Top Medical Wealth Management Companies

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

Ratings Updated: July 28, 2026

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8 Companies

Top Medical Wealth Management Companies

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.”
HORAN - Wealth ManagementProfile set up by Edverise AI
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HORAN offers exceptional service, employee benefits consulting, wealth management, and life insurance to both corporate and individual clients. Since its establishment in 1948, HORAN has been a reliable advisor, delivering outstanding support and collaboration in employee benefits, wealth management…
Highlights
50-249
Employees
Dublin, Ohio, United States
Location
Services Provided
50% Employee Benefits Consulting
30% Wealth Management
20% Insurance Services
AI Summary
“No AI summary available for this company yet.”
Unique Investment AdvisorsProfile set up by Edverise AI
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At Unique Investment Advisors, we hold the view that financial wellness is attainable for all. Our skilled team of experts is dedicated to excellence, working to enable individuals and businesses to reach their financial aspirations and ensure a better future.
Highlights
2-9
Employees
Phoenix, Arizona, United States
Location
Services Provided
50% Financial Planning
30% Wealth Management
20% Financial Advisory & Consulting
AI Summary
“No AI summary available for this company yet.”
rvnue DriversProfile set up by Edverise AI
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We are a firm that specializes in funding and acquisitions. Our mission is to assist small and medium-sized businesses, startups, and entrepreneurs in securing capital. When they achieve a revenue of one million dollars, we present an opportunity to purchase their business.
Highlights
2-9
Employees
San Antonio, Texas, United States
Location
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
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.”
Altmaven CapitalProfile set up by Edverise AI
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Altmaven Capital, located in Toronto, is a firm that focuses on alternative asset management and advisory services. We provide businesses with growth capital through equity and venture debt. Our team excels at creating personalized financial solutions designed to address the specific requirements of…
Highlights
2-9
Employees
Toronto, Ontario, Canada
Location
Services Provided
60% Financial Advisory & Consulting
40% 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.”

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