Company lists · Data refreshed September 2026

Top 25 Wealth management platforms based in Scottsdale, United States

Name: Wealth management platforms based in Scottsdale, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 42 companies tracked

RevenueBase identified 42 wealth management platforms headquartered in Scottsdale, United States as of September 2026 and tracks 2,379 professional contacts across them, including 857 with verified work emails. New York is the largest hub.

This list covers wealth management platforms 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 14, 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 14, 2026 86% judged on-target in blind review

42Companies

2,379Contacts tracked

857Verified emails

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The 25 largest wealth management platforms based in Scottsdale, United States

Ranked by team size

Top 25 of 42 wealth management platforms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management platforms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	OSAIC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1,001-5,000	2,071 contacts →
	Strong evidence “Osaic provides the support, resources, and community designed for the future of wealth management.” Source: RevenueBase Database · checked Sep 14, 2026
2	Wilde Wealth Management Group	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	56 contacts →
	Strong evidence “Wilde Wealth Management Group.A Personal Approach to Wealth Management!” Source: RevenueBase Database · checked Sep 14, 2026
3	Bennett & Porter Wealth Management Insurance	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	30 contacts →
	Strong evidence “Wealth Management \| Insurance Based in Scottsdale, Arizona, our award-winning and nationally recognized firm currently employs 50+ experienced, certified finance and insurance…” Source: RevenueBase Database · checked Sep 14, 2026
4	Watermark Wealth Strategies, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	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 14, 2026
5	Wealth Strategies Advisory Group, LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	20 contacts →
	Strong evidence “Wealth Strategies Advisory Group is proud to provide a full range of world-class wealth management services to meet the needs of affluent individuals and families, business owners…” Source: RevenueBase Database · checked Sep 14, 2026
6	ONE Wealth	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect evidence “The financial world can be overwhelming.” Source: RevenueBase Database · checked Sep 14, 2026
7	WT Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	13 contacts →
	Partial evidence “Our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities.” Source: RevenueBase Database · checked Sep 14, 2026
8	Netvest Financial, LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Strong evidence “NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs.” Source: RevenueBase Database · checked Sep 14, 2026
9	Capital Insight Partners. LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	10 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 14, 2026
10	Exeter Financial	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Strong evidence “Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.” Source: RevenueBase Database · checked Sep 14, 2026
11	Blakely Walters	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Indirect evidence “At Blakely Walters, planning starts with you.” Source: RevenueBase Database · checked Sep 14, 2026
12	Harmony Asset Management LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong evidence “Harmony Asset Management ("HarmonyAM") is a wealth management firm that provides investment services to high net-worth individuals, endowments & foundations, and corporate…” Source: RevenueBase Database · checked Sep 14, 2026
13	TMD Wealth Management	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Partial evidence “Meaningful Integration of Life and Wealth” Source: RevenueBase Database · checked Sep 14, 2026
14	Zenith Wealth Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	6 contacts →
	Strong evidence “At Zenith, we believe that your wealth management team should feel like family.” Source: RevenueBase Database · checked Sep 14, 2026
15	Mosaic Financial Associates	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong evidence “Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients.” Source: RevenueBase Database · checked Sep 14, 2026
16	BW Wealth Management	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “Your Trust.” Source: RevenueBase Database · checked Sep 14, 2026
17	Buttonwood Capital Management	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong evidence “Buttonwood Capital Management is a leading private wealth management firm.” Source: RevenueBase Database · checked Sep 14, 2026
18	SG Wealth Managers LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Strong 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 14, 2026
19	Capital Wealth Alliance, LLC	Partial evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	4 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 14, 2026
20	Vigilare Wealth Management	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “VIGILARE WEALTH MANAGEMENT, LLC is a financial services company based out of 8585 E HARTFORD DR STE 104, SCOTTSDALE, Arizona, United States.” Source: RevenueBase Database · checked Sep 14, 2026
21	Jacob Gold & Associates, INC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “Small boutique investment management firm that focuses on two areas; wealth management and financial wellness.” Source: RevenueBase Database · checked Sep 14, 2026
22	SL Capital	Indirect evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	4 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 14, 2026
23	Ironwood Family Wealth Advisors	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Strong evidence “We provide unique tax focused financial planning and wealth management services in a very collaborative manner.” Source: RevenueBase Database · checked Sep 14, 2026
24	Phoenix Wealth Management, Pllc	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	1 contacts →
	Strong evidence “At Phoenix Wealth, we redefine wealth management by tailoring our services to meet the unique financial aspirations of high net worth individuals.” Source: RevenueBase Database · checked Sep 14, 2026
25	EPL Realty Group, LLC	Strong evidence	Scottsdale, AZ, United StatesHQ checked Sep 14, 2026	11-50	1 contacts →
	Strong evidence “EPL Financial Services integrates a comprehensive wealth management service focused on taking a holistic look at a client’s financial picture.” Source: RevenueBase Database · checked Sep 14, 2026

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: wealth management platforms. 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 wealth management platforms.
Partial evidence: Its own public description names part of wealth management platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management platforms. 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 42 wealth management platforms based in Scottsdale, United States

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Wealth management platforms based in Scottsdale, United States at a glance

As of Sep 14, 2026

36.0%Verified-email coverage

56.6Average contacts per company

1-10Median size (employees)

495.2%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 42 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 wealth management platforms, 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 “wealth management platforms”. 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 wealth management platforms), 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 wealth management platforms, 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, 857 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 14, 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.

Wealth management platforms 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 wealth management platforms, 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 wealth management platforms are there based in Scottsdale, United States?

RevenueBase identified 42 wealth management platforms 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?

OSAIC, headquartered in Scottsdale, tops this list with the largest team on record.

Which city has the most wealth management platforms?

New York leads with 208 headquartered companies, followed by Chicago (72) and Atlanta (64).

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 857 verified decision-maker contacts tracked across these 42 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 14, 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.