Scottsdale, Arizona, regarded as the “west’s most western town”, is considered one of Arizona’s popular metropolitan areas with more than 80 art galleries,320 retail stores, and over 90 restaurants to explore with the family. With an average property value of over $490,000, a financial advisor familiar with the cost of living in Scottsdale, and other financial information specific to Arizona, would be able to assist you in attaining your financial goals. Providing you with the ability to connect with top financial advisors in your area is the mission of FinancialAdvisor.net.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Scottsdale, Arizona, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and 70 non-vetted financial advisors in Scottsdale, Arizona, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Scottsdale, Arizona have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034 | 111091 | $57,786,360,253 | 69 | A percentage of AUM |
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253 | 161573 | $32,630,475,936 | 25 | A percentage of AUM, Performance Based |
BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251 | 284363 | $6,370,551,613 | 20 | A percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES) |
REDWOOD INVESTMENT MANAGEMENT, LLC. 4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251 | 153139 | $2,727,993,120 | 1727 | A percentage of AUM |
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP 4900 N. Scottsdale Road, Suite 2600 Scottsdale, AZ, 85251 | 111320 | $2,556,150,742 | 4225 | A percentage of AUM, Hourly charges, Fixed fees |
VERUS CAPITAL PARTNERS, LLC 8300 N Hayden Rd, Suite A207 Scottsdale, AZ, 85258 | 151568 | $1,564,473,891 | 6591 | A percentage of AUM, Hourly charges, Fixed fees |
IRONWOOD INVESTMENT COUNSEL, LLC 6263 N. Scottsdale Road, Suite 200 Scottsdale, AZ, 85250 | 110623 | $1,400,440,770 | 1982 | A percentage of AUM, Hourly charges |
GLOBAL STRATEGIC INVESTMENT SOLUTIONS 7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ, 85258 | 175300 | $1,359,224,640 | 359 | A percentage of AUM |
TOTAL INVESTMENT MANAGEMENT, INC. 9383 East Bahia Drive, Suite 120 Scottsdale, AZ, 85260 | 108818 | $1,196,259,533 | 2170 | A percentage of AUM, Subscription fees, Fixed fees |
GALVIN, GAUSTAD & STEIN, LLC 7377 E. Doubletree Ranch Road, Suite 250 Scottsdale, AZ, 85258 | 153410 | $1,191,853,438 | 1942 | A percentage of AUM, Hourly charges, Fixed fees |
STANDPOINT ASSET MANAGEMENT, LLC 4250 N Drinkwater Blvd, Suite 300 Scottsdale, AZ, 85251 | 305155 | $1,048,194,064 | 1 | A percentage of AUM |
MSH CAPITAL ADVISORS LLC 23350 N Pima Road, Scottsdale, AZ, 85255-7153 | 157835 | $1,036,575,400 | 1920 | A percentage of AUM, Fixed fees |
BALBOA WEALTH PARTNERS, INC. 6263 North Scottsdale Road, Suite 265 Scottsdale, AZ, 85250 | 282329 | $775,979,843 | 2005 | A percentage of AUM, Hourly charges, Subscription fees |
CAPITAL INSIGHT PARTNERS, LLC 7328 East Deer Valley Road, Suite 105 Scottsdale, AZ, 85255 | 147165 | $736,956,265 | 971 | A percentage of AUM, Hourly charges, Fixed fees |
FORTITUDE FAMILY OFFICE 8901 E. Pima Center Parkway, Suite 145 Scottsdale, AZ, 85258 | 317615 | $640,902,238 | 729 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
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