Top Financial services Wealth Management Companies

Discover Wealth Management companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

21 Companies

Top Financial services Wealth Management Companies

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/hr
Avg Hourly Rate
10-49
Employees
Houston, Texas, Us
Services Provided
59% Wealth Management
30% Financial Planning
11% Tax Consulting
AI Summary
“Oak Harvest Financial Group offers personalized wealth management, retirement planning, and asset protection services in Houston, focusing on maximizing income, minimizing taxes, and building lasting legacies.”
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
“Green Zone Capital offers tailored investment management for high-net-worth clients, utilizing advanced analytics across diverse assets to optimize portfolios with privacy and strategic market insights.”
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, Us
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
AI Summary
“Montag & Caldwell, founded in 1945, is an SEC-registered investment advisory firm delivering disciplined, fundamental analysis-based investment strategies to help clients reach financial goals.”
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, Us
Services Provided
50% Financial Planning
50% Wealth Management
AI Summary
“Toberman Wealth, LLC is a St. Louis-based, family-run, fee-only financial advisory firm specializing in holistic retirement planning and fiduciary investment management to help clients achieve wealth and family goals.”
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, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Bonfire Financial is a Colorado Springs-based independent, fee-only investment advisory firm with certified financial planners, recognized nationally for excellence in financial advisory services.”
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, Us
Services Provided
70% Wealth Management
30% Business Coaching
AI Summary
“Tencap Wealth Coaching is a fiduciary investment advisory firm offering evidence-based financial planning and wealth management, fostering client confidence through transparent coaching and Nobel-backed strategies.”
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, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“SIMA Financial Group, serving Richmond for over 25 years, provides personalized financial services supporting entrepreneurs and families to achieve their unique goals and build lasting legacies.”
Wealth Enhancement GroupProfile set up by Edverise AI
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In 1997, four advisors sharing an office space realized they had a common vision: the financial services industry required a new and improved approach to client advice—one that could alleviate the stress of financial management. They established a firm dedicated to providing truly comprehensive fina
Highlights
250-999
Employees
Minneapolis, Minnesota, Us
Services Provided
69% Financial Advisory & Consulting
31% Wealth Management
AI Summary
“Wealth Enhancement Group provides comprehensive financial planning through a collaborative team approach, integrating wealth management services to simplify and enhance clients' financial decision-making.”
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/hr
Avg Hourly Rate
10-49
Employees
Services Provided
70% Financial Planning
30% Wealth Management
AI Summary
“Plan Your Future Inc. in Mississauga offers expert, personalized financial advising focusing on investment, retirement planning, and tax-efficient strategies to help clients achieve long-term financial confidence.”
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
“Tontine Trust Europe KB offers innovative retirement financial technology solutions, managing administration and record-keeping for lifetime income products under regulated fiduciary partnerships.”

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