Best Financial Advisors in Scottsdale

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
220+
Advisors
4.9/5.0
Average Rating

Scottsdale Financial Landscape

Scottsdale's economy is bolstered by tourism, healthcare, and technology sectors. The city attracts a high-income demographic, contributing to its robust economic landscape.

Major industries
Tourism, Healthcare, Technology
Population
226.9K (metro: 4.9M)
Median household income
$86,000
Unique needs
Scottsdale's affluent population demands luxury services and amenities, alongside sustainable development.
Market Insights
Economic Growth
According to BEA (2023), Scottsdale's economy grew by 4.2% last year, driven by tourism and tech investments.
Wealth Demographics
According to Census (2023), the median income in Scottsdale is $86,000, reflecting its affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Scottsdale are increasingly focusing on wealth management and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Scottsdale is 15% higher than the national average, driven by housing and services.
Real Estate Market
According to Zillow (2024), Scottsdale's real estate market remains competitive, with home prices appreciating 8% year-over-year.
Business Environment
According to Fortune (2024), Scottsdale's business climate is favorable, attracting startups and established firms alike.

Top 5 Financial Advisors in Scottsdale

ARQ Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Angelica F Prescod, AAMS®
★ ★ ★ ★ ★ 5
Asset Preservation Wealth & Tax, Financial Advisors
★ ★ ★ ★ ★ 5
Scottsdale Wealth Advisory
★ ★ ★ ★ ★ 5
Bayntree Wealth Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Scottsdale, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Scottsdale-Specific Expertise
For Scottsdale residents working in Tourism, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Scottsdale's tech and tourism reliance poses risks; housing market volatility may lead to bubbles. Prepare for heat-related issues and diversify investments.

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