Company lists · Data refreshed September 2026

Top 23 Investment advisory platforms based in Scottsdale, United States

Name: Investment advisory platforms based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 47 companies tracked

RevenueBase identified 47 investment advisory platforms headquartered in Scottsdale, United States as of September 2026 and tracks 699 professional contacts across them, including 247 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

47Companies

699Contacts tracked

247Verified emails

Unlock all 47 companies Free signup · no credit card · 500 free credits

The 23 largest investment advisory platforms based in Scottsdale, United States

Ranked by team size

Top 23 of 47 investment advisory platforms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Trajan Wealth LLCIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	51-200	126
	“Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions.” Source: company website · checked Sep 4, 2026
2	Ffec Wealth PartnersIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	51-200	95
	“As we grow, we retain our belief in a conservative, well-diversified, long-term approach to investing.” Source: company website · checked Sep 4, 2026
3	Householder Group Estate & Retirement Specialists, LLCStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	51-200	33
	“Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Source: company website · checked Sep 4, 2026
4	Ijoin, A Broadridge CompanyIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	11-50	24
	“iJoin’s highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track.” Source: company website · checked Sep 4, 2026
5	Ironwood Investment CounselStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	11-50	21
	“Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Source: company website · checked Sep 4, 2026
6	Iflip InvestIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	11-50	17
	“At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Source: company website · checked Sep 4, 2026
7	Taylor Frigon Capital Management LLCStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	11-50	8
	“Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Source: company website · checked Sep 4, 2026
8	Cole Wealth ManagementStrong evidence	Scottsdale, United StatesHQ checked Sep 4, 2026	1-10	7
	“Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Source: company website · checked Sep 4, 2026
9	Bedrock Investment AdvisorsStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	7
	“Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Source: company website · checked Sep 4, 2026
10	Prism Financial ConceptsIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	6
	“We are the financial team that empowers you.” Source: company website · checked Sep 4, 2026
11	SG Wealth Managers LLCPartial evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	5
	“We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Source: company website · checked Sep 4, 2026
12	Confluent Asset ManagementPartial evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	5
	“Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ.” Source: company website · checked Sep 4, 2026
13	Alpha Squared CapitalStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	11-50	5
	“Fee-only, Fiduciary Registered Investment Advisory based in Scottsdale, Arizona with custodial services offered through Charles Schwab.” Source: company website · checked Sep 4, 2026
14	Sage Financial Advisors INCPartial evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	4
	“We are a fee-based financial advisory firm located in Scottsdale, AZ.” Source: company website · checked Sep 4, 2026
15	Bridge Financial StrategiesIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	4
	“Bridge Financial Strategies, LLC helps people of all walks of life experience confidence and peace of mind about their money, without taking up a lot of their time and energy…” Source: company website · checked Sep 4, 2026
16	Vestpointe Wealth ManagementStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	4
	“Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals.” Source: company website · checked Sep 4, 2026
17	SL CapitalIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	4
	“We understand that giving financial advice without having a thorough knowledge of managing money is just opinion.” Source: company website · checked Sep 4, 2026
18	Jacob Gold & Associates, INCPartial evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	4
	“Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Source: company website · checked Sep 4, 2026
19	Valor Legacy WealthIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	3
	“Valor specializes in providing strategies and guidance for those seeking the lifestyle in retirement they’ve always imagined.” Source: company website · checked Sep 4, 2026
20	Suttle Crossland Wealth Advisors, LLCStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	2
	“Suttle \| Crossland is a registered investment advisory (RIA) firm with a focus on financial planning and investment management for a wide range of clients.” Source: company website · checked Sep 4, 2026
21	Redstone Capital Management, LLCIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	2
	“At Redstone, LLC, we do not deliver "off the shelf" model portfolios.” Source: company website · checked Sep 4, 2026
22	Watch Guard Capital LLCStrong evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	2
	“Watch Guard Capital is a Registered Investment Advisor that believes everyone should have access to a sound financial plan, an understanding of his or her investments, and an…” Source: company website · checked Sep 4, 2026
23	Hail Financial GroupIndirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 4, 2026	1-10	1
	“At Hail Financial Group, we have a commitment to excellence in everything we do.” Source: company website · checked Sep 4, 2026

Showing 23 of 47 investment advisory platforms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 247 reachable decision-makers.

Free signup · no credit card

See all 47 companies

Investment advisory platforms based in Scottsdale, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 47 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 platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 247 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 4, 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 platforms by metro in the United States

Frequently asked

How many investment advisory platforms are there based in Scottsdale, United States?

RevenueBase identified 47 investment advisory platforms 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 has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (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 247 verified decision-maker contacts tracked across these 47 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 4, 2026.

Ready to reach these companies? Verified emails and direct dials for all 47 investment advisory platforms based in Scottsdale, United States. Start with a free account, no credit card.

Get the full list

Related lists

Investment advisory platforms by geography

Browse the directory

Browse: Companies home · Investment advisory platforms in United States · All United States lists · All Investment advisory platforms lists · New lists

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.