Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Scottsdale, United States

Name: Financial planning 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 30, 2026 163 companies tracked

RevenueBase identified 163 company matches for financial planning consulting firms associated with Scottsdale, United States as of September 2026 and tracks 1,188 professional contacts across them, including 422 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Scottsdale has 163.

This list covers company matches for financial planning 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 30, 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 30, 2026 How this list was built

163Companies

1,188Contacts tracked

422Verified emails

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

Ranked by team size

Top 25 of 163 company matches for financial planning consulting firms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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	Trajan Wealth LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	51-200	98 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 · Sep 30, 2026 · View company records in RevenueBase
2	Ffec Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
3	Goldbook Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	51-200	81 contacts →
	Exact match “At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Touchstone Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	51-200	62 contacts →
	Exact match “Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Wilde Wealth Management Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	56 contacts →
	Exact match “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Householder Group Estate & Retirement Specialists, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	51-200	33 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 · Sep 30, 2026 · View company records in RevenueBase
7	Johnson Goff, Pllc	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	31 contacts →
	Exact match “Johnson Goff & Company PLLC was formed in 1976 in Scottsdale, Arizona.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
9	Calchoice Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	1-10	23 contacts →
	Exact match “Every investment firm has principles and a mission statement.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	Aspire Financial LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	21 contacts →
	Exact match “Achieving financial success for yourself, your family, or your business, is a major goal in your life.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Silverhawk Private Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	17 contacts →
	Exact match “We create sophisticated yet simple solutions for complicated financial situations.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	345 Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	14 contacts →
	Exact match “345 isn’t just our name, it’s our straightforward process, and the comprehensive plans that help empower our clients to build personalized strategies today, designed to allow them…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Bayntree Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	12 contacts →
	Exact match “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	One2one Wealth Strategies	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	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 · Sep 30, 2026 · View company records in RevenueBase
15	Pescatore Cooper, PLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	1-10	11 contacts →
	Exact match “We serve small business and individuals with business consulting and tax services.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Silvertree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
17	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
18	Jackson Roskelley Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
19	Signature Wealth Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	1-10	9 contacts →
	Exact match “Signature Wealth Concepts was founded in 2018 by a group of like-minded professionals looking to create an organization designed to deliver superior excellence to our clients.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Full Circle Strategic Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “More than a resource, we are the full circle solution.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Suncrest Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Blakely Walters	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “At Blakely Walters, planning starts with you.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Mcavoy & Toel Cpas	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 2026	11-50	7 contacts →
	Exact match “We are a full service tax and accounting firm dedicted to helping indiviudals and small businesses.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Vinity	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 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 30, 2026 · View company records in RevenueBase
25	Bedrock Investment Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 30, 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 30, 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 “financial planning 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 163 financial planning consulting firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 422 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting firms based in Scottsdale, United States at a glance

As of Sep 30, 2026

35.5%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

124

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 163 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 “financial planning 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 422 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 30, 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.

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

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

RevenueBase identified 163 company matches for financial planning 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?

Trajan Wealth LLC 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 financial planning consulting firms?

New York leads the United States with 424 company records, followed by Houston (278) and Atlanta (231). Scottsdale has 163.

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 422 professional contacts with verified work emails tracked across these 163 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 30, 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.