Falists

Arizona · 182 advisers

Financial Advisors in Scottsdale, Arizona

Looking for a financial advisor in Scottsdale, Arizona? Falists indexes 182 SEC-registered and state-registered investment advisers in Scottsdale — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 159 firms list a website you can visit directly. Firms in this directory manage up to $234.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

182

With website

159

Largest AUM

$234.86B

Financial planning

114

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth150Planning114Trusts118Retirement56Institutional66

Top advisors in Scottsdale

Ranked by AUM · Fees, team & specialties at a glance

View all 182 →

OSAIC WEALTH, INC.

Scottsdale, AZ

AUM

$234.86B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7143 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

800-821-5100

Full profileVisit site →

TREK FINANCIAL

Scottsdale, AZ

AUM

$2.82B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

55 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(480) 483-1510

Full profileVisit site →
View all 182 advisors in Scottsdale

More cities in Arizona

Phoenix (86)Tucson (51)Mesa (31)Gilbert (27)Tempe (21)Chandler (19)Prescott (7)Fountain Hills (6)Glendale (6)Peoria (5)Surprise (5)Flagstaff (4)

Common questions

How many financial advisors are in Scottsdale, Arizona?
182 registered investment advisers are listed in our Scottsdale directory, sourced from public SEC filings.
What types of advisors are in Scottsdale?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Scottsdale?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.