Top 19 Wealth Management Consultants, Advisors, Services, Companies, & Consulting Firms
In 2023, the global wealth management market was valued at over $134 billion. This staggering figure shows the importance of expert guidance when it comes to managing substantial assets.
Top wealth management consulting firms, consultants, advisors, companies, and brokers are key players here, providing strategies and guidance to help you optimize growth, minimize risk, and build lasting stability.
In this article we’ll explore some of the top companies in the wealth management sector, highlighting their unique strengths and services. Whether you're an individual investor or a corporate entity, understanding who excels in this field can be an enormous asset.
TL;DR Top 19 Wealth Management Consultants, Advisors, Services, Companies, & Consulting Firms
Alpha Apex Group: Alpha Apex Group is a renowned wealth management consulting firm, celebrated for its personalized advisory services and expert strategies that help clients achieve their financial goals.
Wealth Management Consultants, LLC: Wealth Management Consultants, LLC provides objective financial planning and investment management, focusing on client goals with a disciplined approach to balance risk and return
UBS Wealth Management: UBS Wealth Management offers personalized investment advisory and brokerage services that combine global expertise with dedicated Financial Advisors
Supra Wealth Management: Supra Wealth Management, a Latin American investment and asset management firm, offers bespoke financial solutions to personal and corporate clients backed by nearly 40 years of industry expertise
Private Wealth Management & Consulting (PWM): PWM provides tailored financial planning services with personalized strategies for individuals, business owners, and executives
Wealth Consulting Group (WCG): Wealth Consulting Group offers customized financial planning and investment management with an emphasis on long-term relationships
Alpha Apex Group, Leaders in Wealth Management Consulting.
Alpha Apex Group is a distinguished wealth management consulting firm, celebrated for its comprehensive and personalized advisory services. Specializing in helping clients achieve their financial goals, Alpha Apex Group offers expert guidance and innovative strategies tailored to each individual's unique needs and objectives.
With a team of highly experienced consultants and advisors, Alpha Apex Group delivers top-tier wealth management solutions that encompass a wide range of financial services. Their client-centric approach ensures that every strategy is meticulously crafted to optimize wealth growth and preservation.
Key services:
Comprehensive financial planning
Investment management and advisory
Retirement planning and strategies
Tax optimization and planning
Estate planning and wealth transfer
Risk management and insurance solutions
Why work with Alpha Apex Group?
Alpha Apex Group's commitment to excellence and personalized service sets them apart in the wealth management industry. Their expertise, combined with a deep understanding of financial markets and client needs, makes them the preferred choice for those seeking to manage and grow their wealth effectively.
Wealth Management Consultants, LLC, is a financial planning and investment management firm. They offer objective advice without product sales influence, focusing on client needs and goals. The firm provides a disciplined approach to balance risk and return, and aims to educate clients for informed decision-making.
Key Services:
Comprehensive financial planning
Portfolio analysis
Asset allocation design
Investment management
Stock option planning
Estate planning
Retirement planning
Tax planning
College funding strategies
Educational seminars
Why Work with Wealth Management Consultants, LLC?
They prioritize creating value and guiding clients toward financial independence with personalized, objective advice.
UBS Wealth Management offers tailored financial advisory and brokerage services to clients in the U.S. They are registered with the SEC and provide distinct investment advisory and brokerage services, helping clients work toward their financial goals with the aid of dedicated Financial Advisors.
Key Services:
Investment advisory services
Brokerage services
Wealth management
Financial planning
Retirement planning
Tax planning
Estate planning
Why Work with UBS Wealth Management?
UBS combines global expertise with personalized service to meet diverse financial needs, which helps its clients make informed, clear decisions.
Supra Wealth Management, part of SupraBrokers, is an investment and asset management firm in Latin America. They offer bespoke financial solutions with a multidisciplinary team, and their services cater to both personal and corporate clients.
Key Services:
Financial planning solutions
Private wealth management consulting
Asset management and compliance
Lump-sum investment products
Savings solutions
Why Work with Supra Wealth Management?
Supra Wealth Management provides personalized, high-quality financial services backed by almost 40 years of expertise in the industry.
Private Wealth Management & Consulting (PWM) provides tailored financial planning services to individuals, business owners, and executives. The firm uses personalized financial strategies to help clients achieve their financial goals and ensure long-term financial security.
Key Services:
Personalized Financial Planning
Retirement Planning
Investment Management
Estate Planning
Tax Strategies
Risk Management
Why Work with Private Wealth Management & Consulting?
PWM offers customized financial solutions with a client-centric approach, drawing on extensive experience and a commitment to building long-term relationships.
Wealth Consulting Group (WCG) focuses on understanding the unique financial goals and needs of each client, so they can offer strategies to achieve financial security and growth. With a strong emphasis on long-term relationships, WCG works closely with clients to navigate complex financial landscapes.
Key Services:
Comprehensive Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Strategies
Risk Management
Why Work with Wealth Consulting Group?
Wealth Consulting Group gives each client a customized plan aligned with their specific goals and needs. They’re highly committed to building long-term relationships and delivering expert financial advice.
7. Egon Zehnder Wealth Management
Egon Zehnder is a global leader in executive search and talent management, specializing in the wealth management industry. Their consultants bring deep industry expertise, helping clients navigate local, regional, and global issues in the wealth management sector.
Key Services:
CEO and executive search
Board advisory
Leadership development
Organizational transformation
Talent management
Why Work with Egon Zehnder?
Egon Zehnder provides global resources and local expertise. They support clients across the wealth management value chain.
8. StoneX Wealth Management
StoneX Wealth Management works closely with clients to develop personalized financial solutions by harnessing the global resources of StoneX Group Inc. Their services cater to both individuals and businesses.
Key Services:
Strategic financial planning
Estate planning & wealth transfer
Investment planning
Risk management & insurance planning
Business solutions
Workplace services
Tax-advantaged financial strategies
Why Work with StoneX Wealth Management?
StoneX combines personalized service with the robust resources of a global financial network to give clients expert guidance and financial solutions.
9. Equitable Advisors
Equitable Advisors, part of Equitable Holdings, Inc., offers financial planning and advisory services with a focus on supported independence for financial professionals. They provide resources to help advisors manage and grow their practices while maintaining flexibility and control over their business.
Key Services:
Financial planning and advisory
Retirement planning
Life insurance
Investment management
Employee benefits
Why Work with Equitable Advisors?
Equitable Advisors supports financial professionals with robust resources and local expertise.
10. MarshBerry
MarshBerry is a consulting and investment banking firm specializing in the insurance and financial services industries. They provide advisory services aimed at business planning, strategic growth, and improving market value for firms in these sectors. With a strong focus on M&A advisory, the firm helps clients achieve success with complex transactions and optimize their business strategies.
Key Services:
Business Planning
M&A Advisory Services
Strategic Consulting
Market Intelligence
Talent Development
Why Work with MarshBerry?
MarshBerry offers a suite of services designed to maximize business growth and value, backed by a wealth of industry experience and a robust network of professionals.
11. Anchor Wealth Management Group, LLC
Anchor Wealth Management Group, LLC specializes in wealth management, financial consulting, and investment management. The firm is committed to helping clients build and preserve wealth, plan for retirement, and protect their estates.
Key Services:
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Estate Conservation
Risk Management
Why Work with Anchor Wealth Management Group?
Anchor Wealth takes a client-centric approach, combined with a dedication to trust and integrity, to help clients meet both short-term and long-term financial goals.
12. Cerulli Associates
Cerulli Associates delivers cutting-edge research, consulting, and data solutions to financial services firms, with a focus on the wealth management industry. For over 30 years, Cerulli has provided its clients — including asset managers and private equity firms — with actionable insights to drive growth. Its services help wealth managers stay competitive by offering strategic guidance on evolving advisor and investor trends, innovations in technology, and product development.
Key Services:
Strategic consulting for wealth managers
Custom research and data analysis
Competitor benchmarking
Technology and platform strategy development
High-net-worth and ultra-high-net-worth market advisory
Why Work with Cerulli Associates?
Cerulli is known for its collaborative problem-solving approach which combines deep data analysis with industry expertise. It also boasts the ability to generate strategic insights, backed by the most comprehensive advisor data, to help businesses optimize their platforms and remain agile.
13. EY Wealth & Asset Management Consulting
EY provides wealth and asset management consulting through its EY-Parthenon teams. It offers strategic solutions to help clients optimize their business models and adapt to changing industry dynamics. The firm focuses on long-term value creation and helping clients stay competitive in a landscape increasingly shaped by technology, fintech disruptors, and evolving investor expectations.
Key Services:
Strategic consulting for wealth and asset management firms
Digital transformation and technology solutions
Addressing margin and advisory fee pressures
Targeting new market segments, such as younger investors
Business model innovation and optimization
Why Work with EY?
EY brings a wealth of experience in wealth management, supported by a global team of over 24,500 professionals. They have a focus on sustainability, cutting-edge technology, and data-driven insights.
14. Boston Consulting Group (BCG) Wealth Management Consulting
BCG helps its clients in the wealth management industry navigate complex changes such as tightening regulations, evolving customer expectations, and increased competition. The firm emphasizes a holistic approach that integrates digital transformation, client experience optimization, and sustainability. BCG also helps wealth managers address shifting dynamics in global wealth, particularly in relation to new investor behaviors and the rise of fintech.
Key Services:
Digital transformation and technology solutions for wealth managers
ESG integration and sustainability strategies
Client experience and relationship management
Revenue growth and cost reduction through operational efficiency
Business model innovation for future resilience
Why Work with BCG?
BCG combines deep expertise in the financial sector with cutting-edge solutions to help wealth managers thrive. Their global perspective is backed by advanced digital tools and sustainability insights.
15. RBC Wealth Management
RBC Wealth Management offers financial services focused on helping individuals, families, business owners, and institutions achieve their wealth-related goals. They develop tailored strategies to grow, manage, and preserve wealth over the long term.
Key Services:
Discretionary and advisory investment management
Wealth planning and legacy planning
Responsible and sustainable investing
Personal banking and global banking services
Portfolio consulting for complex, multi-investment relationships
Why Work with RBC Wealth Management?
As part of a global financial institution, RBC Wealth Management offers clients the stability, resources, and personalized service needed to achieve both personal and financial goals.
16. Plante Moran Wealth Management
Plante Moran Wealth Management provides a suite of financial services designed to help individuals and families manage, grow, and preserve their wealth. With a client-first approach, Plante Moran emphasizes objective, independent guidance to help clients achieve their financial goals.
Key Services:
Investment advisory and financial planning
Estate planning and trust services
Family office services
Tax planning and preparation
Business transition advisory
Why Work with Plante Moran?
Clients benefit from a holistic, client-focused approach backed by a century of experience and $19.4 billion in assets under management. Their independent structure ensures that recommendations are made solely in the client’s best interest.
17. Mariner Wealth Advisors
Mariner Wealth Advisors is a full-service wealth management firm that offers personalized financial advice and planning services. Mariner Wealth Advisors prides itself on developing personalized financial strategies that reflect each client's unique financial situation and goals. They aim to simplify complex financial issues so clients achieve financial security and success.
Key Services:
Wealth and Investment Management
Tax Planning and Preparation
Estate Planning
Risk Management and Insurance Solutions
Retirement Planning
Business Advisory Services
Why Work with Mariner Wealth Advisors?
Mariner Wealth Advisors offers a suite of financial services to help clients navigate all aspects of wealth management. They take an integrated approach that addresses clients’ financial well-being from every angle.
18. Morgan Stanley Wealth Management
Morgan Stanley Wealth Management focuses on financial planning, investment strategies, and risk management solutions to help clients grow, manage, and preserve their wealth. With a robust platform that combines advanced technology and personalized financial advice, Morgan Stanley provides clients access to investment opportunities, retirement planning, estate planning, and more.
Key Services:
Investment Management
Retirement and Estate Planning
Financial Planning and Advisory
Tax Optimization Strategies
Philanthropy and Charitable Giving
Risk Management Solutions
Why Work with Morgan Stanley Wealth Management?
Morgan Stanley's global reach and expertise make it an excellent choice for those seeking advanced wealth management solutions. The firm provides a blend of technology and personalized service.
19. Savant Wealth Management
Savant Wealth Management offers financial planning and investment management services. With a strong emphasis on evidence-based investment practices and holistic planning, Savant helps clients navigate key areas such as retirement planning, tax strategies, and estate planning.
Key Services:
Comprehensive Financial Planning
Investment Management
Retirement Planning
Estate and Legacy Planning
Tax Planning Strategies
Business Advisory Services
Why Work with Savant Wealth Management?
Savant Wealth Management offers an evidence-based, holistic approach to wealth management based on decades of experience and a commitment to fiduciary responsibility.
Key Factors in Choosing a Wealth Management Consulting Firm or Consultant
Here are some of the key factors to keep in mind when searching for a wealth management consulting partner.
Experience and credentials: Look for firms or consultants with extensive experience in the wealth management industry. Check their credentials and certifications to ensure they have the necessary expertise.
Range of services: Ensure the firm offers the right services to suit your needs. This includes investment management, estate planning, tax strategies, and retirement planning. A one-stop shop can make things much easier here.
Fee structure: Understand the fee structure and how it matches your financial circumstances. Look for transparency in pricing, avoid firms with hidden fees, and opt for those offering a clear explanation of their charges.
Technology: Check if the firm uses advanced technology and tools for financial planning and management. Modern tools can provide better insights and more efficient management of your assets.
Which Wealth Management Consultant Will You Choose?
In a complex financial world, expert guidance is invaluable. Choosing the right wealth management consultant can have a major impact on your financial future.
Are you ready to secure and grow your wealth with the best in the industry? Your next step could define your financial legacy.
