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

Bedel Financial ConsultingProfile set up by Edverise AI
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Bedel Financial Consulting, Inc. is a full-service, fee-only wealth management firm committed to helping clients achieve financial clarity and security. As a fee-only organization, our clients can be confident that we do not engage in product sales or accept commissions. With around $2 billion in as
Highlights
10-49
Employees
Indianapolis, Indiana, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Bedel Financial Consulting is a fee-only wealth management firm offering personalized financial planning and investment management with $2 billion AUM, recognized nationally for excellence and professionalism.”
Clarity Financial GroupProfile set up by Edverise AI
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We are an independent financial planning firm focused on assisting clients primarily in the Dallas/Ft. Worth area to strategize, prioritize, and take steps towards achieving their financial objectives. Whether you need support in establishing an emergency fund, assessing your insurance requirements,
Highlights
2-9
Employees
Fort Worth, Texas, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Clarity Financial Group is an independent Dallas/Ft. Worth-based firm delivering personalized financial planning and advisory services to help clients achieve diverse financial goals securely and effectively.”
Gulfstream FinancialProfile set up by Edverise AI
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Gulfstream Financial is a comprehensive financial planning and investment advisory firm that caters to clients throughout the continental U.S. Our aim is to deliver high-quality, results-focused financial planning and investment advice. We collaborate closely with your other trusted advisors to ensu
Highlights
2-9
Employees
Lake Mary, Florida, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Gulfstream Financial offers comprehensive financial planning and investment advisory services across the U.S., integrating with clients' advisors to help achieve their financial goals effectively.”
Armstrong Advisory Group Inc.Profile set up by Edverise AI
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Since 2004, Armstrong Advisory Group has been offering specialized wealth management services to high-net-worth individuals and institutional clients. With over 175 years of collective experience in the finance sector, the team at Armstrong Advisory Group oversees more than $1.1 billion in client in
Highlights
10-49
Employees
Needham, Massachusetts, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Armstrong Advisory Group provides specialized wealth management services to high-net-worth and institutional clients, offering tailored investment solutions supported by a comprehensive network of financial professionals.”
Ninety Nine EquityProfile set up by Edverise AI
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At Ninety Nine Equity, we integrate cutting-edge fintech solutions with reliable financial knowledge to provide intelligent and transparent protection and investment choices. Our aim is to assist families in establishing security now while also preparing for a brighter future.
Highlights
$10,000+
Min Project Size
250-999
Employees
Raleigh, North Carolina, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Ninety Nine Equity offers innovative fintech-driven financial solutions, delivering transparent investment and protection options that help families secure their present and plan for the future.”
Edelman Financial EnginesProfile set up by Edverise AI
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**Overview** We prioritize the personal touch in personal finance. Since 1986, Edelman Financial Engines has been dedicated to acting in the best interests of our clients. We believe that every investor—regardless of wealth—should have access to tailored, comprehensive financial planning and investm
Highlights
250-999
Employees
Sunnyvale, California, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Edelman Financial Engines, formed by a 2018 merger, provides personalized, comprehensive financial planning and investment management, serving 1.2 million clients with over $212 billion in assets across 178 offices nationwide.”
Alliance Global PartnersProfile set up by Edverise AI
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A.G.P. / Alliance Global Partners is a regional investment banking and advisory firm that has been a registered member of FINRA and the SEC since 1980. The firm focuses on Investment Banking and Wealth Management, offering comprehensive services with the capability to serve both domestic and interna
Highlights
10-49
Employees
New York, New York, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Alliance Global Partners is a regional investment banking and wealth management firm providing comprehensive, boutique-level financial advisory and asset management services for domestic and international clients.”
Texian CapitalProfile set up by Edverise AI
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Texian Capital is an investment firm located in Texas that focuses on Private Credit, Private Equity, and Venture Capital for businesses and investors in Killeen, Georgetown, Round Rock, and Waco. The firm offers adaptable financing solutions, strategic capital, and long-term partnerships aimed at h
Highlights
10-49
Employees
Killeen, Texas, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Texian Capital is a Texas-based investment firm offering private credit, equity, and venture capital solutions to support business growth, innovation, and economic development in Central Texas.”
DMC Real EstateProfile set up by Edverise AI
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For almost twenty-seven years, DMC Real Estate Inc. has prioritized the needs of real estate clients and investors by providing a comprehensive range of real estate services. What sets DMC Real Estate Inc. apart is its dedication to full-service investing. The company welcomes both knowledgeable rea
Highlights
10-49
Employees
Los Angeles, California, Us
Services Provided
60% Real Estate Development
40% Wealth Management
AI Summary
“DMC Real Estate Inc. offers comprehensive, full-service real estate investment solutions to both experienced investors and novices, supporting portfolio growth for over 27 years.”
Marshall Financial Group, LLCProfile set up by Edverise AI
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The Marshall Financial Group, LLC is a financial advisory firm located in Hunt Valley, MD. As an independent wealth management company and Registered Investment Advisor (RIA), we are committed to enhancing and safeguarding our clients' financial assets at every stage of life. We assist clients in co
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
2-9
Employees
Cockeysville, Maryland, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Marshall Financial Group, LLC is an independent wealth management firm and Registered Investment Advisor in Hunt Valley, MD, dedicated to growing and protecting clients' financial assets across all life stages.”

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