# Financial advisors in Scottsdale, AZ

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/az/phoenix/scottsdale/page/2

## At a glance

- Investment advisory firms: 196
- Registration: SEC-registered investment adviser: 93, State-registered investment adviser: 88, Exempt reporting adviser: 15
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 53 (29%); Percentage of assets 169 (93%); Hourly charges 83 (46%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 96 (53%); Commissions 1 (1%); Performance-based fees 26 (14%); Other 19 (10%); No compensation arrangements reported 15
- Regulatory assets under management (Item 5.F): Under $25 million 38 (19%); $25 million to $100 million 45 (23%); $100 million to $500 million 58 (30%); $500 million to $1 billion 6 (3%); $1 billion to $5 billion 15 (8%); Over $5 billion 6 (3%); Not reported 28 (14%)
- Years registered: Under 5 years 83 (42%); 5 to 9 years 52 (27%); 10 to 19 years 44 (22%); 20 years or more 16 (8%); Not reported 1 (1%)

## Firms (page 2 of 4, 51 to 100 of 196, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Corepath Wealth Partners LLC](https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951) ([md](https://advisorcensus.com/firm/corepath-wealth-partners-llc-scottsdale-az-299951.md)) | 299951 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [CPA Advisory Services, P.C.](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170) ([md](https://advisorcensus.com/firm/cpa-advisory-services-p-c-scottsdale-az-114170.md)) | 114170 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly |
| [Creationsvc Management LLC](https://advisorcensus.com/firm/creationsvc-management-llc-scottsdale-az-329037) ([md](https://advisorcensus.com/firm/creationsvc-management-llc-scottsdale-az-329037.md)) | 329037 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [CSP Financial Group LLC](https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819) ([md](https://advisorcensus.com/firm/csp-financial-group-llc-scottsdale-az-310819.md)) | 310819 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Dana Whiting Financial, LLC](https://advisorcensus.com/firm/dana-whiting-financial-llc-scottsdale-az-164151) ([md](https://advisorcensus.com/firm/dana-whiting-financial-llc-scottsdale-az-164151.md)) | 164151 | Scottsdale, AZ | State-registered investment adviser | Not reported | 9 | Other |
| [Degreen Private Wealth, LLC](https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192) ([md](https://advisorcensus.com/firm/degreen-private-wealth-llc-scottsdale-az-332192.md)) | 332192 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [DEW Wealth Management](https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148) ([md](https://advisorcensus.com/firm/dew-wealth-management-scottsdale-az-114148.md)) | 114148 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee, Other |
| [Echelon Private Wealth LLC](https://advisorcensus.com/firm/echelon-private-wealth-llc-scottsdale-az-312446) ([md](https://advisorcensus.com/firm/echelon-private-wealth-llc-scottsdale-az-312446.md)) | 312446 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Performance fee |
| [Elevate Financial](https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375) ([md](https://advisorcensus.com/firm/elevate-financial-scottsdale-az-172375.md)) | 172375 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Elevate Investment Management, LLC](https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862) ([md](https://advisorcensus.com/firm/elevate-investment-management-llc-scottsdale-az-337862.md)) | 337862 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Envision Capital Management Ltd](https://advisorcensus.com/firm/envision-capital-management-ltd-scottsdale-az-110266) ([md](https://advisorcensus.com/firm/envision-capital-management-ltd-scottsdale-az-110266.md)) | 110266 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Estancia Capital Management, LLC](https://advisorcensus.com/firm/estancia-capital-management-llc-scottsdale-az-166478) ([md](https://advisorcensus.com/firm/estancia-capital-management-llc-scottsdale-az-166478.md)) | 166478 | Scottsdale, AZ | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Performance fee |
| [Evolve Wealth Advisors LP](https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038) ([md](https://advisorcensus.com/firm/evolve-wealth-advisors-lp-scottsdale-az-316038.md)) | 316038 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [Exeter Financial, LLC](https://advisorcensus.com/firm/exeter-financial-llc-scottsdale-az-143420) ([md](https://advisorcensus.com/firm/exeter-financial-llc-scottsdale-az-143420.md)) | 143420 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Fairport Advisors, Inc.](https://advisorcensus.com/firm/fairport-advisors-inc-scottsdale-az-117177) ([md](https://advisorcensus.com/firm/fairport-advisors-inc-scottsdale-az-117177.md)) | 117177 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Hourly, Other |
| [Faith Investor Services](https://advisorcensus.com/firm/faith-investor-services-scottsdale-az-313337) ([md](https://advisorcensus.com/firm/faith-investor-services-scottsdale-az-313337.md)) | 313337 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Family Office Investment Advisory LLC](https://advisorcensus.com/firm/family-office-investment-advisory-llc-scottsdale-az-339607) ([md](https://advisorcensus.com/firm/family-office-investment-advisory-llc-scottsdale-az-339607.md)) | 339607 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Financial Consulting Professionals, LLC](https://advisorcensus.com/firm/financial-consulting-professionals-llc-scottsdale-az-296627) ([md](https://advisorcensus.com/firm/financial-consulting-professionals-llc-scottsdale-az-296627.md)) | 296627 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Fortitude Family Office](https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615) ([md](https://advisorcensus.com/firm/fortitude-family-office-scottsdale-az-317615.md)) | 317615 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee, Performance fee, Other |
| [Fuller Asset Management, LLC](https://advisorcensus.com/firm/fuller-asset-management-llc-scottsdale-az-134446) ([md](https://advisorcensus.com/firm/fuller-asset-management-llc-scottsdale-az-134446.md)) | 134446 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Galvin, Gaustad & Stein, LLC](https://advisorcensus.com/firm/galvin-gaustad-and-stein-llc-scottsdale-az-153410) ([md](https://advisorcensus.com/firm/galvin-gaustad-and-stein-llc-scottsdale-az-153410.md)) | 153410 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [GI Partners](https://advisorcensus.com/firm/gi-partners-scottsdale-az-161573) ([md](https://advisorcensus.com/firm/gi-partners-scottsdale-az-161573.md)) | 161573 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Gilbert Private Wealth LLC](https://advisorcensus.com/firm/gilbert-private-wealth-llc-scottsdale-az-342519) ([md](https://advisorcensus.com/firm/gilbert-private-wealth-llc-scottsdale-az-342519.md)) | 342519 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Global Strategic Nextgen Ocio](https://advisorcensus.com/firm/global-strategic-nextgen-ocio-scottsdale-az-175300) ([md](https://advisorcensus.com/firm/global-strategic-nextgen-ocio-scottsdale-az-175300.md)) | 175300 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Global Wealth Partners, LLC](https://advisorcensus.com/firm/global-wealth-partners-llc-scottsdale-az-150481) ([md](https://advisorcensus.com/firm/global-wealth-partners-llc-scottsdale-az-150481.md)) | 150481 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [GPS Investments](https://advisorcensus.com/firm/gps-investments-scottsdale-az-333381) ([md](https://advisorcensus.com/firm/gps-investments-scottsdale-az-333381.md)) | 333381 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Griffin Capital Advisors](https://advisorcensus.com/firm/griffin-capital-advisors-scottsdale-az-329405) ([md](https://advisorcensus.com/firm/griffin-capital-advisors-scottsdale-az-329405.md)) | 329405 | Scottsdale, AZ | State-registered investment adviser | Not reported | 2 | Other |
| [Harbour Island Capital Management, LLC](https://advisorcensus.com/firm/harbour-island-capital-management-llc-scottsdale-az-340637) ([md](https://advisorcensus.com/firm/harbour-island-capital-management-llc-scottsdale-az-340637.md)) | 340637 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Harmony Asset Management LLC](https://advisorcensus.com/firm/harmony-asset-management-llc-scottsdale-az-116069) ([md](https://advisorcensus.com/firm/harmony-asset-management-llc-scottsdale-az-116069.md)) | 116069 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Harris Investment Advisors LLC](https://advisorcensus.com/firm/harris-investment-advisors-llc-scottsdale-az-118857) ([md](https://advisorcensus.com/firm/harris-investment-advisors-llc-scottsdale-az-118857.md)) | 118857 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Heintz Wealth Management, LLC](https://advisorcensus.com/firm/heintz-wealth-management-llc-scottsdale-az-286160) ([md](https://advisorcensus.com/firm/heintz-wealth-management-llc-scottsdale-az-286160.md)) | 286160 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Heritage Family Offices, LLP](https://advisorcensus.com/firm/heritage-family-offices-llp-scottsdale-az-323930) ([md](https://advisorcensus.com/firm/heritage-family-offices-llp-scottsdale-az-323930.md)) | 323930 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Holbert Ventures LLC](https://advisorcensus.com/firm/holbert-ventures-llc-scottsdale-az-318384) ([md](https://advisorcensus.com/firm/holbert-ventures-llc-scottsdale-az-318384.md)) | 318384 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [IDX Advisors](https://advisorcensus.com/firm/idx-advisors-scottsdale-az-299658) ([md](https://advisorcensus.com/firm/idx-advisors-scottsdale-az-299658.md)) | 299658 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Indigo Partners LLC](https://advisorcensus.com/firm/indigo-partners-llc-scottsdale-az-163648) ([md](https://advisorcensus.com/firm/indigo-partners-llc-scottsdale-az-163648.md)) | 163648 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Intelligent Capitalworks](https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081) ([md](https://advisorcensus.com/firm/intelligent-capitalworks-scottsdale-az-135081.md)) | 135081 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Interwealth Management, LLC](https://advisorcensus.com/firm/interwealth-management-llc-scottsdale-az-155597) ([md](https://advisorcensus.com/firm/interwealth-management-llc-scottsdale-az-155597.md)) | 155597 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Invasor Capital Management, LLC](https://advisorcensus.com/firm/invasor-capital-management-llc-scottsdale-az-171019) ([md](https://advisorcensus.com/firm/invasor-capital-management-llc-scottsdale-az-171019.md)) | 171019 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 12 | % of assets, Performance fee |
| [Invest Smart USA, Inc.](https://advisorcensus.com/firm/invest-smart-usa-inc-scottsdale-az-168135) ([md](https://advisorcensus.com/firm/invest-smart-usa-inc-scottsdale-az-168135.md)) | 168135 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee |
| [Ironwood Investment Counsel, LLC](https://advisorcensus.com/firm/ironwood-investment-counsel-llc-scottsdale-az-110623) ([md](https://advisorcensus.com/firm/ironwood-investment-counsel-llc-scottsdale-az-110623.md)) | 110623 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets |
| [Ironwood Wealth Advisors, LLC](https://advisorcensus.com/firm/ironwood-wealth-advisors-llc-scottsdale-az-155276) ([md](https://advisorcensus.com/firm/ironwood-wealth-advisors-llc-scottsdale-az-155276.md)) | 155276 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Janus Financial](https://advisorcensus.com/firm/janus-financial-scottsdale-az-323940) ([md](https://advisorcensus.com/firm/janus-financial-scottsdale-az-323940.md)) | 323940 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [JCG Capital](https://advisorcensus.com/firm/jcg-capital-scottsdale-az-159116) ([md](https://advisorcensus.com/firm/jcg-capital-scottsdale-az-159116.md)) | 159116 | Scottsdale, AZ | State-registered investment adviser | Not reported | 14 | Other |
| [Jolley Wealth Management, LLC](https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209) ([md](https://advisorcensus.com/firm/jolley-wealth-management-llc-scottsdale-az-334209.md)) | 334209 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Juncture Wealth Strategies, LLC](https://advisorcensus.com/firm/juncture-wealth-strategies-llc-scottsdale-az-298110) ([md](https://advisorcensus.com/firm/juncture-wealth-strategies-llc-scottsdale-az-298110.md)) | 298110 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Karpinski Financial, LLC](https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085) ([md](https://advisorcensus.com/firm/karpinski-financial-llc-scottsdale-az-153085.md)) | 153085 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Kingsly Capital, LLC](https://advisorcensus.com/firm/kingsly-capital-llc-scottsdale-az-311796) ([md](https://advisorcensus.com/firm/kingsly-capital-llc-scottsdale-az-311796.md)) | 311796 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Performance fee |
| [Krozel Capital Management, LLC](https://advisorcensus.com/firm/krozel-capital-management-llc-scottsdale-az-174813) ([md](https://advisorcensus.com/firm/krozel-capital-management-llc-scottsdale-az-174813.md)) | 174813 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [Lessard Wealth Management](https://advisorcensus.com/firm/lessard-wealth-management-scottsdale-az-305770) ([md](https://advisorcensus.com/firm/lessard-wealth-management-scottsdale-az-305770.md)) | 305770 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Life Moves Wealth Management](https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261) ([md](https://advisorcensus.com/firm/life-moves-wealth-management-scottsdale-az-321261.md)) | 321261 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in Scottsdale, AZ?**
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.

**How many fee-only financial advisors are in Scottsdale, AZ?**
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.

**How many financial advisors in Scottsdale, AZ offer financial planning?**
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.

**Are the financial advisors in Scottsdale, AZ fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors in Scottsdale, AZ: 196 firms from Form ADV filings as of October 2026.