Top 23 Wealth Management Companies in the US

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Explore the Top 23 Wealth Management Companies in the US, featuring firms from various regions including Florida, Georgia, and California. These companies each showcase unique strengths, from innovative investment strategies and financial planning to specialized services like retirement planning and asset management. Noteworthy firms include Frank Funds and JT Stratford Wealth Management, renowned for their personalized approaches and market insights. Gain practical insights into their distinct investment strategies and sector focus, tailored for bankers and investment professionals.

Frank Funds logo

Frank Funds

🇺🇸 Miami, FL, US

Frank Funds specializes in investment management, offering dynamic active management that targets opportunities often overlooked by other strategies. With a focus on avoiding investment bubbles and fads, it aims to maximize long-term wealth for clients through a collection of experienced teams and distinct strategies.

investment management
active management
wealth maximization
investment strategies
portfolio management
financial advisory
market opportunities
asset management
Company size: 2-10
Founded: 2003
JT Stratford Wealth Management logo

JT Stratford Wealth Management

🇺🇸 311 Green St Suite 100

JT Stratford Wealth Management specializes in investment management and financial planning, offering innovative solutions for individuals, corporations, and institutions. With over 20 years of experience, it focuses on delivering tailored strategies that aim to enhance clients' financial futures.

investment management
financial planning
wealth management
portfolio management
asset management
employee benefits
advisory services
Company size: 11-50
Founded: 1993
Creating and Managing Wealth, LLC logo

Creating and Managing Wealth, LLC

Creating and Managing Wealth, LLC specializes in financial advisory services, focusing on innovative strategies to enhance clients' financial futures. With a commitment to independence and tailored wealth management solutions, it stands out in the financial services industry.

financial advisory
wealth management
investment advising
securities
broker-dealer
financial planning
asset management
retirement planning
risk assessment
portfolio management
Company size: 2-10
Fortress Wealth Group logo

Fortress Wealth Group

🇺🇸 1099 W Morse Blvd. Winter Park, Florida 32789, US

Fortress Wealth Group is a registered investment advisor in the financial services industry, specializing in diverse planning and investment solutions. With a commitment to excellence and innovative strategies, it empowers clients to maximize earnings, savings, and risk management for optimal financial outcomes.

investment advisory
financial planning
wealth management
risk reduction
asset allocation
client service
innovative strategies
portfolio management
Company size: 11-50
Founded: 2020
Breakwater Investment Management logo

Breakwater Investment Management

Breakwater Investment Management is a boutique financial planning and investment advisory firm specializing in personalized financial services. Its innovative approach focuses on tailored investment strategies to meet individual client needs in the financial services industry.

financial planning
investment advisory
asset management
wealth management
portfolio management
Company size: 2-10
Whelan Scott Asset Management logo

Whelan Scott Asset Management

🇺🇸 1 Madison Ave Morristown, New Jersey 07960, US

Whelan Scott Asset Management specializes in providing investment and advisory services within the financial services industry, focusing on personalized strategies and ongoing asset protection to ensure client peace of mind. The firm is recognized for its industry-leading solutions tailored for both individuals and institutions.

investment
advisory
asset management
portfolio management
financial planning
risk assessment
client services
wealth management
Company size: 2-10
Founded: 2015
Serenity Wealth Management - Beverly Hills logo

Serenity Wealth Management - Beverly Hills

🇺🇸 1223 Roxbury Dr Suite 303

Serenity Wealth Management offers innovative, planning-based wealth management services in the financial services industry, focusing on individualized strategies that go beyond traditional asset allocation to navigate today’s volatile markets. Their independent approach allows for unbiased advice, helping clients avoid common investment pitfalls and make informed financial decisions.

wealth management
financial planning
investment advisory
portfolio construction
asset allocation
risk management
diversification
independent advisory
insurance services
investor education
Company size: 2-10
Founded: 2013
FINIAT logo

FINIAT

🇺🇸 808 N. Donnelly Street Mount Dora, Florida 32757, US

FINIAT specializes in investment management, offering innovative quantitative capabilities for portfolio positioning and allocation technologies that enhance the services of wealth management advisory firms.

investment management
portfolio management
quantitative analysis
investment algorithms
allocation technology
wealth management
Company size: 11-50
Founded: 2021
Locust Lane Wealth Management logo

Locust Lane Wealth Management

🇺🇸 Alpharetta, Georgia 30009, US

Locust Lane Wealth Management specializes in providing tailored investment advisory services for individuals, families, and business owners, focusing on personalized financial strategies to meet diverse investment needs.

investment management
advisory services
financial strategies
wealth management
personalized investment
asset allocation
portfolio management
client-focused
Company size: 2-10
Founded: 2017
Jenkins Wealth logo

Jenkins Wealth

🇺🇸 8310 South Valley Highway, Suite 205 Englewood, Colorado 80112, US

Jenkins Wealth specializes in financial services, offering innovative investment strategies designed to achieve satisfying returns with reduced volatility for both individual and institutional investors. The firm focuses on delivering efficient and secure financial solutions to enhance investor success.

investment strategies
financial advisory
asset management
portfolio management
risk mitigation
investor relations
market analysis
Company size: 11-50
Founded: 2002
Carbon Wealth Advisors logo

Carbon Wealth Advisors

🇺🇸 80 Brayton Street Englewood, NJ 07631, US

A boutique wealth management firm specializing in customized planning, investment, and insurance strategies, offering tailored solutions to enhance clients' financial well-being.

wealth management
investment advisory
financial planning
insurance strategies
asset management
portfolio management
risk assessment
Company size: 2-10
Founded: 2021
Arax Investment Partners logo

Arax Investment Partners

🇺🇸 667 Madison Ave 11th Floor

Arax Investment Partners specializes in asset and wealth management, focusing on partnerships with independent firms that prioritize strategic alignment. Leveraging a seasoned wealth management team and a strong network, it offers a customized approach to wealth management, aiming to capitalize on emerging industry trends.

asset management
wealth management
financial advisory
investment strategies
portfolio management
strategic partnerships
client relations
financial services
Company size: 11-50
Founded: 2022
Windgate Wealth Management logo

Windgate Wealth Management

🇺🇸 300 S. Wacker Drive Suite 600

Windgate Wealth Management is an independent investment advisor specializing in comprehensive wealth management and financial planning, with a focus on small company investing strategies. Established in 1987, it manages over $600 million in client assets, offering tailored approaches to help clients achieve their financial goals.

investment advisory
wealth management
financial planning
portfolio management
small company investing
asset management
Company size: 11-50
Founded: 1987
Investor Advisory Group, LLC logo

Investor Advisory Group, LLC

🇺🇸 421 S. Sharon Amity Road Suite A

A boutique wealth and asset management practice specializing in comprehensive portfolio management, investment strategies, and retirement planning, offering tailored investment advice and innovative charitable giving strategies.

investment management
portfolio construction
investment strategies
retirement planning
wealth management
investment monitoring
charitable giving
Company size: 2-10
Founded: 1987
ValueWealth Services logo

ValueWealth Services

🇺🇸 2444 Solomons Island Rd 212

ValueWealth Services specializes in investment advisory and financial planning, offering tailored solutions for individuals, businesses, and foundations to manage and grow their wealth across generations. Their innovative approach focuses on comprehensive financial strategies that emphasize long-term wealth preservation and growth.

investment advisory
financial planning
wealth management
generational planning
investment management
asset management
financial strategy
portfolio management
Company size: 2-10
Delta Investment Management logo

Delta Investment Management

🇺🇸 708 Montgomery San Francisco, CA 94111, US

Delta Investment Management specializes in providing personalized wealth management solutions and TAMP services for investment professionals, emphasizing thoughtful and independent strategies to build and protect wealth.

wealth management
investment advisory
financial planning
asset management
portfolio management
TAMP solutions
independent advisory
Company size: 2-10
Founded: 2009
Invessence Inc. logo

Invessence Inc.

🇺🇸 One Main Street, Suite 202 Chatham, NJ 07928, US

Invessence is a provider of automated technology in the financial services industry, specializing in customizable white-labeled platforms for asset managers and advisors. Its innovative robo-advisory services allow firms to tailor investment solutions, portfolio strategies, and user experiences to meet diverse client needs.

financial services
robo-advisory
asset management
investment management
digital wealth
online investing
portfolio management
automated investing
personal finance
fintech
digital advice
wealth management
Company size: 2-10
Founded: 2012

HBW Advisory Services LLC specializes in providing registered investment advisory services within the financial services industry, focusing on personalized investment strategies and client-centric solutions since its founding in 2008.

financial advisory
investment advisory
asset management
wealth management
portfolio management
Company size: 51-200
Wall St. LLC logo

Wall St. LLC

🇺🇸 Wilmington, DE, US

Wall St. LLC is an investment advisory firm specializing in financial services, offering expert guidance and innovative strategies for asset management and investment planning.

investment advisory
financial services
asset management
portfolio management
wealth management
Company size: 2-10
Able Wealth Management logo

Able Wealth Management

🇺🇸 695 Cross St Suite 192

Able Wealth Management is a boutique financial services firm specializing in personalized financial planning, asset management, and investment advisory for established professionals and creative executives. Their innovative approach emphasizes a tailored process that aligns investment strategies with clients' values and long-term objectives, fostering a strong, ongoing relationship for wealth creation and preservation.

financial planning
wealth management
investment advisory
asset management
financial strategy
client relationship
portfolio management
Company size: 2-10
Founded: 2018
Runey & Associates Wealth Management logo

Runey & Associates Wealth Management

🇺🇸 761 Coleman Blvd Suite E

Runey & Associates Wealth Management specializes in providing fee-only fiduciary financial planning and investment management services, with a focus on retirement planning for individuals aged 50 and above. The firm distinguishes itself through its commitment to personalized financial strategies and comprehensive wealth management solutions.

financial planning
investment management
retirement planning
portfolio management
asset management
wealth management
fiduciary services
Company size: 2-10
Founded: 2014
Matrix Asset Advisors Inc logo

Matrix Asset Advisors Inc

🇺🇸 10 Bank St White Plains, New York 10606, US

Matrix Asset Advisors Inc operates in the financial services industry as a Registered Investment Advisor and asset manager, focusing on providing tailored investment strategies and asset management solutions.

investment advisory
asset management
financial planning
portfolio management
wealth management
Company size: 11-50
Founded: 1986
Murphy Wealth Management logo

Murphy Wealth Management

🇺🇸 Meridian, ID, US

Murphy Wealth Management specializes in private wealth advisory services, offering comprehensive financial planning and investment management with a focus on retirement planning, asset allocation, and inter-generational wealth transfer. Their innovative approach emphasizes tailored strategies for income distribution and long-term financial security.

investment management
financial planning
retirement planning
asset allocation
income distribution
wealth transfer
portfolio management
Company size: 1
Founded: 1995

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