Top 10 advisors in Scottsdale
We’ve curated a list of the best financial advisors in Scottsdale, take a look at it below
Find an advisor in Scottsdale| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $31,053,928,632 | 150 advisors | ||
| 2 | $5,420,921,720 | 96 advisors | ||
| 3 | $1,998,099,143 | 48 advisors | ||
| 4 | $1,090,118,834 | 13 advisors | ||
| 5 | $1,043,969,654 | 86 advisors | ||
| 6 | $948,186,511 | 47 advisors | ||
| 7 | $788,219,000 | 12 advisors | ||
| 8 | $598,965,961 | 10 advisors | ||
| 9 | $568,411,790 | 6 advisors | ||
| 10 | $567,057,721 | 12 advisors |
How we came up with this list
To generate our top financial advisors list in Scottsdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Scottsdale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Gi Partners
Assets under management
$31,053,928,632
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Balbec Capital Management Lp
Assets under management
$5,420,921,720
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET MANAGEMENT FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Non-discretionary Advisory Services To Separately Managed Account
3. Ashton Thomas Private Wealth
Assets under management
$1,998,099,143
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Variable Product Model Design And Maintenance
4. Galvin, Gaustad & Stein, LLC
Assets under management
$1,090,118,834
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Trajan Wealth, L.l.c.
Assets under management
$1,043,969,654
Fee structure
A percentage of assets under your management
Performance-based fees
1031 ADVISORY FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Selection Of Other Advisers
Educational Seminars/workshops
6. Verus Capital Partners, LLC
Assets under management
$948,186,511
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Tmd Wealth Management
Assets under management
$788,219,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Credit, Cash Management & Insurance Solutions
8. Capital Insight Partners, LLC
Assets under management
$598,965,961
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Investment Counseling
9. Standpoint Asset Management, LLC
Assets under management
$568,411,790
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
- Not sure which one to choose?Use our smart matching tool
10. Estancia Capital Management, LLC
Assets under management
$567,057,721
Fee structure
A percentage of assets under your management
Performance-based fees
ADVISORY OR CONSULTING FEES, AND ADMINISTRATIVE FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.