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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 8 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 18 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 |
|---|---|---|---|---|
| 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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