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

Davenport & AssociatesProfile set up by Edverise AI
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Davenport & Associates is a reliable wealth management and retirement planning firm located in Norwalk, CT, and serves clients across the country. With over 30 years of experience, our independent advisors assist retiring Americans and families in optimizing retirement income, investigating tax-effi
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Norwalk, Connecticut, Us
Services Provided
59% Wealth Management
21% Retirement Planning Services
20% Estate Planning Services
AI Summary
“Davenport & Associates provides expert wealth management, retirement, and estate planning nationwide, offering tailored strategies including trusts, wills, and tax-efficient retirement income solutions.”
Pacific Northwest Wealth ManagementProfile set up by Edverise AI
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Pacific Northwest Wealth Management is a specialized, independently operated wealth management and financial advisory firm. We focus on retirement, education, tax, and legacy planning for both individuals and businesses in the Pacific Northwest, using a range of insurance and investment options. Our
Highlights
2-9
Employees
Vancouver, Washington, Us
Services Provided
59% Wealth Management
21% Financial Advisory & Consulting
20% Tax Planning
AI Summary
“Pacific Northwest Wealth Management offers comprehensive financial advisory services, specializing in retirement, tax, education, and legacy planning to create personalized, holistic strategies for individuals and businesses.”
Congruence CapitalProfile set up by Edverise AI
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Congruence aims to reshape the concept of impact investing within public markets. Our investment experts collaborate with management teams to enhance shareholder value through operational and strategic enhancements that are intended to boost profitability while also achieving tangible social and env
Highlights
Westwood, Missouri, Us
Services Provided
60% Wealth Management
40% Business Consulting Services
AI Summary
“Congruence Capital specializes in impact investing within public markets, partnering with management to improve shareholder value through strategic, operational, social, and environmental enhancements.”
Jumbo Capital ManagementProfile set up by Edverise AI
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Jumbo Capital ("Jumbo") is a privately owned commercial real estate investment firm based in Quincy, MA, with a focus on value and full integration. Established in 2009, the firm targets investment opportunities exclusively within Massachusetts across various asset classes. Presently, it manages a p
Highlights
10-49
Employees
Quincy, Massachusetts, Us
Services Provided
58% Wealth Management
30% Asset Management Services
12% Property Management Services
AI Summary
“Jumbo Capital Management is a Massachusetts-based commercial real estate firm specializing in investment, financing, property management, and development with local market expertise and diverse portfolios.”
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.”
M
Moe Safe Financial IntegrityProfile set up by Edverise AI
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Moe Safe Financial focuses on secure financial growth using index life insurance policies and fixed indexed annuities. Celebrated as the leading provider of Indexed Universal Life (IUL) solutions, we assist individuals and families in building their wealth with market-protected approaches. Learn how
Highlights
2-9
Employees
Services Provided
60% Wealth Management
40% Financial Planning
AI Summary
“Moe Safe Financial specializes in secure wealth growth through Indexed Universal Life insurance and fixed indexed annuities, offering reliable retirement planning with market-protected financial solutions.”
Kingsley CapitalProfile set up by Edverise AI
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Stop putting your capital at risk for passive income. Earn 60% annually with Kingsley Capital Club – your pathway to a safe and prosperous future!
Highlights
$25,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Services Provided
60% Wealth Management
40% Financial Advisory & Consulting
AI Summary
“Kingsley Capital offers a platform promising 60% annual returns, focusing on secure investment opportunities aimed at generating passive income and financial growth for clients.”
Clark Wealth PartnersProfile set up by Edverise AI
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Clark Wealth Partners is a financial advisory firm dedicated to helping clients achieve financial confidence and overall life satisfaction through customized, balanced strategies. With over 30 years of collective experience, the team specializes in assisting families and individuals in turning their
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
2-9
Employees
Services Provided
59% Wealth Management
25% Financial Planning
16% Tax Consulting
AI Summary
“Clark Wealth Partners offers comprehensive financial advisory services, including investment management, tax planning, and personalized strategies to support clients' evolving life goals and long-term financial success.”
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.”
Wisely Advised, LLCProfile set up by Edverise AI
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Wisely Advised is a Registered Investment Advisory firm established to provide financial planning and investment advice to individuals, families, and businesses. We offer services such as financial and retirement planning along with asset management. At Wisely Advised, we prioritize delivering excep
Highlights
2-9
Employees
Hammond, Indiana, Us
Services Provided
50% Financial Planning
50% Wealth Management
AI Summary
“Wisely Advised, LLC is a Registered Investment Advisory firm providing personalized financial planning, retirement strategies, and asset management tailored to clients' short- and long-term goals.”

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