Ways to browse Independent advisors serving Scottsdale, AZ

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

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	746
Private / alternative investments	487
Options & derivatives strategies	469
Wealth management	459
Executive	452
Retirement plans for business owners (SEP, solo 401k)	435
Active portfolio management	278
Retirement income strategy	275
Retired	261
Tax-loss harvesting	203
General retirement planning	189
Concentrated stock management	174
General estate planning guidance	169
Annuities	167
Passive / index investing	147
College savings (529s, UTMA, etc.)	139
Business exit / sale strategy	127
ESG / Sustainable investing	123
Cash flow / budgeting	118
Income planning	118
Real estate investing	105
Charitable giving & philanthropy	102
Equity compensation tax strategy	61
General tax planning	59
Tax strategies for small businesses	55
Business ownership considerations	53
Financial Professional	48
Mid-Career Professionals	45
Approaching retirement	42
Retirement withdrawal strategies	42
Social Security optimization	42
HENRY (High Earners, Not Rich Yet)	38
Business succession planning	34
Debt management	34
Long-term care insurance	33
Values-based investing	29
Life insurance needs analysis	23
Doctor or Medical Professional	18
Multi-generational wealth transfer	18
Roth conversion strategy	18
Retired	17
Equity Recipients (RS/RSU, SOP, ESPP)	16
Factor investing / smart beta	14
Established Professionals	13
Charitable giving tax strategies	11
Religious/faith focused	10
Young Professionals	10
Cross-border / expatriate tax planning	9
Self-Employed	9
Military & Veterans	7
Women Professionals	6
Business sale tax planning	5
Divorce financial planning	4
Technology Professional	4
Business Financial Management	3
Family Business	3
Liquidity event planning	3

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