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Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Scottsdale, AZ

Every SEC-registered financial advisor at a firm office in Scottsdale who lists the Certified Financial Planner designation, A to Z.

548 CFP professionals work in Scottsdale; the most are at Vanguard Advisers, Inc. (145). 355 are also registered broker representatives.

CFP advisors in Scottsdale, A to Z (first 500 of 548)

Every advisor in Scottsdale →

Firms with the most CFP professionals in Scottsdale

Vanguard Advisers, Inc. 145United Planners' Financial Services Of America A Limited Partner 35Wells Fargo Clearing Services, LLC 17LPL Financial LLC 16Cetera Investment Advisers LLC 13Osaic Wealth, Inc. 12Strategic Advisers LLC 11Ashton Thomas Private Wealth 10Stoker Ostler, A Part Of Bmo Financial Group 10Dew Wealth Management 9Edward Jones 9Focus Partners Wealth, LLC 9Wells Fargo Advisors Financial Network, LLC 9Ameriprise Financial Services, LLC 8Beacon Pointe Advisors, LLC 8

CFP advisors in other Arizona cities

All of Arizona →

Phoenix 378Tucson 109Mesa 60Tempe 58Chandler 56Gilbert 51Peoria 26Prescott 19Glendale 18Flagstaff 15Oro Valley 8Surprise 8Cave Creek 6Fountain Hills 6Goodyear 6Queen Creek 6Sedona 6Sierra Vista 6Yuma 6Buckeye 5Carefree 4Lake Havasu City 4Sun City 4Green Valley 3

Questions

How many CFP financial advisors are in Scottsdale, AZ?

548 SEC-registered investment adviser representatives at firm offices in Scottsdale, Arizona list the CFP designation; Vanguard Advisers, Inc. employs the most of them (145).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP 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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.