Company lists · Data refreshed November 2026
Top 20 Fee-based advisors based in Scottsdale, United States
RevenueBase identified 106 company matches for fee-based advisors associated with Scottsdale, United States as of November 2026 and tracks 1,012 professional contacts across them, including 354 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Scottsdale has 106.
This list covers company matches for fee-based advisors 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 November 6, 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.
The 20 largest fee-based advisors based in Scottsdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 209 contacts → | ||||
Exact match “United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 136 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 95 contacts → | ||||
Exact match “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 61 contacts → | ||||
Exact match “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 31 contacts → | ||||
Exact match “Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 24 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 24 contacts → | ||||
Exact match “Every investment firm has principles and a mission statement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 21 contacts → | ||||
Exact match “ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 20 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 15 contacts → | ||||
Exact match “The financial world can be overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 14 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 12 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 8 contacts → | ||||
Exact match “Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 7 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 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 · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 6 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 · Nov 6, 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 “fee-based advisors”. 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 20 of 106 fee-based advisors based in Scottsdale, United States
See the full list, filter by size, metro and specialty, and access 354 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fee-based advisors based in Scottsdale, United States at a glance
As of Nov 6, 2026Companies by employee count
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 106 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 “fee-based advisors” 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 354 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 November 6, 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.
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in San Diego137
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Boston70
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
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 “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fee-based advisors are there based in Scottsdale, United States?
RevenueBase identified 106 company matches for fee-based advisors associated with Scottsdale, United States as of November 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?
United Planners Financial Services 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 fee-based advisors?
New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156). Scottsdale has 106.
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 354 professional contacts with verified work emails tracked across these 106 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 106 fee-based advisors based in Scottsdale, United States. Start with a free account, no credit card.
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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.
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Company intelligence · public preview
Top 20 fee-based advisors based in Scottsdale, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 106 matching company records for fee-based advisors based in Scottsdale, United States, with 1,012 tracked contacts and 354 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 fee-based advisors based in Scottsdale, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  United Planners Financial Servicesunitedplanners.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 209 contacts → |
“United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Trajan Wealth LLCtrajanwealth.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 136 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ffec Wealth Partnersffec.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Wilde Wealth Management Groupwildewealth.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 61 contacts → |
“Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Householder Group Estate & Retirement Specialists, LLChouseholdergroup.comHQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 31 contacts → |
“Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Watermark Wealth Strategies, LLCwatermarkwealth.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 24 contacts → |
“Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Calchoice Financialcalchoicefinancial.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 24 contacts → |
“Every investment firm has principles and a mission statement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  ARQ Wealth Advisors, LLCarqwealth.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 21 contacts → |
“ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Sensible Money, LLCsensiblemoney.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  ONE Wealthonewealthmgmt.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 15 contacts → |
“The financial world can be overwhelming.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Juniper Wealth Managementjuniperwealthmanagement.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 14 contacts → |
“The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  One2one Wealth Strategies121ws.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 12 contacts → |
“One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Jackson Roskelley Wealth Advisorsjrwawealth.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 12 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Taylor Frigon Capitaltaylorfrigon.comHQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 8 contacts → |
“Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Cole Wealth Managementcolewealth.comHQ: Scottsdale, United StatesReported employees: 1-10 | Scottsdale, United States | 1-10 | Exact match | 7 contacts → |
“Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  SC Financial Services, INCscfinancialservices.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 7 contacts → |
“At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Able Financial Groupablefinancialgroup.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 6 contacts → |
“Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Nextgen Advisorsraymondjames.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Wealth Management Solutions, LLCwmsus.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“Bringing Clarity To Complex Situations Wealth Management Solutions provides outstanding financial planning and investment management services to a select number of families and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Bedrock Investment Advisorsbedrockia.comHQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 106 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
106 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 106 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in San Diego137
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
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- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in Scottsdale, United States?
The saved snapshot records 106 matching company records, 1,012 tracked contacts and 354 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 20 fee-based advisors based in Scottsdale, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/scottsdale.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
Company intelligence · public preview
Top 20 fee-based advisors based in Scottsdale, United States
RevenueBase records 106 matching company records for fee-based advisors based in Scottsdale, United States, with 1,012 tracked contacts and 354 verified work emails.
This public preview shows 20 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 20 fee-based advisors based in Scottsdale, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | United Planners Financial Servicesunitedplanners.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 209 contacts → |
“United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Trajan Wealth LLCtrajanwealth.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 136 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ffec Wealth Partnersffec.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 95 contacts → |
“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Wilde Wealth Management Groupwildewealth.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 61 contacts → |
“Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Householder Group Estate & Retirement Specialists, LLChouseholdergroup.com HQ: Scottsdale, AZ, United StatesReported employees: 51-200 | Scottsdale, AZ, United States | 51-200 | Exact match | 31 contacts → |
“Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Watermark Wealth Strategies, LLCwatermarkwealth.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 24 contacts → |
“Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Calchoice Financialcalchoicefinancial.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 24 contacts → |
“Every investment firm has principles and a mission statement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | ARQ Wealth Advisors, LLCarqwealth.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 21 contacts → |
“ARQ Wealth Advisors is a fully independent, fee-only Registered Investment Advisor firm headquartered in Scottsdale, Arizona and registered with the SEC.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sensible Money, LLCsensiblemoney.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 20 contacts → |
“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…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | ONE Wealthonewealthmgmt.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 15 contacts → |
“The financial world can be overwhelming.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Juniper Wealth Managementjuniperwealthmanagement.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 14 contacts → |
“The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | One2one Wealth Strategies121ws.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 12 contacts → |
“One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Jackson Roskelley Wealth Advisorsjrwawealth.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 12 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Taylor Frigon Capitaltaylorfrigon.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 8 contacts → |
“Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Cole Wealth Managementcolewealth.com HQ: Scottsdale, United StatesReported employees: 1-10 | Scottsdale, United States | 1-10 | Exact match | 7 contacts → |
“Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | SC Financial Services, INCscfinancialservices.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 7 contacts → |
“At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Able Financial Groupablefinancialgroup.com HQ: Scottsdale, AZ, United StatesReported employees: 11-50 | Scottsdale, AZ, United States | 11-50 | Exact match | 6 contacts → |
“Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nextgen Advisorsraymondjames.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“NextGen Advisors is a six-person financial advising team that specializes in working with individuals who are preparing for or are currently in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Wealth Management Solutions, LLCwmsus.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“Bringing Clarity To Complex Situations Wealth Management Solutions provides outstanding financial planning and investment management services to a select number of families and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Bedrock Investment Advisorsbedrockia.com HQ: Scottsdale, AZ, United StatesReported employees: 1-10 | Scottsdale, AZ, United States | 1-10 | Exact match | 6 contacts → |
“Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 20 of 106 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
106 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 106 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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- Fee-based advisors in Bethesda27
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
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- Fee-based advisors in Chesterfield26
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Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in Scottsdale, United States?
The saved snapshot records 106 matching company records, 1,012 tracked contacts and 354 verified emails. The public preview displays 20 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 20 fee-based advisors based in Scottsdale, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/scottsdale.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada