{ "path": "/advisors/az/phoenix/scottsdale", "url": "https://advisorcensus.com/advisors/az/phoenix/scottsdale/page/2", "page_type": "metro_city", "title": "Financial advisors in Scottsdale, AZ", "filters": {}, "scope_total": 196, "faq": [ { "q": "How many financial advisory firms are there in Scottsdale, AZ?", "a": "AdvisorCensus lists 196 investment advisory firms with a principal office in Scottsdale, Arizona (part of the Phoenix metro area), from Form ADV filings as of October 2026: 93 SEC-registered, 88 state-registered, and 15 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Scottsdale, AZ?", "a": "53 of the 196 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Scottsdale, AZ offer financial planning?", "a": "125 of the 181 firms in Scottsdale, AZ that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Scottsdale, AZ fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 53 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 196 investment advisory firms with a principal office in Scottsdale, Arizona (part of the Phoenix metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Phoenix metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Scottsdale, AZ: 196 firms from Form ADV filings as of October 2026.", "total_firms": 196, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 93, "state": 88, "exempt": 15 }, "fee_model_mix": [ { "code": "fee-only", "count": 53 }, { "code": "percentage_of_aum", "count": 169 }, { "code": "hourly", "count": 83 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 96 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 26 }, { "code": "other", "count": 19 }, { "code": "not_reported", "count": 15 } ], "years_registered_distribution": [ { "code": "under_5", "count": 83 }, { "code": "5_to_9", "count": 52 }, { "code": "10_to_19", "count": 44 }, { "code": "20_plus", "count": 16 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 38 }, { "code": "25m_100m", "count": 45 }, { "code": "100m_500m", "count": 58 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 6 }, { "code": "not_reported", "count": 28 } ], "firms": [ { "crd_number": 299951, "name": "Corepath Wealth Partners LLC", "name_as_filed": "COREPATH WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951", "city": "Scottsdale", "state": "AZ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114170, "name": "CPA Advisory Services, P.C.", "name_as_filed": "CPA ADVISORY SERVICES, P.C.", "url": "https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170", "city": "Scottsdale", "state": "AZ", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 329037, "name": "Creationsvc Management LLC", "name_as_filed": "CREATIONSVC MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/creationsvc-management-llc-scottsdale-az-329037", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310819, "name": "CSP Financial Group LLC", "name_as_filed": "CSP FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 164151, "name": "Dana Whiting Financial, LLC", "name_as_filed": "DANA WHITING FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/dana-whiting-financial-llc-scottsdale-az-164151", "city": "Scottsdale", "state": "AZ", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 332192, "name": "Degreen Private Wealth, LLC", "name_as_filed": "DEGREEN PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192", "city": "Scottsdale", "state": "AZ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114148, "name": "DEW Wealth Management", "name_as_filed": "DEW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148", "city": "Scottsdale", "state": "AZ", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 312446, "name": "Echelon Private Wealth LLC", "name_as_filed": "ECHELON PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/echelon-private-wealth-llc-scottsdale-az-312446", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 172375, "name": "Elevate Financial", "name_as_filed": "ELEVATE FINANCIAL", "url": "https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337862, "name": "Elevate Investment Management, LLC", "name_as_filed": "ELEVATE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110266, "name": "Envision Capital Management Ltd", "name_as_filed": "ENVISION CAPITAL MANAGEMENT LTD", "url": "https://advisorcensus.com/firm/envision-capital-management-ltd-scottsdale-az-110266", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166478, "name": "Estancia Capital Management, LLC", "name_as_filed": "ESTANCIA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/estancia-capital-management-llc-scottsdale-az-166478", "city": "Scottsdale", "state": "AZ", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316038, "name": "Evolve Wealth Advisors LP", "name_as_filed": "EVOLVE WEALTH ADVISORS LP", "url": "https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 143420, "name": "Exeter Financial, LLC", "name_as_filed": "EXETER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/exeter-financial-llc-scottsdale-az-143420", "city": "Scottsdale", "state": "AZ", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117177, "name": "Fairport Advisors, Inc.", "name_as_filed": "FAIRPORT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/fairport-advisors-inc-scottsdale-az-117177", "city": "Scottsdale", "state": "AZ", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 313337, "name": "Faith Investor Services", "name_as_filed": "FAITH INVESTOR SERVICES", "url": "https://advisorcensus.com/firm/faith-investor-services-scottsdale-az-313337", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339607, "name": "Family Office Investment Advisory LLC", "name_as_filed": "FAMILY OFFICE INVESTMENT ADVISORY LLC", "url": "https://advisorcensus.com/firm/family-office-investment-advisory-llc-scottsdale-az-339607", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 296627, "name": "Financial Consulting Professionals, LLC", "name_as_filed": "FINANCIAL CONSULTING PROFESSIONALS, LLC", "url": "https://advisorcensus.com/firm/financial-consulting-professionals-llc-scottsdale-az-296627", "city": "Scottsdale", "state": "AZ", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317615, "name": "Fortitude Family Office", "name_as_filed": "FORTITUDE FAMILY OFFICE", "url": "https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 134446, "name": "Fuller Asset Management, LLC", "name_as_filed": "FULLER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/fuller-asset-management-llc-scottsdale-az-134446", "city": "Scottsdale", "state": "AZ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153410, "name": "Galvin, Gaustad & Stein, LLC", "name_as_filed": "GALVIN, GAUSTAD & STEIN, LLC", "url": "https://advisorcensus.com/firm/galvin-gaustad-and-stein-llc-scottsdale-az-153410", "city": "Scottsdale", "state": "AZ", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161573, "name": "GI Partners", "name_as_filed": "GI PARTNERS", "url": "https://advisorcensus.com/firm/gi-partners-scottsdale-az-161573", "city": "Scottsdale", "state": "AZ", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342519, "name": "Gilbert Private Wealth LLC", "name_as_filed": "GILBERT PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/gilbert-private-wealth-llc-scottsdale-az-342519", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175300, "name": "Global Strategic Nextgen Ocio", "name_as_filed": "GLOBAL STRATEGIC NEXTGEN OCIO", "url": "https://advisorcensus.com/firm/global-strategic-nextgen-ocio-scottsdale-az-175300", "city": "Scottsdale", "state": "AZ", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150481, "name": "Global Wealth Partners, LLC", "name_as_filed": "GLOBAL WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/global-wealth-partners-llc-scottsdale-az-150481", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333381, "name": "GPS Investments", "name_as_filed": "GPS INVESTMENTS", "url": "https://advisorcensus.com/firm/gps-investments-scottsdale-az-333381", "city": "Scottsdale", "state": "AZ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329405, "name": "Griffin Capital Advisors", "name_as_filed": "GRIFFIN CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/griffin-capital-advisors-scottsdale-az-329405", "city": "Scottsdale", "state": "AZ", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 340637, "name": "Harbour Island Capital Management, LLC", "name_as_filed": "HARBOUR ISLAND CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/harbour-island-capital-management-llc-scottsdale-az-340637", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 116069, "name": "Harmony Asset Management LLC", "name_as_filed": "HARMONY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/harmony-asset-management-llc-scottsdale-az-116069", "city": "Scottsdale", "state": "AZ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118857, "name": "Harris Investment Advisors LLC", "name_as_filed": "HARRIS INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/harris-investment-advisors-llc-scottsdale-az-118857", "city": "Scottsdale", "state": "AZ", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286160, "name": "Heintz Wealth Management, LLC", "name_as_filed": "HEINTZ WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/heintz-wealth-management-llc-scottsdale-az-286160", "city": "Scottsdale", "state": "AZ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323930, "name": "Heritage Family Offices, LLP", "name_as_filed": "HERITAGE FAMILY OFFICES, LLP", "url": "https://advisorcensus.com/firm/heritage-family-offices-llp-scottsdale-az-323930", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 318384, "name": "Holbert Ventures LLC", "name_as_filed": "HOLBERT VENTURES LLC", "url": "https://advisorcensus.com/firm/holbert-ventures-llc-scottsdale-az-318384", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299658, "name": "IDX Advisors", "name_as_filed": "IDX ADVISORS", "url": "https://advisorcensus.com/firm/idx-advisors-scottsdale-az-299658", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163648, "name": "Indigo Partners LLC", "name_as_filed": "INDIGO PARTNERS LLC", "url": "https://advisorcensus.com/firm/indigo-partners-llc-scottsdale-az-163648", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 135081, "name": "Intelligent Capitalworks", "name_as_filed": "INTELLIGENT CAPITALWORKS", "url": "https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081", "city": "Scottsdale", "state": "AZ", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155597, "name": "Interwealth Management, LLC", "name_as_filed": "INTERWEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/interwealth-management-llc-scottsdale-az-155597", "city": "Scottsdale", "state": "AZ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171019, "name": "Invasor Capital Management, LLC", "name_as_filed": "INVASOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/invasor-capital-management-llc-scottsdale-az-171019", "city": "Scottsdale", "state": "AZ", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168135, "name": "Invest Smart USA, Inc.", "name_as_filed": "INVEST SMART USA, INC.", "url": "https://advisorcensus.com/firm/invest-smart-usa-inc-scottsdale-az-168135", "city": "Scottsdale", "state": "AZ", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110623, "name": "Ironwood Investment Counsel, LLC", "name_as_filed": "IRONWOOD INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/ironwood-investment-counsel-llc-scottsdale-az-110623", "city": "Scottsdale", "state": "AZ", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155276, "name": "Ironwood Wealth Advisors, LLC", "name_as_filed": "IRONWOOD WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ironwood-wealth-advisors-llc-scottsdale-az-155276", "city": "Scottsdale", "state": "AZ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323940, "name": "Janus Financial", "name_as_filed": "JANUS FINANCIAL", "url": "https://advisorcensus.com/firm/janus-financial-scottsdale-az-323940", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159116, "name": "JCG Capital", "name_as_filed": "JCG CAPITAL", "url": "https://advisorcensus.com/firm/jcg-capital-scottsdale-az-159116", "city": "Scottsdale", "state": "AZ", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 334209, "name": "Jolley Wealth Management, LLC", "name_as_filed": "JOLLEY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209", "city": "Scottsdale", "state": "AZ", "years_registered": 1, 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"https://advisorcensus.com/firm/kingsly-capital-llc-scottsdale-az-311796", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 174813, "name": "Krozel Capital Management, LLC", "name_as_filed": "KROZEL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/krozel-capital-management-llc-scottsdale-az-174813", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305770, "name": "Lessard Wealth Management", "name_as_filed": "LESSARD WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lessard-wealth-management-scottsdale-az-305770", "city": "Scottsdale", "state": "AZ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, 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