Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Scottsdale, United States

Name: 401k plan advisors based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 81 companies tracked

RevenueBase identified 81 401k plan advisors headquartered in Scottsdale, United States as of September 2026 and tracks 700 professional contacts across them, including 227 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Scottsdale, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

81Companies

700Contacts tracked

227Verified emails

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The 25 largest 401k plan advisors based in Scottsdale, United States

Ranked by team size

Top 25 of 81 401k plan advisors based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Trajan Wealth LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	51-200	98 contacts →
	Partial evidence “Trajan Wealth is a Family Office Trajan Wealth is a Registered Investment Advisor (RIA) and family office offering integrated wealth management, tax planning, estate planning…” Source: RevenueBase Database · checked Sep 19, 2026
2	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	51-200	95 contacts →
	Indirect evidence “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: RevenueBase Database · checked Sep 19, 2026
3	Touchstone Wealth	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	51-200	62 contacts →
	Partial evidence “Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams.” Source: RevenueBase Database · checked Sep 19, 2026
4	Householder Group Estate & Retirement Specialists, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	51-200	33 contacts →
	Partial evidence “Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Source: RevenueBase Database · checked Sep 19, 2026
5	Ijoin, A Broadridge Company	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	24 contacts →
	Partial evidence “iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Source: RevenueBase Database · checked Sep 19, 2026
6	Sensible Money, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “Sensible Money is a fee-only wealth management firm that brings calm, clarity, and comfort to retirement planning with straight forward, step-by-step advice from independent…” Source: RevenueBase Database · checked Sep 19, 2026
7	Bayntree Wealth Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Source: RevenueBase Database · checked Sep 19, 2026
8	Juniper Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Indirect evidence “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Source: RevenueBase Database · checked Sep 19, 2026
9	Jackson Roskelley Wealth Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	10 contacts →
	Strong evidence “At Jackson/Roskelley Wealth Advisors, an independent and fee-based practice, we believe that asking thoughtful questions like this one can lead to thoughtful financial plans.” Source: RevenueBase Database · checked Sep 19, 2026
10	Suncrest Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Indirect evidence “We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.” Source: RevenueBase Database · checked Sep 19, 2026
11	Nextgen Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement.” Source: RevenueBase Database · checked Sep 19, 2026
12	Cole Wealth Management	Partial evidence	Scottsdale, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 19, 2026
13	Bedrock Investment Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Source: RevenueBase Database · checked Sep 19, 2026
14	KEY Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “About Us Key Wealth Management was founded with the vision of women empowering women.” Source: RevenueBase Database · checked Sep 19, 2026
15	Carrie Hall And Associates	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.” Source: RevenueBase Database · checked Sep 19, 2026
16	Prism Financial Concepts	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “We are the financial team that empowers you.” Source: RevenueBase Database · checked Sep 19, 2026
17	The James Vincent Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Our customer focused philosophy and outstanding client service is what separates us from the rest.” Source: RevenueBase Database · checked Sep 19, 2026
18	Raintree Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: RevenueBase Database · checked Sep 19, 2026
19	SG Wealth Managers LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Source: RevenueBase Database · checked Sep 19, 2026
20	Evergreen Consulting And Financial Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Evergreen Consulting and Financial Management is an advisory team based out of Arizona that works with clients coast-to-coast to help them reach both their business and personal…” Source: RevenueBase Database · checked Sep 19, 2026
21	Sage Financial Advisors INC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “We are a fee-based financial advisory firm located in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 19, 2026
22	Evervest Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Indirect evidence “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Source: RevenueBase Database · checked Sep 19, 2026
23	Wealthplan Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	11-50	4 contacts →
	Strong evidence “RETIREMENT PLAN AND INVESTMENT CONSULTING \| WealthPlan Advisors is an Independent Registered Investment Advisor with nationwide core markets in Arizona, Utah, Missouri and…” Source: RevenueBase Database · checked Sep 19, 2026
24	SC Financial Services, INC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Source: RevenueBase Database · checked Sep 19, 2026
25	SES Services, Family Of Companies	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “We are a boutique financial planning firm that approaches retirement planning holistically, where tax planning come first, leading to a secure retirement income plan, the…” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names 401k plan advisors.
Partial evidence: Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name 401k plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 81 401k plan advisors based in Scottsdale, United States

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401k plan advisors based in Scottsdale, United States at a glance

As of Sep 19, 2026

32.4%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

155.6%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 81 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Scottsdale, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Scottsdale are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 227 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Scottsdale, United States?

RevenueBase identified 81 401k plan advisors headquartered in Scottsdale, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Trajan Wealth LLC, headquartered in Scottsdale, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 227 verified decision-maker contacts tracked across these 81 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.