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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 5 vetted financial advisors and 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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Trent White

Omnia Wealth Management

480-702-1143

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Bruce Hosler

Hosler Wealth Management

480-994-7342

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Ryan Kidd

Validus Financial Associates

623-825-1020

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Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

623-203-7003

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Aaron C. Montez

Validus Financial Associates

623-825-1020

Top Financial Advisor Firms in Scottsdale, Arizona (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
VOYA INVESTMENTS, LLC
7337 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258-2034
111091 $53,243,468,890 65 A Percentage of AUM, Performance Based
GI PARTNERS
6720 N Scottsdale Road, Suite 350
Scottsdale, AZ, 85253
161573 $31,053,928,632 21 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 $6,085,656,351 50361 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
BALBEC CAPITAL MANAGEMENT LP
7114 E Stetson Drive, Suite 250
Scottsdale, AZ, 85251
284363 $5,606,257,800 19 A Percentage of AUM, Performance Based, Other (ASSET MANAGEMENT FEES)
REDWOOD INVESTMENT MANAGEMENT, LLC.
4110 N. Scottsdale Rd., Ste. 125,
Scottsdale, AZ, 85251
153139 $2,385,975,981 1444 A Percentage of AUM, Performance Based
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
4900 N. Scottsdale Road, Suite 2600
Scottsdale, AZ, 85251
111320 $2,165,479,313 3792 A Percentage of AUM, Hourly charges, Fixed Fees
ASHTON THOMAS PRIVATE WEALTH
15279 N Scottsdale Road, Suite B2-215
Scottsdale, AZ, 85254
153902 $2,003,187,684 4533 A Percentage of AUM, Hourly charges
TREK FINANCIAL
8355 East Hartford Drive, Suite 105
Scottsdale, AZ, 85255
109376 $1,876,635,074 9873 A Percentage of AUM, Hourly charges, Fixed Fees
TOTAL INVESTMENT MANAGEMENT, INC.
9383 East Bahia Drive, Suite 120
Scottsdale, AZ, 85260
108818 $1,236,051,813 2542 A Percentage of AUM, Subscription Fees, Fixed Fees
IRONWOOD INVESTMENT COUNSEL, LLC
14646 N. Kierland Blvd, Suite 135
Scottsdale, AZ, 85254-2762
110623 $1,179,401,550 2206 A Percentage of AUM, Hourly charges
GLOBAL STRATEGIC INVESTMENT SOLUTIONS
7337 East Doubletree Ranch Road, Suite C-165,
Scottsdale, AZ, 85258
175300 $1,157,404,610 341 A Percentage of AUM
GALVIN, GAUSTAD & STEIN, LLC
7377 E. Doubletree Ranch Road, Suite 250
Scottsdale, AZ, 85258
153410 $1,105,393,663 1982 A Percentage of AUM, Hourly charges, Fixed Fees
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
8985 E. Bell Road,
Scottsdale, AZ, 85260
169045 $1,081,197,518 6426 A Percentage of AUM, Hourly charges, Fixed Fees, Other (PORTION OF THIRD PARTY MANAGER FEES)
TRAJAN WEALTH, L.L.C.
7702 E. Doubletree Ranch Road, Suite 100
Scottsdale, AZ, 85258
158847 $1,053,148,208 12343 A Percentage of AUM, Performance Based, Other (1031 ADVISORY FEES)
VERUS CAPITAL PARTNERS, LLC
14301 N 87th Street, Suite 307
Scottsdale, AZ, 85260
151568 $948,186,511 4226 A Percentage of AUM, Hourly charges, Fixed Fees

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