Top 101 Private Wealth Management Firms US

Top 101 Private Wealth Management Firms

101 Private Wealth Management Firms

(MP) You worked your ass off to get to where you’re at. You’ve finally made it. You’re a millionaire, whom requires the services of proper wealth management firms to keep your money on track. To help you grow the money, you need an advisor or advisory team that can deliver a full range of financial services and products. What’s needed is the services of a “Wealth Management” firm. A wealth manager should have access to every single financial product on planet.

Wealth management firms help keep you informed about your money. A manager is assigned to your account and he or she will consult you without hesitancy about new financial products or services. The truth be told, no one analyst knows what will happen next in investment markets. They’re not fortune tellers, but a good wealth advisor should have unique insights into market conditions that will give you an advantage. They should always be meeting your lowest expectations of at least 6 percent return on investment (ROI)… If they’re really good they’ll bring in the proper experts and provide the financial products that realize 8.5% returns or more… Now let’s get to the list.

Top 101 Private Wealth Management Firms in U.S.

We’ve factored in several criteria to come up with our wealth management firms list: Financial advisor rankings, including assets under wealth management, the number of professionally designated CFP or CFA staffers on staff, number of years in the business, past five years of annual growth and client personal service trust. We then applied the formula to a specialize database to come up with the top 101 firms found below…

1. Bank of America
bankofamerica.com
3 Trillion

2. Morgan Stanley
www.morganstanley.com
$2.3 Trillion

3. J.P Morgan Wealth Management
jpmorgan.com
2.3 Trillion

4. Merrill Lynch
individual.ml.com
2 Trillion

5. Chevy Chase Trust
chevychasetrust.com
$21.2 billion AUM

6. HighTower Advisors
hightoweradvisors.com
$20.6 billion

7. Goldman Sachs
goldmansachs.com
$10 billion

8. Ehrenkranz Partners
eplp.com
$10.9 billion

9. Charles Schwab
schwab.com
2.4 billion

10. Innovest Portfolio Solutions
innovestinc.com
$8.9 billion

11. Creative Planning
thinkingbeyond.com
$10 billion

12. Halbert Hargrove
halberthargrove.com
$3 billion

13. Mariner Wealth Advisors
marinerwealthadvisors.com
$2 billion

14. Wescott Financial Advisory Group
wescott.com
$1 billion

15. Signature
signatureus.com
$4 billion

16. Inverness Counsel
invernesscounsel.com
$2 billion

17. Foster Group
fostergrp.com
$2 billion

18. Bloom Asset Management
bloomassetmanagement.com
$1 billion

19. Burt Wealth Advisors
burtwealth.com
$540 million

20. SMF Financial Advisors
smfadvisors.com
$589 million

21. Silveroak Wealth Management
silveroakwealth.com
$541 million

22. Carl Domino
carldomino.com
$301 million

23. Regency Investment Advisors
regencyinvests.com
$373 million

24. Point View Wealth Management
ptview.com
$179 million

25. Lodestar Private Asset Management
lodestarpam.com
$389 million

26. Carlson Capital Management*
carlsoncap.com
$378 million

27. CPS Investment Advisors
cpalliance.com
$1 billion

28. Jackson Thornton Asset Management
jt-am.com
$956 million

29. Jones Barclay Boston & Co.
jb2.net
$307 million

30. Financial Designs Corp.
financialdesignscorp.com
$366 million

31. Segall Bryant & Hamill
sbhic.com
$9 billion

32. BKD Wealth Advisors*
bkd.com
$1 billion

33. LB&C
lowebrockenbrough.com
$2 billion

34. Warren Averett Asset Management
waasset.com
$1 billion

35. LBMC Investment Advisors
lbmc.com
$904 million

36. Durbin Bennett Peterson Private Wealth Management
dbpaustin.com
$867 million

37. Thomas Wirig Doll Wealth Advisors
cpacapital.com
$1 billion
Specialty – Physicians and Dentist portfolios.

38. Onyx Financial Advisors
onyxfinancial.com
$93 million

39. Heritage Investment Group
heritageinvestment.com
$866 million

40. Sanderson Wealth Management
sandersonLLC.com
$614 million

41. Lutz Financial
lutzfinancial.com
$642 million

42. PBMares Wealth Management*
pbmareswealth.com
$352 million

43. The Mosaic Financial Group
themosaicgroupLLC.com
$441 million

44. Kraft Asset Management
kraftasset.com
$218 million

45. Buckingham Asset Management
bamservices.com
$5 billion

46. Balasa Dinverno Foltz
bdfLLC.com
$2 billion

47. South Texas Money Management
stmmltd.com
$3 billion

48. SignatureFD
signaturefd.com
$2 trillion

49. Geller Family Office Services
gellerfamilyofficeservices.com
$2 trillion

50. Waddell & Associates
waddellandassociates.com
$774 billion

51. Beaird Harris Wealth Management
bh-co.com
$675 billion

52. Sandhill Investment Management
sandhill-im.com
$505 billion

53. DT Investment Partners
dtinvestmentpartners.com
$494 billion

54. Daniels + Tansey
danielstansey.com
$263 billion

55. Wagner Bowman Management Corp
wagnercapital.net
$389 billion

56. Fiduciary Financial Services of the Southwest
ffss.net
$378 billion

57. HBC Financial Services
advisercpa.com
$193 billion

57. Lowery Thomas
lowerythomas.com
$142 billion

58. Matter Family Office
matterfamilyoffice.com
$5 billion

59. Empirical Wealth Management
empirical.net
$808 million

60. Grandfield & Dodd
grandfield-dodd.com
$885 million

61. AKT Wealth Advisors
wealthadvisors.com
$685 million

62. PrairieView Partners
prairieviewpartners.com
$297 million

63. Kuntz Lesher Capital
klcinvest.com
$297 million

64. Tellone Management Group
tellone.com
$305 million

65. Mason Road Wealth Advisors
mrwaLLC.com
$277 million

66. Pennington Financial Group
pfgadvisor.com
$190 million

67. McCarthy Asset Management
mamportfolios.com
$173 million

68. Jacobsen Capital Management
jacobsencapital.com
$161 million

69. Red Door Wealth Management
reddoorwealth.com
$102 billion

70. Brighton Jones
brightonjones.com
$548 million

72. Foster & Motley
fosterandmotley.com
$913 million

73. Dean Investments
chdean.com
$548 million

74. SB Capital Management
sbcapitalmanagement.com
$499 million

75. The Proper Analysis Corp.
properanalysis.com
$328 million

76. Thor Investment Management
thorinvestment.com
$324 million

77. Asset Strategies
asset-strategies-inc.com
$399 million

78. White Oaks Wealth Advisors
whiteoakswealth.com
$451 million

79. East Coast Asset Management
eastcoastasset.com
$379 million

80. GreerWalker Wealth Management
greerwalker.com
$328 million

81. William Mack & Associates
wmack.com
$259,100,000

82. Whitener Capital Management
whitenercapital.com
$189 million

83. Crowley Wealth Management
crowleywealthmanagement.com
$145 million

84. Pathstone Family Office
pathstone.com
$1 trillion

85. Raffa Wealth Management, LLC
raffawealth.com
$435 billion

86. Kyle Financial Services
kylefinancial.com
$187 billion

87. Mercer Global Advisors
merceradvisors.com
$5 billion

88. Smith & Howard Wealth Management
smithhowardwealth.com
$511 million

89. Carter Asset Management
carterasset.com
$218,406,963

90. Cranbrook Wealth Management
cranbrookwealth.com
$438 million

91. Rockbridge Investment Management
rockbridgeinvest.com
$336 million

92. Grant/GrossMendelsohn
ggmwealthadvisors.com
$275 million

93. Alexander Randolph Advisory
alexanderrandolph.com
$271 million

94. Commonwealth Advisory Group
comgrp.net
$259 million

95. Weaver C. Barksdale & Associates
wcbarksdale.com
$4 billion

96. TFO Phoenix
tfophoenix.com
$1 billion

97. New Wealth Advisors
newwealthadvisors.net
$274 million

98. The Golub Group
golubgroup.com
$1 billion

99. GHP Investment Advisors
ghpia.com
$821 million

100. Valicenti Advisory Services
valicenti.com
$379 million

101. KEB Asset Management
kamadvisors.com
$336 million

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Disclaimer: This content found in our list is not provided or commissioned by the above Wealth Management Firms. Nor does Moneypacers.com endorsed any company compiled on this top 101 list. Opinions expressed here are the author’s alone, not those of the Money Management Firms or MoneyPacers.com, and have not been reviewed, approved or otherwise endorsed by the Firms. This content was accurate at the time of this post, but companies and conditions is subject to change at any time throughout the year, based on quarterly reports, lawsuits, customer complaints and other mitigating factors.