Top Wealth Management Companies

A high-performing Wealth Management solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Wealth Management companies around the globe. Providers and reviews are vetted extensively to ensure that we capture verified client feedback, project details, and measurable results. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

Ratings Updated: July 27, 2026

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186 Companies

List of the Best Wealth Management Agencies

Capstone Capital Partners (Investing)Profile set up by Edverise AI
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Capstone Capital Partners is a reliable, family-owned private real estate investment firm and hard money lender based in Texas. Capstone Fund, LLC gathers capital from investors like yourself to finance our hard money loans for various qualifying real estate projects throughout the state. You can ac…
Highlights
10-49
Employees
Cedar Park, Texas, United States
Location
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Forthlane CanadaProfile set up by Edverise AI
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Forthlane is a well-regarded family office based in Toronto that provides an array of specialized services for wealthy individuals and families. Emphasizing tailored solutions, the Forthlane team offers a complete range of financial services, such as investment management, wealth planning, tax optim…
Highlights
10-49
Employees
Toronto, Ontario, Canada
Location
Services Provided
70% Wealth Management
15% Tax Consulting
15% Estate Planning Services
AI Summary
“No AI summary available for this company yet.”
Ros DiMere IncProfile set up by Edverise AI
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At our Wealth and Asset Management Firm located in the heart of Houston, we transform the practice of financial stewardship. We recognize that your wealth extends beyond mere figures on a balance sheet; it represents your dreams, goals, and the legacy you wish to create. Therefore, we focus not only…
Highlights
10-49
Employees
Houston, Texas, United States
Location
Services Provided
70% Wealth Management
30% Asset Management Services
AI Summary
“No AI summary available for this company yet.”
Montag & CaldwellProfile set up by Edverise AI
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Established in 1945, Montag & Caldwell is a registered investment advisory firm with the SEC that aims to deliver investment returns through skilled and disciplined fundamental analysis of individual securities. By employing our unique, proven investment strategies, we strive to assist our clients i…
Highlights
10-49
Employees
Atlanta, Georgia, United States
Location
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
Toberman Wealth, LLCProfile set up by Edverise AI
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Toberman Wealth is a Fee-Only Financial Advisor based in St. Louis that specializes in retirement planning and fiduciary investment management. We prioritize holistic financial planning to assist families in reaching their objectives. As a family-run firm, we consider our clients as part of our exte…
Highlights
2-9
Employees
Richmond Heights, Missouri, United States
Location
Services Provided
50% Financial Planning
50% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Oak Harvest Financial GroupProfile set up by Edverise AI
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Place your financial security in the hands of our in-house experts dedicated to managing wealth, planning for asset protection, and prioritizing your best interests. At our Houston office, our Financial Advisors will first assist you in addressing important questions related to your retirement goals…
Highlights
$50,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Houston, Texas, United States
Location
Services Provided
59% Wealth Management
30% Financial Planning
11% Tax Consulting
AI Summary
“No AI summary available for this company yet.”
Green Zone CapitalProfile set up by Edverise AI
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Green Zone Capital is a private investment management and research firm designed for high-net-worth individuals, family offices, and institutional investors. We focus on providing unique investment opportunities through in-depth market analysis, strategic capital allocation, and top-tier approaches…
Highlights
$100,000+
Min Project Size
2-9
Employees
Services Provided
58% Wealth Management
20% Financial Advisory & Consulting
11% Research Services
11% Data Analytics Services
AI Summary
“No AI summary available for this company yet.”
Vistica Wealth AdvisorsProfile set up by Edverise AI
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What began as a family business concept in 2015 has evolved into a reliable advisory resource for numerous individuals across California and other states. Our firm is founded on the principle that everyone deserves better service, and we are committed to prioritizing our clients’ interests to achiev…
Highlights
2-9
Employees
Carlsbad, California, United States
Location
Services Provided
70% Wealth Management
30% Financial Planning
AI Summary
“No AI summary available for this company yet.”
Plan your futureProfile set up by Edverise AI
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Plan Your Future Inc. is a reputable fee-only financial advisor located in Mississauga that assists professionals and business owners in achieving financial confidence through clear and personalized strategies. Under the leadership of Brian Poncelet, the firm has gained recognition as one of the top…
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
Services Provided
70% Financial Planning
30% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Reco Realestate AdvisorsProfile set up by Edverise AI
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Founded in 2010, Reco Real Estate Advisors has established itself as a reliable authority in the real estate sector, specializing in brokerage, investment sales, leasing, and property management services. We assist clients in locating top properties in Overland Park, Marshall, and surrounding areas,…
Highlights
50-249
Employees
Services Provided
39% Brokerage Services
30% Wealth Management
20% Real Estate Services
11% Property Management Services
AI Summary
“No AI summary available for this company yet.”

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