Scottsdale, AZ

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Scottsdale, AZ
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Best Financial Advisors in Scottsdale, AZ

Handpicked from 168 vetted & reviewed Financial Planning & Wealth Management firms in the Scottsdale area, discover the top 5 standout choices among the selected group of 24 finalists.

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ARQ Wealth Advisors

ARQ Wealth Advisors

(36)
  • Questions
  • Decisions
  • Management
“I've been a client at ARQ Wealth for over 5 years now and can't say enough good things about Greg Yocum and the rest of the team; they are an outstanding group of professionals.”
In Business Since 2014
Free Initial Consultation
14500 N Northsight Blvd STE 200, Scottsdale, AZ
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Trajan Wealth | Scottsdale Headquarters

Trajan Wealth | Scottsdale Headquarters

(45)
Elder Law, Private Wealth Management, Estate Planning
“We believe the consolidation of our Estate Planning, along with our Investment Planning under Trajan will be a great benefit not only for us, but also for our beneficiaries down the road.”
In Business Since 2011
Free Initial Consultation
18700 Hayden Rd Suite 470, Scottsdale, AZ
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72 Professor, Powered by Spivak Financial Group

72 Professor, Powered by Spivak Financial Group

(45)
  • Expertise
  • Research
  • Rule
“Would strongly recommend Stuart to anyone looking for a financial advisor, he really took his time (at no cost) on a couple of occasions to share his expertise with me and get me going in the right direction!”
In Business Since 2015
Free Initial Consultation
Licensed, BBB Accredited
8753 E Bell Rd Suite #101, Scottsdale, AZ
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Safeguard Estate and Financial

Safeguard Estate and Financial

(49)
  • Attorney
  • Estate Planning
  • Mind
“My kids now know exactly what I wishesare if something bad were to happen and I was incapacitated, there is no guessing, and they dont have ot make a hard decision, because I already did it for them.”
In Business Since 2020
9000 E Pima Center Pkwy Suite 150, Scottsdale, AZ
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RJP Estate Planning

RJP Estate Planning

(43)
  • Documents
  • Peace
  • Seminar
“My mother passed away almost 2 years ago now and my father has been newly diagnosed with cancer, so we knew it was time to update and make the appropriate changes to my fathers living trust.”
In Business Since 2013
Transparent Fees & Pricing
4110 N Scottsdale Rd Suite 170, Scottsdale, AZ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
97.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Khan, Slayter, & Kistler CPA

Khan, Slayter, & Kistler CPA

(4)
Innocent Spouse Relief, Payroll Tax Problems, IRS Audit Representation
“Positive Responsiveness, Quality, Professionalism, Value”
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Licensed, BBB Rating: A+
13880 N Northsight Blvd C105, Scottsdale, AZ
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P. Curtis Black, CPA

P. Curtis Black, CPA

(2)
Compilations, Individual Tax Preparation, Business Accounting Services
“I had curtis black do my taxes and I was shocked how easy he made it and how knowledgable he was.”
Offers Financing Options
In Business Since 2020
Transparent Fees & Pricing
Licensed, BBB Rating: A+
7702 E Doubletree Ranch Rd #300, Scottsdale, AZ
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Total Investment Management

Total Investment Management

(27)
Investment Management, Back, Retirement Planning
“Beginning with the Dot Comm bubble, September 11 attacks, 2008 Real Estate collapse and the Lehman Bros fallout and several major Geopolitical events, TIMGT has been there for me.”
In Business Since 2007
9383 E Bahia Dr STE 120, Scottsdale, AZ
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Spirit West Certified Planning

Spirit West Certified Planning

(39)
  • Financial Planning
  • Living Will
  • Idea
“We needed our Living Will and Trust amended and after a careful review of our existing Trust by Jonathan, we ended up having our entire Trust redone as our existing Trust was not setup to benefit my spouse, myself, or those who we charged with our af...”
In Business Since 2013
5011 N Granite Reef Rd, Scottsdale, AZ
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Blakely Walters Wealth Management

Blakely Walters Wealth Management

(1)
Blakely Walters Tax Services, Home and Auto Insurance, Blakely Walters Insurance
“Always helpful and professional!”
In Business Since 2012
Transparent Fees & Pricing
Licensed, BBB Rating: A+
3333 Hayden Rd, Scottsdale, AZ
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Bradley Wealth

Bradley Wealth

(25)
  • Wealth Management
  • Risk
  • Expectations
“I have recommended BW to a handful of friends who have been utilizing them for years and speak very highly, and would continue to recommend to anyone looking for a great wealth manager.”
In Business Since 2008
16430 N Scottsdale Rd Suite 230, Scottsdale, AZ
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Copperstate Cpas, PLC

Copperstate Cpas, PLC

“Take a look at our Home page. Copperstate CPAs, PLC is a full Accounting firm located in Scottsdale, AZ.”
Transparent Fees & Pricing
In Business Since 1989
Accepts Cash
Licensed, BBB Rating: A+
4300 N Miller Rd UNIT 146, Scottsdale, AZ
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Netvest Financial

Netvest Financial

(1)
“I have been using them for a few years now and they have not only helped me set up for retirement but helped with Everyday investments”
In Business Since 1998
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
9059 E Bahia Dr Suite 100, Scottsdale, AZ
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American Retirement Advisors

American Retirement Advisors

(31)
  • Healthcare
  • Call
  • Expertise
“The whole process was very quick and easy and I would recommend American Retirement Advisors to anyone looking for help with adding/changing their Medicare coverage.”
In Business Since 2008
Licensed
8501 E Princess Dr #210, Scottsdale, AZ
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Schooner Financial Associates

Schooner Financial Associates

(1)
“My money has been here for years I've never been disappointed”
In Business Since 1999
Licensed, BBB Rating: A+
9917 Bell Rd STE 110, Scottsdale, AZ
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Stronghold Financial

Stronghold Financial

(16)
  • Mom
  • A Stroke
  • Attention
“When you're dealing with a loved one's mental and physical decline as well as the financial burden, having someone who truly cares fighting for you makes tough times a little less stressful.”
In Business Since 2018
Offers Financing Options
14350 N Frank Lloyd Wright Blvd Suite 9, Scottsdale, AZ
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Northsight Wealth Management

Northsight Wealth Management

(16)
  • Team
  • Portfolio
  • Needs
“What it tells me is that because he is THAT thorough for his clients on things that he's not directly involved in, like their mortgage, (their largest and longest debt), he is probably also 10 times more focused on the things he can control for his c...”
In Business Since 2016
Transparent Fees & Pricing
20715 N Pima Rd Suite 108, Scottsdale, AZ
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Foley & Giolitto CPA

Foley & Giolitto CPA

(16)
Additional Services, TAX Planning, Financial Planning
“Being a finance professional myself, I appreciate the knowledge of the staff at the firm and trust the advice I've been given regarding various tax situations I have discussed with them.”
In Business Since 2016
Accepts All Major Credit Cards
14300 N Northsight Blvd # 114, Scottsdale, AZ
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Stine Wealth Management

Stine Wealth Management

(20)
  • Expertise
  • Information
  • Understand
“She is a one stop shop for all your financial needs and will make a long-term plan that can be adjusted on a moments notice with any changes in my goals.”
In Business Since 2020
6991 E Camelback Rd Ste D-300, Scottsdale, AZ
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Solutions First Financial Group

Solutions First Financial Group

(19)
  • Pressure
  • Ability
  • Educational
“Joe is the most knowledgeable advisor I've ever spoken to, he has a great variety of products that are will meet needs of people of various income and financial goals.”
In Business Since 2016
Licensed
9375 E Shea Blvd Suite 100, Scottsdale, AZ
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Grand Canyon Planning Associates

Grand Canyon Planning Associates

(6)
“I met with Chris and he took the time to explain everything to me and my family and helped us understand exactly what we were doing, and I was not even charged for the appointment.”
In Business Since 2006
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
9035 E Mountain View Rd, Scottsdale, AZ
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Bridge Divorce Strategies

Bridge Divorce Strategies

(5)
  • Financial Advice
  • Team
“I have had the pleasure of working with the Bridge Divorce Strategies team over the past year and would strongly recommend their services to anyone looking for any financial advice when going through a divorce.”
In Business Since 2015
Licensed, BBB Rating: A+
11111 N Scottsdale Rd Suite 205K, Scottsdale, AZ
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Alpha Fiduciary

Alpha Fiduciary

(3)
Optimal Asset Allocation & Asset Location, Cash Flow Planning - Current & Pro Forma, Tax Planning and Mitigation
“Arthur Doglione is an excellent leader with the highest level of integrity, ethics & honesty while running a high performance organization.”
In Business Since 2010
Licensed
20645 N Pima Rd Suite N-225, Scottsdale, AZ
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Echelon Private Wealth

Echelon Private Wealth

(8)
Income Protection & Asset Preservation, Debt Management, Special Situations Financial Planning
“I would highly recommend Echelon Private Wealth Management to anyone looking for exemplary service while offering the highest standard of professionalism and education towards assisting the consumer to meet and exceed their individual financial goals...”
In Business Since 2021
7047 E Greenway Pkwy #250, Scottsdale, AZ
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Retirement Planning and Investment Management Services in Scottsdale, AZ Cost Estimates

Minimum cost
$1227
Maximum cost
$10428
National Average
$3681
Avg Per Hour Rates
$369
$2454
$6747
Fair price range is based on 278 cost profiles
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Average Cost $3681
Minimum cost $1227
Maximum cost $10428
Avg Per Hour Rates $369

Fair range $2454 to $6747 is based on 278 cost profiles.

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Wealth Management Advisors near Scottsdale

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