Benefits BrokerAtlas

Benefits brokers in Scottsdale, AZ

118 benefits brokers in Scottsdale — 118 named on at least two 2024 Form 5500 filings. Most plan filings first. This is not a ranking of quality or price.

Health and welfare plans (108)Retirement plans (10)Median plan under 200 participants (38)Median plan 200 to 999 participants (72)Median plan 1,000+ participants (8)Fees reported as well as commissions (70)
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Stealth Partner Group LLC18700 N Hayden Rd Ste 405 · Scottsdale, AZ 85255 · Health and welfare plans273 plan filings · $16,563,059 disclosed · median 512 participantsNamed in Form 5500 filingsOsaic Fa INC18700 N Hayden Rd · Scottsdale, AZ 85255 · Retirement plans149 plan filings · $2,351,257 disclosed · median 268 participantsNamed in Form 5500 filingsOsaic Wealth INCAttn Compensation Dept, 18700 N Hayden Rd Ste 255 · Scottsdale, AZ 85255 · Retirement plans141 plan filings · $1,404,018 disclosed · median 185 participantsNamed in Form 5500 filingsAlterity Broker Solutions, INC.8777 North Gainey Center Drive, Suite 260 · Scottsdale, AZ 85258 · Health and welfare plans79 plan filings · $1,008,787 disclosed · median 174 participantsNamed in Form 5500 filingsBenefit Commerce Grp, an Alera Grp16220 N Scottsdale Rd, Ste 100 · Scottsdale, AZ 85254 · Health and welfare plans72 plan filings · $5,433,632 disclosed · median 204 participantsNamed in Form 5500 filingsGallagher Benefit Services, INC.8800 East Raintree Drive, Suite 250 · Scottsdale, AZ 85260 · Health and welfare plans59 plan filings · $1,471,164 disclosed · median 182 participantsNamed in Form 5500 filingsTotalis Benefits8777 N Gainey Center Dr., Suite 260 · Scottsdale, AZ 85258 · Health and welfare plans59 plan filings · $510,877 disclosed · median 216 participantsNamed in Form 5500 filingsParagon Partners LTD9420 E Doubletree Ranch Rd Ste C103 · Scottsdale, AZ 85258 · Health and welfare plans49 plan filings · $776,494 disclosed · median 172 participantsNamed in Form 5500 filingsLockton Companies, LLC14850 North Scottsdale Road, Suite 225 · Scottsdale, AZ 85254 · Health and welfare plans44 plan filings · $2,276,543 disclosed · median 375 participantsNamed in Form 5500 filingsAssuredpartners14805 North 73rd Street · Scottsdale, AZ 85260 · Health and welfare plans40 plan filings · $2,329,223 disclosed · median 159 participantsNamed in Form 5500 filings
Benefit Commerce Group16220 North Scottsdale Road, Suite 100 · Scottsdale, AZ 85254 · Health and welfare plans27 plan filings · $673,914 disclosed · median 224 participantsNamed in Form 5500 filingsHolmes Murphy & Associates LLC7047 E Greenway Pkwy Ste 210 · Scottsdale, AZ 85254 · Health and welfare plans27 plan filings · $836,993 disclosed · median 258 participantsNamed in Form 5500 filingsParagon Partners Limited9420 East Doubletree Ranch Road, Suite C-103 · Scottsdale, AZ 85258 · Health and welfare plans25 plan filings · $120,239 disclosed · median 194 participantsNamed in Form 5500 filingsEpsix, INC.13924 East Dyer Lane · Scottsdale, AZ 85262 · Health and welfare plans23 plan filings · $505,820 disclosed · median 231 participantsNamed in Form 5500 filingsAssuredpartners14614 North Kierland Boulevard, Suite 150 · Scottsdale, AZ 85254 · Health and welfare plans19 plan filings · $331,560 disclosed · median 181 participantsNamed in Form 5500 filingsMarsh and McLennan Agency8605 East Raintree Drive, Suite 200 · Scottsdale, AZ 85260 · Health and welfare plans18 plan filings · $243,715 disclosed · median 360 participantsNamed in Form 5500 filingsLincoln Financial Advisors18700 N Hayden Rd · Scottsdale, AZ 85255 · Retirement plans17 plan filings · $97,027 disclosed · median 477 participantsNamed in Form 5500 filingsTotalis Benefits7272 E Indian School Rd, Suite 220 · Scottsdale, AZ 85251 · Health and welfare plans17 plan filings · $1,003,421 disclosed · median 165 participantsNamed in Form 5500 filingsAssuredpartners of Arizona LLC14805 North 73rd Street · Scottsdale, AZ 85260 · Health and welfare plans16 plan filings · $1,220,864 disclosed · median 430 participantsNamed in Form 5500 filingsDuley Bolwar & Associates, INC.14805 North 73rd Street · Scottsdale, AZ 85260 · Health and welfare plans16 plan filings · $165,296 disclosed · median 179 participantsNamed in Form 5500 filingsJoseph a Buzzello14747 N Northsight Blvd, Ste 111-454 · Scottsdale, AZ 85260 · Health and welfare plans16 plan filings · $365 disclosed · median 211 participantsNamed in Form 5500 filingsStealth Benefit Solutions LLC18940 North Pima Road, Suite 200 · Scottsdale, AZ 85255 · Health and welfare plans11 plan filings · $140,372 disclosed · median 263 participantsNamed in Form 5500 filingsFreestone Financial, LLC8130 North 86th Place · Scottsdale, AZ 85258 · Health and welfare plans10 plan filings · $1,648,354 disclosed · median 523 participantsNamed in Form 5500 filingsCapital Financial PLC14614 N Kierland Blvd Ste N230 · Scottsdale, AZ 85254 · Health and welfare plans8 plan filings · $168,053 disclosed · median 261 participantsNamed in Form 5500 filingsOsaic Fs INC18700 N Hayden Rd · Scottsdale, AZ 85255 · Retirement plans8 plan filings · $2,667,942 disclosed · median 77 participantsNamed in Form 5500 filingsPatriot Growth Insurance Services7639 E Pinnacle Peak Rd Ste 100 · Scottsdale, AZ 85255 · Health and welfare plans8 plan filings · $263,301 disclosed · median 156 participantsNamed in Form 5500 filingsAmalyn Consulting, LLC12590 North 73rd Place · Scottsdale, AZ 85260 · Health and welfare plans7 plan filings · $307,568 disclosed · median 172 participantsNamed in Form 5500 filingsHub International Ins Svcs INC.8777 N Gainey Center Dr Ste 100 · Scottsdale, AZ 85258 · Health and welfare plans7 plan filings · $163,721 disclosed · median 121 participantsNamed in Form 5500 filingsKaren Marie Jones16211 North Scottsdale Road · Scottsdale, AZ 85254 · Health and welfare plans7 plan filings · $7,333 disclosed · median 207 participantsNamed in Form 5500 filingsStern Insurance Group INC11445 E Via Linda, Ste 2-611 · Scottsdale, AZ 85259 · Health and welfare plans7 plan filings · $338,341 disclosed · median 134 participantsNamed in Form 5500 filingsWillis Towers Watson Insurance16220 N Scottsdale Rd Ste 600 · Scottsdale, AZ 85254 · Health and welfare plans7 plan filings · $360,336 disclosed · median 513 participantsNamed in Form 5500 filingsAlterity Broker Solutions, INC7272 E Indian School Rd · Scottsdale, AZ 85251 · Health and welfare plans6 plan filings · $791,897 disclosed · median 1,493 participantsNamed in Form 5500 filingsAssuredpartners of Arizona, LLC14614 North Kierland Boulevard, Suite 150 · Scottsdale, AZ 85254 · Health and welfare plans6 plan filings · $202,388 disclosed · median 741 participantsNamed in Form 5500 filingsBenefit Commerce Grp an Alera Grp14300 N Northsight Blvd, Ste 221 · Scottsdale, AZ 85260 · Health and welfare plans6 plan filings · $134,089 disclosed · median 562 participantsNamed in Form 5500 filingsBridgemark Insurance Group6929 North Hayden Road, Suite C4454 · Scottsdale, AZ 85250 · Health and welfare plans6 plan filings · $279,032 disclosed · median 126 participantsNamed in Form 5500 filingsHub International Insurance Svcs8777 N Gainey Center Dr Ste 100 · Scottsdale, AZ 85258 · Health and welfare plans6 plan filings · $91,548 disclosed · median 270 participantsNamed in Form 5500 filingsJustin M Guidi10785 East Gelding Drive · Scottsdale, AZ 85255 · Health and welfare plans6 plan filings · $562 disclosed · median 205 participantsNamed in Form 5500 filingsUpfsa Ins Agency of Az INC120 7333 E Doubletree Ranch Rd Ste · Scottsdale, AZ 85258 · Retirement plans6 plan filings · $178,119 disclosed · median 249 participantsNamed in Form 5500 filingsAssured Partners of Arizona, LLC14805 N 73rd St · Scottsdale, AZ 85260 · Health and welfare plans5 plan filings · $822,647 disclosed · median 322 participantsNamed in Form 5500 filingsJoseph Buzzello14747 N. Northsight Blvd., Suite 111-454 · Scottsdale, AZ 85260 · Health and welfare plans5 plan filings · $20 disclosed · median 180 participantsNamed in Form 5500 filingsLegal Benefits Stoltz LLC8390 E Via De Ventura, Ste 205 · Scottsdale, AZ 85258 · Health and welfare plans5 plan filings · $26,322 disclosed · median 205 participantsNamed in Form 5500 filingsNfp-National Account Services INC8777 N Gainey Center Drive Ste 260 · Scottsdale, AZ 85258 · Health and welfare plans5 plan filings · $86,847 disclosed · median 245 participantsNamed in Form 5500 filingsPatriot Growth Insurance Services6929 N Hayden Rd Ste C4454 · Scottsdale, AZ 85250 · Health and welfare plans5 plan filings · $56,380 disclosed · median 143 participantsNamed in Form 5500 filingsStealth Partners Group LLC18700 N Hayden Road Suite 405 · Scottsdale, AZ 85255 · Health and welfare plans5 plan filings · $468,993 disclosed · median 659 participantsNamed in Form 5500 filingsThomas P. McKiernan3015 North Scottsdale Road, Suite 1210 · Scottsdale, AZ 85251 · Health and welfare plans5 plan filings · $4,609 disclosed · median 290 participantsNamed in Form 5500 filingsThomas W Ringwald37231 N 110th St · Scottsdale, AZ 85262 · Health and welfare plans5 plan filings · $41 disclosed · median 158 participantsNamed in Form 5500 filingsEnroll Confidently INC13924 E Dyer Ln · Scottsdale, AZ 85262 · Health and welfare plans4 plan filings · $6,748 disclosed · median 427 participantsNamed in Form 5500 filingsHub International Ins Svcs, INC.6720 N Scottsdale Rd Ste 310 · Scottsdale, AZ 85253 · Health and welfare plans4 plan filings · $67,502 disclosed · median 139 participantsNamed in Form 5500 filingsJp Griffin Companies LLC6720 North Scottsdale Road · Scottsdale, AZ 85253 · Health and welfare plans4 plan filings · $83,545 disclosed · median 1,836 participantsNamed in Form 5500 filingsLincoln - Aps18700 N. Hayden Rd. · Scottsdale, AZ 85255 · Retirement plans4 plan filings · $11,554 disclosed · median 243 participantsNamed in Form 5500 filingsMichael P Roldan6895 E Camelback Rd Unit 6028 · Scottsdale, AZ 85251 · Health and welfare plans4 plan filings · $734 disclosed · median 258 participantsNamed in Form 5500 filingsPanorama Risk & Insurance Solutions15030 N Hayden Rd, Unit C115 · Scottsdale, AZ 85260 · Health and welfare plans4 plan filings · $206,829 disclosed · median 191 participantsNamed in Form 5500 filingsParagon Partners LTD- Nm9420 E Doubletree Ranch Rd Ste C103 · Scottsdale, AZ 85258 · Health and welfare plans4 plan filings · $34,357 disclosed · median 194 participantsNamed in Form 5500 filingsPatriot Growth Insurance Svcs7639 East Pinnacle Peak Road, Suite 10 · Scottsdale, AZ 85255 · Health and welfare plans4 plan filings · $108,720 disclosed · median 167 participantsNamed in Form 5500 filingsSthealth Partner Group18700 Hayden Road, Suite 405 · Scottsdale, AZ 85255 · Health and welfare plans4 plan filings · $175,004 disclosed · median 145 participantsNamed in Form 5500 filingsThomas Ringwald37231 N 110th St · Scottsdale, AZ 85262 · Health and welfare plans4 plan filings · $143 disclosed · median 730 participantsNamed in Form 5500 filingsWillis Towers Watson Ins Svcs West16220 N Scottsdale Rd Ste 600 · Scottsdale, AZ 85254 · Health and welfare plans4 plan filings · $196,774 disclosed · median 1,329 participantsNamed in Form 5500 filingsAmwins18940 North Pima Rd, Suite 210 · Scottsdale, AZ 85255 · Health and welfare plans3 plan filings · $78,666 disclosed · median 556 participantsNamed in Form 5500 filingsBeal Insurance6730 North Scottsdale Road, Suite 285 · Scottsdale, AZ 85253 · Health and welfare plans3 plan filings · $6,744 disclosed · median 143 participantsNamed in Form 5500 filingsDaniel D. Nelson8753 East Bell Road, Suite 110 · Scottsdale, AZ 85260 · Health and welfare plans3 plan filings · $72,533 disclosed · median 221 participantsNamed in Form 5500 filingsFreestone Financial Services, LLC8130 North 86th Place · Scottsdale, AZ 85258 · Health and welfare plans3 plan filings · $106,131 disclosed · median 292 participantsNamed in Form 5500 filingsHub International Ins Services INC877 North Gainey Center Drive, Building M3, Suite 10 · Scottsdale, AZ 85258 · Health and welfare plans3 plan filings · $36,822 disclosed · median 148 participantsNamed in Form 5500 filingsJ Gard Benefit Consultants LLC5040 E Shea Blvd, Ste 160 · Scottsdale, AZ 85254 · Health and welfare plans3 plan filings · $72,392 disclosed · median 279 participantsNamed in Form 5500 filingsJanet Wehrle5820 N 81st Street · Scottsdale, AZ 85250 · Health and welfare plans3 plan filings · $2,110 disclosed · median 556 participantsNamed in Form 5500 filingsJim Barrett8514 E Krail St · Scottsdale, AZ 85250 · Health and welfare plans3 plan filings · $7 disclosed · median 491 participantsNamed in Form 5500 filingsPanorama Risk & Ins Solutions LLC15030 North Hayden Road, Unit C115 · Scottsdale, AZ 85260 · Health and welfare plans3 plan filings · $111,415 disclosed · median 261 participantsNamed in Form 5500 filingsParagon Partners Ltd-Ut9420 East Doubletree Ranch Road, Suite C103 · Scottsdale, AZ 85258 · Health and welfare plans3 plan filings · $26,440 disclosed · median 294 participantsNamed in Form 5500 filingsPatriot Growth Insurance Services14201 North 87th Street · Scottsdale, AZ 85260 · Health and welfare plans3 plan filings · $34,414 disclosed · median 158 participantsNamed in Form 5500 filingsSally Coker38275 N 103rd Place · Scottsdale, AZ 85262 · Health and welfare plans3 plan filings · $324,898 disclosed · median 276 participantsNamed in Form 5500 filingsSthealth Benefit Solutions LLC18700 N Hayden Road, Suite 405 · Scottsdale, AZ 85255 · Health and welfare plans3 plan filings · $48,094 disclosed · median 143 participantsNamed in Form 5500 filingsUnited Planners Financial Services7333 E. Doubletree Ranch Road, Suite 1200 · Scottsdale, AZ 85258 · Retirement plans3 plan filings · $36,837 disclosed · median 224 participantsNamed in Form 5500 filingsAlison Guidi10785 E Gelding Dr · Scottsdale, AZ 85255 · Health and welfare plans2 plan filings · $292 disclosed · median 806 participantsNamed in Form 5500 filingsAlison Marie Guidi10785 E Gelding Dr · Scottsdale, AZ 85255 · Health and welfare plans2 plan filings · $597 disclosed · median 185 participantsNamed in Form 5500 filingsAmwins Self-Funded, LLC18700 N. Hayden Road, Suite 405 · Scottsdale, AZ 85255 · Health and welfare plans2 plan filings · $64,003 disclosed · median 436 participantsNamed in Form 5500 filingsAssured Partners of Arizona LLC14614 N. Kierland Blvd Suite 150 · Scottsdale, AZ 85712 · Health and welfare plans2 plan filings · $23,368 disclosed · median 470 participantsNamed in Form 5500 filingsAssuredpartners Az DBA Dbp14614 North Kierland Boulevard, Suite 150 · Scottsdale, AZ 85254 · Health and welfare plans2 plan filings · $67,744 disclosed · median 286 participantsNamed in Form 5500 filingsAssuredpartners of Arizona, LLC DBA14805 North 73rd Street · Scottsdale, AZ 85260 · Health and welfare plans2 plan filings · $7,810 disclosed · median 676 participantsNamed in Form 5500 filingsBenefit Commerce Group LLC14300 N Northsight Blvd., Ste 221 · Scottsdale, AZ 85260 · Health and welfare plans2 plan filings · $28,681 disclosed · median 205 participantsNamed in Form 5500 filingsBenefit Commerce Grp16220 N Scottsdale Rd Ste 100 · Scottsdale, AZ 85254 · Health and welfare plans2 plan filings · $87,025 disclosed · median 288 participantsNamed in Form 5500 filingsBenefit Commerce Grp an Alera Group16220 N Scottsdale Rd, Ste 100 · Scottsdale, AZ 85254 · Health and welfare plans2 plan filings · $14,914 disclosed · median 509 participantsNamed in Form 5500 filingsBok Financial Insurance16767 North Perimeterdr Ste, Ste 200 · Scottsdale, AZ 85260 · Health and welfare plans2 plan filings · $4,427 disclosed · median 97 participantsNamed in Form 5500 filingsBridgemark Ins Group LLC6929 N Hayden Rd Ste C4454 · Scottsdale, AZ 85250 · Health and welfare plans2 plan filings · $25,891 disclosed · median 212 participantsNamed in Form 5500 filingsBridgemark Insurance Group LLC21803 North Scottsdale Road Ste 240 · Scottsdale, AZ 85255 · Health and welfare plans2 plan filings · $1,623 disclosed · median 101 participantsNamed in Form 5500 filingsCapital Financial14614 N Kierland Boulevard, Suite N · Scottsdale, AZ 85254 · Health and welfare plans2 plan filings · $82,946 disclosed · median 160 participantsNamed in Form 5500 filingsDavid B Moskowitz9191 N 117th Way · Scottsdale, AZ 85259 · Health and welfare plans2 plan filings · $6 disclosed · median 121 participantsNamed in Form 5500 filingsDavison Benefits Group, LLC6900 East Indian School Rd #100 · Scottsdale, AZ 85251 · Health and welfare plans2 plan filings · $141,687 disclosed · median 213 participantsNamed in Form 5500 filingsFbc Services INC7639 E Pinnacle Peak Rd Suite 100 · Scottsdale, AZ 85255 · Health and welfare plans2 plan filings · $5,782 disclosed · median 138 participantsNamed in Form 5500 filingsFreestone Financial7975 N Hayden Rd Ste C300 · Scottsdale, AZ 85253 · Health and welfare plans2 plan filings · $222,386 disclosed · median 2,230 participantsNamed in Form 5500 filingsGallagher Benefit Svs INC8800 E Raintree Dr, Ste 250 · Scottsdale, AZ 85260 · Health and welfare plans2 plan filings · $276,849 disclosed · median 495 participantsNamed in Form 5500 filingsGloria Tejeda18525 N Scottsdale Rd, Unit 400 · Scottsdale, AZ 85255 · Health and welfare plans2 plan filings · $120 disclosed · median 276 participantsNamed in Form 5500 filingsHub International Insurance Service8777 N. Gainey Center Drive, Suite 100 · Scottsdale, AZ 85258 · Health and welfare plans2 plan filings · $257,043 disclosed · median 777 participantsNamed in Form 5500 filingsHub International Insurance Svcs.6720 N Scottsdale Rd Ste 310 · Scottsdale, AZ 85253 · Health and welfare plans2 plan filings · $62,519 disclosed · median 440 participantsNamed in Form 5500 filingsJeffrey Carl DollarhideSte 140 6263 N Scottsdale Rd · Scottsdale, AZ 85250 · Health and welfare plans2 plan filings · $14,074 disclosed · median 2,634 participantsNamed in Form 5500 filingsJeffrey P Griffin6720 N Scottsdale Rd Ste 310 · Scottsdale, AZ 85253 · Health and welfare plans2 plan filings · $30,230 disclosed · median 1,894 participantsNamed in Form 5500 filingsJohnson Resources10801 East Happy Valley Road, Unit 78 · Scottsdale, AZ 85255 · Health and welfare plans2 plan filings · $1,425 disclosed · median 344 participantsNamed in Form 5500 filingsJoshua Andrew MiceliSte 140 6263 N Scottsdale Rd · Scottsdale, AZ 85250 · Health and welfare plans2 plan filings · $408 disclosed · median 2,634 participantsNamed in Form 5500 filingsNaomi Berg5338 East Gelding Drive · Scottsdale, AZ 85254 · Health and welfare plans2 plan filings · $18,573 disclosed · median 261 participantsNamed in Form 5500 filingsNicholas E Vigil7808 E Cypress St · Scottsdale, AZ 85257 · Health and welfare plans2 plan filings · $12 disclosed · median 515 participantsNamed in Form 5500 filingsNicholas Vigil7808 E Cypress Street · Scottsdale, AZ 85257 · Health and welfare plans2 plan filings · $2 disclosed · median 588 participantsNamed in Form 5500 filingsParagon Partners LTD - Az9420 E Doubletree Ranch Rd., Ste C103 · Scottsdale, AZ 85258 · Health and welfare plans2 plan filings · $60,996 disclosed · median 441 participantsNamed in Form 5500 filings
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Listed from DOL EBSA Form 5500 datasets — Schedule A Part 1, DOL EBSA Form 5500 datasets — Form 5500, DOL EFAST2 Form 5500 search. Order: most plan filings first — not a quality or price ranking — never paid. Is something wrong? Tell us.