Company lists · Data refreshed September 2026

Top 25 Finance consulting firms based in Scottsdale, United States

Name: Finance consulting 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 28, 2026 71 companies tracked

RevenueBase identified 71 company matches for finance consulting firms associated with Scottsdale, United States as of September 2026 and tracks 810 professional contacts across them, including 401 with verified work emails. Across the United States, New York is the largest hub for this category (569 companies); Scottsdale has 71.

This list covers company matches for finance consulting 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 28, 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 28, 2026 How this list was built

71Companies

810Contacts tracked

401Verified emails

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The 25 largest finance consulting firms based in Scottsdale, United States

Ranked by team size

Top 25 of 71 company matches for finance consulting firms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Cornerstone Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	201-500	256 contacts →
	Exact match “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Ffec Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	51-200	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 · Sep 28, 2026 · View company records in RevenueBase
3	Eventus Advisory Group, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	45 contacts →
	Exact match “Eventus Advisory Group, LLC is an embedded finance and strategic advisory partner built for high-stakes moments-rapid growth, audits, diligence, capital raises, and public-company…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Freestone Insurance Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
5	Ardent Advisory Group	Exact match	Scottsdale, United StatesHQ recorded Sep 28, 2026	1-10	23 contacts →
	Exact match “At Ardent Advisory Group, we look first to understand our clients’ strategic objectives, and then initiate a plan to serve those objectives.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Fiscal Partners, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “At Fiscal Partners we are dedicated to providing our small and middle market clients with a full suite of customized professional services and guidance in a wide range of…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Fintrepid Solutions	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	13 contacts →
	Exact match “Fintrepid Solutions, an award-winning firm of business growth specialists, exists to help successful businesses navigate the challenges that come with growing and managing their…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Columbia West Capital	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	11-50	11 contacts →
	Exact match “Columbia West Capital is an investment bank focused on providing premier financial and strategic advisory services to middle-market companies across a broad spectrum of industries.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
10	Progressive Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
11	Full Circle Strategic Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “More than a resource, we are the full circle solution.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Nextgen Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	7 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 · Sep 28, 2026 · View company records in RevenueBase
13	Bedrock Investment Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
14	Capmatrix LTD	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
16	The James Vincent Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
17	Raintree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
18	Evergreen Consulting And Financial Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Evervest Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
20	Blueprints For Tomorrow	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
21	The Miller Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match “Established in 1972 and headquartered in beautiful Scottsdale, Arizona, MILLER provides a broad spectrum of financial and strategic advisory services to both public and private…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	SC Financial Services, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
23	State Bird Corp	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Finanical, Tax, and Management Consulting Services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Clear Direction Investments LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Randall B.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Valor Legacy Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 28, 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 28, 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 “finance consulting 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 71 finance consulting firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 401 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Finance consulting firms based in Scottsdale, United States at a glance

As of Sep 28, 2026

49.5%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 71 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 “finance consulting 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 401 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 28, 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.

Finance consulting 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 “finance consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many finance consulting firms are there based in Scottsdale, United States?

RevenueBase identified 71 company matches for finance consulting 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?

Cornerstone Advisors 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 finance consulting firms?

New York leads the United States with 569 company records, followed by Chicago (194) and Houston (190). Scottsdale has 71.

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 401 professional contacts with verified work emails tracked across these 71 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 28, 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.