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.
The 25 largest personal financial accounting firms based in Scottsdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 98 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 81 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 33 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 31 contacts → | ||||
Indirect evidence “Johnson Goff & Company PLLC was formed in 1976 in Scottsdale, Arizona.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 23 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 23 contacts → | ||||
Indirect evidence “Every investment firm has principles and a mission statement.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 contacts → | ||||
Partial evidence “Bayntree Wealth Advisors provides comprehensive Financial Planning and Wealth Management services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 12 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 11 contacts → | ||||
Indirect evidence “We serve small business and individuals with business consulting and tax services.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 10 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 contacts → | ||||
Indirect evidence “Firm Profile: We believe in the value of relationships.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Indirect evidence “At Blakely Walters, planning starts with you.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Indirect evidence “About Us Key Wealth Management was founded with the vision of women empowering women.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Indirect evidence “Meaningful Integration of Life and Wealth” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Indirect evidence “At Zenith, we believe that your wealth management team should feel like family.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
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: personal financial accounting 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 personal financial accounting firms.
- Partial evidence
- Its own public description names part of personal financial accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name personal financial accounting 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 123 personal financial accounting firms based in Scottsdale, United States
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Personal financial accounting firms based in Scottsdale, United States at a glance
As of Sep 29, 2026Companies by employee count
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
- Personal financial accounting firms in New York434
- Personal financial accounting firms in Houston290
- Personal financial accounting firms in Atlanta244
- Personal financial accounting firms in Chicago203
- Personal financial accounting firms in Dallas202
- Personal financial accounting firms in San Diego197
- Personal financial accounting firms in Los Angeles193
- Personal financial accounting firms in Austin157
- Personal financial accounting firms in Charlotte148
- Personal financial accounting firms in Denver141
- Personal financial accounting firms in Miami130
- Personal financial accounting firms in Tampa120
- Personal financial accounting firms in San Francisco116
- Personal financial accounting firms in Phoenix113
- Personal financial accounting firms in Portland108
- Personal financial accounting firms in Cincinnati107
- Personal financial accounting firms in Irvine104
- Personal financial accounting firms in Orlando99
- Personal financial accounting firms in Columbus98
- Personal financial accounting firms in San Antonio93
- Personal financial accounting firms in Indianapolis92
- Personal financial accounting firms in Raleigh92
- Personal financial accounting firms in Greenville91
- Personal financial accounting firms in Las Vegas90
- Personal financial accounting firms in Pittsburgh88
- Personal financial accounting firms in Columbia86
- Personal financial accounting firms in Louisville82
- Personal financial accounting firms in Seattle82
- Personal financial accounting firms in Overland Park81
- Personal financial accounting firms in Boca Raton79
- Personal financial accounting firms in Colorado Springs78
- Personal financial accounting firms in Rochester77
- Personal financial accounting firms in Jacksonville75
- Personal financial accounting firms in Richmond75
- Personal financial accounting firms in Boston74
- Personal financial accounting firms in Grand Rapids74
- Personal financial accounting firms in Newport Beach74
- Personal financial accounting firms in Tucson72
- Personal financial accounting firms in Wilmington71
- Personal financial accounting firms in San Jose70
- Personal financial accounting firms in Omaha66
- Personal financial accounting firms in Birmingham65
- Personal financial accounting firms in Springfield63
- Personal financial accounting firms in Plano62
- Personal financial accounting firms in Fort Lauderdale61
- Personal financial accounting firms in Bellevue60
- Personal financial accounting firms in Fort Worth60
- Personal financial accounting firms in Oklahoma City59
- Personal financial accounting firms in Philadelphia59
- Personal financial accounting firms in Salt Lake City58
- Personal financial accounting firms in Troy58
- Personal financial accounting firms in Greenwood Village56
- Personal financial accounting firms in Nashville56
- Personal financial accounting firms in Madison55
- Personal financial accounting firms in Minneapolis54
- Personal financial accounting firms in Washington54
- Personal financial accounting firms in Franklin53
- Personal financial accounting firms in Knoxville53
- Personal financial accounting firms in Lexington53
- Personal financial accounting firms in Sarasota53
- Personal financial accounting firms in Lincoln52
- Personal financial accounting firms in Alpharetta51
- Personal financial accounting firms in Fort Collins49
- Personal financial accounting firms in Tulsa49
- Personal financial accounting firms in Virginia Beach49
- Personal financial accounting firms in Glendale48
- Personal financial accounting firms in Plymouth47
- Personal financial accounting firms in Memphis46
- Personal financial accounting firms in Baton Rouge45
- Personal financial accounting firms in Albuquerque43
- Personal financial accounting firms in Lafayette43
- Personal financial accounting firms in Melville43
- Personal financial accounting firms in Naperville43
- Personal financial accounting firms in Sacramento43
- Personal financial accounting firms in Cleveland42
- Personal financial accounting firms in Kansas City42
- Personal financial accounting firms in Naples42
- Personal financial accounting firms in Roseville42
- Personal financial accounting firms in Walnut Creek42
- Personal financial accounting firms in Coral Gables40
- Personal financial accounting firms in Frisco40
- Personal financial accounting firms in Pasadena40
- Personal financial accounting firms in Fort Myers39
- Personal financial accounting firms in Lakewood39
- Personal financial accounting firms in Mesa39
- Personal financial accounting firms in Rockville39
- Personal financial accounting firms in Arlington38
- Personal financial accounting firms in Boise38
- Personal financial accounting firms in Canton38
- Personal financial accounting firms in Fort Wayne38
- Personal financial accounting firms in Greensboro38
- Personal financial accounting firms in Marietta38
- Personal financial accounting firms in Charleston37
- Personal financial accounting firms in Alexandria36
- Personal financial accounting firms in Jackson36
- Personal financial accounting firms in Reno36
- Personal financial accounting firms in Torrance36
- Personal financial accounting firms in Woodland Hills36
- Personal financial accounting firms in Woodbury35
- Personal financial accounting firms in Annapolis34
- Personal financial accounting firms in Bloomington34
- Personal financial accounting firms in Concord34
- Personal financial accounting firms in Huntsville34
- Personal financial accounting firms in Tallahassee34
- Personal financial accounting firms in The Woodlands34
- Personal financial accounting firms in Baltimore33
- Personal financial accounting firms in Chattanooga33
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- Personal financial accounting firms in Clearwater32
- Personal financial accounting firms in Little Rock32
- Personal financial accounting firms in Littleton32
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- Personal financial accounting firms in St Louis32
- Personal financial accounting firms in Tempe32
- Personal financial accounting firms in West Chester32
- Personal financial accounting firms in Westlake Village32
- Personal financial accounting firms in Wichita32
- Personal financial accounting firms in Boulder31
- Personal financial accounting firms in Brentwood31
- Personal financial accounting firms in Durham31
- Personal financial accounting firms in Fayetteville31
- Personal financial accounting firms in Lake Oswego31
- Personal financial accounting firms in Bend30
- Personal financial accounting firms in Brooklyn30
- Personal financial accounting firms in Chesterfield30
- Personal financial accounting firms in Farmington30
- Personal financial accounting firms in Lancaster30
- Personal financial accounting firms in Winter Park30
- Personal financial accounting firms in Englewood29
- Personal financial accounting firms in Henderson29
- Personal financial accounting firms in Southfield29
- Personal financial accounting firms in Spokane29
- Personal financial accounting firms in Bedford28
- Personal financial accounting firms in Bethesda28
- Personal financial accounting firms in Cary28
- Personal financial accounting firms in Chandler28
- Personal financial accounting firms in Dayton28
- Personal financial accounting firms in Fairfax28
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- Personal financial accounting firms in Sioux Falls28
- Personal financial accounting firms in West Des Moines28
- Personal financial accounting firms in Buffalo27
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- Personal financial accounting firms in Northbrook27
- Personal financial accounting firms in West Palm Beach27
- Personal financial accounting firms in Duluth26
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- Personal financial accounting firms in Orange26
- Personal financial accounting firms in Roswell26
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- Personal financial accounting firms in Vancouver26
- Personal financial accounting firms in Albany25
- Personal financial accounting firms in Ann Arbor25
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- Personal financial accounting firms in Carlsbad25
- Personal financial accounting firms in Dublin25
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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.
Ready to reach these companies? Verified emails and direct dials for all 123 personal financial accounting firms based in Scottsdale, United States. Start with a free account, no credit card.
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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.
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