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

Bright Fiduciary Financial AdvisorProfile set up by Edverise AI
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At Bright Wealth Management, we hold the view that a promising future is built on a strong base. For this reason, we prioritize getting to know our clients and creating customized financial strategies to assist you in achieving the future you desire.
Highlights
10-49
Employees
Scottsdale, Arizona, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Bright Fiduciary Financial Advisor offers personalized financial planning, prioritizing client relationships and tailored strategies to help achieve long-term financial goals and secure futures.”
Wesley Financial ManagementProfile set up by Edverise AI
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Wesley Financial Management was established to support our clients in all areas of their financial well-being. We have offered personalized professional service, which has helped us build a strong reputation in our field. Our aim for each client is to foster financial stability and security, ultimat
Highlights
2-9
Employees
Glen Ellyn, Illinois, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Wesley Financial Management provides personalized financial services focused on fostering clients' financial stability, security, and long-term independence through professional support.”
American Team PropertiesProfile set up by Edverise AI
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For the past 25 years, American Team Properties has provided consulting and development services to assist investors and property owners in enhancing their investments. The founders of ATP Development, Sergio and Sandra Alvarez, have successfully closed over 10,000 properties, offering support to bo
Highlights
2-9
Employees
Pasadena, California, Us
Services Provided
60% Real Estate Consulting
40% Wealth Management
AI Summary
“American Team Properties offers comprehensive real estate consulting and development services, supporting investors and property owners to maximize investment value with extensive experience over 25 years.”
ARC WealthProfile set up by Edverise AI
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ARC Wealth is a financial advisory and wealth management company located in Vancouver. We were established on the fundamental principle that obtaining personalized financial advice early on is essential for building future wealth and confidently living the life you want.
Highlights
2-9
Employees
Vancouver, British Columbia, Ca
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“ARC Wealth, based in Vancouver, offers personalized financial advisory and wealth management services, helping clients build wealth and achieve financial confidence for their futures.”
Hernandez FinancialProfile set up by Edverise AI
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Jesse Hernandez Jr., operating as Hernandez Financial, is a Fee-Only Registered Investment Advisor based in Central Washington. He has been a Financial Advisor since 1999, initially spending eleven years at Waddell & Reed, an investment firm located in Kansas City. In late 2010, Jesse decided to est
Highlights
2-9
Employees
Sunnyside, New York, Us
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Hernandez Financial, led by Jesse Hernandez Jr., offers independent, fee-only financial advisory services emphasizing personalized planning and mutual fund expertise since 1999.”
FocalPointProfile set up by Edverise AI
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FocalPoint Partners, part of B. Riley Financial, is a prominent investment bank focused on the middle market. They specialize in mergers and acquisitions, private placements of both debt and equity, financial restructuring, and transactions involving unique situations. With offices in Los Angeles, C
Highlights
1000-9999
Employees
Los Angeles, California, Us
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“FocalPoint Partners, part of B. Riley Financial, is a middle-market investment bank specializing in M&A, private placements, and financial restructuring across diverse industries with global offices.”
W
Westcap WealthProfile set up by Edverise AI
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Our unique method enables us to deliver top-notch services customized to your specific requirements. We understand that each individual's financial situation is different, and we strive to identify solutions that suit you best.
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
50-249
Employees
Calgary, Alberta, Ca
Services Provided
60% Financial Advisory & Consulting
40% Wealth Management
AI Summary
“Westcap Wealth offers personalized financial services tailored to individual needs, leveraging a unique approach to deliver optimal solutions across various financial circumstances.”
A
Arcasia AdvisorsProfile set up by Edverise AI
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At ArcAsia Advisors, we assist investors and families in navigating the intricate journey to U.S. permanent residency via the EB-5 Immigrant Investor Program, as well as various global residency options. We work closely with top developers and institutional partners on multi-billion-dollar projects
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
Dubai, Dubayy, Ae
Services Provided
60% Immigration Legal Services
40% Wealth Management
AI Summary
“Arcasia Advisors guides investors in securing U.S. permanent residency through EB-5 and global residency programs, collaborating with developers on vetted, multi-billion-dollar investment projects.”
Wealth Script Advisors LLCProfile set up by Edverise AI
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Fee-only. Fiduciary. Committed to your future. Wealth Script Advisors offers tailored financial planning and investment management specifically for employees and founders in Silicon Valley. Our expertise lies in equity compensation strategies such as RSUs, stock options, and IPO planning. Whether yo
Highlights
2-9
Employees
Services Provided
60% Financial Planning
40% Wealth Management
AI Summary
“Wealth Script Advisors LLC is a fee-only fiduciary firm specializing in tailored financial planning and investment management for Silicon Valley employees and founders, focusing on equity compensation strategies and evolving wealth solutions.”
Atlantic AmericanpartnerProfile set up by Edverise AI
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Atlantic American Partners is a private equity fund manager located in Florida, focused on investing in real estate development projects across the United States. By aligning our interests with those of our investors and development partners, we aim to reach our investment objectives while making a
Highlights
$1,000+
Min Project Size
25-49
Avg Hourly Rate
10-49
Employees
Services Provided
60% Real Estate Development
40% Wealth Management
AI Summary
“Atlantic American Partners is a Florida-based private equity fund manager investing in U.S. real estate development projects, focusing on aligned interests and community impact.”

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