Top Wealth Management Companies

A high-performing Wealth Management solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Wealth Management companies around the globe. Every profile sets out services, pricing, locations, and past work so you can compare on evidence. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

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

List of the Best Wealth Management Agencies

Ward & UptigroveProfile set up by Edverise AI
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We are among the largest independent accounting firms in Ontario, boasting a team of nearly 100 professionals and 60 years of experience. Our areas of specialization include accounting, tax services, business advisory, succession and estate planning, bookkeeping, human resources, and wealth manageme
Highlights
50-249
Employees
Listowel, Ontario, Ca
Services Provided+1 Services
30% Accounting Services
20% Tax Consulting
20% Business Consulting Services
10% HR Consulting Services
AI Summary
“Ward & Uptigrove is a leading independent Ontario accounting firm with nearly 100 professionals, offering comprehensive services including accounting, tax, advisory, estate planning, and wealth management.”
Zoho Financial - Financial Advisor in OntarioProfile set up by Edverise AI
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Zoho Financial is a reputable financial advisor based in Ottawa, focused on assisting individuals and families in creating a stable financial future through personalized planning and expert advice. Located at 880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada, Zoho Financial delivers tailored f
Highlights
10-49
Employees
Services Provided
49% Financial Advisory & Consulting
20% Financial Planning
20% Wealth Management
11% Estate Planning Services
AI Summary
“Zoho Financial in Ottawa offers tailored financial advisory services including investment, wealth management, estate, and retirement planning to help clients achieve long-term financial stability and growth.”
A
Accurate Advisory GroupProfile set up by Edverise AI
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We assist affluent families in creating, safeguarding, and transferring their wealth by offering tax strategies, cash flow management, and exclusive investment options.
Highlights
2-9
Employees
Services Provided
50% Financial Advisory & Consulting
30% Tax Planning
20% Wealth Management
AI Summary
“Accurate Advisory Group provides affluent families with comprehensive wealth management, including tax strategies, cash flow management, and exclusive investment opportunities to preserve and grow assets.”
Lee & Associates - AustinProfile set up by Edverise AI
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Lee & Associates is a prominent commercial real estate brokerage and integrated services firm with branches throughout the U.S. and Canada. Established in 1979, we offer customized solutions for businesses, investors, and institutions by merging local market knowledge with a national presence. Each
Highlights
10-49
Employees
Services Provided
49% Real Estate Brokerage Services
20% Property Management Services
16% Wealth Management
15% Construction Services
AI Summary
“Lee & Associates - Austin provides integrated commercial real estate services including brokerage, management, and investment advisory, leveraging local expertise and national reach to serve diverse client needs.”
Total Solutions Alliance LLCProfile set up by Edverise AI
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We are dedicated to offering impartial guidance and sound strategies across all aspects of Real Estate and Financial Services. Our services are customized to meet your specific requirements. We offer a range of services including Real Estate Sales, Real Estate Financing, Business Funding, Land Banki
Highlights
10-49
Employees
Stockton, California, Us
Services Provided+1 Services
30% Real Estate Brokerage Services
20% Real Estate Leasing
15% Wealth Management
20% Property Management Services
AI Summary
“Total Solutions Alliance LLC provides impartial, customized real estate and financial services including sales, financing, property management, business funding, insurance, retirement planning, and debt solutions.”
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Investor's Advantage Corp.Profile set up by Edverise AI
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Westlake Financial Advisors, a division of Investor's Advantage Corporation, provides a range of services including financial planning, investment management, insurance, corporate retirement planning, educational workshops, and professional collaboration. They assist individuals in mapping out their
Highlights
Services Provided+1 Services
34% Financial Planning
25% Wealth Management
20% Insurance Services
15% Corporate Retirement Planning
AI Summary
“Investor's Advantage Corporation, through Westlake Financial Advisors, offers comprehensive financial planning, investment management, insurance solutions, retirement planning, education, and professional collaboration services.”
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Conquest AdvisorsProfile set up by Edverise AI
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Conquest Advisors is an independent real estate brokerage firm that specializes in three main areas: Development, Brokerage, and Private Equity.
Highlights
$250,000+
Min Project Size
10-49
Employees
New York, New York, Us
Services Provided
50% Real Estate Brokerage Services
30% Real Estate Development
20% Wealth Management
AI Summary
“Conquest Advisors is an independent real estate brokerage firm specializing in development, brokerage, and private equity, offering comprehensive services across the real estate sector.”
Blakely Financial ServicesProfile set up by Edverise AI
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Blakely Financial Services is an independent financial firm dedicated to our clients' needs. As fiduciaries in our advisory relationships, we are obligated to prioritize our clients' best interests when offering planning advice and making investment choices. We understand the significance of plannin
Highlights
2-9
Employees
Stockton, California, Us
Services Provided
59% Financial Advisory & Consulting
30% Financial Planning
11% Wealth Management
AI Summary
“Blakely Financial Services is an independent California-based firm providing commercial financing and investment advisory, prioritizing clients' best interests to achieve financial goals and future planning.”
Richmond Street AdvisorsProfile set up by Edverise AI
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Richmond Street Advisors specializes in serving clients whose financial situations require careful attention, confidentiality, and continuous guidance. As a boutique executive tax firm, we cater to a select group of individuals: executives with equity compensation and multi-state income, those recei
Highlights
2-9
Employees
Services Provided
59% Tax Preparation Services
25% Financial Planning
16% Wealth Management
AI Summary
“Richmond Street Advisors is a boutique executive tax firm providing personalized, confidential guidance to executives, business owners, real estate investors, and high-net-worth clients with complex financial needs.”
Akhanda GroupProfile set up by Edverise AI
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At Akhanda Group, we go beyond being a typical real estate company; we serve as your strategic ally in creating lasting value. Focusing on commercial real estate, we provide a comprehensive range of services such as brokerage, development, investment management, and tailored consulting. Our skilled
Highlights
$250,000+
Min Project Size
250-999
Employees
Services Provided
35% Real Estate Brokerage Services
30% Real Estate Development
20% Wealth Management
15% Business Consulting Services
AI Summary
“Akhanda Group specializes in commercial real estate services, including brokerage, development, investment management, and consulting, delivering expert guidance and transparent solutions for lasting client value.”

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