Top Manufacturing Wealth Management Companies

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

Ratings Updated: July 27, 2026

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9 Companies

Top Manufacturing Wealth Management Companies

JAD Business and Investment Consulting PLCProfile set up by Edverise AI
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We have a strong history of successfully carrying out various consultancy projects in investment, marketing, finance, and development. Our founders and consultancy team draw on their extensive experience gained from both local and international organizations. To enhance the quality of our consultanc…
Highlights
2-9
Employees
Addis Ababa, Addis Ababa, Ethiopia
Location
Services Provided
49% Business Consulting Services
25% Wealth Management
15% Marketing Services
11% Tax Consulting
AI Summary
“No AI summary available for this company yet.”
I&U CPAProfile set up by Edverise AI
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Our company provides a variety of professional services throughout the year, including Tax Reporting and Compliance, Tax Planning, resolution of IRS tax issues, New Business Formation, Strategic Business Planning, Business Accounting, Payroll services, part-time CFO support, and Wealth Management. W…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
New York, New York, United States
Location
Services Provided+1 Services
20% Tax Preparation Services
15% Business Formation
25% Accounting Services
15% Payroll Services
AI Summary
“No AI summary available for this company yet.”
HORANProfile set up by Edverise AI
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HORAN offers exceptional service in employee benefits consulting, wealth management, and life insurance for both businesses and individuals. Since 1948, they have been a reliable advisor, delivering outstanding support and collaboration in these areas for estate and business planning. With locations…
Highlights
50-249
Employees
Fort Mitchell, Kentucky, United States
Location
Services Provided
40% Employee Benefits Consulting
40% Wealth Management
20% Insurance Services
AI Summary
“No AI summary available for this company yet.”
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
Avg Hourly Rate
10000+
Employees
New York, New York, United States
Location
Services Provided
40% Health and Wellness Services
30% Wealth Management
30% Career Coaching
AI Summary
“No AI summary available for this company yet.”
NuVescor GroupProfile set up by Edverise AI
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NuVescor Group is a prominent player in the Mergers and Acquisitions (M&A) field within the manufacturing sector, providing customized support at every step of the transaction process. With ten years of experience in Western Michigan and across the Midwest, NuVescor brings a wealth of industry knowl…
Highlights
10-49
Employees
Grand Rapids, Michigan, United States
Location
Services Provided
50% Business Consulting Services
30% Financial Advisory & Consulting
20% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Barnes Wendling CPAsProfile set up by Edverise AI
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At Barnes Wendling CPAs, our primary focus is on client service, which aims to enhance and uphold your net worth. Whether you are a multi-business owner or an affluent individual, we provide you with important insights, resources, and guidance to help you make informed financial choices that will in…
Highlights
50-249
Employees
Cleveland, Ohio, United States
Location
Services Provided
50% Accounting Services
30% Financial Planning
20% Wealth Management
AI Summary
“No AI summary available for this company yet.”
Pioneer Capital LtdProfile set up by Edverise AI
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Pioneer Capital Ltd, founded in 2015, is led by a team of experienced and accomplished professionals with over ten years in forex, investment development, and data security. Our premium investment tools and services have spurred rapid growth in response to high demand for our offerings. This allows…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
League City, Texas, United States
Location
Services Provided
69% Financial Advisory & Consulting
16% Cryptocurrency Services
15% Wealth Management
AI Summary
“No AI summary available for this company yet.”
SD Mayer & Associates LLPProfile set up by Edverise AI
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SD Mayer & Associates is an expanding, comprehensive accounting, advisory, and wealth management firm that prioritizes community involvement. We assist clients in planning their futures through retirement and wealth management services. Our team has the knowledge and skills to support clients across…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
San Francisco, California, United States
Location
Services Provided
39% Accounting Services
30% Business Consulting Services
20% Financial Planning
11% Wealth Management
AI Summary
“No AI summary available for this company yet.”
DelapProfile set up by Edverise AI
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Delap is a comprehensive CPA and financial services firm located in the Portland metro area. For over 90 years, we have supported privately held and mid-sized businesses, entrepreneurs, and affluent families in gaining confidence and clarity in handling complex financial and business choices. What s…
Highlights
$25,000+
Min Project Size
150+
Avg Hourly Rate
50-249
Employees
Lake Oswego, Oregon, United States
Location
Services Provided+1 Services
100% Managed IT Services
36% Accounting Services
27% Tax Consulting
21% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”

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