#13roots Wealth Partners LLC
3ROOTS WEALTH PARTNERS LLC
Based in Scottsdale, AZ
Retirement Plan Advisors in Scottsdale, AZ
The top-ranked retirement plan advisors serving Scottsdale, AZ are 3roots Wealth Partners LLC, Aim Capital and Almega Wealth Management. We list 62 retirement plan advisors serving Scottsdale, AZ. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Scottsdale, AZ (Maricopa County). 62 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Scottsdale
#2Aim Capital
THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLPBased in Scottsdale, AZ#3Almega Wealth Management
ALMEGA WEALTH MANAGEMENT LLCBased in Scottsdale, AZ#4Arq Wealth Advisors, LLC
ARQ WEALTH ADVISORS, LLCBased in Scottsdale, AZ#5Ashton Thomas Private Wealth
ASHTON THOMAS PRIVATE WEALTH, LLCBased in Scottsdale, AZ#6Balboa Wealth Partners, Inc.
BALBOA WEALTH PARTNERS, INC.Based in Scottsdale, AZ#7Buttonwood Capital Management (bcm)
BUTTONWOOD CAPITAL MANAGEMENT, LLCBased in Scottsdale, AZ#8Corepath Wealth Partners LLC
COREPATH WEALTH PARTNERS LLCBased in Scottsdale, AZ#9Dew Wealth Management
DEW WEALTH MANAGEMENT, LLCBased in Scottsdale, AZ#10Galvin, Gaustad & Stein, LLC
GALVIN, GAUSTAD & STEIN, LLCBased in Scottsdale, AZ
20 more providers serving this area
- Gps Investments, Scottsdale, AZ
- Heritage Family Offices, LLP, Scottsdale, AZ
- Juncture Wealth Strategies, LLC, Scottsdale, AZ
- Msh Capital Advisors LLC, Scottsdale, AZ
- Next Up Wealth Advisors, LLC, Scottsdale, AZ
- One Wealth Capital Management, LLC, Scottsdale, AZ
- Osaic Wealth, Inc., Scottsdale, AZ
- Pinnacle Peak Private Client Group, LLC, Scottsdale, AZ
- Rbg Capital LLC, Scottsdale, AZ
- Sage Financial Advisors Inc., Scottsdale, AZ
- Suttle Crossland Wealth Advisors, LLC, Scottsdale, AZ
- Trek Financial, Scottsdale, AZ
- United Planners' Financial Services Of America A Limited Partner, Scottsdale, AZ
- Verus Capital Partners, LLC, Scottsdale, AZ
- Vestpointe Wealth Management, LLC, Scottsdale, AZ
- Wealth Management Solutions, Scottsdale, AZ
- Wt Wealth Management, LLC, Scottsdale, AZ
- Cmg Financial Consulting, Scottsdale, AZ (3 mi)
- Wisdom Wealth Investment Advisors LLC, Phoenix, AZ (5 mi)
- Windsor Capital Management, LLC, Phoenix, AZ (7 mi)
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Frequently asked questions
How many retirement plan advisors serve Scottsdale?
We list 62 retirement plan advisors serving Scottsdale, AZ: 27 based there and 35 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Scottsdale?
The top-ranked retirement plan advisors serving Scottsdale, AZ are 3roots Wealth Partners LLC, Aim Capital, Almega Wealth Management, Arq Wealth Advisors, LLC and Ashton Thomas Private Wealth. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Scottsdale are verified against official records?
10 of the top 10 match an active official record: 3roots Wealth Partners LLC (U.S. Securities and Exchange Commission), Aim Capital (U.S. Securities and Exchange Commission), Almega Wealth Management (U.S. Securities and Exchange Commission), Arq Wealth Advisors, LLC (U.S. Securities and Exchange Commission) and Ashton Thomas Private Wealth (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .