Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a firm office in Scottsdale, with the firms that employ the most of them.
3,200 registered advisors work in Scottsdale; the most are at Vanguard Advisers, Inc. (629). 548 list the CFP designation and 2,475 are also registered broker representatives.
Firms with the most advisors in Scottsdale
Advisors in Scottsdale, A to Z (first 300 of 3,200)
CFP advisors in Scottsdale →- Penelope K. AbadVanguard Advisers, Inc.
- Alexandra L. AbrahamTrek Financial
- Zachary K. AbrahamTrek Financial
- Jason C. AcabBlackrock Investment Management, LLC
- Jairo A. AcevedoOsaic Wealth, Inc.
- Morgan A. AckerVanguard Advisers, Inc.
- Cristina AcostaAe Wealth Management, LLC
- Eloy Acosta IVPark Avenue Securities LLC
- Logan AdamEquitable Advisors, LLC
- Parker F. AdamLPL Financial LLC
- Zachary S. AdamVanguard Advisers, Inc.
- Aiyisha AdamsOsaic Wealth, Inc.
- Craig M. AdamsUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Evan B. AdamsVanguard Advisers, Inc.
- Nurjemal AdamsKingdom Financial Group, LLC
- Robert E. AdamsAmeriprise Financial Services, LLC
- Jeffrey A. AdemaCardinal Point Wealth Management · Certified Financial Planner
- Kelsey E. AdlerVanguard Advisers, Inc.
- Roger B. AdlerLPL Financial LLC
- H J. AdolphsonTrek Financial
- Sydney R. AffholderJ.P. Morgan Securities LLC
- Sasson AfshariLPL Financial LLC
- Elisha D. AgarwalOsaic Wealth, Inc.
- Marcela G. Agredano BecerraVanguard Advisers, Inc.
- Austin A. AguilarMML Investors Services, LLC
- Mario Aguilera Jr.Vanguard Advisers, Inc.
- Ryan L. AhlmanVanguard Advisers, Inc.
- Andalib AhmedVanguard Advisers, Inc.
- Terseer D. AkaaharMorgan Stanley
- Melek Akgul-LeeWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joseph C. AlaimoVanguard Advisers, Inc.
- Randolf J. AlbersAdvanced Financial Services
- Madeline L. AlcornMorgan Stanley
- Dan J. AldrichWells Fargo Clearing Services, LLC
- Anfernee D. AlexanderVanguard Advisers, Inc.
- Reggie AlilonuAmeriprise Financial Services, LLC · Certified Financial Planner
- Brenda C. AllenOsaic Wealth, Inc.
- Caroline E. AllenVanguard Advisers, Inc. · Certified Financial Planner
- Jeannine M. AllenCetera Investment Advisers LLC
- Makayla R. AllenSensible Money, LLC
- Michelle M. AllenRaymond James & Associates, Inc.
- Robin P. AllenUBS Financial Services Inc.
- Colton R. AllredEquitable Advisors, LLC
- Xavier Almoro-WatkinsEquitable Advisors, LLC
- Michael S. AloianHarmony Asset Management LLC
- Ezra M. AlpertBayntree Wealth Advisors, LLC
- David E. AltschulerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Rosemary AltunaWells Fargo Clearing Services, LLC
- Timothy M. AmenBrighton Jones LLC · Certified Financial Planner
- Cody R. AmisStoker Ostler, A Part Of Bmo Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Morgan K. AmosAshton Thomas Private Wealth
- Lily AnandMorgan Stanley
- Scott A. AndershOsaic Wealth, Inc.
- Barbara E. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Byron D. Anderson IILaffer Tengler Investments, Inc.
- Catherine AndersonOsaic Wealth, Inc.
- Elaine T. AndersonVanguard Advisers, Inc.
- Joseph R. AndersonRaymond James & Associates, Inc. · Certified Financial Planner
- Kyle E. AndersonVanguard Advisers, Inc. · Certified Financial Planner
- Lee AndersonWells Fargo Clearing Services, LLC
- Leonard H. AndersonLha Capital Partners
- Lily S. AndersonVanguard Advisers, Inc. · Certified Financial Planner
- Matthew J. AndersonFocus Partners Wealth, LLC
- Troy M. AndersonLPL Financial LLC
- Kiana F. AndrewsVanguard Advisers, Inc.
- Michael W. AndrewsVerus Capital Partners, LLC
- Bryant E. AndrusSbc Investment Management, LLC · Certified Financial Planner
- Robert M. AngeloPgim Investments LLC
- Ruben G. AnguloTrajan Wealth, L.L.C.
- Robert L. AnnableTransce3nd LLC
- Vincent K. AnnableTransce3nd LLC
- Thomas O. AnselWells Fargo Clearing Services, LLC · Certified Financial Planner
- Dana M. AnspachSensible Money, LLC · Certified Financial Planner
- Eric J. AnthonyFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard G. AntonioIronwood Investment Counsel, LLC · Chartered Financial Analyst
- Remo AntoniolliMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ekenna S. Anya-GafuPacific Canyon Investments · Certified Financial Planner
- Suzanne M. ApplebyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph AppolitoUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Cynthia C. AranaMorgan Stanley
- Joseph P. ArceThe Norden Group LLC
- Kai ArceMML Investors Services, LLC
- Omar Arce-FelixVanguard Advisers, Inc.
- Najla H. ArekatWells Fargo Clearing Services, LLC
- Victoria Arguello SolorzanoArkadios Wealth Advisors
- Jessica A. AriasVanguard Advisers, Inc. · Certified Financial Planner
- Michael H. ArkoFocus Partners Wealth, LLC
- Matthew J. ArmisteadBeacon Pointe Advisors, LLC · Certified Financial Planner
- Brian T. ArmstrongWells Fargo Clearing Services, LLC
- Elizabeth ArndtEquitable Advisors, LLC
- David B. ArnoldUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Christopher R. ArringtonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Katrina Y. ArringtonAmeriprise Financial Services, LLC
- Yolanda T. ArringtonAmeriprise Financial Services, LLC
- Paul F. AruttOsaic Wealth, Inc.
- Dru C. AshcraftOsaic Wealth, Inc.
- Kristel P. AshcraftAmeriprise Financial Services, LLC
- Mark E. AsherRaymond James Financial Services Advisors, Inc.
- William L. AsherVanguard Advisers, Inc.
- Ron C. AshleyUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Abe N. Askil Jr.Titan Capital Management · Certified Financial Planner
- Omeed AssadiCharles Schwab & Co., Inc.
- Phillip A. AsueloTrajan Wealth, L.L.C. · Certified Financial Planner
- Dani AtenousazarVanguard Advisers, Inc.
- Sultan A. AtkinVanguard Advisers, Inc.
- Allen B. AtkinsWt Wealth Management, LLC
- Vanessa V. AtkinsVanguard Advisers, Inc.
- Jennifer L. AttwoodVanguard Advisers, Inc. · Certified Financial Planner
- Bertha A. AvalosWells Fargo Clearing Services, LLC
- Ruben AvelarMorgan Stanley
- Massimo G. AvellutoMariner
- Kevin C. AxelsonOsaic Wealth, Inc.
- Joshua P. AylesworthRaymond James & Associates, Inc. · Certified Financial Planner
- Hovick M. BabajanianStifel, Nicolaus & Company, Incorporated
- Sean BabinBabin Wealth Management · Certified Financial Planner
- James A. BacaniVanguard Advisers, Inc.
- Sophia L. BachmannEdward Jones
- Caden K. BaggaleyEquitable Advisors, LLC
- Trisha L. BaggsWells Fargo Clearing Services, LLC
- Diana BagleyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John A. BagleyStrategic Wealth Advisors, LLC · Certified Financial Planner
- Laurie B. BagleyStrategic Wealth Advisors, LLC · Chartered Financial Analyst
- Michael G. BagleyBalboa Wealth Partners, Inc.
- Payton S. BagshawLPL Financial LLC
- Aaron J. BaileyCharles Schwab & Co., Inc.
- Braden R. BaileyVanguard Advisers, Inc.
- William G. BaileyVanguard Advisers, Inc.
- Madeline BairMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kevin G. BairdUnited Planners' Financial Services Of America A Limited Partner
- Lisa G. BairdWells Fargo Clearing Services, LLC
- Ashley L. BakaStrategic Advisers LLC
- Adam S. BakerBok Financial Private Wealth, Inc.
- Brett G. BakerOsaic Wealth, Inc.
- Scott M. BakerEdward Jones
- Deborah D. BaldiniAble Financial Group, LLC
- Jordan T. BallardVanguard Advisers, Inc.
- Wayne C. BallingerWells Fargo Clearing Services, LLC
- Robert J. BancroftMorgan Stanley
- Buck J. BanduraWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Loshima BansalVanguard Advisers, Inc.
- Jacob H. BaranowskiVanguard Advisers, Inc.
- Ashwani BararVanguard Advisers, Inc.
- Julieanne D. BararVanguard Advisers, Inc. · Certified Financial Planner
- Cyrus A. BaravatiConcurrent Investment Advisors, LLC · Certified Financial Planner
- Matthew K. BarberWells Fargo Clearing Services, LLC
- Setareh BarberMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William B. BarberUnited Planners' Financial Services Of America A Limited Partner
- Vanessa BargerCharles Schwab & Co., Inc.
- Joseph D. BarkatAmeriprise Financial Services, LLC
- Jack A. BarkerJuncture Wealth Strategies, LLC
- Matthew T. BarnesUnited Planners' Financial Services Of America A Limited Partner
- David S. BarnettKestra Private Wealth Services, LLC · Certified Financial Planner
- Dylan R. BarreraVanguard Advisers, Inc.
- Alexander F. BarrettRockefeller Capital Management
- Katrina A. BarrettGeneos Wealth Management, Inc.
- Rogelio BarrientosMorgan Stanley
- Chad P. BarriosFoguth Wealth Management, LLC.
- Lissette BarriosMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Angelica M. Barron-SantellaMorgan Stanley
- Daniel H. BarryCharles Schwab & Co., Inc.
- Jessica E. BarryRaymond James & Associates, Inc.
- Scott D. BarthThrivent Investment Management Inc.
- Chad E. BartonOsaic Wealth, Inc.
- James A. Bartow Jr.United Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Berkay BasaranVanguard Advisers, Inc.
- Kathryn T. BascomWells Fargo Clearing Services, LLC
- Jon BashaJb Advisory LLC
- Calum M. BashfordXcelsior Advisor Partners LLC
- Deborah BasomCambridge Investment Research Advisors, Inc.
- Raleigh E. BassJohn Hancock Investment Management LLC
- Omar A. Bassal2201 Capital, LLC · Chartered Financial Analyst
- Matthew R. BassukOsaic Wealth, Inc.
- Ian C. BatesOsaic Wealth, Inc.
- Thomas M. BatsonMorgan Stanley
- Nicholas T. BattagliaUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Jacqueline M. BattistaCorepath Wealth Partners LLC · Certified Financial Planner
- Martin E. BattockMML Investors Services, LLC
- Andrew C. BauerTrajan Wealth, L.L.C.
- Bruce J. BauerMML Investors Services, LLC
- Kevin W. BaumanVanguard Advisers, Inc.
- Ainaz BayatiCharles Schwab & Co., Inc.
- William P. BayukAmplify Financial, LLC · Certified Financial Planner
- Jennifer L. BealsAshton Thomas Private Wealth
- Kevin K. BeamonLPL Financial LLC
- Ryan A. BeamonLPL Financial LLC
- Ryan C. BeardMorgan Stanley
- Aaron J. BeasleyVanguard Advisers, Inc.
- Julia A. BeattyAmeriprise Financial Services, LLC · Certified Financial Planner
- Robert A. BeattyOsaic Wealth, Inc.
- Jace M. BeckTrek Financial
- Kristin I. BeckerWells Fargo Advisors Financial Network, LLC
- Stephen A. BeckerVanguard Advisers, Inc.
- Nicholas L. BeeterStrategic Advisers LLC
- Roger BeguiristainWells Fargo Clearing Services, LLC
- Steven D. BeinfestCetera Investment Advisers LLC · Personal Financial Specialist
- Luis N. Bejarano Sr.Vanguard Advisers, Inc.
- Jonathan D. BelairOsaic Wealth, Inc.
- Caleb A. BellLife Wise Planning Group LLC
- Anthony F. BellinoMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Neil C. BellomyThrivent Investment Management Inc. · Certified Financial Planner, Chartered Financial Consultant
- Pedro BenavidesOsaic Wealth, Inc.
- Stacey L. BendfeltStratos Wealth Partners, Ltd.
- Jason C. BenedettiCetera Investment Advisers LLC · Certified Financial Planner
- Scot T. BenefielMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bruce B. BenhamBaron Capital Management, LLC
- Brian BenjaminOppenheimer & Co. Inc.
- Dexter L. BenjaminWells Fargo Clearing Services, LLC
- Carter B. BennettDew Wealth Management · Certified Financial Planner
- Christopher L. BennettVanguard Advisers, Inc. · Certified Financial Planner
- Jennifer C. BennettTrajan Wealth, L.L.C.
- Jackson BennetteMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Renee A. BenoitOsaic Wealth, Inc. · Certified Financial Planner
- Thomas D. BenscoterCetera Investment Advisers LLC
- Eric T. BensonVanguard Advisers, Inc. · Certified Financial Planner
- Mark D. BensonLPL Financial LLC
- Grace BentivegnaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Israel D. BentleyVanguard Advisers, Inc.
- Sarah A. BentzinMorgan Stanley
- David M. BenwellSala Capital, LLC
- Jennifer K. BerberichUnited Planners' Financial Services Of America A Limited Partner
- Chloe E. BerentsenUnited Capital Financial Advisors
- Aaron F. BergerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michelle BergmannUnited Planners' Financial Services Of America A Limited Partner
- John A. BergsmaVanguard Advisers, Inc. · Certified Financial Planner
- Darren J. BernardJ.P. Morgan Securities LLC · Certified Financial Planner
- Michael B. BerozaVanguard Advisers, Inc. · Certified Financial Planner
- Renee L. BerrethOsaic Wealth, Inc.
- Odell Berry Jr.Invest Smart USA, Inc. · Chartered Financial Consultant
- Michael A. BersanoVanguard Advisers, Inc. · Certified Financial Planner
- Daniel C. BertoletAmeriprise Financial Services, LLC
- Bryan G. BertucciRaymond James & Associates, Inc.
- Anthony M. BerumenVanguard Advisers, Inc. · Certified Financial Planner
- Michelle L. BestUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner
- Eric BeswickCetera Investment Advisers LLC
- Paul A. BiaforeVanguard Advisers, Inc.
- Randy M. BianchiTwogood Financial Services, Inc.
- Rocco BianchiWells Fargo Advisors Financial Network, LLC
- Spencer E. BiancucciMorgan Stanley
- William V. Bidwill IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Robert BieberOsaic Wealth, Inc.
- Matthew BiedronJ.P. Morgan Securities LLC · Certified Financial Planner
- Brendon R. BiegelWells Fargo Clearing Services, LLC
- Julianna BigaryWells Fargo Clearing Services, LLC
- Melissa A. BilczewskiVanguard Advisers, Inc. · Certified Financial Planner
- Scott A. BiltzUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
- Emma R. BilvadoMorgan Stanley
- Benjamin R. BimsonTrek Financial
- Richard E. BingamanCs Planning Corp.
- Corey M. BirdFortitude Family Office · Certified Financial Planner
- Scott E. Bird IIIBrookstone Capital Management LLC
- Jeffrey J. BiroCambridge Investment Research Advisors, Inc.
- David G. BirrellLPL Financial LLC
- Adam P. BishopLPL Financial LLC · Certified Financial Planner
- Nicholas BishopMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jack M. BissetMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Samuel M. BjellosOsaic Wealth, Inc.
- Annmarie J. BjorklundVanguard Advisers, Inc. · Certified Financial Planner
- Eric BlackLPL Financial LLC
- Michael P. BlackCetera Investment Advisers LLC · Certified Financial Planner
- Skene BlackGeneos Wealth Management, Inc.
- Kenneth R. BlackburnBridgelight Capital LLC
- Jarrod BlackwellOsaic Wealth, Inc.
- James C. BlakelyLPL Financial LLC
- Alec I. BlakemanEdward Jones
- Matthew A. BlakeyState Farm Investment Management Corp.
- Alexander G. BlasiOsaic Wealth, Inc.
- Brett M. BlauFocus Partners Wealth, LLC
- Ronald J. BlauCapital Synergy Partners
- Adam C. BletzingerOsaic Wealth, Inc.
- Curt A. BlikMorgan Stanley
- Joshua C. BlissBalboa Wealth Partners, Inc.
- Casey A. BlockJ.P. Morgan Securities LLC
- Esther L. Blue De AvalosVanguard Advisers, Inc.
- Justin B. BobusStoker Ostler, A Part Of Bmo Financial Group · Chartered Financial Analyst
- Steve C. BoeckmannLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Richard A. BoehmWinthrop Wealth · Certified Financial Planner
- Andrew S. BoermanVanguard Advisers, Inc.
- Dale J. BoettcherHarmony Asset Management LLC
- Lori R. BogatzOsaic Wealth, Inc.
- Michael S. BolarStoker Ostler, A Part Of Bmo Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Gregory A. BoldenWells Fargo Clearing Services, LLC
- Brian L. BollHeritage Family Offices, LLP
- Taylor J. BolmFocus Partners Wealth, LLC
- Phylis S. BolnoCommonwealth Financial Network
- Keith R. BologneseAlt Alpha Capital, LLC
- Thomas R. BonifieldVanguard Advisers, Inc.
- Joel A. BonnemaBonnema Wealth Management LLC · Certified Financial Planner
- Hollie J. BonnesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mark A. BonnettCorepath Wealth Partners LLC
- Ryan D. BontorinEquitable Advisors, LLC
- Reami M. BooneVanguard Advisers, Inc.
- Marjan Boor BoorLifetyme Financial Advisors, LLC
- Cristopher J. BordenAshton Thomas Private Wealth
- Valerie BorinVanguard Advisers, Inc.
- Tama L. BorrielloWells Fargo Clearing Services, LLC · Certified Financial Planner
- John B. BortonInvestment Trends Capital Group LLC
- Carl F. Bosch Jr.Archer Investment Corporation
- Daniel R. Bott Sr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas G. BotticelliGlobal Strategic Nextgen Ocio
- Alena N. BoucekBrighton Jones LLC
Other cities in Arizona
All of Arizona →Phoenix 2,247Tucson 764Chandler 593Tempe 534Gilbert 480Mesa 300Peoria 228Glendale 106Prescott 103Surprise 81Flagstaff 65Goodyear 53Queen Creek 52Sun City 45Oro Valley 38Fountain Hills 37Cave Creek 36Yuma 32Sun City West 27Lake Havasu City 25Sedona 25San Tan Valley 23Buckeye 22Carefree 21
Questions
How many financial advisors are in Scottsdale, AZ?
3,200 investment adviser representatives are registered at firm offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records. 2,475 of them are also registered as broker representatives, and 548 list the CFP designation.
Which firm has the most financial advisors in Scottsdale?
Vanguard Advisers, Inc., with 629 registered advisors in Scottsdale, followed by Osaic Wealth, Inc. with 298.
How do I check a financial advisor in Scottsdale?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.