{ "path": "/advisors/az/phoenix/scottsdale", "url": "https://advisorcensus.com/advisors/az/phoenix/scottsdale/page/4", "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": 4, "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": 328160, "name": "Sonoran Investment Advisors, LLC", "name_as_filed": "SONORAN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sonoran-investment-advisors-llc-scottsdale-az-328160", "city": "Scottsdale", "state": "AZ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 285932, "name": "Spahn Wealth & Retirement LLC", "name_as_filed": "SPAHN WEALTH & RETIREMENT LLC", "url": "https://advisorcensus.com/firm/spahn-wealth-and-retirement-llc-scottsdale-az-285932", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285314, "name": "Spirit West Advisors, LLC", "name_as_filed": "SPIRIT WEST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/spirit-west-advisors-llc-scottsdale-az-285314", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173383, "name": "Stableford Capital LLC", "name_as_filed": "STABLEFORD CAPITAL LLC", "url": "https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305155, "name": "Standpoint Asset Management, LLC", "name_as_filed": "STANDPOINT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/standpoint-asset-management-llc-scottsdale-az-305155", "city": "Scottsdale", "state": "AZ", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111320, "name": "Stoker Ostler, a Part of BMO Financial Group", "name_as_filed": "STOKER OSTLER, A PART OF BMO FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320", "city": "Scottsdale", "state": "AZ", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114167, "name": "Strategic Wealth Advisors, LLC", "name_as_filed": "STRATEGIC WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167", "city": "Scottsdale", "state": "AZ", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330092, "name": "Sun Valley Advisory", "name_as_filed": "SUN VALLEY ADVISORY", "url": "https://advisorcensus.com/firm/sun-valley-advisory-scottsdale-az-330092", "city": "Scottsdale", "state": "AZ", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318700, "name": "Suttle Crossland Wealth Advisors, LLC", "name_as_filed": "SUTTLE CROSSLAND WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343653, "name": "Synchravest LLC", "name_as_filed": "SYNCHRAVEST LLC", "url": "https://advisorcensus.com/firm/synchravest-llc-scottsdale-az-343653", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288437, "name": "Taylor Advisory Group", "name_as_filed": "TAYLOR ADVISORY GROUP", "url": "https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437", "city": "Scottsdale", "state": "AZ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 142617, "name": "Taylor Frigon Capital Management LLC", "name_as_filed": "TAYLOR FRIGON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/taylor-frigon-capital-management-llc-scottsdale-az-142617", "city": "Scottsdale", "state": "AZ", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323249, "name": "Taylor Frigon Family Office, LLC", "name_as_filed": "TAYLOR FRIGON FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340611, "name": "The Aurora Project LLC", "name_as_filed": "THE AURORA PROJECT LLC", "url": "https://advisorcensus.com/firm/the-aurora-project-llc-scottsdale-az-340611", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 117700, "name": "The Getzen Group, Inc.", "name_as_filed": "THE GETZEN GROUP, INC.", "url": "https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700", "city": "Scottsdale", "state": "AZ", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153492, "name": "Think Wealth Advisory, LLC", "name_as_filed": "THINK WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492", "city": "Scottsdale", "state": "AZ", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 319447, "name": "Titan Capital Management", "name_as_filed": "TITAN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/titan-capital-management-scottsdale-az-319447", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108818, "name": "Total Investment Management, Inc.", "name_as_filed": "TOTAL INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/total-investment-management-inc-scottsdale-az-108818", "city": "Scottsdale", "state": "AZ", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 158847, "name": "Trajan Wealth, L.L.C.", "name_as_filed": "TRAJAN WEALTH, L.L.C.", "url": "https://advisorcensus.com/firm/trajan-wealth-l-l-c-scottsdale-az-158847", "city": "Scottsdale", "state": "AZ", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309258, "name": "Treasure Investment Management, LLC", "name_as_filed": "TREASURE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/treasure-investment-management-llc-scottsdale-az-309258", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109376, "name": "Trek Financial", "name_as_filed": "TREK FINANCIAL", "url": "https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376", "city": "Scottsdale", "state": "AZ", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142636, "name": "Trident Wealth Management, LLC", "name_as_filed": "TRIDENT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trident-wealth-management-llc-scottsdale-az-142636", "city": "Scottsdale", "state": "AZ", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152843, "name": "Trondheim Capital, LLC", "name_as_filed": "TRONDHEIM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/trondheim-capital-llc-scottsdale-az-152843", "city": "Scottsdale", "state": "AZ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317770, "name": "True Fiduciary Financial Advisors, LLC", "name_as_filed": "TRUE FIDUCIARY FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314067, "name": "Tushaus Wealth Management", "name_as_filed": "TUSHAUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323812, "name": "Twogood Financial Services, Inc.", "name_as_filed": "TWOGOOD FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812", "city": "Scottsdale", "state": "AZ", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 20804, "name": "United Planners' Financial Services of America a Limited Partner", "name_as_filed": "UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER", "url": "https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804", "city": "Scottsdale", "state": "AZ", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 343126, "name": "Valence Wealth", "name_as_filed": "VALENCE WEALTH", "url": "https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 151568, "name": "Verus Capital Partners, LLC", "name_as_filed": "VERUS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568", "city": "Scottsdale", "state": "AZ", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132591, "name": "Vestpointe Wealth Management, LLC", "name_as_filed": "VESTPOINTE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591", "city": "Scottsdale", "state": "AZ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 157663, "name": "Vigilare Wealth Management LLC", "name_as_filed": "VIGILARE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663", "city": "Scottsdale", "state": "AZ", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315718, "name": "Viridis Capital Group, LLC", "name_as_filed": "VIRIDIS CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/viridis-capital-group-llc-scottsdale-az-315718", "city": "Scottsdale", "state": "AZ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289606, "name": "Virtua Capital Management, LLC", "name_as_filed": "VIRTUA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/virtua-capital-management-llc-scottsdale-az-289606", "city": "Scottsdale", "state": "AZ", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154149, "name": "VISION2020 Wealth Management Corp.", "name_as_filed": "VISION2020 WEALTH MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149", "city": "Scottsdale", "state": "AZ", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111091, "name": "Voya Investments, LLC", "name_as_filed": "VOYA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/voya-investments-llc-scottsdale-az-111091", "city": "Scottsdale", "state": "AZ", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284719, "name": "Watch Guard Capital LLC", "name_as_filed": "WATCH GUARD CAPITAL LLC", "url": "https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719", "city": "Scottsdale", "state": "AZ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128549, "name": "Wealth Engineering, LLC", "name_as_filed": "WEALTH ENGINEERING, LLC", "url": "https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549", "city": "Scottsdale", "state": "AZ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127517, "name": "Wealth Management Solutions", "name_as_filed": "WEALTH MANAGEMENT SOLUTIONS", "url": "https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517", "city": "Scottsdale", "state": "AZ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329895, "name": "Wealthstone Private Wealth Management, LLC", "name_as_filed": "WEALTHSTONE PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895", "city": "Scottsdale", "state": "AZ", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113765, "name": "Witnauer Sloan & Associates LLC", "name_as_filed": "WITNAUER SLOAN & ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/witnauer-sloan-and-associates-llc-scottsdale-az-113765", "city": "Scottsdale", "state": "AZ", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169566, "name": "WT Wealth Management, LLC", "name_as_filed": "WT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/wt-wealth-management-llc-scottsdale-az-169566", "city": "Scottsdale", "state": "AZ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 319671, "name": "Xcellerant Ventures, LLC", "name_as_filed": "XCELLERANT VENTURES, LLC", "url": "https://advisorcensus.com/firm/xcellerant-ventures-llc-scottsdale-az-319671", "city": "Scottsdale", "state": "AZ", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334779, "name": "Xcelsior Advisor Partners LLC", "name_as_filed": "XCELSIOR ADVISOR PARTNERS LLC", "url": 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