Company lists · Data refreshed September 2026

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

Name: Financial strategy 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 78 companies tracked

RevenueBase identified 78 financial strategy consulting firms headquartered in Scottsdale, United States as of September 2026 and tracks 828 professional contacts across them, including 402 with verified work emails. Across the United States, New York is the largest hub for this category (608 companies); Scottsdale has 78.

This list covers financial strategy consulting firms 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 30, 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 30, 2026 86% judged on-target in blind review

78Companies

828Contacts tracked

402Verified emails

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

Ranked by team size

Top 25 of 78 financial strategy consulting firms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to financial strategy consulting firms: 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	Cornerstone Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	201-500	256 contacts →
	Partial evidence “For over 20 years, Cornerstone Advisors has delivered gritty insights, bold strategies and data-driven solutions to build smarter banks, credit unions and fintechs.” Source: RevenueBase Database · checked Sep 30, 2026
2	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	51-200	95 contacts →
	Indirect evidence “As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: RevenueBase Database · checked Sep 30, 2026
3	Eventus Advisory Group, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	11-50	45 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
4	Freestone Insurance Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	11-50	35 contacts →
	Indirect evidence “Freestone Insurance Group was founded to provide advisory services to clients managing their personal assets, corporate liability and employee workforce.” Source: RevenueBase Database · checked Sep 30, 2026
5	Ardent Advisory Group	Partial evidence	Scottsdale, United StatesHQ checked Sep 30, 2026	1-10	23 contacts →
	Partial evidence “At Ardent Advisory Group, we look first to understand our clients’ strategic objectives, and then initiate a plan to serve those objectives.” Source: RevenueBase Database · checked Sep 30, 2026
6	Fiscal Partners, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
7	Columbia West Capital	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
8	Juniper Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	11-50	10 contacts →
	Partial evidence “The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.” Source: RevenueBase Database · checked Sep 30, 2026
9	Jackson Roskelley Wealth Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	10 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
10	Progressive Financial Concepts	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	11-50	9 contacts →
	Strong 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 30, 2026
11	Full Circle Strategic Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “More than a resource, we are the full circle solution.” Source: RevenueBase Database · checked Sep 30, 2026
12	Nextgen Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Partial 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 30, 2026
13	Pebble Creek Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “Pebble Creek Partners exists to provide value added investment and management advice to businesses, and those that invest in them, including those with a significant…” Source: RevenueBase Database · checked Sep 30, 2026
14	Vinity	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Partial evidence “Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application.” Source: RevenueBase Database · checked Sep 30, 2026
15	Bedrock Investment Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Partial evidence “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Source: RevenueBase Database · checked Sep 30, 2026
16	Capmatrix LTD	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “CapMatrix is a full-service capital advisory firm specializing in capital markets, investment banking advisory, investment sales, and asset management.” Source: RevenueBase Database · checked Sep 30, 2026
17	Carrie Hall And Associates	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 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 30, 2026
18	Prism Financial Concepts	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial evidence “We are the financial team that empowers you.” Source: RevenueBase Database · checked Sep 30, 2026
19	The James Vincent Group	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “Our customer focused philosophy and outstanding client service is what separates us from the rest.” Source: RevenueBase Database · checked Sep 30, 2026
20	Raintree Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	5 contacts →
	Indirect evidence “Our mission is to get to know and understand your needs, wants, and long-term goals.” Source: RevenueBase Database · checked Sep 30, 2026
21	Evergreen Consulting And Financial Management	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
22	Evervest Financial	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	11-50	4 contacts →
	Partial evidence “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Source: RevenueBase Database · checked Sep 30, 2026
23	The Miller Group	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
24	SC Financial Services, INC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	4 contacts →
	Partial 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 30, 2026
25	Monarchx	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 30, 2026	1-10	3 contacts →
	Partial evidence “MonarchX helps technology businesses optimize their strategic direction and business model, revenue, operations and growth to maximize valuations for investment or future…” Source: RevenueBase Database · checked Sep 30, 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: financial strategy consulting firms. 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 financial strategy consulting firms.
Partial evidence: Its own public description names part of financial strategy consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial strategy consulting firms. 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 78 financial strategy consulting firms based in Scottsdale, United States

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

As of Sep 30, 2026

48.6%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

Sep 30, 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 78 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 financial strategy consulting firms, 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 “financial strategy consulting firms”. 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 financial strategy consulting firms), 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 financial strategy consulting firms, 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, 402 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 30, 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.

Financial strategy consulting firms 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 financial strategy consulting firms, 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 financial strategy consulting firms are there based in Scottsdale, United States?

RevenueBase identified 78 financial strategy consulting firms 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?

Cornerstone Advisors, headquartered in Scottsdale, tops this list with the largest team on record.

Which city in the United States has the most financial strategy consulting firms?

New York leads the United States with 608 headquartered companies, followed by Houston (190) and Atlanta (183). Scottsdale has 78.

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 402 verified decision-maker contacts tracked across these 78 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 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 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.