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Best financial advisors in Scottdale, AZ

Registered advisers within 25 miles of Scottdale, AZ.

Offices
4
Firms
4
Combined AUM
$2.50B
Firm-wide filings, not assets booked only here
Clients
24
24 clients when Item 5C has a number
Avg / client
$104M
Combined AUM ÷ clients

Nearby offices

Firms

JET WEALTH ADVISORS
KINGDOM FINANCIAL GROUP, LLC
PORTSIDE WEALTH GROUP, LLC
SEAPORT WEALTH MANAGEMENT

Investors

JEFFREY LAWRENCE WALTERS
DOUGLAS CHRISTOPHER BROWN
Timothy Warren Whipple
ADAM JAMES TASSE

Within 25 miles of Scottdale, AZ, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $2.50B in combined regulatory AUM across 24 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Scottdale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 PORTSIDE WEALTH GROUP, LLC 20 clients · 58 advisers $1.43B AUM 2 JET WEALTH ADVISORS 6 advisers $547M AUM 3 KINGDOM FINANCIAL GROUP, LLC 21 advisers $521M AUM 4 SEAPORT WEALTH MANAGEMENT 4 clients · 2 advisers $3.50M AUM