Company lists · Data refreshed September 2026

Top 18 Philanthropic advisory firms based in Scottsdale, United States

RevenueBase identified 43 philanthropic advisory firms headquartered in Scottsdale, United States as of September 2026 and tracks 343 professional contacts across them, including 79 with verified work emails. New York is the largest hub.

This list covers philanthropic advisory 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 20, 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 20, 2026 86% judged on-target in blind review
43Companies
343Contacts tracked
79Verified emails
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The 18 largest philanthropic advisory firms based in Scottsdale, United States

Ranked by team size
Top 18 of 43 philanthropic advisory firms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to philanthropic advisory 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 20, 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 20, 2026
2Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-1010 contacts →

Partial evidence

“Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceScottsdale, United StatesHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“We are the financial team that empowers you.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Our customer focused philosophy and outstanding client service is what separates us from the rest.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Evergreen Consulting and Financial Management is an advisory team based out of Arizona that works with clients coast-to-coast to help them reach both their business and personal…”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“We are a fee-based financial advisory firm located in Scottsdale, AZ.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Capital Wealth Alliance is a wealth advisory firm that believes in giving you exceptional client service, industry-leading support, and the top tools and resources for creating…”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“We understand that giving financial advice without having a thorough knowledge of managing money is just opinion.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“At SC Financial Services we are business owners helping successful entrepreneurs and high level executives realize their lifestyle vision through creating and implementing…”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“At Redstone, LLC, we do not deliver "off the shelf" model portfolios.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceScottsdale, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Evans Law, PLC advises and represents nonprofit organizations and social enterprises on legal, business, and tax law matters, so they can be effective in advancing their missions…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Serving Affluent Families And Entrepreneurs to Minimize Taxes.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Sunstone Wealth is your trusted partner through every step of your financial journey.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Stine Wealth Management has a focus on putting clients first.”

Source: RevenueBase Database · checked Sep 20, 2026
18Indirect evidenceScottsdale, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Working together with you to address and navigate the various choices affecting your financial success and achieve it your way!”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 18 of 43 philanthropic advisory firms based in Scottsdale, United States

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Philanthropic advisory firms based in Scottsdale, United States at a glance

As of Sep 20, 2026
23.0%Verified-email coverage
8.0Average contacts per company
1-10Median size (employees)
632.6%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
2
51-200
2

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 43 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 philanthropic advisory 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 “philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory 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, 79 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 20, 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.

Philanthropic advisory 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 philanthropic advisory 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 philanthropic advisory firms are there based in Scottsdale, United States?

RevenueBase identified 43 philanthropic advisory 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?

Ffec Wealth Partners, headquartered in Scottsdale, tops this list with the largest team on record.

Which city has the most philanthropic advisory firms?

New York leads with 272 headquartered companies, followed by Chicago (135) and Washington (107).

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 79 verified decision-maker contacts tracked across these 43 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 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 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.