Company lists · Data refreshed September 2026

Top 25 Fiduciary services companies based in Scottsdale, United States

Name: Fiduciary services companies based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 61 companies tracked

RevenueBase identified 61 fiduciary services companies headquartered in Scottsdale, United States as of September 2026 and tracks 411 professional contacts across them, including 121 with verified work emails. New York is the largest hub.

This list covers fiduciary services companies 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 20, 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 20, 2026 86% judged on-target in blind review

61Companies

411Contacts tracked

121Verified emails

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The 25 largest fiduciary services companies based in Scottsdale, United States

Ranked by team size

Top 25 of 61 fiduciary services companies based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary services companies: 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	Bennett & Porter Wealth Management Insurance	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	30 contacts →
	Indirect evidence “Wealth Management \| Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…” Source: RevenueBase Database · checked Sep 20, 2026
2	Watermark Wealth Strategies, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	23 contacts →
	Indirect evidence “Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.” Source: RevenueBase Database · checked Sep 20, 2026
3	Bayntree Wealth Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Source: RevenueBase Database · checked Sep 20, 2026
4	One2one Wealth Strategies	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Indirect evidence “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Source: RevenueBase Database · checked Sep 20, 2026
5	Safeguard Estate Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Indirect evidence “Wills, Trust & More.” Source: RevenueBase Database · checked Sep 20, 2026
6	Capital Insight Partners. LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	10 contacts →
	Indirect evidence “Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.” Source: RevenueBase Database · checked Sep 20, 2026
7	Progressive Financial Concepts	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
8	Nextgen Advisors	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect 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 20, 2026
9	Carrie Hall And Associates	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect 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 20, 2026
10	Mosaic Financial Associates	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Indirect evidence “Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients.” Source: RevenueBase Database · checked Sep 20, 2026
11	Alpha Squared Capital	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	5 contacts →
	Strong evidence “Fee-only, Fiduciary Registered Investment Advisory based in Scottsdale, Arizona with custodial services offered through Charles Schwab.” Source: RevenueBase Database · checked Sep 20, 2026
12	Grand Canyon Planning Associates	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “Grand Canyon Planning Associates (“GCPA”) is a full service financial and estate planning firm with professionals that have been helping Arizona residents for more than 25 years.” Source: RevenueBase Database · checked Sep 20, 2026
13	Sage Financial Advisors INC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We are a fee-based financial advisory firm located in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 20, 2026
14	Evervest Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 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 20, 2026
15	Vigilare Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “VIGILARE WEALTH MANAGEMENT, LLC is a financial services company based out of 8585 E HARTFORD DR STE 104, SCOTTSDALE, Arizona, United States.” Source: RevenueBase Database · checked Sep 20, 2026
16	SL Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We understand that giving financial advice without having a thorough knowledge of managing money is just opinion.” Source: RevenueBase Database · checked Sep 20, 2026
17	Qualified Trust Company	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Qualified Trust Company helps employers and fiduciaries perform their retirement plan duties and reduce fiduciary liabilities.” Source: RevenueBase Database · checked Sep 20, 2026
18	SC Financial Services, INC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 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 20, 2026
19	SES Services, Family Of Companies	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect 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 20, 2026
20	Ultra Financial Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
21	Valor Legacy Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “Valor specializes in providing strategies and guidance for those seeking the lifestyle in retirement they’ve always imagined.” Source: RevenueBase Database · checked Sep 20, 2026
22	Truest LAW	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Truest Law is Arizona's premier estate and trust planning legal firm.” Source: RevenueBase Database · checked Sep 20, 2026
23	Money Wise AZ	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Cristina Acosta is the owner of Money Wise Retirement Planning.” Source: RevenueBase Database · checked Sep 20, 2026
24	Janus Financial	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Janus Financial is a tax preparation and financial planning firm located in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 20, 2026
25	Optimist Retirement Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Optimist Retirement Group is an independent financial planning and asset management firm focused on the retirement needs of managers and executives working in the Great Companies…” Source: RevenueBase Database · checked Sep 20, 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: fiduciary services companies. 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 fiduciary services companies.
Partial evidence: Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name fiduciary services companies. 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 61 fiduciary services companies based in Scottsdale, United States

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Fiduciary services companies based in Scottsdale, United States at a glance

As of Sep 20, 2026

29.4%Verified-email coverage

6.7Average contacts per company

1-10Median size (employees)

201.6%Largest-city concentration · New York

Sep 20, 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 61 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 fiduciary services companies, 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 “fiduciary services companies”. 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 fiduciary services companies), 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 fiduciary services companies, 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, 121 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 20, 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.

Fiduciary services companies 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 fiduciary services companies, 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 fiduciary services companies are there based in Scottsdale, United States?

RevenueBase identified 61 fiduciary services companies 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?

Bennett & Porter Wealth Management Insurance, headquartered in Scottsdale, tops this list with the largest team on record.

Which city has the most fiduciary services companies?

New York leads with 123 headquartered companies, followed by Houston (95) and San Diego (83).

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 121 verified decision-maker contacts tracked across these 61 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 20, 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.