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Find Best Financial Advisors in Scottsdale, Arizona

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Scottsdale is a tedious task to do. give you extensive options to compare best advisors in Scottsdale & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Scottsdale?

Looking for a qualified financial advisor in Scottsdale? We can help you by narrowing down your options & listing the best financial advisors in Scottsdale as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Scottsdale near you with the list of certified and vetted Scottsdale financial advisors.

List of Qualified Financial Advisors in Scottsdale, Arizona


Ekenna Anya-Gafu

Bay Street Capital Holdings

4111 N Drinkwater Blvd

Scottsdale, AZ 85251



Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale, AZ 85254



Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255



Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street
Suite 400

Phoenix, AZ 85016



Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028



Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282



Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200

Tempe, AZ 85282



Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave.
Suite 101

Phoenix, AZ 85012



Chad Anderson

Anderson Wealth LLC

2500 S Power Rd Suite 223 BLDG 9

Mesa, AZ 85209



James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226



Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382


Top Financial Advisor Firms in Arizona (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Redwood Investment Management, Llc.
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
153139 $2,441,903,849 1217 A percentage of AUM
Hourly charges
Performance Based
Autus Asset Management, Llc
16435 North Scottsdale Road, Suite 105 Scottsdale, AZ 85254
118439 $1,438,890,003 2407 A percentage of AUM
Hourly charges
Fixed fees
Trajan Wealth, L.L.C.
7702 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ 85258
158847 $1,054,443,957 8885 A percentage of AUM
Fixed fees
Other (1031 ADVISORY FEES)
Arq Wealth Advisors, Llc
14500 N. Northsight Blvd, Suite 200 Scottsdale, AZ 85260
147351 $412,046,629 1086 A percentage of AUM
Fixed fees
Juncture Asset Management
8777 E. Via De Ventura, Suite 120 Scottsdale, AZ 85258
306349 $335,493,357 708 A percentage of AUM
Mulholland Wealth Advisors, Llc
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251
282408 $310,388,640 878 A percentage of AUM
Stableford Capital Llc
14646 North Kierland Blvd., Suite 145 Scottsdale, AZ 85254
173383 $294,272,000 264 A percentage of AUM
Capital Wealth Alliance, Llc
17015 North Scottsdale Road, Suite 250 Scottsdale, AZ 85255
298257 $266,346,089 1539 A percentage of AUM
Aim Capital
7337 E Doubletree Ranch Road, Suite 195 Scottsdale, AZ 85258
165183 $263,521,761 421 A percentage of AUM
Key Group Management, Inc.
8765 East Bell Road, Suite 207 Scottsdale, AZ 85260
146054 $183,098,999 425 A percentage of AUM
Hourly charges
Fixed fees
Interwealth Management, Llc
8585 E Hartford Dr, Suite 108 Scottsdale, AZ 85255
155597 $171,000,000 485 A percentage of AUM
Perini Capital
20645 North Pima Road, Suite N-230 Scottsdale, AZ 85255
158540 $158,905,836 73 A percentage of AUM
Performance Based
Cypress Strategies
6424 E. Greenway Parkway, Suite 100 Scottsdale, AZ 85254
172113 $126,916,158 75 A percentage of AUM
Fixed fees
Resq Investment Partners, Llc
9260 E Raintree Dr, Suite 100 Scottsdale, AZ 85260
169528 $66,131,705 2 A percentage of AUM
Zenith Wealth Advisors
15169 N. Scottsdale Road, Ste 205 Scottsdale, AZ 85254
318330 $0 0 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Arizona

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Bridge Financial Strategies
Inquire with Bridge
11111 N. Scottsdale Road, Suite 205 Scottsdale, AZ 85254 480-378-2383
Brian F Scanlon
Inquire with Brian
14850 N Scottsdale Rd, Suite 600 Scottsdale, AZ 85254 480-922-7805
Bennie Schmidt
Inquire with Bennie
4250 N Drinkwater Blvd, Fl 3 Scottsdale, AZ 85251 602-840-1888
Ana Alburquerque
Inquire with Ana
14850 N Scottsdale Rd, Suite 600 Scottsdale, AZ 85254 480-922-7911
Alexander T Schneebacher
Inquire with Alexander
6909 E Greenway Pkwy, Ste 245 Scottsdale, AZ 85254 602-794-1105
Ben W Belanger
Inquire with Ben
16220 N Scottsdale Rd, Ste 250 Scottsdale, AZ 85254 480-922-4200
Anthony James Montgomery Sr.
Inquire with Anthony
14850 N Scottsdale Rd, Suite 600 Scottsdale, AZ 85254 480-922-7828
Brandon Riley
Inquire with Brandon
14850 N Scottsdale Rd, Suite 600 Scottsdale, AZ 85254 480-624-5742
Brian Dobbins
Inquire with Brian
6909 E Greenway Pkwy, Ste 245 Scottsdale, AZ 85254 602-794-0191
Blakely Walters
Inquire with Blakely
3333 North Hayden Road, Scottsdale, AZ 85251 480-776-5897

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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