Company lists · Data refreshed October 2026

Top 25 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 Oct 1, 2026 45 companies tracked

RevenueBase identified 45 company matches for investment advisory platforms associated with Scottsdale, United States as of October 2026 and tracks 558 professional contacts across them, including 186 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Scottsdale has 45.

This list covers company matches for investment advisory platforms 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 1, 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 1, 2026 How this list was built

45Companies

558Contacts tracked

186Verified emails

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The 25 largest investment advisory platforms based in Scottsdale, United States

Ranked by team size

Top 25 of 45 company matches for investment advisory platforms based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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 1, 2026	51-200	98 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 1, 2026 · View company records in RevenueBase
2	Ffec Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	51-200	95 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 1, 2026 · View company records in RevenueBase
3	Householder Group Estate & Retirement Specialists, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	51-200	33 contacts →
	Exact match “Founded in 1997, Householder Group is a Registered Investment Advisor (RIA) and Office of Supervisory Jurisdiction (OSJ) associated with LPL Financial.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Ijoin, A Broadridge Company	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	11-50	24 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Ironwood Investment Counsel	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	11-50	21 contacts →
	Exact match “Ironwood Investment Counsel is a privately owned Registered Investment Advisor (RIA) located in Scottsdale, Arizona.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Iflip Invest	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “At iFlip, we believe you should have access to the same tools and data as Wall Street professionals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	ONE Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “The financial world can be overwhelming.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Taylor Frigon Capital	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	11-50	8 contacts →
	Exact match “Taylor Frigon Capital Management LLC, is an SEC registered investment advisor.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Juncture Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Juncture Wealth Strategies is a boutique investment firm with institutional resources, offering intelligent, independent investment management and wealth advocacy to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Cole Wealth Management	Exact match	Scottsdale, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Bedrock Investment Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Clearview Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Our comprehensive approach to investment solutions is scalable, flexible, and interoperable.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Prism Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “We are the financial team that empowers you.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	SG Wealth Managers LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
15	Confluent Asset Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, AZ.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Alpha Squared Capital	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “Fee-only, Fiduciary Registered Investment Advisory based in Scottsdale, Arizona with custodial services offered through Charles Schwab.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Sage Financial Advisors INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We are a fee-based financial advisory firm located in Scottsdale, AZ.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Bridge Financial Strategies	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Jacob Gold & Associates, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	SL Capital	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We understand that giving financial advice without having a thorough knowledge of managing money is just opinion.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Vestpointe Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Valor Legacy Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Valor specializes in providing strategies and guidance for those seeking the lifestyle in retirement they’ve always imagined.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Watch Guard Capital LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Tushaus Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Tushaus Wealth Management is a Registered Investment Adviser.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Redstone Capital Management, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “At Redstone, LLC, we do not deliver "off the shelf" model portfolios.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment advisory platforms”. 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 45 investment advisory platforms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 186 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Oct 1, 2026

33.3%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data 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 for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 45 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 “investment advisory platforms” 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 186 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 1, 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.

Investment advisory platforms 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 “investment advisory platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 45 company matches for investment advisory platforms 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 investment advisory platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91). Scottsdale has 45.

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 186 professional contacts with verified work emails tracked across these 45 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 1, 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.