Adviser Record

Investment advisers in Scottsdale, AZ

89 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in AZ

FirmAssetsEmployeesDisclosures
Osaic Wealth, Inc.$234.86 billion8,97913
Voya Investments, LLC$59.48 billion1044
Gi Partners$35.74 billion1600
United Planners' Financial Services of America a Limited Partner$12.77 billion6204
Balbec Capital Management LP$7.99 billion1500
Ashton Thomas Private Wealth$6.01 billion933
Stoker Ostler, a Part of Bmo Financial Group$3.67 billion302
Trek Financial$2.82 billion550
Trajan Wealth, L.L.C.$2.60 billion1400
Redwood Investment Management, LLC.$2.47 billion390
Verus Capital Partners, LLC$2.29 billion685
Ironwood Investment Counsel, LLC$1.76 billion220
Indigo Partners LLC$1.66 billion80
Global Strategic Nextgen Ocio$1.61 billion70
Galvin, Gaustad & Stein, LLC$1.35 billion170
Total Investment Management, Inc.$1.35 billion120
Msh Capital Advisors LLC$1.35 billion350
Arq Wealth Advisors, LLC$1.21 billion180
Balboa Wealth Partners, Inc.$1.07 billion370
Fortitude Family Office$1.00 billion280
Estancia Capital Management, LLC$908.0 million150
Standpoint Asset Management, LLC$771.1 million70
Sensible Money, LLC$742.5 million160
Able Financial Group, LLC$732.9 million140
Asset Growth Solutions, LLC$702.7 million50
Mulholland Wealth Advisors, LLC$611.7 million390
Pinnacle Peak Private Client Group, LLC$481.1 million60
Juncture Wealth Strategies, LLC$473.6 million110
Dew Wealth Management$464.7 million401
Harmony Asset Management LLC$462.5 million101
Social Leverage Advisors, LLC$443.7 million70
Heritage Family Offices, LLP$423.3 million130
Exeter Financial, LLC$420.2 million60
Wt Wealth Management, LLC$419.1 million160
Luminvest Wealth Management LLC$398.0 million50
Buttonwood Capital Management (Bcm)$380.8 million60
Intelligent Capitalworks$376.6 million60
Vigilare Wealth Management LLC$330.9 million60
Zenith Wealth Advisors$328.3 million40
Aim Capital$309.3 million20
One Wealth Capital Management, LLC$306.8 million61
Stableford Capital LLC$305.3 million40
Capital Wealth Alliance, LLC$300.3 million50
Interwealth Management, LLC$298.0 million50
Faith Investor Services$279.7 million100
Sage Financial Advisors Inc.$270.3 million70
Corepath Wealth Partners LLC$261.2 million80
Releve Financial Group$255.6 million70
Treasure Investment Management, LLC$252.7 million40
Bayntree Wealth Advisors, LLC$241.1 million130
R.H. Investment Group, LLC$238.5 million20
Taylor Frigon Capital Management LLC$232.6 million110
Amplify Financial, LLC$230.7 million70
Sl Capital$230.3 million43
Bradley Wealth LLC$196.7 million50
Accordant Investments LLC$186.4 million170
Spahn Wealth & Retirement LLC$181.4 million20
Cole Wealth Management, LLC$181.1 million40
C2c Wealth Management, LLC$179.8 million20
Blakely Walters Wealth Management$173.7 million70
Pravati Capital LLC$173.7 million110
Wealth Management Solutions$172.6 million40
Ascent Capital Partners, LLC$172.0 million100
Scottsdale Wealth Planning, Inc.$171.5 million25
Wealth Engineering, LLC$171.0 million10
Vestpointe Wealth Management, LLC$165.8 million30
Sierra Legacy Group$152.7 million70
Bridgelight Capital LLC$136.4 million40
Degreen Private Wealth, LLC$132.8 million10
Idx Advisors$128.1 million60
Gps Investments$127.7 million30
Luminescent Wealth Management, Inc.$127.4 million20
Csp Financial Group LLC$119.2 million200
Alpha Fiduciary$114.0 million40
O'connor Capital Advisory, LLC$112.1 million10
Spirit West Advisors, LLC$111.1 million10
Suttle Crossland Wealth Advisors, LLC$101.1 million20
Next Up Wealth Advisors, LLC$100.2 million20
3roots Wealth Partners LLC$92.6 million30
Titan Capital Management$84.2 million30
Resq Investment Partners, LLC$65.8 million50
Xcellerant Ventures, LLC$26.0 million90
Taylor Frigon Family Office, LLC$20.0 million110
Alkeme Investments LLC$010
Rbg Capital LLC$010
345 Investment Advisory, LLC$010
Family Office Investment Advisory LLC$030
Nerdwallet Advisory$060
Vision2020 Wealth Management Corp.$000