Financial advisors in Phoenix: list of 23 free CSV

How many financial advisors are in Phoenix?

OpenStreetMap lists 23 named advice firms and offices inside the Phoenix city boundary (1,345 km²), extract of 11 Nov 2026. 9% of the records list a website and 13% a phone number; 21 named financial advisors have no website on the public record.

Examples on the list: Aguayos Financial Soulutions, C Myers Corporation, Cardinal Financial Company.

Financial advisors in Phoenix at a glance: most are in South Mountain (5), Desert Ridge (4), Paradise Valley (4); the busiest street is North Scottsdale Road, Paradise Valley (3); records were last edited between Dec 2021 and Jun 2026; chain names include Edward Jones; Edward Jones and Farnam Financial list a business phone.

23named advice firms and offices
9%list a website
21no website listed
10neighbourhoods

Data © OpenStreetMap contributors, ODbL, extract of 11 Nov 2026. The CSV is under the same licence.

All 23 financial advisors, A to Z

on the map recordmissing from the record

All 23 are shown. Use the filters to narrow them.

Financial advisors in Phoenix, OpenStreetMap extract of 11 Nov 2026.
Business Street and area Website Phone Hours
Aguayos Financial Soulutions 4125 North 108th Avenue, Maryvale
C Myers Corporation South Mountain, no street on record
Cardinal Financial Companynot edited since 2022 16220 North Scottsdale Road, Paradise Valley
Cavalry Portfolio Services South Mountain, no street on record
Checksmartnot edited since 2022 4840 North 83rd Avenue, Maryvale
Dobbins Financial Deer Valley, no street on record
Edward Jones Laveen, no street on record
Edward Jones Ahwatukee Foothills, no street on record
Edward Jones 34406 North 27th Drive, North Gateway +1-623-869-7600
Encore South Mountain, no street on record
Experian Fraud & IDnot edited since 2022 16260 North 71st Street, Paradise Valley
Family Tree Estate Planningnot edited since 2021 6910 East Chauncey Lane, Desert Ridge
Farnam Financial 2415 East Camelback Road, Camelback East farnamfinancial.com +1-602-603-4000
Federal Retirement Servicesnot edited since 2022 16430 North Scottsdale Road, Paradise Valley
Fidelity Investments Camelback East, no street on record
Foundations Investment Advisors South Mountain, no street on record
Midland Credit Management Inc South Mountain, no street on record
Peckham 3150 South 48th Street, Central City
Raymond James Desert Ridge, no street on record
The Equitable Group Desert Ridge, no street on record
The Investors Hub Camelback East, no street on record
The Potempa Team - OneTrust Home Loans 5450 East High Street, Desert Ridge potempateam.com +1-855-421-2753
Thompson Wealth Managementnot edited since 2022 16430 North Scottsdale Road, Paradise Valley

Download the full CSV (23 rows)

Also as Excel file of the 23 financial advisors, GeoJSON file of the 23 financial advisors, KML file of the 23 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in Phoenix with no website listed

11 of 19 named non-chain financial advisors; 8 below, the rest in the filter or the CSV.

  • Aguayos Financial Soulutions4125 North 108th Avenue, Maryvale
  • C Myers CorporationSouth Mountain
  • Cavalry Portfolio ServicesSouth Mountain
  • Dobbins FinancialDeer Valley
  • Fidelity InvestmentsCamelback East
  • Peckham3150 South 48th Street, Central City
  • The Equitable GroupDesert Ridge
  • The Investors HubCamelback East

Where they are

Map of the 23 financial advisors inside the Phoenix boundary; most sit around South Mountain, Desert Ridge, Paradise Valley.
website listedno website, or social page only

Busiest streets

  • North Scottsdale Road, Paradise Valley3

By neighbourhood

Black: website listed.

Chains and non-chain businesses

17% of the records are branches of a chain or brand; 19 are not.

  • Edward Jones3

What the records hold

23 map records.
FieldRecordsShare
Street address1148%
Website (own site)29%
Phone on file313%
Opening hours29%
Chain or brand branch417%
Edited since January 2024939%

Half the records were last edited in Jul 2023 or later.

Why other sites show a different number

  • Coverage. 23 mapped; Google Maps holds more.
  • Boundary. 1,345 km² (map); metro searches count more.
  • Names. 4 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

  • Emails
  • Phone numbers
  • Websites
  • Star ratings
  • Review counts
  • Social profiles
  • no opening hours

One run: about $0.42 to $0.64 for 23 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

  1. Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
  2. Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
    1. financial advisors in Phoenix, AZ
    2. financial advisors in South Mountain, Phoenix, AZ
  3. Set Country: United States; US state: Arizona.
  4. Set Maximum leads to 300.
  5. Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
SourceWhat it addsPrice
Google Maps Business Lead Finder with Email & Social Links a second Google Maps route with a different set of columns $0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper Yelp listings with ratings and review counts $0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper adds headcount and team members for each company $0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler reads the websites in the free CSV and returns the emails and phone numbers published there $0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City finds the Facebook pages of businesses that have no website $0.99 per 1,000 + $0.10/GB start

Questions

How many financial advisors are there in Phoenix?

At least 23: that is how many OpenStreetMap has inside the Phoenix city boundary, 23 with a name (extract of 11 Nov 2026). 4 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Phoenix has the most financial advisors?

South Mountain (5), then Desert Ridge (4) and Paradise Valley (4); the busiest street is North Scottsdale Road, Paradise Valley (3). 10 neighbourhoods have at least one.

How many financial advisors in Phoenix have no website?

21 of the 23 named financial advisors have no website on their map record; 11 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in Phoenix?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in Phoenix, AZ" plus 1 neighbourhood searches such as "financial advisors in South Mountain, Phoenix, AZ". One run costs about $0.42 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 23 to 240 rows.

Sources

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.

Map extract 11 Nov 2026Next refresh after 6 Dec 2026Data © OpenStreetMap contributors, ODbL