Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Scottsdale, United States

Name: Insurance brokers for wealth planning based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 98 companies tracked

RevenueBase identified 98 company matches for insurance brokers for wealth planning associated with Scottsdale, United States as of September 2026 and tracks 893 professional contacts across them, including 282 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Scottsdale has 98.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

98Companies

893Contacts tracked

282Verified emails

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The 25 largest insurance brokers for wealth planning based in Scottsdale, United States

Ranked by team size

Top 25 of 98 company matches for insurance brokers for wealth planning based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	Wilde Wealth Management Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	56 contacts →
	Exact match “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Benefit Commerce Group, An Alera Group Company	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	51-200	55 contacts →
	Exact match “Benefit Commerce Group (BCG), an Alera Group Company, is a progressive and results-driven firm, focusing on employee benefits, commercial property & casualty, and retirement plan…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Bennett & Porter Wealth Management Insurance	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	30 contacts →
	Exact match “Wealth Management \| Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	The Garzella Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	30 contacts →
	Exact match “The Garzella Group is a licensed insurance & financial services brokerage with access to multiple carriers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Nationwide Private Client	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	201-500	26 contacts →
	Exact match “Nationwide Private Client offers personal lines focused on the affluent market, with insurance policies for homeowners, automobiles, personal excess liability and personal…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
7	Allen Financial Insurance Group, INC	Exact match	Scottsdale, United StatesHQ recorded Sep 17, 2026	51-200	23 contacts →
	Exact match “Allen Financial Insurance Group is a national, multi-line brokerage group with facilities that span the standard, surplus and specialty marketplace.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Wealth Strategies Advisory Group, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	20 contacts →
	Exact match “Wealth Strategies Advisory Group is proud to provide a full range of world-class wealth management services to meet the needs of affluent individuals and families, business owners…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Infinity Insurance Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	20 contacts →
	Exact match “Infinity Insurance Partners is a client focused Insurance Brokerage based in Phoenix, Arizona.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	ONE Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “The financial world can be overwhelming.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Bayntree Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
12	One2one Wealth Strategies	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
13	Silvertree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
14	Netvest Financial, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	10 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 · Sep 17, 2026 · View company records in RevenueBase
15	Sonoran National Insurance Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Sonoran National Insurance Group is an insurance provider unlike any other.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Progressive Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
17	Exeter Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	8 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 · Sep 17, 2026 · View company records in RevenueBase
18	Blakely Walters	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “At Blakely Walters, planning starts with you.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Vineyard Financial Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	7 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 · Sep 17, 2026 · View company records in RevenueBase
20	TMD Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Meaningful Integration of Life and Wealth” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Carrie Hall And Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
22	Mosaic Financial Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	SG Wealth Managers LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Grand Canyon Planning Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Blueprints For Tomorrow	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 17, 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 17, 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 “insurance brokers for wealth planning”. 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 98 insurance brokers for wealth planning based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 282 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokers for wealth planning based in Scottsdale, United States at a glance

As of Sep 17, 2026

31.6%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

Sep 17, 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 98 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 “insurance brokers for wealth planning” 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 282 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Scottsdale, United States?

RevenueBase identified 98 company matches for insurance brokers for wealth planning 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?

Wilde Wealth Management Group 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Scottsdale has 98.

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 282 professional contacts with verified work emails tracked across these 98 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 17, 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.