Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in Scottsdale, United States

Name: Personal finance consultants based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 74 companies tracked

RevenueBase identified 74 company matches for personal finance consultants associated with Scottsdale, United States as of September 2026 and tracks 544 professional contacts across them, including 147 with verified work emails. Across the United States, New York is the largest hub for this category (180 companies); Scottsdale has 74.

This list covers company matches for personal finance consultants 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 20, 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 20, 2026 How this list was built

74Companies

544Contacts tracked

147Verified emails

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The 25 largest personal finance consultants based in Scottsdale, United States

Ranked by team size

Top 25 of 74 company matches for personal finance consultants based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Goldbook Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	51-200	81 contacts →
	Exact match “At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Touchstone Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	51-200	62 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 · Sep 20, 2026 · View company records in RevenueBase
3	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Calchoice Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	23 contacts →
	Exact match “Every investment firm has principles and a mission statement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Silvertree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
6	Juniper Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	10 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 · Sep 20, 2026 · View company records in RevenueBase
7	Jackson Roskelley Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	10 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 · Sep 20, 2026 · View company records in RevenueBase
8	Bedrock Investment Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
9	Vineyard Financial Group	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
10	Zenith Wealth Advisors	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “At Zenith, we believe that your wealth management team should feel like family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Prism Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We are the financial team that empowers you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Wealth Management Solutions, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Bringing Clarity To Complex Situations Wealth Management Solutions provides outstanding financial planning and investment management services to a select number of families and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Raintree Wealth Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our mission is to get to know and understand your needs, wants, and long-term goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	SG Wealth Managers LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Evervest Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “When we talk about financial services, our discussion centers around money and finances – your money and your finances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Luminvest Wealth Management LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Get personalized, tax-focused financial planning in-person or from the convenience of your home” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Vigilare Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “VIGILARE WEALTH MANAGEMENT, LLC is a financial services company based out of 8585 E HARTFORD DR STE 104, SCOTTSDALE, Arizona, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	SL Capital	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
19	SC Financial Services, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Ultra Financial Partners	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Ultra Financial Partners is a full-service retirement and financial planning firm driven by one focused goal – to help clients grow, protect and transfer all they have worked so…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Financial Profiles LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Pfeifer Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We offer state of the art, customized financial planning that provides peace of mind and security for your future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Redstone Capital Management, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
24	Wealthpro Financial	Exact match	Scottsdale, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “WealthPro Financial was founded in 2003 with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Rohn Financial Strategies	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Since 1997, Rohn Financial Strategies has been helping our clients design and implement comprehensive strategies that utilize their financial resources in the most cost effective…” Recorded in the RevenueBase company graph · Sep 20, 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 “personal finance consultants”. 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 74 personal finance consultants based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 147 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance consultants based in Scottsdale, United States at a glance

As of Sep 20, 2026

27.0%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

Sep 20, 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 74 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 “personal finance consultants” 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 147 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 20, 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.

Personal finance consultants 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 “personal finance consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance consultants are there based in Scottsdale, United States?

RevenueBase identified 74 company matches for personal finance consultants 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?

Goldbook Financial 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 personal finance consultants?

New York leads the United States with 180 company records, followed by Atlanta (129) and Houston (122). Scottsdale has 74.

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 147 professional contacts with verified work emails tracked across these 74 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 20, 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.