Company lists · Data refreshed September 2026

Top 22 Wealth transfer specialists based in Scottsdale, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 37 companies tracked

RevenueBase identified 37 company matches for wealth transfer specialists associated with Scottsdale, United States as of September 2026 and tracks 201 professional contacts across them, including 92 with verified work emails. Across the United States, New York is the largest hub for this category (97 companies); Scottsdale has 37.

This list covers company matches for wealth transfer specialists 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 22, 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 22, 2026 How this list was built

37Companies

201Contacts tracked

92Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 22 largest wealth transfer specialists based in Scottsdale, United States

Ranked by team size

Top 22 of 37 company matches for wealth transfer specialists based in Scottsdale, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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	Watermark Wealth Strategies, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
2	Wealth Strategies Advisory Group, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	20 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Silverhawk Private Wealth	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	11-50	17 contacts →
	Exact match “We create sophisticated yet simple solutions for complicated financial situations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Dana Whiting LAW	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	11-50	12 contacts →
	Exact match “After over 33 years of Estate Planning experience, Matt was able to put together a team of Estate Planning professionals to make your experience at Dana Whiting Law truly unique…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Netvest Financial, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	11-50	10 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Capital Insight Partners. LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	10 contacts →
	Exact match “Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Boyer Law, P.C	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Founded in 1998, Boyer Law p.c.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Progressive Financial Concepts	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	11-50	9 contacts →
	Exact match “Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Exeter Financial	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Buttonwood Capital Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Buttonwood Capital Management is a leading private wealth management firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Capital Wealth Alliance, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Vestpointe Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match “Vestpointe Wealth Management provides integrated investment advisory, estate planning, and tax consulting services to help our high net worth clients achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	SC Financial Services, INC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 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 22, 2026 · View company records in RevenueBase
14	Jacob Gold & Associates	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Small Boutique Investment management firm that deals with the wealth planning of individuals as well as companies.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Winsor LAW Online	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “We help you customize an estate plan specific to your needs at affordable rates to ensure that your family and legacy is protected and preserved for your loved ones.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Anthea Wealth Management	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “At Anthea Wealth Management, we provide independent and compassionate financial advice along with thoughtful, tax efficient portfolio management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Truest LAW	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “Truest Law is Arizona's premier estate and trust planning legal firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	EPL Realty Group, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	11-50	1 contacts →
	Exact match “EPL Financial Services integrates a comprehensive wealth management service focused on taking a holistic look at a client’s financial picture.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Liquidity Partners, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Serving Affluent Families And Entrepreneurs to Minimize Taxes.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Zion Strategic Consulting	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “We create maximum value for high-income and high-net-worth individuals while mitigating risk through proven, tax-efficient strategies for wealth creation, preservation, and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Jolley Company, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “Integrated tax, accounting, and wealth strategy for business leaders, investors, and families who want long-term clarity and control.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Gary J. Miller & Associates, LLC	Exact match	Scottsdale, AZ, United StatesHQ recorded Sep 22, 2026	1-10	1 contacts →
	Exact match “We provide services to a select clientele focusing in the areas of estate preservation, business succession, and executive benefits.” Recorded in the RevenueBase company graph · Sep 22, 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 “wealth transfer specialists”. 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 22 of 37 wealth transfer specialists based in Scottsdale, United States

See the full list, filter by size, metro and specialty, and access 92 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Wealth transfer specialists based in Scottsdale, United States at a glance

As of Sep 22, 2026

45.8%Verified-email coverage

5.4Average contacts per company

1-10Median size (employees)

Sep 22, 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 37 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 “wealth transfer specialists” 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 92 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 22, 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.

Wealth transfer specialists 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 “wealth transfer specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth transfer specialists are there based in Scottsdale, United States?

RevenueBase identified 37 company matches for wealth transfer specialists 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?

Watermark Wealth Strategies, LLC 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 wealth transfer specialists?

New York leads the United States with 97 company records, followed by San Diego (56) and Atlanta (54). Scottsdale has 37.

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 92 professional contacts with verified work emails tracked across these 37 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 22, 2026.

Ready to reach these companies? Verified emails and direct dials for all 37 wealth transfer specialists based in Scottsdale, United States. Start with a free account, no credit card.

Download this list →

Related lists

Wealth transfer specialists by geography

Browse the directory

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.