EXPLORE THE DIRECTORY

Investment adviser firms in SCOTTSDALE, Arizona

Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.

87 firms · Source months shown: August 2026

345 INVESTMENT ADVISORY, LLCCRD 342120 · SCOTTSDALE, AZ
Not availableRegulatory AUM · August 2026
3ROOTS WEALTH PARTNERS LLCCRD 338300 · SCOTTSDALE, AZ
$92,647,972.00Regulatory AUM · August 2026
ABLE FINANCIAL GROUP, LLCCRD 323646 · SCOTTSDALE, AZ
$732,941,557.00Regulatory AUM · August 2026
ACCORDANT INVESTMENTS LLCCRD 325678 · SCOTTSDALE, AZ
$186,422,766.00Regulatory AUM · August 2026
ALKEME INVESTMENTS LLCCRD 332434 · SCOTTSDALE, AZ
Not availableRegulatory AUM · August 2026
ALKEME WEALTH, LLCCRD 143420 · SCOTTSDALE, AZ
$420,187,982.00Regulatory AUM · August 2026
ALPHA FIDUCIARY, INC.CRD 144720 · SCOTTSDALE, AZ
$113,992,108.00Regulatory AUM · August 2026
AMPLIFY FINANCIAL, LLCCRD 325721 · SCOTTSDALE, AZ
$230,715,554.00Regulatory AUM · August 2026
ARQ WEALTH ADVISORS, LLCCRD 147351 · SCOTTSDALE, AZ
$1,109,267,076.00Regulatory AUM · August 2026
ASCENT CAPITAL PARTNERS, LLCCRD 291218 · SCOTTSDALE, AZ
$172,002,374.00Regulatory AUM · August 2026
ASHTON THOMAS PRIVATE WEALTH, LLCCRD 153902 · SCOTTSDALE, AZ
$6,009,474,500.00Regulatory AUM · August 2026
ASSET GROWTH SOLUTIONS, LLCCRD 342319 · SCOTTSDALE, AZ
$702,717,385.00Regulatory AUM · August 2026
BALBEC CAPITAL MANAGEMENT LPCRD 284363 · SCOTTSDALE, AZ
$7,986,194,775.00Regulatory AUM · August 2026
BALBOA WEALTH PARTNERS, INC.CRD 282329 · SCOTTSDALE, AZ
$1,070,330,403.00Regulatory AUM · August 2026
BAYNTREE WEALTH ADVISORS, LLCCRD 226708 · SCOTTSDALE, AZ
$241,077,085.00Regulatory AUM · August 2026
BLAKELY WALTERS WEALTH MANAGEMENT LLCCRD 324410 · SCOTTSDALE, AZ
$173,704,025.00Regulatory AUM · August 2026
BRADLEY WEALTH LLCCRD 131808 · SCOTTSDALE, AZ
$196,723,672.00Regulatory AUM · August 2026
BRIDGELIGHT CAPITAL LLCCRD 154920 · SCOTTSDALE, AZ
$136,364,716.00Regulatory AUM · August 2026
BUTTONWOOD CAPITAL MANAGEMENT, LLCCRD 174857 · SCOTTSDALE, AZ
$380,779,562.00Regulatory AUM · August 2026
C2C WEALTH MANAGEMENT, LLCCRD 284148 · SCOTTSDALE, AZ
$179,809,631.00Regulatory AUM · August 2026
CAPITAL WEALTH ALLIANCE, LLCCRD 298257 · SCOTTSDALE, AZ
$300,294,005.00Regulatory AUM · August 2026
COLE WEALTH MANAGEMENT, LLCCRD 134509 · SCOTTSDALE, AZ
$181,069,922.00Regulatory AUM · August 2026
COREPATH WEALTH PARTNERS LLCCRD 299951 · SCOTTSDALE, AZ
$261,186,722.00Regulatory AUM · August 2026
CSP FINANCIAL GROUP LLCCRD 310819 · SCOTTSDALE, AZ
$119,237,758.00Regulatory AUM · August 2026
CYPRESS ADVISORY GROUP, LLCCRD 172113 · SCOTTSDALE, AZ
$152,721,993.00Regulatory AUM · August 2026
DEGREEN PRIVATE WEALTH, LLCCRD 332192 · SCOTTSDALE, AZ
$132,808,620.00Regulatory AUM · August 2026
DEW WEALTH MANAGEMENT, LLCCRD 114148 · SCOTTSDALE, AZ
$464,654,933.00Regulatory AUM · August 2026
ESTANCIA CAPITAL MANAGEMENT, LLCCRD 166478 · SCOTTSDALE, AZ
$908,004,113.00Regulatory AUM · August 2026
FAITH INVESTOR SERVICES LLCCRD 313337 · SCOTTSDALE, AZ
$279,720,172.00Regulatory AUM · August 2026
FAMILY OFFICE INVESTMENT ADVISORY LLCCRD 339607 · SCOTTSDALE, AZ
Not availableRegulatory AUM · August 2026
FORTITUDE FAMILY OFFICE, LLCCRD 317615 · SCOTTSDALE, AZ
$1,000,141,727.00Regulatory AUM · August 2026
GALVIN, GAUSTAD & STEIN, LLCCRD 153410 · SCOTTSDALE, AZ
$1,354,519,461.00Regulatory AUM · August 2026
GI MANAGER L.P.CRD 161573 · SCOTTSDALE, AZ
$35,738,096,082.00Regulatory AUM · August 2026
GLOBAL PORTFOLIO SOLUTIONS, INC.CRD 333381 · SCOTTSDALE, AZ
$127,696,231.00Regulatory AUM · August 2026
GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLCCRD 175300 · SCOTTSDALE, AZ
$1,609,486,864.00Regulatory AUM · August 2026
HARMONY ASSET MANAGEMENT LLCCRD 116069 · SCOTTSDALE, AZ
$462,513,551.00Regulatory AUM · August 2026
HERITAGE FAMILY OFFICES, LLPCRD 323930 · SCOTTSDALE, AZ
$423,261,650.00Regulatory AUM · August 2026
ICW INVESTMENT ADVISORS, LLCCRD 135081 · SCOTTSDALE, AZ
$376,600,000.00Regulatory AUM · August 2026
IDX ADVISORS, LLCCRD 299658 · SCOTTSDALE, AZ
$128,120,589.00Regulatory AUM · August 2026
INDIGO PARTNERS LLCCRD 163648 · SCOTTSDALE, AZ
$1,657,483,643.00Regulatory AUM · August 2026
INTERWEALTH MANAGEMENT, LLCCRD 155597 · SCOTTSDALE, AZ
$298,005,781.00Regulatory AUM · August 2026
IRONWOOD INVESTMENT COUNSEL, LLCCRD 110623 · SCOTTSDALE, AZ
$1,757,391,038.00Regulatory AUM · August 2026
JUNCTURE WEALTH STRATEGIES, LLCCRD 298110 · SCOTTSDALE, AZ
$473,616,234.00Regulatory AUM · August 2026
LUMINESCENT WEALTH MANAGEMENT, INC.CRD 337660 · SCOTTSDALE, AZ
$127,388,083.00Regulatory AUM · August 2026
LUMINVEST WEALTH MANAGEMENT LLCCRD 326261 · SCOTTSDALE, AZ
$398,030,608.00Regulatory AUM · August 2026
MSH CAPITAL ADVISORS LLCCRD 157835 · SCOTTSDALE, AZ
$1,346,296,531.00Regulatory AUM · August 2026
MULHOLLAND WEALTH ADVISORS, LLCCRD 282408 · SCOTTSDALE, AZ
$611,738,596.00Regulatory AUM · August 2026
NERDWALLET ADVISORY LLCCRD 325767 · SCOTTSDALE, AZ
Not availableRegulatory AUM · August 2026
NEXT UP WEALTH ADVISORS, LLCCRD 342136 · SCOTTSDALE, AZ
Not availableRegulatory AUM · August 2026
ONE WEALTH CAPITAL MANAGEMENT, LLCCRD 331395 · SCOTTSDALE, AZ
$306,795,078.00Regulatory AUM · August 2026
OSAIC WEALTH, INC.CRD 23131 · SCOTTSDALE, AZ
$234,858,518,740.00Regulatory AUM · August 2026
PINNACLE PEAK PRIVATE CLIENT GROUP, LLCCRD 282003 · SCOTTSDALE, AZ
$481,073,801.00Regulatory AUM · August 2026
PRAVATI CAPITAL LLCCRD 300435 · SCOTTSDALE, AZ
$173,681,628.00Regulatory AUM · August 2026
R.H. INVESTMENT GROUP, LLCCRD 115994 · SCOTTSDALE, AZ
$238,461,764.00Regulatory AUM · August 2026
REDWOOD INVESTMENT MANAGEMENT, LLC.CRD 153139 · SCOTTSDALE, AZ
$2,472,561,560.00Regulatory AUM · August 2026
RELEVE FINANCIAL GROUP, LLCCRD 285243 · SCOTTSDALE, AZ
$255,563,347.00Regulatory AUM · August 2026
RESQ INVESTMENT PARTNERS, LLCCRD 169528 · SCOTTSDALE, AZ
$65,805,352.00Regulatory AUM · August 2026
SAGE FINANCIAL ADVISORS INC.CRD 116933 · SCOTTSDALE, AZ
$270,296,873.00Regulatory AUM · August 2026
SCOTTSDALE WEALTH PLANNING, INC.CRD 169248 · SCOTTSDALE, AZ
$171,508,301.00Regulatory AUM · August 2026
SENSIBLE MONEY, LLCCRD 158641 · SCOTTSDALE, AZ
$742,532,213.00Regulatory AUM · August 2026
SLT HOLDINGS LLCCRD 328450 · SCOTTSDALE, AZ
$230,289,447.00Regulatory AUM · August 2026
SOCIAL LEVERAGE ADVISORS, LLCCRD 292690 · SCOTTSDALE, AZ
$443,681,676.00Regulatory AUM · August 2026
SPAHN WEALTH & RETIREMENT LLCCRD 285932 · SCOTTSDALE, AZ
$181,438,726.00Regulatory AUM · August 2026
SPIRIT WEST ADVISORS, LLCCRD 285314 · SCOTTSDALE, AZ
$111,100,000.00Regulatory AUM · August 2026
STABLEFORD CAPITAL LLCCRD 173383 · SCOTTSDALE, AZ
$305,316,552.00Regulatory AUM · August 2026
STANDPOINT ASSET MANAGEMENT, LLCCRD 305155 · SCOTTSDALE, AZ
$771,133,613.00Regulatory AUM · August 2026
STOKER OSTLER WEALTH ADVISORS, INC.CRD 111320 · SCOTTSDALE, AZ
$3,669,760,193.00Regulatory AUM · August 2026
SUTTLE CROSSLAND WEALTH ADVISORS, LLCCRD 318700 · SCOTTSDALE, AZ
$101,068,809.00Regulatory AUM · August 2026
TAYLOR FRIGON CAPITAL MANAGEMENT LLCCRD 142617 · SCOTTSDALE, AZ
$232,628,086.00Regulatory AUM · August 2026
TAYLOR FRIGON FAMILY OFFICE, LLCCRD 323249 · SCOTTSDALE, AZ
$19,955,040.00Regulatory AUM · August 2026
THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLPCRD 165183 · SCOTTSDALE, AZ
$309,311,234.00Regulatory AUM · August 2026
TITAN MANAGERS, LLCCRD 319447 · SCOTTSDALE, AZ
$84,171,271.00Regulatory AUM · August 2026
TOTAL INVESTMENT MANAGEMENT, INC.CRD 108818 · SCOTTSDALE, AZ
$1,352,142,086.00Regulatory AUM · August 2026
TRAJAN WEALTH, L.L.C.CRD 158847 · SCOTTSDALE, AZ
$2,601,785,971.00Regulatory AUM · August 2026
TREASURE INVESTMENT MANAGEMENT, LLCCRD 309258 · SCOTTSDALE, AZ
$252,655,798.00Regulatory AUM · August 2026
TREK FINANCIAL, LLCCRD 109376 · SCOTTSDALE, AZ
$2,824,296,229.00Regulatory AUM · August 2026
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERCRD 20804 · SCOTTSDALE, AZ
$12,770,766,549.00Regulatory AUM · August 2026
VB&T WEALTH MANAGEMENT LLCCRD 318330 · SCOTTSDALE, AZ
$328,331,005.00Regulatory AUM · August 2026
VERUS CAPITAL PARTNERS, LLCCRD 151568 · SCOTTSDALE, AZ
$2,290,832,340.00Regulatory AUM · August 2026
VESTPOINTE WEALTH MANAGEMENT, LLCCRD 132591 · SCOTTSDALE, AZ
$165,758,121.00Regulatory AUM · August 2026
VIGILARE WEALTH MANAGEMENT LLCCRD 157663 · SCOTTSDALE, AZ
$330,938,853.00Regulatory AUM · August 2026
VISION2020 WEALTH MANAGEMENT CORP.CRD 154149 · SCOTTSDALE, AZ
Not availableRegulatory AUM · August 2026
VOYA INVESTMENTS, LLCCRD 111091 · SCOTTSDALE, AZ
$59,483,464,103.00Regulatory AUM · August 2026
WEALTH ENGINEERING, LLCCRD 128549 · SCOTTSDALE, AZ
$170,961,151.00Regulatory AUM · August 2026
WEALTH MANAGEMENT SOLUTIONS, LLCCRD 127517 · SCOTTSDALE, AZ
$172,569,049.00Regulatory AUM · August 2026
WT WEALTH MANAGEMENT, LLCCRD 169566 · SCOTTSDALE, AZ
$419,058,112.00Regulatory AUM · August 2026
XCELLERANT VENTURES, LLCCRD 319671 · SCOTTSDALE, AZ
$26,029,894.00Regulatory AUM · August 2026