Top 10 High Net Worth Wealth Advisors, Consultants, Companies, & Management Firms
High-net-worth individuals often require specialized financial management to protect, grow, and optimize their wealth. Finding the right wealth advisor, consultant, or management firm can make a serious difference in achieving long-term financial goals.
This is because high net worth wealth advisors provide personalized financial strategies focused on wealth preservation, investment growth, and tax optimization. With their in-depth knowledge of market trends and regulations, these advisors offer solutions that line up with your unique, specific financial aspirations.
When looking for a wealth advisor or management firm, consider their experience with high-net-worth clients. Advisors with a proven track record in managing large portfolios bring valuable insights into preserving and growing wealth across various market conditions. Look for firms that prioritize transparency, offering clear communication about fees, performance, and strategies.
We’ve created this list of some of the best high-net-worth wealth advisors and firms out there to help you make a more informed choice.
TL;DR Top 10 High Net Worth Wealth Advisors, Consultants, Companies, & Management Firms
Chicago Partners LLC: Chicago Partners LLC offers personalized, transparent financial advisory services with a focus on tax-efficient strategies, risk management, and legacy planning for high-net-worth individuals
High Net Worth Advisory Group: HNWAG provides tailored financial strategies and wealth management solutions for high-net-worth clients.
Holborn Assets: Holborn Assets delivers wealth management services, including investment strategies, estate planning, and risk management, designed to preserve and grow high-net-worth individuals' wealth
Cresset Capital: Cresset Capital offers ultra-high-net-worth clients personalized wealth management, private investment opportunities, and family office services with a focus on long-term preservation and growth
Avidian Wealth Solutions: Avidian Wealth Solutions provides wealth management and financial planning services through a multidisciplinary team
Chicago Partners LLC offers personalized financial advisory services for high-net-worth individuals. The company takes a holistic approach to financial planning, including tax strategies, investment management, and legacy planning. Chicago Partners LLC also prioritizes transparency — educating clients about their portfolios and offering insights on how to optimize returns while managing risks.
Key Services
Tax-efficient investment strategies
Retirement planning
Estate and legacy planning
Customized portfolio management
Risk assessment and mitigation strategies
Why Work with Chicago Partners LLC?
Chicago Partners LLC offers a client-centric approach, formidable financial expertise, and dedication to transparency.
The High Net Worth Advisory Group (HNWAG), based in Naples, Florida, specializes in wealth management focused on personalized financial strategies tailored to high-net-worth individuals. With services ranging from financial planning to estate and tax strategies, the firm’s solutions are always aligned with individual goals, whether in retirement, asset management, or philanthropic endeavors.
Key Services
Comprehensive Financial Planning
Asset Management
Retirement Planning
Charitable Giving (Trusts, Foundations, Donor-Advised Funds)
Corporate Executive Solutions (stock option plans, tax planning)
Why Work with High Net Worth Advisory Group?
HNWAG’s expertise spans generations, and they provide tailored solutions that evolve with your financial needs.
Holborn Assets specializes in wealth management services for high-net-worth individuals. The company offers a suite of financial solutions focused on long-term wealth preservation and growth. Their services include investment strategies, estate planning, and risk management, all designed to ensure that clients' financial goals are met and safeguarded against market fluctuations.
Key Services
Investment management
Estate planning and wealth transfer
Tax planning strategies
Retirement planning
Risk management and insurance solutions
Why Work with Holborn Assets?
Holborn Assets combines a global perspective with personalized financial strategies to give high-net-worth individuals tailored advice and solutions that protect and grow their wealth over time.
Cresset Capital offers wealth management services to ultra-high-net-worth individuals, families, and institutions. Their approach blends personalized financial planning, private investing, and family office services to help clients preserve and grow their wealth across generations. Cresset is known for delivering custom solutions that include access to exclusive investment opportunities, holistic tax strategies, and philanthropic planning.
Key Services
Wealth management and financial planning
Private investments and direct access opportunities
Family office services, including governance and succession planning
Tax and estate planning
Philanthropy and charitable giving strategies
Why Work with Cresset Capital?
Cresset Capital provides a highly customized wealth management experience that aligns investment strategies with client values and long-term objectives.
Avidian Wealth Solutions offers wealth management services to high-net-worth families, business owners, executives, and professionals. Their services go beyond investment management and include comprehensive financial planning, estate strategies, tax planning, and risk management. They have a multidisciplinary team of Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and other specialists.
Key Services
Investment Management
Tax Planning Strategies
Estate Planning
Retirement Planning
Risk Management
Why Work with Avidian Wealth Solutions?
Avidian provides a boutique family office environment with the expertise of a multidisciplinary team. They offer unbiased, transparent financial advice geared towards long-term wealth management and preservation.
6. TFO Wealth Partners
TFO Wealth Partners offers financial planning and wealth management services, primarily focused on families and high-net-worth individuals. The firm simplifies complex financial challenges by providing a wide range of personalized solutions, from investment management to legacy planning. TFO Wealth Partners takes a family-centric approach that ensures wealth is preserved and grown for future generations.
Key Services
Wealth management and financial planning
Investment strategy and portfolio management
Estate and legacy planning
Tax planning and optimization
Risk management and insurance solutions
Why Work with TFO Wealth Partners?
TFO Wealth Partners stands out for its family-centric approach, prioritizing the preservation and growth of wealth across multiple generations.
7. BGM Wealth Partners
BGM Wealth Partners offers a range of financial services, including investment management, retirement planning, and estate planning. Their approach is client-focused and prioritizes risk management and tax efficiency.
Key Services
Comprehensive wealth management
Investment portfolio management
Retirement and estate planning
Tax planning and optimization
Risk management and insurance solutions
Why Work with BGM Wealth Partners?
BGM Wealth Partners offers a personalized and holistic approach to wealth management, with a strong focus on tax efficiency and risk management.
8. GW & Wade, LLC
GW & Wade, LLC offers comprehensive wealth management and tax planning services. The firm helps individuals, families, and businesses manage their wealth with bespoke strategies designed for long-term success. GW & Wade’s services include investment management, tax-efficient planning, estate planning, and retirement strategies. Their team of advisors works closely with clients to ensure that financial strategies evolve alongside life changes and market conditions.
Key Services
Wealth management and financial planning
Investment portfolio management
Tax planning and preparation
Estate planning and wealth transfer
Retirement planning
Why Work with GW & Wade, LLC?
GW & Wade stands out for its personalized and integrated approach to wealth management, particularly in the areas of tax planning and investment management.
9. Maner Costerisan
Maner Costerisan offers financial and tax planning services for high-net-worth individuals, focusing on preserving and growing wealth while addressing complex financial challenges. Their approach is centered on understanding personal and family goals to tailor tax, estate, and wealth transfer strategies.
Key Services
High Net Worth Tax Planning
Estate Planning
Wealth Management
Financial & Retirement Planning
Succession Planning
Why Work with Maner Costerisan?
With over 100 years of experience, Maner Costerisan offers a trusted, multidisciplinary approach, combining financial, tax, and estate planning expertise to help clients secure their legacies.
10. Endura Private Wealth
Endura Private Wealth is a boutique financial advisory firm based in Melbourne that specializes in wealth management for high-net-worth individuals and families. With over 10 years of experience, their approach includes services like estate planning, business succession, tax advice, and retirement management.
Key Services
Investment Management and Portfolio Diversification
Tax Planning & Superannuation Strategies
Estate and Succession Planning
Retirement Planning & Self-Managed Super Funds (SMSF)
Wealth Preservation and Growth
Why Work with Endura Private Wealth?
Endura Private Wealth’s client-first philosophy ensures that each wealth management plan is customized to meet specific financial goals.
Key Factors To Consider When Choosing A High Net Worth Wealth Advisor, Consultant, Or Management Firm
Here are some of the most important factors to keep in mind during your search for high net worth wealth advisor.
Experience and track record: Look for firms with proven expertise in managing high-net-worth portfolios, including handling complex financial situations like estate planning, tax optimization, and generational wealth transfer
Fiduciary responsibility: Ensure the firm or advisor has a fiduciary duty to act in your best interest, rather than being driven by commissions or product sales
Personalized service: High-net-worth individuals often need tailored strategies. Find out how well the firm can customize its services to your specific financial goals and needs.
Fee structure: Understand how the advisor is compensated, whether it's through fees, commissions, or a combination. Are these fees transparent and fair?
Client support and communication: Regular, clear communication is essential. How frequently will the advisor or firm update you on portfolio performance? Will they be accessible when you have questions?
What Wealth Advisor, Consultant, Or Management Firm Will You Choose?
Choosing the right wealth advisor or management firm is a necessary step to ensuring your financial future is secure.
For each partner you consider, take the time to assess their experience, service offerings, and commitment to acting in your best interest as this will allow you to make an informed decision that aligns with your long-term goals. Don’t rush — the right firm can give you the guidance needed to grow, protect, and eventually transfer your wealth across generations.