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Best Financial Advisors in Scottsdale
2021

We scored 70 Financial Advisors in Scottsdale, AZ and Picked the Top 17

Here are the Picks:

Brighton Jones - Scottsdale Featured

Bay Street Capital Holdings Featured

Andrew Tuell Lincoln Financial Advisors

Arizona Financial Plan

ARQ Wealth Advisors

AXIOM Financial Advisory Group LLC

Harris Investment Advisors LLC

IQ Wealth Management

Jackson/Roskelley Wealth Advisors, Inc.

LifeManaged

MPB Wealth Management

Rowland Carmichael Advisors, Inc.

Stonegate Capital Advisors

Strategic Wealth Advisors LLC

Trajan Wealth

Wealth Management Solutions

Wealthplan Advisors

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Scottsdale Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 70 48 17

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Brighton Jones - Scottsdale FEATURED Expertise.com

Brighton Jones is a Scottsdale-based firm that helps individuals with wealth and financial management. Its team consists of professionals specializing in social security strategy and 401(k) plan administration. They are personal CFOs, CPAs, tax lawyers, and retirement plan advisors? who can help clients with estate planning, annual tax filing, risk management, and fiduciary protection. The firm started its own foundation in 2018, providing its members with the opportunity to use their time, knowledge, and money to give back to the community.

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4211 North Marshall Way
Scottsdale, AZ 85251

Website

(480) 353-2456 Website

Bay Street Capital Holdings FEATURED Expertise.com

Bay Street is a black-owned business founded in Palo Alto that also serves clients in Scottsdale. It handles wealth management and investment advisory services. Additionally, it provides financial planning solutions for individuals and families. Its founder, William Huston, is an Accredited Investment Fiduciary and serves as the Bay Area President for the National Association of Securities Professionals. Additionally, Bay Street's Director of Planning, Ekenna Anya-Gafu, is a Certified Financial Planner. The company's team also holds several accredited designations, including CFA®, CFP®, AIF®, and AAMS®.

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4111 N Drinkwater Blvd
Scottsdale, AZ 85251

Website Instagram

(650) 781-8880 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Andrew Tuell Lincoln Financial Advisors

Andrew Tuell Lincoln Financial Advisors is a financial services firm serving the Arizona community from Scottsdale. Andrew Tuell is a representative of the Lincoln Financial Advisors Corporations. He has been part of the financial services industry since 2007 and offers private wealth advisory and investment advisory services. Every plan is custom-tailored following a comprehensive analysis. The plans address client concerns about investment planning, retirement planning, and estate planning. Specific planning services for business owners are also available. Business owners can receive advice regarding whether to keep or sell their business. They also receive tax analyses and assistance retaining business value.

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Scottsdale, AZ 85251

Website

(623) 806-0088 Website

Arizona Financial Plan

Arizona Financial Plan is a Chandler-based financial services firm that focuses on financial planning and investment management. The firm is run by Thomas Fischer, a financial planner who has been advising clients for nearly two decades. Each financial plan is based around a client's unique concerns. They include an analysis of daily expenses, current asset allocation, tax efficiency, future income needs, and other aspects of a client's financial health. After this analysis, the firm designs and implements a financial plan. Clients receive regular reports, reviews, and follow-ups regarding the plan's progression.

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Scottsdale, AZ 85226

Website

(480) 614-6427 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 (Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

ARQ Wealth Advisors

ARQ Wealth Advisors is a fee-only, fiduciary financial services firm that focuses on wealth management. Each advisor has an average of over two decades of experience. The Scottsdale-based firm provides services in the form of the ARQ Wealth Apex and ARQ Wealth Millionaires Club. The Millionaires Club helps younger clients with investment strategies for retirement, diverse investment portfolio options, 401(k) management, management of other employer retirement plans, and regular reviews. The wealth apex services are geared toward nonprofits, businesses, trusts, and individuals. They include portfolio management, quarterly reporting, tax-efficient strategies, portfolio reviews, and as-needed financial planning solutions.

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Scottsdale, AZ 85260

Website

(480) 214-9572 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Percentage of asset.

AXIOM Financial Advisory Group LLC

AXIOM Financial Advisory Group is an independent financial services firm located in Scottsdale. Typical clients include business owners, professionals, corporate executives, pre-retirees, and retirees. The firm's main areas of focus are in creating and managing financial plans and investment portfolios. Specific services include wealth preservation, insurance and risk management, estate planning, wealth preservation, and tax planning for individuals and businesses. Tax plans involve investments in life insurance, annuities, qualified plans, and oil companies to reduce overall tax burdens. Both Armando Roman and Thomas Marki are Certified Public Accountants. Armando is the wealth manager, while Thomas is a financial advisor.

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Scottsdale, AZ 85258

Website

(480) 367-9000 Website

Harris Investment Advisors LLC

Harris Investment Advisors is an independent investment advisory firm based in Scottsdale. The company offers a comprehensive suite of financial services. For health and well being, clients have access to life insurance, disability insurance, long term care insurance, Medicare supplements, and health insurance options. Retirement plans address business succession planning, management of 401(k) plans, buy and sell agreements for businesses, and corporate-owned life insurance policies. Business owners also receive growth planning and employee benefits solutions like 401(k) plans, group health plans, asset protection, and key man insurance. Legacy planning services include tax management and estate planning.

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Scottsdale, AZ 85258

Website

(480) 659-8380 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

IQ Wealth Management

IQ Wealth Management is a Scottsdale-based financial planning firm focused on comprehensive retirement planning, 401(k) and IRA rollovers, income planning, annuity intelligence, insurance planning, and investment management. Retirement options address Social Security planning, lifestyle planning, health planning, estate planning, and family planning. Income planning strategies are used to create retirement income while minimizing the asset risk for retirees. Insurance plans include life insurance options with living benefits. Living benefits include tax-free income strategies, insurance coverage for life, and provisions for long-term care.

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Scottsdale, AZ 85258

Website

(480) 902-3333 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Jackson/Roskelley Wealth Advisors, Inc.

Jackson/Roskelly Wealth Advisors is a financial services firm located in Scottsdale. The firm's typical services include estate planning, tax planning, retirement strategies, risk management options, and investment management solutions. Each investment strategy takes into account a client's total financial picture, including current assets, debts, and future goals. The risk management services use insurance options to prevent clients from losing their assets should the unexpected happen. Clients can choose life, disability, health, long term care, home, liability, automobile, and estate protection insurance coverage. The firm also creates tax-efficient wealth management strategies by coordinating with a client's tax professionals.

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Scottsdale, AZ 85258

Website

(480) 609-1055 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

LifeManaged

The financial advisors at LifeManaged educate Scottsdale individuals and families about how to manage their finances and plan for a future with maximized financial growth. The company's services include an analysis of client values and behavior as well as developing a spending plan. The scope of its services may also change to accommodate its clients' situations. Other options offered by LifeManaged include life event consulting and financial independence planning in addition to risk management and asset allocation and tax planning.

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5134 N Central Ave Ste 104
Phoenix, AZ 85012

Website

(602) 931-5043 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

MPB Wealth Management

MPB Wealth Management is a financial planning firm in Scottsdale. The firm forges long-term relationships with clients and focuses mainly on financial planning and divorce planning. Soon-to-be divorcees can receive a complimentary consultation regarding their situation. Certified Financial Planner Michael Black has been a Certified Divorce Financial Analyst for more than three decades. Today, his firm provides individual financial planning services like cash flow planning, tax planning, retirement planning, investment planning, and contingency planning. Business financial planning includes employee retirement and benefit plans, business planning, acquisitions, and tax planning. The firm also creates and implements employee incentive programs.

Click to Call

Scottsdale, AZ 85251

Website

(480) 425-0154 Website

Professionalism: A

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

Rowland Carmichael Advisors, Inc.

Rowland Carmichael Advisors serves small business owners, individuals, families, and trustees in Scottsdale. The advisors have more than a century of combined experience. For business owners, their wealth management services involve organization, portfolio diversification, risk monitoring, and relationship building. For individuals, their wealth management services focus on growing, preserving, enjoying, and sharing wealth. Trustees receive financial advice with transparent fees, 401(k) and other retirement plan management, education about fiduciary risk, and an ERISA fee analysis. Their wealth management strategies are used by major Arizona-based companies and employers.

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Scottsdale, AZ 85253

Website

(480) 421-2660 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Percentage of asset.

Stonegate Capital Advisors

Stonegate Capital Advisors is an independent investment advisory firm headquartered in Scottsdale. The firm's main areas of emphasis include family planning, financial independence, risk management, tax reduction strategies, net worth improvement, legacy planning, and company protection solutions. For individuals and their families, financial planning services include retirement income planning, cash flow and budget analysis, insurance analysis, charitable giving strategies, risk assessments, estate planning, Social Security maximization, tuition funding planning, tax return reviews, and ongoing plan implementation. The business tax planning services cover business entity structures, corporate entity structuring, coordinating with attorneys and CPAs, designing employee retirement plans, and succession planning.

Click to Call

Scottsdale, AZ 85250

Website

(602) 953-8450 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Strategic Wealth Advisors LLC

Strategic Wealth Advisors is a Scottsdale-based, family-owned financial planning and wealth management company. It offers customized, fee-only financial plans that address each aspect of a client's financial health. Plans may include coordinated wealth management, investment management, cash flow planning, budgeting, retirement planning, employee benefits maximization, estate planning, charitable giving strategies, trust planning, education funding strategies, life transition consulting, small business consulting, and multi-generational planning. There are community services to help widows manage their finances. In addition, the firm offers financial coaching resources and financial education to young adults.

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Scottsdale, AZ 85260

Website

(480) 998-1798 Website

Trajan Wealth

Trajan Wealth has offices in Salt Lake City, Tucson and Scottsdale. The firm offers comprehensive wealth management services and investment annuity products. Typical services include tax preparation and planning, Social Security strategies, retirement planning, income planning, 401(k) planning, trust management, will execution, and insurance options. The wealth management plans address stock and bond management, annuities, income planning, estate planning, deeds, and 401(k) planning for business owners. The firm offers tax preparation and planning solutions to business owners to reduce tax liability through deductions and incentives.

Click to Call

Scottsdale, AZ 85258

Website

(480) 990-3300 Website

Reputation: A

More Info

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 (Best)

Total Reviews:

23 (Better)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Free

Wealth Management Solutions

Wealth Management Solutions is a financial planning firm in Scottsdale. Typical clients are corporate executives, business owners, divorcees, widows, retirees, and select families. All client receives their own customized investment portfolio and plan that addresses portfolio construction, asset locations, low-cost funds, and spending strategies. Their financial planning services cover short-term financial issues like cash flow and budgeting. They also involve estate planning and employee benefits analysis. The firm can design company retirement plans for business owners. These include 401(k)s, profit sharing plans, defined benefit plans, IRAs, individual 401(k)s, and combination plans.

Click to Call

Scottsdale, AZ 85260

Website

(480) 609-4334 Website

Professionalism: A+

More Info

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Price: Percentage of asset.

Wealthplan Advisors

Wealthplan Advisors is a Scottsdale-based financial services firm that serves corporations and individuals in Arizona, Utah, Nevada, Tennessee, and Missouri. For individuals, the main areas of concentration are wealth management, financial planning solutions, and retirement income management. Corporations receive employee benefits package designs, including 401(k), 403(b), defined benefit, and non-qualified retirement plans. Wealthplan Advisors is an independent firm that offers options from a wide network of services. Company principal Rick Horton is a Certified Financial Planner and investment consultant who has been part of the financial services industry since 1985.

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Scottsdale, AZ 85251

Website

(480) 505-0234 Website

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