Financial ADVSR advisor directory · SEC adviser records
CFA financial advisors in Scottsdale, AZ
Every SEC-registered financial advisor at a firm office in Scottsdale who lists the Chartered Financial Analyst designation, A to Z.
The short answer
68 CFA charterholders work in Scottsdale; the most are at Ironwood Investment Counsel, LLC (6). 15 are also registered broker representatives.
CFA advisors in Scottsdale, A to Z
Every advisor in Scottsdale →- Cody R. AmisStoker Ostler, A Part Of Bmo Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Richard G. AntonioIronwood Investment Counsel, LLC · Chartered Financial Analyst
- Laurie B. BagleyStrategic Wealth Advisors, LLC · Chartered Financial Analyst
- Omar A. Bassal2201 Capital, LLC · Chartered Financial Analyst
- Justin B. BobusStoker Ostler, A Part Of Bmo Financial Group · Chartered Financial Analyst
- Michael S. BolarStoker Ostler, A Part Of Bmo Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Charles A. Bruening IIIStoker Ostler, A Part Of Bmo Financial Group · Certified Financial Planner, Chartered Financial Analyst
- Kyle K. CaouetteIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew J. CarterIronwood Investment Counsel, LLC · Certified Financial Planner, Chartered Financial Analyst
- Michael J. CavaleriCambridge Investment Research Advisors, Inc. · Chartered Financial Analyst
- Anthony J. CercielloOsaic Wealth, Inc. · Chartered Financial Analyst
- Aaron S. ClarkMariner · Chartered Financial Analyst
- John A. De CarvalhoIntegrated Wealth Concepts LLC · Chartered Financial Analyst
- Nicholas J. De La VaraAshton Thomas Private Wealth · Chartered Financial Analyst
- Joshua M. DeforestMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Peter EickelbergAble Financial Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- John R. EllisonIronwood Investment Counsel, LLC · Chartered Financial Analyst
- Kyle A. EricksonElevate Investment Management, LLC · Chartered Financial Analyst
- Austin M. FiliereLaffer Tengler Investments, Inc. · Chartered Financial Analyst
- Michael FriedmanMML Investors Services, LLC · Chartered Financial Analyst
- Lee C. GarciaFive Mile River Investment Management, LLC · Chartered Financial Analyst
- Christopher D. GeeRbg Capital LLC · Chartered Financial Analyst
- Thomas H. Goetzinger Jr.Msh Capital Advisors LLC · Chartered Financial Analyst
- Clint M. GossageCmg Financial Consulting · Certified Financial Planner, Chartered Financial Analyst
- John W. GreerTotal Investment Management, Inc. · Chartered Financial Analyst
- Kurt N. GusindeExeter Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Bradley J. HainesJuncture Wealth Strategies, LLC · Chartered Financial Analyst
- Michael K. HartyCw Advisors, LLC · Chartered Financial Analyst
- Brian N. JacksonIronwood Investment Counsel, LLC · Certified Financial Planner, Chartered Financial Analyst
- Hal K. JolleyJolley Wealth Management, LLC · Chartered Financial Analyst
- Tyler R. KarlHeritage Family Offices, LLP · Chartered Financial Analyst
- Matthew S. KellyIronwood Investment Counsel, LLC · Certified Financial Planner, Chartered Financial Analyst
- Ilya KisinKisin Wealth Management LLC · Chartered Financial Analyst
- Christopher P. KleinExeter Financial, LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew S. KruelleBlackhawk Capital Partners, LLC · Chartered Financial Analyst
- Isaiah LangaFidelity Institutional Wealth Adviser LLC · Chartered Financial Analyst
- William D. LeeArq Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Todd M. LukasikMsh Capital Advisors LLC · Chartered Financial Analyst
- Gaylord B. Lyman Jr.Ashton Thomas Private Wealth · Chartered Financial Analyst
- Joseph M. MaasSynergy Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Carl S. MarinerArq Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Kirke S. MeeksMeeks Wealth Management, LLC · Chartered Financial Analyst
- Donald J. Miller Jr.Madison Investment Advisors, LLC · Chartered Financial Analyst
- Matthew R. MillerElevate Investment Management, LLC · Chartered Financial Analyst
- Jayson MossEvolve Wealth Advisors LP · Chartered Financial Analyst
- Steven T. NelsonFaith Investor Services · Chartered Financial Analyst
- Alex W. NielsenFocus Partners Wealth, LLC · Chartered Financial Analyst
- Jay R. PenneyEncompass More Asset Management LLC · Certified Financial Planner, Chartered Financial Analyst
- Susan E. PetersonPathstone · Chartered Financial Analyst
- Dale A. PhillipsFortitude Family Office · Chartered Financial Analyst
- Yogesh PrasadConfluent Asset Management LLC · Chartered Financial Analyst
- William R. PugginiVanguard Advisers, Inc. · Chartered Financial Analyst
- John C. RowleyFaith Investor Services · Chartered Financial Analyst
- Christopher D. SchembriP3 Financial Management, LLC · Chartered Financial Analyst
- Juan D. SiccoTci Wealth Advisors, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Delbert T. StaffordVanguard Advisers, Inc. · Chartered Financial Analyst
- Becki K. SuttonBks Wealth LLC · Certified Financial Planner, Chartered Financial Analyst
- Regan TeagueAshton Thomas Private Wealth · Certified Financial Planner, Chartered Financial Analyst
- Thomas P. TenneyWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Analyst
- Alex Van IderstineLaffer Tengler Investments, Inc. · Chartered Financial Analyst
- Michael R. WeigelWells Fargo Clearing Services, LLC · Chartered Financial Analyst
- Lucas M. Wennersten49th Parallel Wealth Management · Certified Financial Planner, Chartered Financial Analyst
- Lauren M. WestLaffer Tengler Investments, Inc. · Chartered Financial Analyst
- Bruce C. WilliamsIronwood Investment Counsel, LLC · Chartered Financial Analyst
- Louise G. WillmeringCrewe Advisors · Chartered Financial Analyst
- Phillip T. WiltfongButtonwood Capital Management (Bcm) · Chartered Financial Analyst
- Michael J. WongAshton Thomas Private Wealth · Personal Financial Specialist, Chartered Financial Analyst
- Adam ZinggThe Balance Of Trade · Chartered Financial Analyst
Firms with the most CFA charterholders in Scottsdale
Ironwood Investment Counsel, LLC 6Ashton Thomas Private Wealth 4Stoker Ostler, A Part Of Bmo Financial Group 4Laffer Tengler Investments, Inc. 3Arq Wealth Advisors, LLC 2Elevate Investment Management, LLC 2Exeter Financial, LLC 2Faith Investor Services 2Integrated Wealth Concepts LLC 2Msh Capital Advisors LLC 2Vanguard Advisers, Inc. 22201 Capital, LLC 149th Parallel Wealth Management 1Able Financial Group, LLC 1Bks Wealth LLC 1
CFA advisors in other Arizona cities
All of Arizona →Questions
How many CFA financial advisors are in Scottsdale, AZ?
68 SEC-registered investment adviser representatives at firm offices in Scottsdale, Arizona list the CFA designation; Ironwood Investment Counsel, LLC employs the most of them (6).
What is a CFA?
CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.
How do I check a CFA in Scottsdale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.