Best Financial Advisors for High Net Worth Clients 2024
January 23, 2024
The investor.com 2024 Annual Awards draw upon our proprietary database of 17,000+ registered investment advisory (RIA) firms in the U.S.
Every month, we collect publicly accessible data from the Securities and Exchange Commission (SEC) IAPD Database; RIA firms are required to file this information annually. We then filter for data points that are incorporated into our proprietary Trust Algorithm. Research for this list spanned more than six months and represents consideration of thousands of data points.
The winning financial advisory firms listed here focus on serving clients with high net worth and have a proven track record of ethical behavior. If you’re a high net worth American seeking financial advice, these firms are likely to be a great fit for you.
Methodology: To qualify for the Best Financial Advisor Firms Serving High Net Worth Clients award, firms had to meet the following criteria:
- Demonstrate a focus on high-net-worth clients: The average client balance at these firms is more than $1 million, and a minimum of 90% of their assets under management comes from high-net-worth individual clients.
- Have a reputable history: All of these firms report zero disciplinary marks against them and zero conflicts of interest.*
- Be an established business: We limit this award to companies that have been in business for a minimum of five years, have at least 50 clients, and have at least $200 million in assets under management from high-net-worth individuals.
Data as of Dec. 3, 2023
*Data covers the following conflicts of interest: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary investments, soft-dollar benefit conflict. See our Trust Algorithm page for more on the conflicts and disciplinary history we track.
Best financial advisors for high net worth clients
Click any column header to sort the table, or click any firm to see a detailed review.
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
|
Accredited Investors Wealth Management
|
|
$3.7 billion | 900 | 4 | $4.1 million |
|
Alexander Randolph Advisory
|
|
$363.8 million | 144 | 3 | $2.5 million |
|
Allium Financial Advisors
|
|
$638.9 million | 168 | 5 | $3.8 million |
|
Altiora Financial Group
|
|
$870.0 million | 134 | 1 | $6.5 million |
|
Andrews, Lucia Wealth Management
|
|
$496.8 million | 196 | 2 | $2.5 million |
|
Arbor Wealth Advisors
|
|
$587.3 million | 66 | 1 | $8.9 million |
|
Artemis Financial Advisors
|
|
$313.1 million | 98 | 4 | $3.2 million |
|
Aspen Capital Management
|
|
$1.1 billion | 398 | 6 | $2.8 million |
|
Atlas Capital Advisors
|
|
$909.0 million | 181 | 9 | $5.0 million |
|
Atwood & Palmer
|
|
$1.7 billion | 518 | 7 | $3.3 million |
|
Aufman Associates
|
|
$863.2 million | 245 | 3 | $3.5 million |
|
Aviance Capital Partners
|
|
$632.3 million | 280 | 6 | $2.3 million |
|
Barton Investment Management
|
|
$1.0 billion | 96 | 6 | $10.4 million |
|
Bayshore Wealth Advisors
|
|
$636.5 million | 118 | 3 | $5.4 million |
|
Blue Oak Capital
|
|
$285.4 million | 94 | 1 | $3.0 million |
 Bogart Wealth
|
|
$2.7 billion | 1,329 | 20 | $2.0 million |
|
Boston Research and Management
|
|
$627.1 million | 125 | 5 | $5.0 million |
|
Brandywine Oak Private Wealth
|
|
$1.4 billion | 473 | 9 | $3.0 million |
|
Brian D. Lowder
|
|
$370.3 million | 203 | 3 | $1.8 million |
|
Bridgewater Advisors
|
|
$2.1 billion | 553 | 14 | $3.9 million |
|
Bristlecone Advisors
|
|
$2.1 billion | 431 | 9 | $4.9 million |
|
Brownson, Rehmus & Foxworth
|
|
$4.0 billion | 248 | 13 | $16.2 million |
|
Bryspen
|
|
$293.8 million | 84 | 1 | $3.5 million |
|
BSW Wealth Partners
|
|
$2.0 billion | 440 | 20 | $4.5 million |
|
Cahill Wealth Management
|
|
$442.1 million | 147 | 2 | $3.0 million |
|
Capstone Financial Advisors
|
|
$2.4 billion | 906 | 16 | $2.7 million |
|
Cardiff Park Advisors
|
|
$2.5 billion | 375 | 1 | $6.6 million |
|
Cherrydale Wealth Management
|
|
$407.1 million | 75 | 1 | $5.4 million |
|
Chicago Capital
|
|
$4.5 billion | 756 | 12 | $5.9 million |
|
Circle Wealth Management
|
|
$10.2 billion | 319 | 8 | $31.9 million |
|
Clariti Wealth Advisors
|
|
$622.2 million | 244 | 7 | $2.6 million |
 CMH Wealth Management
|
|
$774.0 million | 317 | 5 | $2.4 million |
|
Colony Family Offices
|
|
$3.0 billion | 587 | 6 | $5.1 million |
|
Compass Financial Group
|
|
$405.9 million | 122 | 3 | $3.3 million |
|
Conservest Capital Advisors
|
|
$1.7 billion | 298 | 6 | $5.8 million |
|
Consilium Wealth Management
|
|
$786.9 million | 158 | 2 | $5.0 million |
|
Covenant Partners
|
|
$1.0 billion | 129 | 6 | $7.8 million |
|
Cranbrook Wealth Management
|
|
$777.8 million | 242 | 4 | $3.2 million |
|
Crimson Management
|
|
$344.8 million | 53 | 1 | $6.5 million |
 Dash Investments
|
|
$620.3 million | 429 | 4 | $1.4 million |
|
Eagle Bay Family Office
|
|
$948.5 million | 103 | 11 | $9.2 million |
|
Edge Wealth Management
|
|
$770.7 million | 261 | 5 | $3.0 million |
|
Elmwood Wealth Management
|
|
$332.6 million | 163 | 3 | $2.0 million |
|
Enclave Advisors
|
|
$983.1 million | 67 | 4 | $14.7 million |
|
Envision Capital Management
|
|
$341.6 million | 259 | 1 | $1.3 million |
|
Epiq Partners
|
|
$287.2 million | 81 | 4 | $3.5 million |
|
Evanson Asset Management
|
|
$5.1 billion | 1,005 | 5 | $5.1 million |
|
Evergreen Capital Management
|
|
$4.6 billion | 1,070 | 23 | $4.3 million |
|
Family WMS
|
|
$581.4 million | 92 | 3 | $6.3 million |
|
FEE-only Financial Planning
|
|
$370.2 million | 142 | 3 | $2.6 million |
|
FI3 Financial Advisors
|
|
$952.4 million | 242 | 11 | $3.9 million |
|
Fiduciary Wealth Partners
|
|
$1.3 billion | 92 | 5 | $14.4 million |
|
Financial Alternatives
|
|
$547.8 million | 260 | 5 | $2.1 million |
|
Financial Solutions Advisory Group
|
|
$880.0 million | 350 | 8 | $2.5 million |
|
Firestone Capital Management
|
|
$648.3 million | 323 | 5 | $2.0 million |
|
Fitzroy Investment Advisors
|
|
$662.3 million | 61 | 5 | $10.9 million |
|
Florek Financial
|
|
$432.0 million | 96 | 2 | $4.5 million |
|
Flourish Wealth Management
|
|
$327.8 million | 140 | 5 | $2.3 million |
|
Foster & Motley
|
|
$2.5 billion | 889 | 22 | $2.9 million |
|
Founders Capital Management
|
|
$794.9 million | 211 | 4 | $3.8 million |
|
Frank, Rimerman Advisors
|
|
$3.0 billion | 105 | 2 | $28.7 million |
|
Franklin, Parlapiano, Turner & Welch
|
|
$771.0 million | 103 | 5 | $7.5 million |
|
Fusion Family Wealth
|
|
$1.2 billion | 350 | 5 | $3.4 million |
|
Geometric Wealth Advisors
|
|
$971.6 million | 237 | 7 | $4.1 million |
|
Gerber
|
|
$588.1 million | 225 | 2 | $2.6 million |
|
GKV Capital Management CO
|
|
$317.2 million | 122 | 3 | $2.6 million |
|
Glassman Wealth Services
|
|
$2.2 billion | 383 | 12 | $5.7 million |
|
Global Financial Private Client
|
|
$666.9 million | 141 | 5 | $4.7 million |
|
Grand Jean Capital Management
|
|
$464.6 million | 163 | 1 | $2.9 million |
|
Great Point Wealth Advisors
|
|
$545.9 million | 323 | 3 | $1.7 million |
|
Gryphon Advisors
|
|
$533.3 million | 181 | 4 | $2.9 million |
|
Harrell Investment Partners
|
|
$598.6 million | 193 | 3 | $3.1 million |
|
Hillcrest Wealth Advisors - NY
|
|
$355.4 million | 64 | 1 | $5.6 million |
|
Holt Capital Partners
|
|
$1.0 billion | 130 | 1 | $7.7 million |
|
HTG Investment Advisors
|
|
$968.7 million | 375 | 13 | $2.6 million |
|
Inlet Private Wealth
|
|
$554.9 million | 88 | 3 | $6.3 million |
|
Integris Wealth Management
|
|
$635.1 million | 279 | 10 | $2.3 million |
 Intelligent Capitalworks
|
|
$336.4 million | 98 | 5 | $3.4 million |
|
Jacobsen Capital Management
|
|
$474.6 million | 112 | 3 | $4.2 million |
|
JMG Financial Group
|
|
$6.4 billion | 1,665 | 41 | $3.8 million |
|
Joel R. Mogy Investment Counsel
|
|
$2.1 billion | 257 | 3 | $8.0 million |
|
JP Wealth Management
|
|
$252.4 million | 78 | 1 | $3.2 million |
|
Keystone Financial Planning
|
|
$377.5 million | 119 | 1 | $3.2 million |
|
Kuhn Advisors
|
|
$753.7 million | 269 | 2 | $2.8 million |
|
L. K. Benson & Company
|
|
$369.1 million | 93 | 2 | $4.0 million |
|
Laurel Wealth Planning
|
|
$395.6 million | 168 | 6 | $2.4 million |
|
Legacy Advisors
|
|
$4.2 billion | 220 | 18 | $19.0 million |
|
Lewis Financial Management
|
|
$415.3 million | 136 | 4 | $3.1 million |
|
Life Planning Partners
|
|
$312.0 million | 116 | 4 | $2.7 million |
|
Lifeway Financial Corporation
|
|
$338.9 million | 168 | 3 | $2.0 million |
|
Linden Global Strategies
|
|
$1.3 billion | 157 | 4 | $8.4 million |
|
Lountzis Asset Management
|
|
$548.8 million | 149 | 3 | $3.7 million |
|
Lowery Thomas
|
|
$341.1 million | 172 | 4 | $2.0 million |
|
Lyell Wealth Management
|
|
$1.3 billion | 295 | 4 | $4.5 million |
|
Maryland Capital Advisors
|
|
$428.6 million | 175 | 3 | $2.4 million |
|
Mcguire Wealth Management
|
|
$819.0 million | 296 | 3 | $2.8 million |
|
Meira Wealth
|
|
$279.6 million | 179 | 5 | $1.6 million |
|
Meridian Wealth Advisors
|
|
$1.5 billion | 318 | 9 | $4.6 million |
|
MG&A Wealth
|
|
$821.4 million | 660 | 6 | $1.2 million |
|
Moller Wealth Partners
|
|
$650.5 million | 293 | 4 | $2.2 million |
|
Montag
|
|
$2.7 billion | 506 | 12 | $5.4 million |
|
Montgomery Investment Management
|
|
$451.2 million | 115 | 2 | $3.9 million |
|
Montis Financial
|
|
$1.0 billion | 541 | 17 | $1.9 million |
|
Montvue Capital Management
|
|
$321.2 million | 195 | 4 | $1.6 million |
|
Mozaic
|
|
$4.1 billion | 76 | 10 | $53.5 million |
|
Murphy Pohlad Asset Management
|
|
$577.9 million | 304 | 4 | $1.9 million |
|
Naples Global Advisors
|
|
$1.7 billion | 290 | 15 | $5.7 million |
|
Neumann Capital Management
|
|
$568.5 million | 182 | 3 | $3.1 million |
|
New Capital Management
|
|
$465.8 million | 126 | 2 | $3.7 million |
|
New World Advisors
|
|
$722.8 million | 102 | 3 | $7.1 million |
|
Nicholas Hoffman & Company
|
|
$7.2 billion | 394 | 12 | $18.2 million |
|
Northeast Financial
|
|
$4.6 billion | 292 | 2 | $15.7 million |
|
ofS
|
|
$1.4 billion | 461 | 7 | $2.9 million |
|
Optima Asset Management
|
|
$607.1 million | 121 | 2 | $5.0 million |
|
Palisade Asset Management
|
|
$1.3 billion | 103 | 5 | $12.3 million |
|
Palo Alto Wealth Advisors
|
|
$770.4 million | 140 | 4 | $5.5 million |
|
Paragon Financial Partners
|
|
$336.8 million | 118 | 2 | $2.9 million |
|
Parisi Gray Wealth Management
|
|
$689.9 million | 204 | 2 | $3.4 million |
|
Parker Investment Management
|
|
$665.1 million | 334 | 2 | $2.0 million |
|
Peddock Capital Advisors
|
|
$731.5 million | 153 | 5 | $4.8 million |
|
Peirce Capital Management
|
|
$456.8 million | 148 | 5 | $3.1 million |
|
Peloton Capital Management
|
|
$263.1 million | 138 | 3 | $1.9 million |
|
Pinney & Scofield
|
|
$749.0 million | 293 | 3 | $2.6 million |
|
Portland Global Advisors
|
|
$1.0 billion | 291 | 9 | $3.5 million |
|
Quantinno Capital Management
|
|
$4.3 billion | 591 | 5 | $7.3 million |
|
Rappaport Reiches Capital Management
|
|
$1.1 billion | 424 | 12 | $2.7 million |
|
Rational Investment Management
|
|
$351.3 million | 94 | 2 | $3.7 million |
|
RED Lighthouse Investment Management
|
|
$531.1 million | 122 | 2 | $4.4 million |
|
Resonant Capital Advisors
|
|
$2.2 billion | 539 | 14 | $4.1 million |
|
Riverbend Capital Advisors
|
|
$662.3 million | 220 | 3 | $3.0 million |
|
Riverview Capital Advisers
|
|
$527.5 million | 202 | 6 | $2.6 million |
|
RZH Advisors
|
|
$2.1 billion | 432 | 7 | $4.9 million |
|
Sage Mountain Advisors
|
|
$3.4 billion | 177 | 16 | $19.0 million |
|
Sagebroadview Wealth Management
|
|
$350.3 million | 146 | 5 | $2.4 million |
|
Sandy Cove Advisors
|
|
$581.7 million | 230 | 5 | $2.5 million |
|
Schaper Benz & Wise Investment Counsel
|
|
$1.6 billion | 371 | 10 | $4.2 million |
|
Seascape Capital Management
|
|
$400.4 million | 161 | 4 | $2.5 million |
|
Segment Wealth Management
|
|
$1.8 billion | 234 | 3 | $7.5 million |
|
Sensible Financial Planning and Management
|
|
$885.4 million | 347 | 14 | $2.6 million |
|
Sentinel Wealth Management
|
|
$338.7 million | 92 | 1 | $3.7 million |
|
Sentry Advisors
|
|
$2.5 billion | 180 | 4 | $13.7 million |
|
Seven Springs Wealth Group
|
|
$1.2 billion | 373 | 10 | $3.2 million |
|
Sharp Financial
|
|
$391.9 million | 157 | 5 | $2.5 million |
|
Shearwater Capital
|
|
$348.2 million | 178 | 1 | $2.0 million |
|
Sicart Associates
|
|
$380.3 million | 108 | 1 | $3.5 million |
|
Sierra Capital
|
|
$1.5 billion | 76 | 5 | $19.2 million |
|
Silveroak Wealth Management
|
|
$1.7 billion | 447 | 6 | $3.8 million |
|
Sivia Capital Partners
|
|
$640.8 million | 55 | 2 | $11.7 million |
|
SKY Alpha Asset Advisors
|
|
$208.0 million | 300 | 2 | $693,333 |
|
SKY Investment Group
|
|
$850.9 million | 380 | 8 | $2.2 million |
|
Smith & Howard Wealth Management
|
|
$646.5 million | 210 | 6 | $3.1 million |
|
Spivak Asset Management
|
|
$392.5 million | 65 | 1 | $6.0 million |
|
SS&H Financial Advisors
|
|
$347.3 million | 109 | 2 | $3.2 million |
|
ST. Clair Advisors
|
|
$997.6 million | 137 | 4 | $7.3 million |
|
Stableford Capital
|
|
$280.7 million | 98 | 4 | $2.9 million |
|
Stage Harbor Financial
|
|
$972.9 million | 331 | 7 | $2.9 million |
|
Stepp & Rothwell
|
|
$963.7 million | 334 | 10 | $2.9 million |
|
Strategent Financial
|
|
$297.4 million | 133 | 4 | $2.2 million |
|
Strategic Asset Management Group Advisors
|
|
$376.7 million | 123 | 3 | $3.1 million |
|
TA Capital Management
|
|
$343.9 million | 87 | 3 | $4.0 million |
|
Taiko
|
|
$1.4 billion | 5,105 | 2 | $277,884 |
|
Tanglewood Total Wealth Management
|
|
$1.3 billion | 427 | 7 | $3.1 million |
|
Tarbox Family Office
|
|
$967.2 million | 225 | 6 | $4.3 million |
|
Terry Mcdaniel & Company
|
|
$1.8 billion | 380 | 7 | $4.7 million |
|
TFC Financial Management
|
|
$1.5 billion | 409 | 10 | $3.8 million |
|
The Fairman Group
|
|
$851.0 million | 145 | 15 | $5.9 million |
|
The Family Firm
|
|
$757.8 million | 205 | 6 | $3.7 million |
|
The Goff Financial Group
|
|
$572.6 million | 236 | 4 | $2.4 million |
|
The Investment Counsel Company
|
|
$1.8 billion | 338 | 8 | $5.4 million |
|
The LAM Group
|
|
$388.3 million | 81 | 2 | $4.8 million |
|
The Moorings Group
|
|
$470.3 million | 167 | 3 | $2.8 million |
|
Thomas Wright Asset Management
|
|
$320.1 million | 27 | 1 | $11.9 million |
|
Tortoise Investment Management
|
|
$1.7 billion | 481 | 16 | $3.6 million |
|
Tranquility Partners
|
|
$685.4 million | 238 | 7 | $2.9 million |
|
Trebuchet Consulting
|
|
$921.4 million | 337 | 4 | $2.7 million |
|
Trellis Wealth Advisors
|
|
$385.5 million | 131 | 4 | $2.9 million |
|
Trinity Financial Advisors
|
|
$580.4 million | 202 | 5 | $2.9 million |
|
Vestura
|
|
$299.0 million | 71 | 3 | $4.2 million |
|
Volaris Capital Management
|
|
$229.2 million | 17 | 3 | $13.5 million |
|
Waypoint Wealth Counsel
|
|
$663.6 million | 225 | 5 | $2.9 million |
|
Waypoint Wealth Partners
|
|
$1.1 billion | 198 | 7 | $5.4 million |
|
WE Family Offices
|
|
$15.4 billion | 107 | 32 | $143.6 million |
|
Wealth Covenant Group
|
|
$290.7 million | 107 | 2 | $2.7 million |
|
Wealthcrossing
|
|
$1.2 billion | 253 | 7 | $4.8 million |
|
Wellspring Financial Advisors
|
|
$4.2 billion | 144 | 7 | $29.2 million |
|
West Paces Advisors
|
|
$927.9 million | 253 | 4 | $3.7 million |
|
Whiterock Wealth Management Co
|
|
$255.3 million | 159 | 4 | $1.6 million |
|
William Howard & Co. Financial Advisors
|
|
$320.7 million | 182 | 4 | $1.8 million |
|
Withum Wealth Management
|
|
$2.0 billion | 736 | 11 | $2.7 million |
|
Yeske Buie
|
|
$925.9 million | 451 | 8 | $2.1 million |
|
Zemenick & Walker
|
|
$2.4 billion | 256 | 8 | $9.5 million |
|
Zimmerman Wealth Management
|
|
$447.2 million | 210 | 4 | $2.1 million |
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2024 Annual Awards
Our 2024 Annual Awards recognize the best financial advisor firms in three categories. In addition to this page, click to visit: