & STEIN, LLC

SCOTTSDALE, AZ · Since 2010

$1.4B AUM17 clientsFee: 0%
FiduciaryFee-Only
#5
90

BALBOA WEALTH PARTNERS, INC.

SCOTTSDALE, AZ · Since 2015

$1.1B AUM25 clientsFee: 0%
FiduciaryFee-Only
#6
89

ESTANCIA CAPITAL MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2013

$908M AUM11 clientsFee: 0%
FiduciaryFee-Only
#7
88

ARQ WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2016

$1.1B AUM9 clientsFee: 0%
FiduciaryFee-Only
#8
87

INTELLIGENT CAPITALWORKS

SCOTTSDALE, AZ · Since 2005

$377M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
87

EXETER FINANCIAL, LLC

SCOTTSDALE, AZ · Since 2007

$420M AUM4 clientsFee: 0%
FiduciaryFee-Only
#10
87

VISION2020 WEALTH MANAGEMENT CORP.

SCOTTSDALE, AZ · Since 2010

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#11
87

AIM CAPITAL

SCOTTSDALE, AZ · Since 2012

$309M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
86

INTERWEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2019

$298M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
86

RESQ INVESTMENT PARTNERS, LLC

SCOTTSDALE, AZ · Since 2013

$66M AUM3 clientsFee: 0%
FiduciaryFee-Only
#14
86

WT WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2018

$419M AUM13 clientsFee: 0%
FiduciaryFee-Only
#15
86

MULHOLLAND WEALTH ADVISORS, LLC

SCOTTSDALE, AZ · Since 2016

$612M AUM5 clientsFee: 0%
FiduciaryFee-Only
#16
86

RELEVE FINANCIAL GROUP

SCOTTSDALE, AZ · Since 2016

$256M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
86

JUNCTURE WEALTH STRATEGIES, LLC

SCOTTSDALE, AZ · Since 2018

$474M AUM9 clientsFee: 0%
FiduciaryFee-Only
#18
86

STANDPOINT ASSET MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2019

$771M AUM6 clientsFee: 0%
FiduciaryFee-Only
#19
85

COLE WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2018

$181M AUM4 clientsFee: 0%
FiduciaryFee-Only
#20
85

BRIDGELIGHT CAPITAL LLC

SCOTTSDALE, AZ · Since 2019

$136M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
85

C2C WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2017

$180M AUM1 clientsFee: 0%
FiduciaryFee-Only
#22
85

CAPITAL WEALTH ALLIANCE, LLC

SCOTTSDALE, AZ · Since 2018

$300M AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
85

TREASURE INVESTMENT MANAGEMENT, LLC

SCOTTSDALE, AZ · Since 2020

$253M AUM0 clientsFee: 0%
FiduciaryFee-Only
#24
84

R.H. INVESTMENT GROUP, LLC

SCOTTSDALE, AZ · Since 2022

$238M AUM1 clientsFee: 0%
FiduciaryFee-Only
#25
84

SIERRA LEGACY GROUP

SCOTTSDALE, AZ · Since 2021

$153M AUM2 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.