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    Financial planner in Scottsdale, AZ

    Scottsdale, AZ has 80 financial planner businesses. The average customer rating is 4.7 out of 5 stars. The top-rated business is Summit Wealth Group with 5.0 stars and 39 reviews. 91% have websites, 85% list phone numbers, 74% provide email contacts.

    Compare ratings, access verified contact information, and find the right financial planner for your needs.

    Market Insights

    Everything you need to know about this market at a glance

    Total Businesses

    80

    in this area

    Avg Rating

    4.7

    Typical: 5.0 stars

    Avg Reviews

    6

    (68 reviewed)

    Avg Age

    5 months

    New Market
    Data Quality
    A
    Excellent
    Market Type
    Many Small Players

    How to Reach Them

    Strong Digital

    What contact info is available for these businesses

    Website
    91%
    Email
    74%
    Phone
    85%
    Social
    60%
    Tel only
    3%
    Avg contact methods2.5 / 3

    Most businesses are easy to reach through multiple digital channels.

    Customer Ratings

    Mixed Quality

    How customers rate these businesses and who gets the most attention

    4.5-5.0: 83%
    4.0-4.49: 4%
    3.5-3.99: 4%
    Below 3.5: 9%

    This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.

    Top 10% of businesses get55% of all reviews

    A handful of well-known businesses attract most customer reviews, while many others fly under the radar.

    Highest Rated Business

    Summit Wealth Group

    5(39)

    Quality varies across businesses - some are excellent while others are average. Checking reviews before choosing is recommended.

    Competition Level

    How competitive is this market and who controls it

    How spread out is the market?90%

    100% = completely spread out, no one dominates. 0% = one business controls everything.

    Top player's market share16.6%
    Strong Leader

    One business has built significant market presence. Competing with them will require a strong strategy.

    New or small businesses27%

    Most businesses here have an established online presence with reviews. The market is mature and businesses are well-known.

    Market Maturity

    How old are these businesses and is the market growing?

    Average time since businesses were listed

    5 monthsNew Market

    Most businesses here are relatively new. This is an emerging market with lots of fresh competition.

    New businesses in the last 90 days

    0%Stable

    Very few new businesses are opening. The market has settled and existing players have established positions.

    Location & Data

    A

    Where businesses are located and how complete the data is

    Geographic spread19% clustered
    Spread Out

    Businesses are scattered across the entire area with no clear center. You may need to cover a wide territory.

    Avg distance from center74 km
    Can be shown on map100%
    Profile completeness90%

    How many businesses have complete info (name, phone, address, website, email).

    Unique addresses87%

    Business Attributes

    Special characteristics that businesses in this market have self-reported

    Claimed68(85%)
    Wheelchair Accessible67(84%)
    Black-Owned21(26%)
    LGBTQ+ Friendly20(25%)
    Transgender Safe Space5(6%)
    Women-Owned5(6%)
    Women-Led1(1%)
    Permanently Closed1(1%)

    These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.

    Financial planner Market Overview in Scottsdale, AZ

    There are 80 financial planner serving Scottsdale, AZ. The average rating is 4.7 stars based on 68 reviewed businesses. Reviewed businesses have an average of 6 reviews. 91% have websites and 74% list email contact and 85% have phone numbers. The highest-rated is Summit Wealth Group with 5 stars from 39 reviews.

    Financial planner Locations in Scottsdale, AZ

    Top 14 shown
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    Top Businesses

    Financial planner in Scottsdale, AZ

    Browse 80 verified businesses with contact details

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    14 of 80 businesses

    1
    Allworth FinancialFinancial planner
    9845 E Bell Road Suite 140
    2
    Sage Financial AdvisorsFinancial planner
    8980 E Raintree Drive #120
    15333 N Pima Rd # 355
    5
    Roelofs Capital GroupFinancial planner
    8765 E Bell Rd #112
    14274 N Northsight Boulevard Suite 100
    7
    Ameriprise FinancialFinancial planner
    14274 N Northsight Blvd Ste 100
    8
    8550 E Shea Boulevard
    8817 E Bell Road Suite 201
    10
    Summit Wealth GroupFinancial planner
    14500 N Northsight Boulevard Suite 112
    11
    Lido AdvisorsFinancial planner
    14256 N Northsight Blvd
    14500 N Northsight Blvd Ste 213
    No reviewsView Details
    14274 N Northsight Boulevard Suite 100
    14809 N 73rd St
    No reviewsView Details

    Financial planner Market Analysis in Scottsdale, AZ

    Comprehensive market data for financial planner businesses in Scottsdale, AZ, based on 80 verified listings.

    80
    Total Businesses
    4.7
    Avg. Rating
    91%
    Have Websites
    Low
    Competition

    Market Size & Competition

    The financial planner market in Scottsdale, AZ consists of 80 businesses competing for local customers. This is a relatively small market where individual businesses can establish strong local recognition and build loyal customer bases.

    Active businesses80
    Avg. reviews per business6
    Businesses with reviews85%

    Customer Satisfaction

    Customer satisfaction among financial planner in Scottsdale, AZ shows excellent levels, with an average rating of 4.7 stars. About 87% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. The top 10% of businesses by review volume account for 55% of all reviews, indicating that customer engagement varies significantly across the market.

    Highest Rated
    Summit Wealth Group
    5.0
    39 reviews

    Digital Presence & Online Visibility

    Digital adoption among financial planner in Scottsdale, AZ varies significantly. With 91% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.

    Website Presence91%
    Phone Listings85%
    Email Contact74%
    Social Media60%

    Contact Accessibility

    Reaching financial planner in Scottsdale, AZ is possible through multiple channels. Phone contact is widely available, with 85% of businesses listing phone numbers. This makes phone outreach the most reliable contact method. Email outreach is viable with 74% email availability, though phone contact remains more universally accessible.

    85%
    Phone
    74%
    Email
    91%
    Website
    60%
    Social

    How We Compile This Data

    This market analysis is compiled from 80 verified financial planner business listings in Scottsdale, AZ. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.

    Frequently Asked Questions

    Common questions about financial planner in Scottsdale, AZ, answered with real data.

    Data reflects current listings on RangeLead and is updated regularly.

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