Top Financial services Wealth Management Companies

Discover top Wealth Management companies with proven expertise in the Financial services industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 27, 2026

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21 Companies

Top Financial services Wealth Management Companies

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.”
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.”
Tencap Wealth CoachingProfile set up by Edverise AI
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Tencap Wealth Coaching is a standalone investment advisory firm built on investment strategies backed by Nobel Prize-winning research and theories. Operating in a fiduciary role with all clients, Tencap fosters a supportive environment where coaches collaborate with individuals to enhance value in a…
Highlights
10-49
Employees
South Jordan, Utah, United States
Location
Services Provided
70% Wealth Management
30% Business Coaching
AI Summary
“No AI summary available for this company yet.”
Tontine Trust Europe KBProfile set up by Edverise AI
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Tontine Trust is a financial technology company that creates retirement products designed to be consumer-friendly, including the innovative lifetime income TontineIRA™. In the US, banking, trustee, and fiduciary services are offered by partner banks that are regulated to serve as fiduciaries for the…
Highlights
10-49
Employees
Services Provided
70% Financial Advisory & Consulting
30% Wealth Management
AI Summary
“No AI summary available for this company yet.”
SIMA Financial GroupProfile set up by Edverise AI
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For more than 25 years, SIMA Financial Group has been dedicated to supporting Richmond's business community and outstanding individuals. With a strong focus on building and improving the legacies of discerning entrepreneurs and their families, SIMA offers a diverse range of personalized financial se…
Highlights
10-49
Employees
Richmond, Virginia, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Bonfire FinancialProfile set up by Edverise AI
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Bonfire Financial is an independent, fee-only registered investment advisory firm located in Colorado Springs, CO, featuring a team of certified financial planners. The firm has earned recognition as one of the country's leading advisors from the National Association of Board-Certified Advisor Pract…
Highlights
2-9
Employees
Colorado Springs, Colorado, United States
Location
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Digital Wealth PartnersProfile set up by Edverise AI
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Digital Wealth Partners operates as a wealth management and advisory firm specializing in cryptocurrencies and digital assets. Targeting crypto investors, family offices, high-net-worth individuals, and registered investment advisors, the firm offers personalized investment strategies in cryptocurre…
Highlights
$100,000+
Min Project Size
50-249
Employees
Dallas, Texas, United States
Location
Services Provided
49% Financial Advisory & Consulting
30% Wealth Management
15% Financial Planning
6% Educational Services
AI Summary
“No AI summary available for this company yet.”

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