Ways to browse advisors serving Scottsdale, AZ

Pick a specialty or descriptor to browse more advisors serving Scottsdale, AZ.

By how they work

Type	Advisors
Large-firm	5,576
Flat-fee	3,223
Seasoned	2,150
Independent	1,573
CFP®-certified	1,239

By who they serve

Type	Advisors
High-net-worth	978
Baby Boomer	78
Millennial	5
Gen X	4

Browse by specialty

Find advisors serving Scottsdale, AZ who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,916
Retired	3,421
Executive	2,924
Wealth management	2,574
Tax-loss harvesting	2,522
College savings (529s, UTMA, etc.)	1,739
Retirement income strategy	1,601
Retirement plans for business owners (SEP, solo 401k)	1,337
General retirement planning	1,308
Private / alternative investments	1,287
HENRY (High Earners, Not Rich Yet)	1,155
ESG / Sustainable investing	987
Mid-Career Professionals	980
Active portfolio management	970
Real estate investing	669
Annuities	655
General estate planning guidance	643
Options & derivatives strategies	609
Approaching retirement	595
Passive / index investing	518
Charitable giving & philanthropy	508
Business exit / sale strategy	460
Multi-generational wealth transfer	412
Cash flow / budgeting	384
Self-Employed	372
Income planning	350
Social Security optimization	326
Concentrated stock management	311
Retirement withdrawal strategies	190
Business succession planning	168
Divorce financial planning	156
Business ownership considerations	155
Established Professionals	139
Equity compensation tax strategy	130
Financial Professional	123
Married/Couples/Partners	85
Attorney	77
Planning for children with special needs	63
General tax planning	62
Debt management	61
Tax strategies for small businesses	58
Values-based investing	57
Women Professionals	52
Long-term care insurance	44
Dentist	36
Parents	35
Educators, Teachers, and Academics	29
Equity Recipients (RS/RSU, SOP, ESPP)	28
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	28
Life insurance needs analysis	27
Doctor or Medical Professional	25
Factor investing / smart beta	23
Roth conversion strategy	22
Retired	20
Military & Veterans	17
Charitable giving tax strategies	12
Young Professionals	12
Family Business	11
Liquidity event planning	11
Religious/faith focused	11
Airline Pilot	10
Public Service Employee	10
Cross-border / expatriate tax planning	9
Young Families	9
Professional Athlete	8
Business Financial Management	7
Business sale tax planning	7
Technology Professional	7
Elder care planning	4
Hispanic/Latino/Latinx	4
Trust structures (GRAT, IDGT, revocable)	3

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