Top Financial Advisors in Scottsdale, Arizona
Finding the right financial advisor in Scottsdale is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Scottsdale, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Scottsdale, AZ.
Find the Best Financial Advisor Firms in Scottsdale:
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD#: 20804
Address: 7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
Clients: 25,992
In Business for: 38 Years
Average Clients per Advisor: 53
AUM: $ 6.1B
Disclosures: 10
FIRST FINANCIAL EQUITY CORPORATION
CRD#: 16507
Address: 7047 E Greenway Parkway Suite 350, Scottsdale, AZ 85254
Clients: 3,971
In Business for: 41 Years
Average Clients per Advisor: 31
AUM: $ 2.4B
Disclosures: 8
WEALTHPLAN ADVISORS, LLC
CRD#: 150573
Address: 8777 N Gainey Center Drive Suite 201, Scottsdale, AZ 85258
Clients: 302
Average Clients per Advisor: 30
AUM: $ 2.3B
STOKER OSTLER, A PART OF BMO FINANCIAL GROUP
CRD#: 111320
Address: 4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251
Clients: 612
Average Clients per Advisor: 68
AUM: $ 2.2B
ASHTON THOMAS PRIVATE WEALTH
CRD#: 153902
Address: 15279 N Scottsdale Road Suite B2-215, Scottsdale, AZ 85254
Clients: 1,243
Average Clients per Advisor: 33
AUM: $ 2.0B
TREK FINANCIAL
CRD#: 109376
Address: 8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255
Clients: 3,684
Average Clients per Advisor: 70
AUM: $ 1.9B
How We Chose the Top Financial Advisors in Scottsdale, Arizona
To create this list of top financial advisor firms in Scottsdale, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Scottsdale has to offer.
Search Financial Advisors in Scottsdale, Arizona
Dave Andrew Ethington
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Karen Wozniak Mcdade
Registered Affiliation(s):ASHTON THOMAS PRIVATE WEALTH
Jason Lyle Weese
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Keith Casey Mahan
Registered Affiliation(s):STONECREST WEALTH MANAGEMENT, INC
Charles Anthony Palacios
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Scot Francis Berryman
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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