fbpx

Top Financial Advisors in Scottsdale

Filter
  • $470,062,063
    2,773
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $368,460,274
    385
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
    • VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
  • $796,907,483
    1,546
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $779,357,492
    512
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • CDR# 143442
    $296,448,694
    336
    • Financial planning services
    • Pension consulting services
  • $670,174,496
    1,927
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Publication of periodicals or newsletters
    • Educational seminars/workshops
  • CDR# 158847
    $291,789,586
    1,220
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops
  • $438,160,857
    811
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $121,844,882
    589
    • Financial planning services
    • Pension consulting services
  • $213,438,490
    182
    • Financial planning services

To determine the top financial advisors in Scottsdale we poured through all SEC registered advisory firms who have an office in Scottsdale. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

VERUS CAPITAL PARTNERS, LLC

CDR# 151568
$470,062,063
2,773
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
14256 N. NORTHSIGHT BLVD. SUITE 110
SCOTTSDALE AZ, 85260
480-990-3719

$470,062,063
2,773
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ASHTON THOMAS PRIVATE WEALTH

CDR# 153902
$368,460,274
385
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
  • A percentage of assets under your management
  • Hourly charges
15279 N SCOTTSDALE ROAD SUITE B2-215
SCOTTSDALE AZ, 85254
602-732-4745

$368,460,274
385
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
  • A percentage of assets under your management
  • Hourly charges

BCJ CAPITAL MANAGEMENT

CDR# 109376
$796,907,483
1,546
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
8355 EAST HARTFORD DRIVE SUITE 105
SCOTTSDALE AZ, 85255
(480) 483-1510

$796,907,483
1,546
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

GALVIN, GAUSTAD & STEIN, LLC

CDR# 153410
$779,357,492
512
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
7377 E. DOUBLETREE RANCH ROAD SUITE 250
SCOTTSDALE AZ, 85258
480-776-1445

$779,357,492
512
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

COPPERWYND FINANCIAL

CDR# 143442
$296,448,694
336
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
14256 N. NORTHSIGHT BLVD. STE B-115
SCOTTSDALE AZ, 85260
480-348-2100

$296,448,694
336
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

CDR# 169045
$670,174,496
1,927
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
8985 E. BELL ROAD
SCOTTSDALE AZ, 85260
602-604-0600

$670,174,496
1,927
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other

TRAJAN WEALTH, L.L.C.

CDR# 158847
$291,789,586
1,220
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
7702 E. DOUBLETREE RANCH ROAD SUITE 100
SCOTTSDALE AZ, 85258
480-990-3300

$291,789,586
1,220
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management

MSH CAPITAL ADVISORS LLC

CDR# 157835
$438,160,857
811
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
20555 N PIMA ROAD SUITE 100
SCOTTSDALE AZ, 85255-7153
480-563-2007

$438,160,857
811
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

CDR# 282003
$121,844,882
589
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
18867 N. THOMPSON PEAK PARKWAY STE #225
SCOTTSDALE AZ, 85255
480-771-4301

$121,844,882
589
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ARQ WEALTH ADVISORS, LLC

CDR# 147351
$213,438,490
182
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
14500 N. NORTHSIGHT BLVD, STE 200
SCOTTSDALE AZ, 85260
480.634.1916

$213,438,490
182
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management