Top 23 Wealth Management Firms in the United States
Top 23 Wealth Management Firms in the United States
The wealth management industry is a financial sector that focuses on providing personalized financial planning and investment management services to high-net-worth individuals, corporations, and institutions. Wealth management companies offer a range of services such as investment planning, portfolio management, retirement planning, tax planning, estate planning, and more. These companies aim to help clients grow and protect their wealth, achieve their financial goals, and navigate complex financial markets. The industry is driven by a growing demand for sophisticated financial solutions and personalized advice, especially as individuals seek to accumulate and preserve their wealth over the long term. With advancements in technology and evolving client expectations, wealth management companies are embracing digital platforms and innovative strategies to enhance their services and deliver a more tailored and seamless client experience.
Top 23 Wealth Management Companies in the US
1. Citi
- Headquarter: New York, New York, United States
- Founded: 1812
- Headcount: 10001+
Citigroup is a global financial institution that offers a wide range of banking and financial services to individuals, corporations, and governments. It provides services such as corporate and investment banking, consumer banking, wealth management, and treasury and trade solutions. With a presence in over 100 countries, Citigroup aims to facilitate growth and economic progress for its clients and communities worldwide.
2. KeyBank
- Headquarter: Cleveland, Ohio, United States
- Founded: 1849
- Headcount: 10001+
Key.com is a private bank and wealth management company offering comprehensive financial planning and investment services. With a focus on retirement planning, risk management, and estate planning, they help clients grow, manage, and protect their wealth. Expertise in Florida and various specialty groups cater to specific customer needs. Key.com provides personalized banking solutions and customized credit options to preserve wealth. Their online banking platform and insights keep clients informed and on track with their financial goals.
3. BlackRock
- Headquarter: New York, New York, United States
- Founded: 1988
- Headcount: 10001+
- Latest funding type: Series B
BlackRock is an investment management company that offers a range of financial products and services. They provide investment solutions, portfolio management, and advisory services to institutional and individual investors. With a focus on sustainable investing, BlackRock aims to align investors' beliefs with their investments to make a positive impact.
4. Edelman Financial Engines
- Headquarter: Santa Clara, California, United States
- Founded: 1987
- Headcount: 1001-5000
- Latest funding type: Private Equity
Edelman Financial Engines is a wealth management company that provides financial planning services to today’s investor. They offer personalized advice and guidance to help individuals build wealth and achieve their financial goals.
5. Allen & Company of Florida,LLC
- Headquarter: Lakeland, Florida, United States
- Founded: 1932
- Headcount: 51-200
Allen & Company is a wealth management solutions provider that offers investment planning, portfolio management, retirement planning, tax planning, estate planning, education and college planning, life insurance, charitable giving and gifting, business succession planning, stock options, and private wealth management.
6. Origin
- Headquarter: San Francisco, California, United States
- Founded: 2018
- Headcount: 51-200
Origin Financial is a company that offers financial services and solutions to individuals and businesses. With a focus on providing personalized financial advice and guidance, they help clients manage their investments, plan for retirement, and achieve their financial goals. Their team of experienced professionals offers a wide range of services including wealth management, estate planning, and tax strategies.
7. Hill Learning Center
- Headquarter: Durham, North Carolina, United States
- Founded: 1977
- Headcount: 51-200
HillRAP is a company that offers specialized financial services to individuals and businesses, focusing on investment planning and wealth management.
8. The Partners Group
- Headquarter: Portland, Oregon, United States
- Founded: 1981
- Headcount: 51-200
The Partners Group is a financial services company that offers wealth management, insurance, and advisory services.
9. HoyleCohen Wealth Management
- Headquarter: San Diego, California, United States
- Founded: 2001
- Headcount: 51-200
HoyleCohen is a wealth management and financial advisory firm that helps individuals and families achieve long-term financial security and peace of mind. They offer personalized financial planning and investment management services, focusing on holistic planning and understanding clients' goals. With over 500 years of industry experience and a team of caring advisors, HoyleCohen provides guidance for smarter financial decisions.
10. Connecticut Wealth Management, LLC
- Headquarter: Farmington, Connecticut, United States
- Founded: 2010
- Headcount: 51-200
Connecticut Wealth Management is a financial planning and investment advisory firm based in Farmington. They provide holistic wealth management services, including financial planning and investment management, to business owners, professionals, retirees, and individuals going through life transitions. The firm recently promoted 12 team members, a significant milestone in its history. Their client-centered approach empowers clients to make informed decisions and offers personalized recommendations.
11. Simon Quick Advisors, LLC
- Headquarter: Morristown, New Jersey, United States
- Founded: 2004
- Headcount: 51-200
Simon Quick Advisors is a financial advisory firm offering personalized wealth management and investment advisory services. With a team of experienced professionals, they provide holistic financial planning solutions to affluent families, business owners, and executives. Their fiduciary duty is to act in the best interest of their clients, offering honest and unbiased advice. They have an in-house investment research team that conducts extensive due diligence on investment solutions, giving their clients access to distinctive opportunities.
12. Heritage Financial Consultants LLC
- Headquarter: Hunt Valley, Maryland, United States
- Founded: 1999
- Headcount: 51-200
Heritage Financial Consultants is a financial planning and investment management firm. They offer services such as financial planning, investment management, estate planning, retirement planning, risk management, insurance, and business ownership & succession planning.
13. TSG Wealth Management
- Headquarter: Long Beach, California, United States
- Headcount: 51-200
TSG Wealth Management is an investment advisory firm that offers customized financial planning and investment management services. They prioritize understanding clients' financial concerns and developing personalized investment programs to meet their needs.
14. Linscomb & Williams
- Headquarter: Houston, Texas, United States
- Headcount: 11-50
Linscomb & Williams is a wealth management company that provides financial and estate planning services for entrepreneurs and business owners. With over 50 years of experience, their goal is to help clients mitigate financial risks and grow their wealth, ultimately allowing them to live life on their terms and define their own future.
15. US Government Agencies
- Headquarter: United States
- Headcount: 1001-5000
Financemanager.us is a platform that offers financial management services to individuals and businesses. They provide expertise in areas such as budgeting, financial planning, investment management, and risk assessment.
16. Ronald Blue Trust
- Headquarter: Alpharetta, Georgia, United States
- Founded: 2017
- Headcount: 201-500
Ron Blue Trust is a business consulting firm that offers financial planning, investment management, estate and trust services, professional athlete services, and family office services. They cater to individuals and families, women, professional athletes, business owners, family offices, ministries and nonprofits, and foundations and endowments.
17. El Valor
- Headquarter: Chicago, Illinois, United States
- Founded: 1973
- Headcount: 201-500
Elvalor.org is a company that offers a range of services to its customers. They specialize in providing valuable solutions and assistance in various areas. With their expertise and knowledge, they aim to help individuals and businesses achieve their financial goals.
18. Hamilton Capital
- Headquarter: Columbus, Ohio, United States
- Founded: 1997
- Headcount: 51-200
Hamilton Capital is a financial advisory firm that aims to build, protect, and compound wealth with a focus on the client's vision of the future. They provide innovative planning, dynamic investment management, and high-quality investment returns to help their clients achieve their financial goals.
19. Dowling & Yahnke Wealth Advisors
- Headquarter: San Diego, California, United States
- Founded: 1991
- Headcount: 51-200
D&Y Wealth Advisors is a financial advisory firm that helps individuals and businesses navigate life's financial challenges. They offer personalized fiduciary advice and guidance to clients in various situations, such as selling a company, going through a divorce, or planning for retirement.
20. Visionary Wealth Advisors
- Headquarter: St. Louis, Missouri, United States
- Founded: 2014
- Headcount: 11-50
Visionary Wealth Advisors is a financial advisory firm that goes beyond traditional financial services. They focus on creating personalized investment plans and have a passion for giving back to the community. Through their services and dedication, they aim to help clients achieve a future greater than their past.
21. Warren Averett Asset Management, LLC
- Headquarter: Birmingham, Alabama, United States
- Founded: 1999
- Headcount: 51-200
- Latest funding type: Series Unknown
WA Asset Management is a financial advisory firm that provides forward-thinking advice and guidance for both personal and corporate financial decisions. Their dedicated team of advisors delivers customized services to meet the unique needs of their clients.
22. McDonald Partners
- Headquarter: Cleveland, Ohio, United States
- Founded: 2005
- Headcount: 51-200
McDonald Partners is a family and employee-owned investment boutique providing financial planning, investment management, and retirement services. With a proven investment process and a client-focused approach, we help our clients attain their goals and preserve their future.
23. Financial Management Group, In
- Headquarter: Cincinnati, Ohio, United States
- Founded: 1989
- Headcount: 11-50
Total Wealth Planning is a financial planning firm based in Cincinnati, OH and Carmel, IN. We provide comprehensive financial life planning, helping clients with personal decision making and creating a long-term financial security plan. Our services include financial planning, investment management, tax planning, estate planning, retirement planning, and virtual services. We cater to corporate executives, family pre-retirees/retirees, and business owners. Our team of Certified Financial Planners® is dedicated to helping clients achieve their financial goals and protect what they value most.
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