Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Scottsdale, United States

Name: Investment advisory law 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 90 companies tracked

RevenueBase identified 90 investment advisory law firms headquartered in Scottsdale, United States as of September 2026 and tracks 933 professional contacts across them, including 295 with verified work emails. Across the United States, New York is the largest hub for this category (280 companies); Scottsdale has 90.

This list covers investment advisory law 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 28, 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 28, 2026 86% judged on-target in blind review

90Companies

933Contacts tracked

295Verified emails

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The 25 largest investment advisory law firms based in Scottsdale, United States

Ranked by team size

Top 25 of 90 investment advisory law firms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory law 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	Trajan Wealth LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	98 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
2	Ffec Wealth Partners	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 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 28, 2026
3	M.S. Howells & CO	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	84 contacts →
	Indirect evidence “M.S.” Source: RevenueBase Database · checked Sep 28, 2026
4	Touchstone Wealth	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	62 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
5	Householder Group Estate & Retirement Specialists, LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	51-200	33 contacts →
	Strong evidence “Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Source: RevenueBase Database · checked Sep 28, 2026
6	Ironwood Investment Counsel	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	21 contacts →
	Strong evidence “Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 28, 2026
7	Sensible Money, LLC	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
8	Silverhawk Private Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “We create sophisticated yet simple solutions for complicated financial situations.” Source: RevenueBase Database · checked Sep 28, 2026
9	Amplify Capital Group	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	16 contacts →
	Partial evidence “Amplify Capital Group is a national advisory firm for mergers and acquisitions and capital advisory services.” Source: RevenueBase Database · checked Sep 28, 2026
10	ONE Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Indirect evidence “The financial world can be overwhelming.” Source: RevenueBase Database · checked Sep 28, 2026
11	Bayntree Wealth Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Source: RevenueBase Database · checked Sep 28, 2026
12	Able Financial Group	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Strong evidence “Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor.” Source: RevenueBase Database · checked Sep 28, 2026
13	One2one Wealth Strategies	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.” Source: RevenueBase Database · checked Sep 28, 2026
14	Jackson Roskelley Wealth Advisors	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 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 28, 2026
15	Taylor Frigon Capital	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	8 contacts →
	Strong evidence “Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026
16	Juncture Wealth Strategies, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	8 contacts →
	Partial evidence “Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to…” Source: RevenueBase Database · checked Sep 28, 2026
17	Cole Wealth Management	Strong evidence	Scottsdale, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 28, 2026
18	Bedrock Investment Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	7 contacts →
	Strong evidence “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Source: RevenueBase Database · checked Sep 28, 2026
19	Clearview Wealth Partners	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial evidence “Our comprehensive approach to investment solutions is scalable, flexible, and interoperable.” Source: RevenueBase Database · checked Sep 28, 2026
20	Carrie Hall And Associates	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	6 contacts →
	Partial 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 28, 2026
21	Evolve Wealth Advisors LP	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Strong evidence “Evolve Wealth Advisors LP is an independent, full-service investment firm providing disciplined investment advice with a singular focus on clients.” Source: RevenueBase Database · checked Sep 28, 2026
22	SG Wealth Managers LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Source: RevenueBase Database · checked Sep 28, 2026
23	Confluent Asset Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	5 contacts →
	Partial evidence “Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ.” Source: RevenueBase Database · checked Sep 28, 2026
24	Alpha Squared Capital	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	11-50	5 contacts →
	Strong evidence “Fee-only, Fiduciary Registered Investment Advisory based in Scottsdale, Arizona with custodial services offered through Charles Schwab.” Source: RevenueBase Database · checked Sep 28, 2026
25	Evergreen Consulting And Financial Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 28, 2026	1-10	4 contacts →
	Partial 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 28, 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: investment advisory law 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 investment advisory law firms.
Partial evidence: Its own public description names part of investment advisory law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory law 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 90 investment advisory law firms based in Scottsdale, United States

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Investment advisory law firms based in Scottsdale, United States at a glance

As of Sep 28, 2026

31.6%Verified-email coverage

10.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

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 90 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 investment advisory law 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 “investment advisory law 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 investment advisory law 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 investment advisory law 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, 295 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 28, 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.

Investment advisory law 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 investment advisory law 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 investment advisory law firms are there based in Scottsdale, United States?

RevenueBase identified 90 investment advisory law 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?

Trajan Wealth LLC, headquartered in Scottsdale, tops this list with the largest team on record.

Which city in the United States has the most investment advisory law firms?

New York leads the United States with 280 headquartered companies, followed by Atlanta (153) and Houston (137). Scottsdale has 90.

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 295 verified decision-maker contacts tracked across these 90 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 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 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.