Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Scottsdale, United States

Name: Corporate financial planning firms 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 66 companies tracked

RevenueBase identified 66 company matches for corporate financial planning firms associated with Scottsdale, United States as of September 2026 and tracks 368 professional contacts across them, including 135 with verified work emails. Across the United States, New York is the largest hub for this category (206 companies); Scottsdale has 66.

This list covers company matches for corporate financial planning firms associated with Scottsdale, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

66Companies

368Contacts tracked

135Verified emails

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The 25 largest corporate financial planning firms based in Scottsdale, United States

Ranked by team size

Top 25 of 66 company matches for corporate financial planning firms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Freestone Insurance Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	11-50	35 contacts →
	Exact match “Freestone Insurance Group was founded to provide advisory services to clients managing their personal assets, corporate liability and employee workforce.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	11-50	23 contacts →
	Exact match “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Silvertree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Jackson Roskelley Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Progressive Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Vinity	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Bedrock Investment Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Vineyard Financial Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Comprehensive Financial Planning and Wealth Management Services provided by Professionally Certified, Independent Financial Advisors including:* Wealth Management * Investments *…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Prism Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We are the financial team that empowers you.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	The James Vincent Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Our customer focused philosophy and outstanding client service is what separates us from the rest.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Wealth Management Solutions, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Bringing Clarity To Complex Situations Wealth Management Solutions provides outstanding financial planning and investment management services to a select number of families and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Raintree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Evervest Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Luminvest Wealth Management LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Get personalized, tax-focused financial planning in-person or from the convenience of your home” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Blueprints For Tomorrow	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Blueprints For Tomorrow is a nationally recognized financial services company that specializes in business contingency/succession, key employee retention, and retirement planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Vigilare Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “VIGILARE WEALTH MANAGEMENT, LLC is a financial services company based out of 8585 E HARTFORD DR STE 104, SCOTTSDALE, Arizona, United States.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	SC Financial Services, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	State Bird Corp	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Finanical, Tax, and Management Consulting Services.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	SES Services, Family Of Companies	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Ultra Financial Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Ultra Financial Partners is a full-service retirement and financial planning firm driven by one focused goal – to help clients grow, protect and transfer all they have worked so…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Firstline Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “FirstLine Financial is lifetime financial planning that connects individuals who want to grow and protect their capital with creative offerings that will follow them throughout…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Valor Legacy Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Valor specializes in providing strategies and guidance for those seeking the lifestyle in retirement they’ve always imagined.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Money Wise AZ	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Cristina Acosta is the owner of Money Wise Retirement Planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “corporate financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 66 corporate financial planning firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 135 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Corporate financial planning firms based in Scottsdale, United States at a glance

As of Sep 19, 2026

36.7%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

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 66 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Scottsdale, United States whose business descriptions match “corporate financial planning firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 135 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Corporate financial planning firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many corporate financial planning firms are there based in Scottsdale, United States?

RevenueBase identified 66 company matches for corporate financial planning firms associated with Scottsdale, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Freestone Insurance Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most corporate financial planning firms?

New York leads the United States with 206 company records, followed by Houston (109) and Atlanta (104). Scottsdale has 66.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 135 professional contacts with verified work emails tracked across these 66 companies; direct dials are available where recorded.

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 SmartSearch, 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.