# 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/4

## 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 4 of 4, 151 to 196 of 196, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sonoran Investment Advisors, LLC](https://advisorcensus.com/firm/sonoran-investment-advisors-llc-scottsdale-az-328160) ([md](https://advisorcensus.com/firm/sonoran-investment-advisors-llc-scottsdale-az-328160.md)) | 328160 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Performance fee |
| [Spahn Wealth & Retirement LLC](https://advisorcensus.com/firm/spahn-wealth-and-retirement-llc-scottsdale-az-285932) ([md](https://advisorcensus.com/firm/spahn-wealth-and-retirement-llc-scottsdale-az-285932.md)) | 285932 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Spirit West Advisors, LLC](https://advisorcensus.com/firm/spirit-west-advisors-llc-scottsdale-az-285314) ([md](https://advisorcensus.com/firm/spirit-west-advisors-llc-scottsdale-az-285314.md)) | 285314 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Stableford Capital LLC](https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383) ([md](https://advisorcensus.com/firm/stableford-capital-llc-scottsdale-az-173383.md)) | 173383 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Standpoint Asset Management, LLC](https://advisorcensus.com/firm/standpoint-asset-management-llc-scottsdale-az-305155) ([md](https://advisorcensus.com/firm/standpoint-asset-management-llc-scottsdale-az-305155.md)) | 305155 | Scottsdale, AZ | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Stoker Ostler, a Part of BMO Financial Group](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320) ([md](https://advisorcensus.com/firm/stoker-ostler-a-part-of-bmo-financial-group-scottsdale-az-111320.md)) | 111320 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 29 | % of assets, Hourly, Fixed fee |
| [Strategic Wealth Advisors, LLC](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167) ([md](https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167.md)) | 114167 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Sun Valley Advisory](https://advisorcensus.com/firm/sun-valley-advisory-scottsdale-az-330092) ([md](https://advisorcensus.com/firm/sun-valley-advisory-scottsdale-az-330092.md)) | 330092 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Suttle Crossland Wealth Advisors, LLC](https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700) ([md](https://advisorcensus.com/firm/suttle-crossland-wealth-advisors-llc-scottsdale-az-318700.md)) | 318700 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Synchravest LLC](https://advisorcensus.com/firm/synchravest-llc-scottsdale-az-343653) ([md](https://advisorcensus.com/firm/synchravest-llc-scottsdale-az-343653.md)) | 343653 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Taylor Advisory Group](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437) ([md](https://advisorcensus.com/firm/taylor-advisory-group-scottsdale-az-288437.md)) | 288437 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Taylor Frigon Capital Management LLC](https://advisorcensus.com/firm/taylor-frigon-capital-management-llc-scottsdale-az-142617) ([md](https://advisorcensus.com/firm/taylor-frigon-capital-management-llc-scottsdale-az-142617.md)) | 142617 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Performance fee |
| [Taylor Frigon Family Office, LLC](https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249) ([md](https://advisorcensus.com/firm/taylor-frigon-family-office-llc-scottsdale-az-323249.md)) | 323249 | Scottsdale, AZ | SEC-registered investment adviser | Under $25 million | 3 | % of assets |
| [The Aurora Project LLC](https://advisorcensus.com/firm/the-aurora-project-llc-scottsdale-az-340611) ([md](https://advisorcensus.com/firm/the-aurora-project-llc-scottsdale-az-340611.md)) | 340611 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The Getzen Group, Inc.](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700) ([md](https://advisorcensus.com/firm/the-getzen-group-inc-scottsdale-az-117700.md)) | 117700 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Hourly, Fixed fee |
| [Think Wealth Advisory, LLC](https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492) ([md](https://advisorcensus.com/firm/think-wealth-advisory-llc-scottsdale-az-153492.md)) | 153492 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee, Other |
| [Titan Capital Management](https://advisorcensus.com/firm/titan-capital-management-scottsdale-az-319447) ([md](https://advisorcensus.com/firm/titan-capital-management-scottsdale-az-319447.md)) | 319447 | Scottsdale, AZ | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee, Performance fee |
| [Total Investment Management, Inc.](https://advisorcensus.com/firm/total-investment-management-inc-scottsdale-az-108818) ([md](https://advisorcensus.com/firm/total-investment-management-inc-scottsdale-az-108818.md)) | 108818 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Subscription, Fixed fee |
| [Trajan Wealth, L.L.C.](https://advisorcensus.com/firm/trajan-wealth-l-l-c-scottsdale-az-158847) ([md](https://advisorcensus.com/firm/trajan-wealth-l-l-c-scottsdale-az-158847.md)) | 158847 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Treasure Investment Management, LLC](https://advisorcensus.com/firm/treasure-investment-management-llc-scottsdale-az-309258) ([md](https://advisorcensus.com/firm/treasure-investment-management-llc-scottsdale-az-309258.md)) | 309258 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Trek Financial](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376) ([md](https://advisorcensus.com/firm/trek-financial-scottsdale-az-109376.md)) | 109376 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Trident Wealth Management, LLC](https://advisorcensus.com/firm/trident-wealth-management-llc-scottsdale-az-142636) ([md](https://advisorcensus.com/firm/trident-wealth-management-llc-scottsdale-az-142636.md)) | 142636 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 19 | % of assets |
| [Trondheim Capital, LLC](https://advisorcensus.com/firm/trondheim-capital-llc-scottsdale-az-152843) ([md](https://advisorcensus.com/firm/trondheim-capital-llc-scottsdale-az-152843.md)) | 152843 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Performance fee |
| [True Fiduciary Financial Advisors, LLC](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770) ([md](https://advisorcensus.com/firm/true-fiduciary-financial-advisors-llc-scottsdale-az-317770.md)) | 317770 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Tushaus Wealth Management](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067) ([md](https://advisorcensus.com/firm/tushaus-wealth-management-scottsdale-az-314067.md)) | 314067 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Fixed fee |
| [Twogood Financial Services, Inc.](https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812) ([md](https://advisorcensus.com/firm/twogood-financial-services-inc-scottsdale-az-323812.md)) | 323812 | Scottsdale, AZ | State-registered investment adviser | Not reported | 3 | Other |
| [United Planners' Financial Services of America a Limited Partner](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804) ([md](https://advisorcensus.com/firm/united-planners-financial-services-of-america-a-limited-partner-scottsdale-az-20804.md)) | 20804 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [Valence Wealth](https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126) ([md](https://advisorcensus.com/firm/valence-wealth-scottsdale-az-343126.md)) | 343126 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Verus Capital Partners, LLC](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568) ([md](https://advisorcensus.com/firm/verus-capital-partners-llc-scottsdale-az-151568.md)) | 151568 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Vestpointe Wealth Management, LLC](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591) ([md](https://advisorcensus.com/firm/vestpointe-wealth-management-llc-scottsdale-az-132591.md)) | 132591 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Other |
| [Vigilare Wealth Management LLC](https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663) ([md](https://advisorcensus.com/firm/vigilare-wealth-management-llc-scottsdale-az-157663.md)) | 157663 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Viridis Capital Group, LLC](https://advisorcensus.com/firm/viridis-capital-group-llc-scottsdale-az-315718) ([md](https://advisorcensus.com/firm/viridis-capital-group-llc-scottsdale-az-315718.md)) | 315718 | Scottsdale, AZ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Virtua Capital Management, LLC](https://advisorcensus.com/firm/virtua-capital-management-llc-scottsdale-az-289606) ([md](https://advisorcensus.com/firm/virtua-capital-management-llc-scottsdale-az-289606.md)) | 289606 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [VISION2020 Wealth Management Corp.](https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149) ([md](https://advisorcensus.com/firm/vision2020-wealth-management-corp-scottsdale-az-154149.md)) | 154149 | Scottsdale, AZ | SEC-registered investment adviser | Not reported | 16 | % of assets |
| [Voya Investments, LLC](https://advisorcensus.com/firm/voya-investments-llc-scottsdale-az-111091) ([md](https://advisorcensus.com/firm/voya-investments-llc-scottsdale-az-111091.md)) | 111091 | Scottsdale, AZ | SEC-registered investment adviser | Over $5 billion | 31 | % of assets |
| [Watch Guard Capital LLC](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719) ([md](https://advisorcensus.com/firm/watch-guard-capital-llc-scottsdale-az-284719.md)) | 284719 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Wealth Engineering, LLC](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549) ([md](https://advisorcensus.com/firm/wealth-engineering-llc-scottsdale-az-128549.md)) | 128549 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Wealth Management Solutions](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517) ([md](https://advisorcensus.com/firm/wealth-management-solutions-scottsdale-az-127517.md)) | 127517 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Wealthstone Private Wealth Management, LLC](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895) ([md](https://advisorcensus.com/firm/wealthstone-private-wealth-management-llc-scottsdale-az-329895.md)) | 329895 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Witnauer Sloan & Associates LLC](https://advisorcensus.com/firm/witnauer-sloan-and-associates-llc-scottsdale-az-113765) ([md](https://advisorcensus.com/firm/witnauer-sloan-and-associates-llc-scottsdale-az-113765.md)) | 113765 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee |
| [WT Wealth Management, LLC](https://advisorcensus.com/firm/wt-wealth-management-llc-scottsdale-az-169566) ([md](https://advisorcensus.com/firm/wt-wealth-management-llc-scottsdale-az-169566.md)) | 169566 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Other |
| [Xcellerant Ventures, LLC](https://advisorcensus.com/firm/xcellerant-ventures-llc-scottsdale-az-319671) ([md](https://advisorcensus.com/firm/xcellerant-ventures-llc-scottsdale-az-319671.md)) | 319671 | Scottsdale, AZ | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee |
| [Xcelsior Advisor Partners LLC](https://advisorcensus.com/firm/xcelsior-advisor-partners-llc-scottsdale-az-334779) ([md](https://advisorcensus.com/firm/xcelsior-advisor-partners-llc-scottsdale-az-334779.md)) | 334779 | Scottsdale, AZ | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Your Investment Advisor](https://advisorcensus.com/firm/your-investment-advisor-scottsdale-az-333179) ([md](https://advisorcensus.com/firm/your-investment-advisor-scottsdale-az-333179.md)) | 333179 | Scottsdale, AZ | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Zenith Investment Management, LLC](https://advisorcensus.com/firm/zenith-investment-management-llc-scottsdale-az-288565) ([md](https://advisorcensus.com/firm/zenith-investment-management-llc-scottsdale-az-288565.md)) | 288565 | Scottsdale, AZ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Performance fee |
| [Zenith Wealth Advisors](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330) ([md](https://advisorcensus.com/firm/zenith-wealth-advisors-scottsdale-az-318330.md)) | 318330 | Scottsdale, AZ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/az/phoenix/scottsdale/page/3.md

## 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.