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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 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.

List of Qualified Financial Advisors in Scottsdale , Arizona

advisor

Trent White

Luminvest Wealth Management

call480-702-1143

advisor

Dave Stanfield

Evergreen Wealth Management

call480-993-1102

advisor

Ryan Kidd

Validus Financial Associates

call623-825-1020

advisor

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

call623-203-7003

advisor

Aaron C. Montez

Validus Financial Associates

call623-825-1020

advisor

Marcus Luckeneder

Validus Financial Associates

call602-793-3123

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 $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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