Company lists · Data refreshed October 2026

Top 25 Income distribution planning services based in Scottsdale, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 14, 2026 154 companies tracked

RevenueBase identified 154 company matches for income distribution planning services associated with Scottsdale, United States as of October 2026 and tracks 1,125 professional contacts across them, including 386 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Scottsdale has 154.

This list covers company matches for income distribution planning services 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 October 14, 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 Oct 14, 2026 How this list was built

154Companies

1,125Contacts tracked

386Verified emails

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The 25 largest income distribution planning services based in Scottsdale, United States

Ranked by team size

Top 25 of 154 company matches for income distribution planning services based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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 Oct 14, 2026	51-200	124 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 · Oct 14, 2026 · View company records in RevenueBase
2	Ffec Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	51-200	96 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 · Oct 14, 2026 · View company records in RevenueBase
3	Wilde Wealth Management Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	63 contacts →
	Exact match “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
4	Touchstone Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	51-200	59 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 · Oct 14, 2026 · View company records in RevenueBase
5	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	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 · Oct 14, 2026 · View company records in RevenueBase
6	RBG Capital, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	23 contacts →
	Exact match “RBG Capital, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
7	Calchoice Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	21 contacts →
	Exact match “Every investment firm has principles and a mission statement.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
8	Sensible Money, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	19 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 · Oct 14, 2026 · View company records in RevenueBase
9	Aspire Financial LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	19 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 · Oct 14, 2026 · View company records in RevenueBase
10	Silverhawk Private Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	17 contacts →
	Exact match “We create sophisticated yet simple solutions for complicated financial situations.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	345 Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	13 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 · Oct 14, 2026 · View company records in RevenueBase
12	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	12 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 · Oct 14, 2026 · View company records in RevenueBase
13	Jackson Roskelley Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	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 · Oct 14, 2026 · View company records in RevenueBase
14	Bayntree Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	11 contacts →
	Exact match “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
15	One2one Wealth Strategies	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	11 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 · Oct 14, 2026 · View company records in RevenueBase
16	Silvertree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	11 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 · Oct 14, 2026 · View company records in RevenueBase
17	Netvest Financial, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	9 contacts →
	Exact match “NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Progressive Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 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 · Oct 14, 2026 · View company records in RevenueBase
19	Suncrest Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	9 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 · Oct 14, 2026 · View company records in RevenueBase
20	Vineyard Financial Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	8 contacts →
	Exact match “Comprehensive Financial Planning and Wealth Management Services provided by Professionally Certified, Independent Financial Advisors including:* Wealth Management * Investments *…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
21	The Wealth Stewards	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	8 contacts →
	Exact match “At The Wealth Stewards, we specialize in helping successful business owners, entrepreneurs, and executives navigate the complexities of wealth-whether they’re preparing for an…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22	Blakely Walters	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	11-50	7 contacts →
	Exact match “At Blakely Walters, planning starts with you.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
23	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	7 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 · Oct 14, 2026 · View company records in RevenueBase
24	The James Vincent Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “Our customer focused philosophy and outstanding client service is what separates us from the rest.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25	Exeter Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 14, 2026	1-10	7 contacts →
	Exact match “Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.” Recorded in the RevenueBase company graph · Oct 14, 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 “income distribution planning services”. 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 154 income distribution planning services based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 386 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Income distribution planning services based in Scottsdale, United States at a glance

As of Oct 14, 2026

34.3%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Oct 14, 2026Page data refreshed

Companies by employee count

1-10

115

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 154 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 “income distribution planning services” 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 386 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 October 14, 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.

Income distribution planning services 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 “income distribution planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many income distribution planning services are there based in Scottsdale, United States?

RevenueBase identified 154 company matches for income distribution planning services associated with Scottsdale, United States as of October 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 income distribution planning services?

New York leads the United States with 243 company records, followed by Houston (194) and Atlanta (176). Scottsdale has 154.

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 386 professional contacts with verified work emails tracked across these 154 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 October 14, 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.