Top Franchises Wealth Management Companies

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

How this list is built

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

186 Companies

Top Franchises Wealth Management Companies

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Biel Investment CapitalProfile set up by Edverise AI
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We provide financial consulting and project management solutions. Our services include investment advisory, corporate finance and structuring, project financing, project management, and research.
Highlights
$10,000+
Min Project Size
$100-149/hr
Avg Hourly Rate
2-9
Employees
Services Provided
40% Wealth Management
20% Financial Advisory & Consulting
20% Project Management
20% Research Services
AI Summary
“Biel Investment Capital offers comprehensive financial consulting, including investment advisory, corporate finance, project financing, management, and research to support diverse business and financial needs.”
MercerProfile set up by Edverise AI
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Mercer is a leading global consulting firm dedicated to assisting clients worldwide in enhancing the health, wealth, and careers of their most essential asset— their employees. We partner closely with our clients to turn strategies into actionable plans that yield tangible results. Our extensive kno
Highlights
$1,000+
Min Project Size
$25-49/hr
Avg Hourly Rate
10000+
Employees
New York, New York, Us
Services Provided
40% Health and Wellness Services
30% Wealth Management
30% Career Coaching
AI Summary
“Mercer is a global consulting firm dedicated to improving employee health, wealth, and careers through strategic, actionable solutions impacting over 110 million people worldwide.”
Wharton Wealth PlanningProfile set up by Edverise AI
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Wharton Wealth Planning is a fee-only fiduciary financial planning firm located in Manhattan, catering to individuals and families across New York City. As a member of CFP and NAPFA, we offer unbiased advice free from conflicts of interest, and we do not earn commissions or sales from products. We f
Highlights
$10,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Tax Planning
AI Summary
“Wharton Wealth Planning is a fiduciary financial firm in Manhattan offering commission-free, comprehensive planning and investment management to high-income clients, emphasizing retirement, tax efficiency, and risk management.”
EB-5 ChoiceProfile set up by Edverise AI
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EB-5 Choice is a highly regarded immigration consultancy for the U.S., offering specialized support for investors aiming to obtain permanent residency through the EB-5 Immigrant Investor Program. The firm focuses on identifying investment opportunities that comply with USCIS regulations, performing
Highlights
50-249
Employees
San Francisco, California, Us
Services Provided
50% Immigration Legal Services
30% Wealth Management
20% Compliance Consulting Services
AI Summary
“EB-5 Choice is a professional U.S. immigration consultancy specializing in EB-5 investor programs, offering comprehensive, compliant advisory services and risk assessments to support clients' residency goals.”
Ellis Insurance & Financial GroupProfile set up by Edverise AI
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At Ellis Insurance & Financial Group, our team assists clients in navigating the intricate process of financial planning, aiming to enhance their quality of life and provide peace of mind. We are committed to safeguarding and growing our clients’ assets through expert advice and guidance. To achieve
Highlights
2-9
Employees
Baton Rouge, Louisiana, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Insurance Services
AI Summary
“Ellis Insurance & Financial Group provides tailored financial planning and asset protection services with over 50 years’ expertise, serving clients primarily in Baton Rouge and licensed in 20 states.”
SBS FinancialProfile set up by Edverise AI
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In 2003, James Schmertmann, Steve Bush, and Shane Swift started collaborating at Merrill Lynch. They quickly recognized that by each focusing on specific areas—financial planning, portfolio management, and insurance—they could join forces to provide clients with a more thorough service. With this go
Highlights
2-9
Employees
Moline, Illinois, Us
Services Provided
50% Financial Advisory & Consulting
30% Wealth Management
20% Insurance Services
AI Summary
“SBS Financial, founded by experienced advisors, offers comprehensive financial planning, investment management, retirement strategies, and insurance services to individuals and businesses, ensuring tailored wealth solutions.”
S
Shulman Wealth SolutionsProfile set up by Edverise AI
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At Shulman Wealth Solutions, we are committed to helping you maximize your life experiences. While you pursue your best life, allow us to protect your family’s future. With our expert support, you can find comfort in knowing you have the right financial strategy in place. Let us assist you in ensuri
Highlights
$5,000+
Min Project Size
2-9
Employees
Services Provided
70% Financial Planning
30% Wealth Management
AI Summary
“Shulman Wealth Solutions offers expert financial planning and wealth management services designed to protect families and ensure a secure, prosperous future for their clients.”
Everett Wealth SolutionsProfile set up by Edverise AI
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Fiduciary Financial Guidance in Forest Park, IL
Highlights
10-49
Employees
Services Provided
70% Financial Planning
30% Wealth Management
AI Summary
“Everett Wealth Solutions provides fiduciary financial guidance in Forest Park, IL, offering comprehensive wealth management and financial planning services tailored to client needs.”
ritscapitalProfile set up by Edverise AI
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Rits Capital is a financial advisory and investment services company that provides specialized assistance in wealth management, pre-IPO and unlisted securities, smart portfolio management, tax strategies, and alternative investment funds aimed at long-term growth.
Highlights
Services Provided
49% Financial Advisory & Consulting
36% Wealth Management
15% Tax Planning
AI Summary
“Rits Capital offers comprehensive financial advisory and investment services, specializing in wealth management, pre-IPO securities, portfolio optimization, tax planning, and alternative investment funds for sustained growth.”
Timothy Roberts & Associates, LLCProfile set up by Edverise AI
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If you're looking for trustworthy and impartial financial advice, your search ends with Timothy Roberts & Associates. Our Fee-Only Financial Advisor in Michigan is committed to delivering clear and customized services that focus on your financial health first and foremost. We differentiate ourselves
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
10-49
Employees
Ann Arbor, Michigan, Us
Services Provided
59% Financial Planning
25% Wealth Management
16% Retirement Planning Services
AI Summary
“Timothy Roberts & Associates, LLC offers impartial, fee-only financial advisory services in Michigan, specializing in personalized investment, savings, and retirement planning to secure clients' financial futures.”

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