Top Financial Advisors in Scottsdale, Arizona

FinanceHQ’s team of experts conducted thorough research on financial advisors in Scottsdale. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Scottsdale range from $190M to $19B in AUM, and have an average of 26 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

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About Savant Wealth Management

Scottsdale, AZInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

Savant Wealth Management is a highly regarded financial advisory firm that has been providing comprehensive wealth management services since its establishment in 1986. Headquartered in Rockford and serving residents of Scottsdale, they offer a wide range of specialty services including investment management, financial planning, estate planning, tax advisory, and more. As an independent and fee-only firm, Savant prioritizes their clients' best interests and strives to create peace of mind through their team's expertise and commitment to fiduciary responsibility.

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Versant capital management advisor firm logo

Versant Capital Management

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About Versant Capital Management

Scottsdale, AZInvestment Advisor Firm
Assets Managed: $863,585,884Total Number of Advisors: 10In Business Since: 2004

A wealth management firm founded in 2004 and headquartered in Phoenix, Versant Capital Management specializes in comprehensive financial planning services such as wealth management, investment strategy, risk management, tax planning, and insurance review. With a focus on aligning with clients' values and optimizing resource efficiency, Versant offers personalized plans and investment strategies that adapt to evolving market conditions and life circumstances.

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Wall Capital Group

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About Wall Capital Group

Scottsdale, AZInvestment Advisor Firm
Assets Managed: $630,225,976Total Number of Advisors: 4In Business Since: 1990

Wall Capital Group is a renowned financial advisory firm operating in Phoenix and Yuma for over 30 years. As a member of Dave Ramsey's SmartVestor Pro program, they strive for exceptional customer service while providing personalized wealth management and financial planning advice. Their commitment to clients' interests, transparency, and objective services make them a trustworthy choice for those seeking reliable and practical solutions to achieve their financial goals.

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Windsor Capital Management

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About Windsor Capital Management

Scottsdale, AZInvestment Advisor Firm
Assets Managed: $587,483,051Total Number of Advisors: 5

Windsor Capital Management is a fee-only registered investment advisory firm headquartered in Phoenix, specializing in equity, fixed income, and balanced portfolio management. They prioritize conflict-free guidance and advocate for simplicity in investing, avoiding unnecessary complexity and high fees. Their personalized attention and goal-oriented investment management cater to a diverse clientele, including families, high-net-worth individuals, and institutional investors, empowering them to achieve their financial goals through client-centric advisory services.

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WT Wealth Management

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About WT Wealth Management

Scottsdale, AZInvestment Advisor Firm
Assets Managed: $264,952,884Total Number of Advisors: 12In Business Since: 2013

WT Wealth Management is a financial advisor company founded in 2013 and headquartered in Scottsdale. They specialize in wealth management, taking a strategic and educational approach to portfolio management and offering a sophisticated, disciplined approach grounded in solid empirical data. Partnering with WT Wealth Management provides clients with access to a structured financial plan. WT Wealth Management is one of the top advisors in Scottsdale because their experts understand clients' unique financial landscapes, and tailor in-house investment models appropriately.

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Eaton cambridge financial advisor firm logo

Eaton-Cambridge Inc.

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About Eaton-Cambridge Inc.

Scottsdale, AZInvestment Advisor Firm
Assets Managed: $190,070,622Total Number of Advisors: 4In Business Since: 1998

Eaton-Cambridge Inc. is a reputable financial advisory firm founded in 1998 and headquartered in Phoenix. They specialize in retirement income planning, taxes, philanthropy, risk management, estate planning, investment management, tax reduction strategies, and comprehensive financial planning. With a focus on clients' financial well-being, they tailor their services to individual needs through in-depth consultations and an extensive process that includes analysis, strategic investment management, and risk mitigation.

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Frequently Asked Questions

Are Scottsdale financial advisors knowledgeable about the tax implications of rental income from vacation homes?

Yes, Scottsdale financial advisors can guide you through the complexities of tax regulations and deductions related to renting out a vacation home. This includes explaining the rules surrounding depreciation, rental income reporting, and other tax considerations. By working with a financial advisor familiar with the local tax landscape, you can ensure compliance with both state and federal tax laws while optimizing your rental income.

How can a Scottsdale-based financial advisor assist with tax planning and maximize tax advantages for Arizona residents?

A financial advisor based in Scottsdale can play a crucial role in helping Arizona residents optimize their tax planning. By leveraging their knowledge of state-specific tax credits, deductions, and retirement contributions, these advisors can develop personalized tax strategies to reduce the overall tax burden for their clients. This expertise can be particularly valuable in maximizing the financial advantages available to residents in a tax-friendly state like Arizona.

What are the key considerations when choosing a financial advisor in Scottsdale, and how do they differ from advisors in other cities?

Choosing a financial advisor in Scottsdale requires specific considerations that set them apart from advisors in other cities. Local advisors should deeply understand the Scottsdale economy, property values, and the state's tax landscape to provide tailored advice. By focusing on these factors, individuals can select advisors who are well-equipped to effectively address the financial needs and objectives of Scottsdale residents.

Are there any special investment opportunities or financial services exclusive to Scottsdale that a top financial advisor can help clients explore?

Scottsdale presents unique investment opportunities, particularly in the real estate sector, that are closely tied to the region's growth and prosperity. Top financial advisors in Scottsdale can guide their clients in diversifying their investment portfolios and exploring local investment options that may not be readily available in other areas of the state. By tapping into these opportunities, clients can potentially enhance their financial growth and stability.

What is the significance of understanding Arizona's community property laws, and how can a financial advisor in Scottsdale assist in managing finances within this framework?

Understanding Arizona's community property laws is essential for financial planning in Scottsdale, especially for married couples or individuals contemplating divorce. A financial advisor in Scottsdale can provide valuable insights into managing finances within the framework of these laws. They can offer guidance on strategies for asset division, estate management, and wealth protection that align with the specific regulations in Arizona, ensuring that clients can navigate financial matters in compliance with the state's legal framework.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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