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Find The Best Financial Advisors in Scottsdale, Arizona
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.
How To Find The Best Financial Advisors in Scottsdale, Arizona
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 7 vetted financial advisors and 81 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 22 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.
List of Qualified Financial Advisors in Scottsdale, Arizona
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Top Financial Advisor Firms in Scottsdale, Arizona (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| OSAIC WEALTH, INC. 18700 N. Hayden Road, Suite 255 Scottsdale, AZ, 85255 | 23131 | $94,557,613,744 | 437201 | A percentage of AUM, Hourly charges, Fixed fees |
| 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 |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258 | 20804 | $9,326,336,708 | 43221 | A percentage of AUM, Hourly charges, Fixed fees, Commission 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) |
| ASHTON THOMAS PRIVATE WEALTH 8605 East Raintree Drive, Suite 280 Scottsdale, AZ, 85260 | 153902 | $2,891,584,875 | 5334 | A percentage of AUM, Hourly charges |
| 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 |
| TREK FINANCIAL 8355 East Hartford Drive, Suite 105 Scottsdale, AZ, 85255 | 109376 | $2,260,449,578 | 4584 | A percentage of AUM, Hourly charges, Fixed fees |
| TRAJAN WEALTH, L.L.C. 18700 North Hayden Road, Suite 470 Scottsdale, AZ, 85255 | 158847 | $1,969,683,196 | 15595 | A percentage of AUM, Performance Based, Other (1031 ADVISORY 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 |
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