Top Personal Wealth Advisors, Consultants, Companies, and Management Firms
Personal wealth management requires professional guidance. Whether you're seeking to grow your wealth, plan for retirement, or work towards a stable financial future, the right advisor or firm can make a world of difference.
When choosing a personal wealth advisor or management firm, start by evaluating their credentials and expertise in areas most relevant to your financial goals. Look for certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) to be sure they have the necessary training and ethical standards.
Another critical consideration is the advisor's or firm's fee structure. Some may charge flat fees, while others work on a commission or percentage of assets under management. Understanding how your advisor gets compensated helps ensure that their financial interests align with yours.
To help make your decision easier, we’re sharing this list of 10 of the best personal wealth advisors and consultants out there.
TL;DR Top 10 Personal Wealth Advisors, Consultants, Companies, and Management Firms
Bernstein Private Wealth Management delivers personalized, research-driven financial and wealth management solutions for high-net-worth individuals, families, and institutions
Professional Wealth Advisors (PWA) offers independent, fiduciary-based financial planning and investment management with a focus on personalized service and transparency
Altfest Personal Wealth Management provides holistic, tech-enabled financial planning with a focus on long-term growth, risk management, and tax efficiency
Homrich Berg is a fee-only wealth management firm offering comprehensive financial planning and investment management with a team-based approach and fiduciary responsibility
Vanguard Wealth Management Services provides customized, tax-efficient wealth management solutions with a client-aligned structure
Bernstein Private Wealth Management, part of AllianceBernstein (AB), specializes in helping high-net-worth individuals, families, and institutions manage and plan for complex financial needs. Founded in 1967, the firm has built its reputation on rigorous, research-driven advice and personalized wealth management services. The firm is known for its transparency, innovative solutions, and a client-first approach that emphasizes trust and accountability.
Key Services:
Personalized Wealth Management
Tax Planning and Optimization
Philanthropy and Estate Planning
Responsible Investing
Customized Investment Portfolios
Why Work with Bernstein?
Bernstein stands out due to its commitment to research-backed financial solutions and personalized client service. The firm’s deep expertise, combined with its parent company AllianceBernstein’s global resources, allows it to offer tailored, innovative solutions that help clients meet their financial and philanthropic goals.
Professional Wealth Advisors (PWA) is an independent wealth management firm focused on delivering personalized financial planning and investment services. The firm operates with fiduciary principles, ensuring that client interests are always prioritized. Drawing on their affiliation with LPL Financial, PWA offers a broad range of resources and expertise in investment management, tax planning, and estate strategies.
Key Services:
Investment Planning and Portfolio Management
Retirement and Income Planning
Estate Planning and Charitable Giving
Risk Management and Insurance
Tax Optimization and Cash Flow Strategies
Why Work with PWA?
PWA offers clients access to a dedicated team of financial professionals with a strong emphasis on integrity, transparency, and personalized service.
Altfest Personal Wealth Management is a New York-based wealth management firm founded in 1983. The firm focuses on long-term growth, risk management, and tax efficiency. Through its proprietary Total Portfolio Management (TPM™) system, Altfest integrates all aspects of a client's financial situation—beyond just stocks and bonds—to offer an all-encompassing approach to wealth management.
Key Services:
Investment Management
Tax Planning and Optimization
Retirement Planning
Estate Planning and Charitable Giving
Insurance and Risk Management
Why Work with Altfest?
Altfest is known for its deep expertise, holistic approach, and commitment to transparency. With award-winning leadership and a tech-enabled growth strategy, the firm offers a unique blend of traditional financial planning with cutting-edge tools like AI-driven financial planning software.
Homrich Berg is a fee-only, fiduciary wealth management firm that has been helping families protect, grow, and manage their wealth since 1989. Headquartered in Atlanta, Georgia, the firm serves over 3,600 clients and manages more than $17 billion in assets across 48 states. Homrich Berg’s team-based approach means every client is supported by a group of professionals, many of whom hold advanced certifications such as CFP® and CFA.
Key Services:
Comprehensive financial planning (retirement, estate, tax, and charitable planning)
Investment management (private alternatives, multi-generational wealth planning)
Family office services
Foundations and nonprofit advisory
Why Work with Homrich Berg?
Homrich Berg stands out for its dedication to fiduciary responsibility, meaning they always act in the best interest of their clients. The firm has a long history and an impressive high client retention rate of 98%.
Vanguard offers wealth management solutions to help high-net-worth clients achieve their long-term financial goals. The core of their service is built around a dedicated wealth advisor, who is often a Certified Financial Planner™ (CFP®). This advisor works with a team to provide tailored financial strategies, including tax-efficient investing, estate planning, and portfolio management.
Key Services:
Customized financial planning and investment strategies
Tax-efficient investing and Roth conversion analysis
Estate planning and charitable giving
Family legacy and trust services
Private equity and exclusive wealth strategies
Why Work with Vanguard?
Vanguard's client-owned structure ensures that its interests are fully aligned with those of its clients, emphasizing long-term success. Their wealth management services are highly personalized and supported by a team of experienced advisors, offering comprehensive and cost-effective solutions for managing, preserving, and growing wealth.
6. Waldron Private Wealth
Waldron Private Wealth is a boutique wealth management firm that offers personalized, high-touch services for high-net-worth individuals, families, and business owners. With a focus on simplifying wealth, Waldron provides a suite of services including investment management, estate planning, tax strategies, and business succession planning.
Key Services:
Comprehensive financial planning and investment management
Trust and estate planning
Family enterprise and next-generation wealth education
Tax-efficient strategies and income tax planning
Executive compensation and benefits consulting
Why Work with Waldron?
Waldron stands out for its client-focused, boutique approach, and maintains a low client-to-staff ratio to offer personalized and proactive service. Their unique GAP process helps clients find out how Waldron can add value to their financial lives without any initial cost or obligation.
7. Schroders Personal Wealth (SPW)
Schroders Personal Wealth (SPW) is a leading UK-based wealth management firm, created from a partnership between Lloyds Banking Group and Schroders. With over 300 advisers and more than £12.5 billion in assets under management, SPW provides personalized financial planning solutions for individuals and families across the UK.
Key Services:
Retirement planning
Investment management and tailored portfolios
Estate and tax planning
Protection and insurance advice
Financial well-being programs for employers
Why Work with Schroders Personal Wealth?
SPW stands out for its commitment to delivering value by offering financial planning at competitive fees. They focus on personal relationships with a dedicated adviser.
8. Private Wealth Consultants, LLC (PWC)
Private Wealth Consultants, LLC is a financial advisory firm based in Fort Myers, Florida. The firm focuses on providing independent financial strategies to help clients achieve long-term financial goals through a combination of investment management, estate planning, and tax advisory services.
Key Services:
Investment planning and asset management
Estate and retirement planning
Risk management and insurance strategies
Business succession and tax strategies
Why Work with Private Wealth Consultants
PWC provides clients with personalized attention and strategies tailored to their individual goals. They boast expertise in independent financial consulting and are committed to client-first strategies.
9. Blue Trust (Ronald Blue Trust)
Blue Trust’s advisors work closely with clients across the wealth spectrum and offer services to individuals, families, business owners, and nonprofits. Blue Trust aims to help clients achieve financial clarity and confidence while ensuring their financial decisions align with their values.
Key Services:
Comprehensive financial planning (retirement, tax, estate, and trust services)
Investment management (fee-only, tailored portfolios)
Charitable giving strategies
Business consulting and succession planning
Family office services
Why Work with Blue Trust?
Blue Trust offers a unique approach by combining technical financial expertise with a faith-based perspective, helping clients manage their wealth in a way that aligns with their personal values.
10. Forvis Mazars Private Client Wealth Management
Forvis Mazars offers wealth management services for high-net-worth individuals, families, and business owners. The firm is recognized for providing holistic, integrated services, which include wealth management, consultative tax planning, estate planning, and family office services. Their approach is focused on not only managing wealth but also identifying opportunities for multigenerational wealth transfer and philanthropy.
Key Services:
Personalized financial and retirement planning
Tax efficiency and compliance
Estate planning and trust services
Philanthropic strategy and family legacy planning
Business succession consulting
Why Work with Forvis Mazars?
Forvis Mazars offers a global network and deep expertise, ensuring that clients receive well-rounded advice that considers both local and international implications.
Key Factors to Consider When Choosing a Personal Wealth Advisor, Consultant, or Management Firm
Let’s explore a few of the key factors to keep in mind when choosing your personal wealth partner.
Experience and Credentials: Make sure the advisor or firm has the necessary qualifications, certifications, and years of experience in personal wealth management.
Services Offered: Some firms specialize in certain areas like retirement planning or tax strategy, while others provide comprehensive wealth management services. Make sure their expertise matches your needs.
Investment Philosophy: It's essential to align with a company that shares your risk tolerance and long-term financial goals when it comes to investment strategy.
Reputation and Reviews: Research the firm’s reputation, looking at client reviews, industry rankings, or any disciplinary actions.
Personal Rapport: Trust and open communication are key in any advisor-client relationship, so be sure that you feel comfortable with their approach and communication style.
What Personal Wealth Management Option Will You Choose?
With so many excellent personal wealth advisors, consultants, and management firms out there, choosing the right one depends on your specific financial situation and future goals.
By carefully considering all the key factors mentioned above and using this article as a starting point, you’re well on your way to finding the perfect fit to help guide your financial decisions for long-term success.