Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Scottsdale, United States

RevenueBase identified 123 personal financial accounting firms headquartered in Scottsdale, United States as of September 2026 and tracks 1,000 professional contacts across them, including 354 with verified work emails. Across the United States, New York is the largest hub for this category (434 companies); Scottsdale has 123.

This list covers personal financial accounting 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 29, 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 29, 2026 86% judged on-target in blind review
123Companies
1,000Contacts tracked
354Verified emails
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The 25 largest personal financial accounting firms based in Scottsdale, United States

Ranked by team size
Top 25 of 123 personal financial accounting firms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202651-20098 contacts →

Indirect 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 29, 2026
2Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202651-20095 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 29, 2026
3Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202651-20081 contacts →

Partial evidence

“At GoldBook Financial, we strive to form a long-lasting relationship with you and serve as your financial advocate.”

Source: RevenueBase Database · checked Sep 29, 2026
4Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202651-20062 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 29, 2026
5Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202651-20033 contacts →

Partial 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 29, 2026
6Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5031 contacts →

Indirect evidence

“Johnson Goff & Company PLLC was formed in 1976 in Scottsdale, Arizona.”

Source: RevenueBase Database · checked Sep 29, 2026
7Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5023 contacts →

Partial evidence

“Watermark Wealth Strategies was created to answer the call for financial services that steward wealth with responsibility, integrity, and transparency.”

Source: RevenueBase Database · checked Sep 29, 2026
8Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-1023 contacts →

Indirect evidence

“Every investment firm has principles and a mission statement.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5012 contacts →

Partial evidence

“Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.”

Source: RevenueBase Database · checked Sep 29, 2026
10Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“One2One Wealth Strategies specializes in retirement planning, investment strategy, insurance planning, and wealth management services for investors.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-1011 contacts →

Indirect evidence

“We serve small business and individuals with business consulting and tax services.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5010 contacts →

Strong evidence

“We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.”

Source: RevenueBase Database · checked Sep 29, 2026
13Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-1010 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
14Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-1010 contacts →

Indirect evidence

“Our firm provides outstanding service to our clients because of our dedication to three underlying principles - professionalism, responsiveness and quality.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“The Juniper Wealth Management Financial Confidence Through Financial Clarity Philosophy is built around transparency, clarity, and simplicity.”

Source: RevenueBase Database · checked Sep 29, 2026
16Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-5010 contacts →

Indirect evidence

“Firm Profile: We believe in the value of relationships.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-1010 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 29, 2026
18Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-108 contacts →

Strong evidence

“Foster Financial CPA is a boutique accounting firm in Phoenix, AZ, committed to helping small business owners thrive.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-108 contacts →

Indirect evidence

“We serve a select group of clients nationwide who are either planning for or currently enjoying retirement.”

Source: RevenueBase Database · checked Sep 29, 2026
20Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“At Blakely Walters, planning starts with you.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-507 contacts →

Partial evidence

“We are a full service tax and accounting firm dedicted to helping indiviudals and small businesses.”

Source: RevenueBase Database · checked Sep 29, 2026
22Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Bedrock Investment Advisors is dedicated to providing each client with unbiased financial advice and excellent customer service.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 20261-107 contacts →

Indirect evidence

“About Us Key Wealth Management was founded with the vision of women empowering women.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“Meaningful Integration of Life and Wealth”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 29, 202611-506 contacts →

Indirect evidence

“At Zenith, we believe that your wealth management team should feel like family.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 123 personal financial accounting firms based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 354 reachable decision-makers.

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Personal financial accounting firms based in Scottsdale, United States at a glance

As of Sep 29, 2026
35.4%Verified-email coverage
8.1Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
97
11-50
16
51-200
10

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 123 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 personal financial accounting 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 “personal financial accounting 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 personal financial accounting 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 personal financial accounting 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, 354 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 29, 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.

Personal financial accounting 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 personal financial accounting 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 personal financial accounting firms are there based in Scottsdale, United States?

RevenueBase identified 123 personal financial accounting 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 personal financial accounting firms?

New York leads the United States with 434 headquartered companies, followed by Houston (290) and Atlanta (244). Scottsdale has 123.

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 354 verified decision-maker contacts tracked across these 123 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 29, 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.