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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.

Methodology

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 5/5 Stars $3.0 billion 590 4 $5.0 million
Alexander Randolph Advisory 5/5 Stars $316.0 million 146 3 $2.2 million
Allium Financial Advisors 5/5 Stars $462.5 million 189 4 $2.4 million
Altiora Financial Group 5/5 Stars $758.5 million 124 1 $6.1 million
Andrews, Lucia Wealth Management 5/5 Stars $387.6 million 193 2 $2.0 million
Arbor Wealth Advisors 5/5 Stars $514.3 million 65 1 $7.9 million
Artemis Financial Advisors 5/5 Stars $224.8 million 86 5 $2.6 million
Aspen Capital Management 5/5 Stars $850.4 million 233 6 $3.6 million
Atlas Capital Advisors 5/5 Stars $784.2 million 154 9 $5.1 million
Atwood & Palmer 5/5 Stars $1.2 billion 458 5 $2.7 million
Aufman Associates 5/5 Stars $716.1 million 237 3 $3.0 million
Aviance Capital Partners 5/5 Stars $605.5 million 321 7 $1.9 million
Barton Investment Management 5/5 Stars $846.2 million 99 5 $8.5 million
Bayshore Wealth Advisors 5/5 Stars $518.3 million 115 3 $4.5 million
Blue Oak Capital 5/5 Stars $506.3 million 150 2 $3.4 million
Bogart Wealth logoBogart Wealth 5/5 Stars $2.3 billion 1,248 13 $1.8 million
Boston Research and Management 5/5 Stars $502.7 million 117 6 $4.3 million
Brandywine Oak Private Wealth 5/5 Stars $1.2 billion 511 8 $2.3 million
Brian D. Lowder 5/5 Stars $325.5 million 205 2 $1.6 million
Bridgewater Advisors 5/5 Stars $1.6 billion 494 6 $3.3 million
Bristlecone Advisors 5/5 Stars $1.6 billion 417 9 $3.8 million
Bromfield Sneider Wealth Advisors 5/5 Stars $436.7 million 116 2 $3.8 million
Brownson, Rehmus & Foxworth 5/5 Stars $3.7 billion 255 15 $14.6 million
Bryspen 5/5 Stars $220.2 million 67 1 $3.3 million
BSW Wealth Partners 5/5 Stars $1.6 billion 406 20 $4.0 million
Cahill Wealth Management 5/5 Stars $321.1 million 122 2 $2.6 million
Capstone Financial Advisors 5/5 Stars $1.8 billion 628 7 $2.9 million
Cardiff Park Advisors 5/5 Stars $2.2 billion 378 1 $5.8 million
Charles D. Hyman & Company 5/5 Stars $2.0 billion 996 2 $2.0 million
Cherrydale Wealth Management 5/5 Stars $328.4 million 74 1 $4.4 million
Chicago Capital 5/5 Stars $3.5 billion 682 9 $5.2 million
Circle Wealth Management 5/5 Stars $6.6 billion 120 9 $54.6 million
Clariti Wealth Advisors 5/5 Stars $506.7 million 215 8 $2.4 million
CMH Wealth Management logoCMH Wealth Management 5/5 Stars $695.1 million 282 5 $2.5 million
Colony Family Offices 5/5 Stars $2.2 billion 476 5 $4.6 million
Compass Financial Group 5/5 Stars $347.2 million 121 3 $2.9 million
Concentric Wealth Management 5/5 Stars $494.6 million 285 3 $1.7 million
Conservest Capital Advisors 5/5 Stars $1.5 billion 268 6 $5.7 million
Consilium Wealth Management 5/5 Stars $577.3 million 164 3 $3.5 million
Covenant Partners 5/5 Stars $815.3 million 108 6 $7.5 million
Cranbrook Wealth Management 5/5 Stars $676.3 million 230 4 $2.9 million
Crimson Management 5/5 Stars $365.0 million 53 1 $6.9 million
Dash Investments logoDash Investments 5/5 Stars $341.6 million 335 4 $1.0 million
Eagle Bay Family Office 5/5 Stars $721.0 million 75 7 $9.6 million
Edge Wealth Management 5/5 Stars $748.7 million 263 6 $2.8 million
Elmwood Wealth Management 5/5 Stars $241.0 million 157 3 $1.5 million
Enclave Advisors 5/5 Stars $900.4 million 65 3 $13.9 million
Envision Capital Management 5/5 Stars $358.3 million 270 1 $1.3 million
Epiq Partners 5/5 Stars $253.3 million 88 4 $2.9 million
Evanson Asset Management 5/5 Stars $4.4 billion 1,057 5 $4.1 million
Evergreen Capital Management 5/5 Stars $3.9 billion 992 19 $3.9 million
Family WMS 5/5 Stars $665.2 million 89 3 $7.5 million
FEE-only Financial Planning 5/5 Stars $307.7 million 145 3 $2.1 million
FI3 Financial Advisors 5/5 Stars $657.2 million 183 6 $3.6 million
Fiduciary Wealth Partners 5/5 Stars $1.3 billion 109 5 $11.6 million
Financial Alternatives 5/5 Stars $459.0 million 255 6 $1.8 million
Financial Solutions Advisory Group 5/5 Stars $650.0 million 335 8 $1.9 million
Firestone Capital Management 5/5 Stars $592.8 million 328 6 $1.8 million
Fitzroy Investment Advisors 5/5 Stars $582.4 million 52 4 $11.2 million
Florek Financial 5/5 Stars $412.0 million 99 2 $4.2 million
Flourish Wealth Management 5/5 Stars $258.9 million 145 3 $1.8 million
Foster & Motley 5/5 Stars $2.0 billion 835 21 $2.3 million
Founders Capital Management 5/5 Stars $543.9 million 162 4 $3.4 million
Frank, Rimerman Advisors 5/5 Stars $1.7 billion 93 2 $18.3 million
Franklin, Parlapiano, Turner & Welch 5/5 Stars $651.0 million 99 4 $6.6 million
Fusion Family Wealth 5/5 Stars $849.0 million 327 5 $2.6 million
Geometric Wealth Advisors 5/5 Stars $679.7 million 197 6 $3.5 million
Gerber 5/5 Stars $396.4 million 206 5 $1.9 million
GKV Capital Management CO 5/5 Stars $230.7 million 119 3 $1.9 million
Glassman Wealth Services 5/5 Stars $1.8 billion 362 11 $5.0 million
Global Financial Private Client 5/5 Stars $419.2 million 135 5 $3.1 million
Grand Jean Capital Management 5/5 Stars $383.2 million 159 1 $2.4 million
Great Point Wealth Advisors 5/5 Stars $464.4 million 303 3 $1.5 million
Greytown Advisors 5/5 Stars $783.8 million 118 5 $6.6 million
Gryphon Advisors 5/5 Stars $450.0 million 200 4 $2.3 million
Harrell Investment Partners 4.5/5 Stars $450.8 million 161 4 $2.8 million
Hillcrest Wealth Advisors - NY 5/5 Stars $348.2 million 65 1 $5.4 million
Holt Capital Partners 5/5 Stars $780.0 million 129 1 $6.0 million
HTG Investment Advisors 5/5 Stars $719.2 million 361 12 $2.0 million
Inlet Private Wealth 5/5 Stars $467.2 million 88 3 $5.3 million
Integris Wealth Management 5/5 Stars $488.3 million 241 7 $2.0 million
Intelligent Capitalworks 5/5 Stars $241.6 million 87 4 $2.8 million
Jacobsen Capital Management 5/5 Stars $345.4 million 107 4 $3.2 million
JMG Financial Group 5/5 Stars $4.5 billion 1,454 38 $3.1 million
Joel R. Mogy Investment Counsel 5/5 Stars $1.4 billion 235 3 $5.8 million
JP Wealth Management 5/5 Stars $227.3 million 80 1 $2.8 million
Keystone Financial Planning 5/5 Stars $342.9 million 120 1 $2.9 million
Kuhn Advisors 5/5 Stars $631.9 million 268 3 $2.4 million
L. K. Benson & Company 5/5 Stars $258.3 million 84 2 $3.1 million
Laurel Wealth Planning 5/5 Stars $331.8 million 171 4 $1.9 million
Legacy Advisors 5/5 Stars $2.8 billion 249 16 $11.3 million
Lewis Financial Management 5/5 Stars $357.1 million 139 4 $2.6 million
Life Planning Partners 5/5 Stars $273.8 million 93 3 $2.9 million
Lifeway Financial Corporation 5/5 Stars $296.8 million 164 3 $1.8 million
Linden Global Strategies 5/5 Stars $686.8 million 131 4 $5.2 million
Lountzis Asset Management 5/5 Stars $415.3 million 176 2 $2.4 million
Lowery Thomas 5/5 Stars $262.8 million 176 4 $1.5 million
Lyell Wealth Management 5/5 Stars $862.9 million 282 4 $3.1 million
Maryland Capital Advisors 5/5 Stars $301.3 million 139 2 $2.2 million
Mcguire Wealth Management 5/5 Stars $707.6 million 282 3 $2.5 million
Mcshane Partners 5/5 Stars $650.0 million 320 8 $2.0 million
Meira 5/5 Stars $223.4 million 178 5 $1.3 million
Meridian Wealth Advisors 5/5 Stars $1.1 billion 308 8 $3.4 million
MG&A Wealth 5/5 Stars $709.2 million 680 5 $1.0 million
Moller Wealth Partners 5/5 Stars $565.4 million 263 4 $2.1 million
Montag 5/5 Stars $2.2 billion 476 12 $4.6 million
Montgomery Investment Management 5/5 Stars $364.2 million 118 2 $3.1 million
Montis Financial 5/5 Stars $621.0 million 259 8 $2.4 million
Montvue Capital Management 5/5 Stars $280.0 million 183 3 $1.5 million
Mozaic 5/5 Stars $2.9 billion 78 10 $37.1 million
Murphy Pohlad Asset Management 5/5 Stars $560.8 million 292 4 $1.9 million
Naples Global Advisors 5/5 Stars $1.2 billion 229 13 $5.4 million
Neumann Capital Management 5/5 Stars $443.9 million 173 3 $2.6 million
New Capital Management 5/5 Stars $353.4 million 109 1 $3.2 million
New World Advisors 5/5 Stars $548.6 million 100 3 $5.5 million
Nicholas Hoffman & Company 5/5 Stars $5.5 billion 368 10 $14.9 million
Northeast Financial 5/5 Stars $3.7 billion 264 2 $14.0 million
Northstar Asset Management 5/5 Stars $467.0 million 155 2 $3.0 million
ofS 5/5 Stars $1.1 billion 390 8 $2.7 million
Optima Asset Management 5/5 Stars $549.6 million 123 2 $4.5 million
Palisade Asset Management 5/5 Stars $1.1 billion 100 5 $10.6 million
Palo Alto Wealth Advisors 5/5 Stars $472.7 million 122 4 $3.9 million
Paragon Financial Partners 5/5 Stars $247.0 million 137 2 $1.8 million
Parisi Gray Wealth Management 5/5 Stars $574.7 million 200 2 $2.9 million
Parker Investment Management 5/5 Stars $413.7 million 374 2 $1.1 million
Peddock Capital Advisors 5/5 Stars $495.5 million 118 6 $4.2 million
Peirce Capital Management 5/5 Stars $360.2 million 131 5 $2.7 million
Peloton Wealth Strategists 5/5 Stars $246.0 million 140 3 $1.8 million
Pinney & Scofield 5/5 Stars $576.3 million 283 3 $2.0 million
Portland Global Advisors 5/5 Stars $757.1 million 259 8 $2.9 million
Quantinno Capital Management 4.5/5 Stars $2.1 billion 357 5 $5.9 million
Rain Capital Management 5/5 Stars $376.0 million 183 3 $2.1 million
Rappaport Reiches Capital Management 5/5 Stars $763.9 million 386 11 $2.0 million
Rational Investment Management 5/5 Stars $292.5 million 90 2 $3.3 million
RED Lighthouse Investment Management 5/5 Stars $524.8 million 104 2 $5.0 million
Resonant Capital Advisors 4.5/5 Stars $1.3 billion 390 11 $3.4 million
Riverbend Capital Advisors 5/5 Stars $601.8 million 217 3 $2.8 million
Riverview Capital Advisers 5/5 Stars $458.1 million 179 3 $2.6 million
RMR Wealth Advisors 5/5 Stars $344.2 million 170 2 $2.0 million
RZH Advisors 5/5 Stars $1.4 billion 394 7 $3.6 million
Sage Mountain Advisors 4.5/5 Stars $2.2 billion 149 6 $14.7 million
Sagebroadview Wealth Management 5/5 Stars $270.5 million 138 6 $2.0 million
Sandy Cove Advisors 5/5 Stars $362.7 million 223 8 $1.6 million
SBK Financial 5/5 Stars $994.4 million 267 8 $3.7 million
Schaper Benz & Wise Investment Counsel 5/5 Stars $1.2 billion 352 10 $3.4 million
Seascape Capital Management 5/5 Stars $281.5 million 157 4 $1.8 million
Segment Wealth Management 5/5 Stars $1.2 billion 213 1 $5.5 million
Sensible Financial Planning and Management 5/5 Stars $705.4 million 327 13 $2.2 million
Sentinel Wealth Management 5/5 Stars $254.6 million 93 2 $2.7 million
Sentry Advisors 5/5 Stars $2.0 billion 158 4 $12.7 million
Seven Springs Wealth Group 5/5 Stars $575.5 million 213 7 $2.7 million
Shearwater Capital 5/5 Stars $306.9 million 180 1 $1.7 million
Sicart Associates 5/5 Stars $419.7 million 121 3 $3.5 million
Sierra Capital 5/5 Stars $1.4 billion 70 4 $19.6 million
Silveroak Wealth Management 5/5 Stars $1.4 billion 377 5 $3.6 million
Sivia Capital Partners 5/5 Stars $366.1 million 54 2 $6.8 million
SKY Alpha Asset Advisors 5/5 Stars $269.2 million 142 2 $1.9 million
SKY Investment Group 5/5 Stars $682.6 million 367 8 $1.9 million
Smith & Howard Wealth Management 5/5 Stars $502.5 million 208 7 $2.4 million
Spivak Asset Management 5/5 Stars $256.4 million 63 1 $4.1 million
SS&H Financial Advisors 5/5 Stars $260.1 million 228 2 $1.1 million
ST. Clair Advisors 5/5 Stars $744.1 million 120 4 $6.2 million
Stableford Capital 5/5 Stars $255.0 million 99 4 $2.6 million
Stage Harbor Financial 5/5 Stars $775.2 million 295 6 $2.6 million
Stepp & Rothwell 5/5 Stars $772.9 million 318 10 $2.4 million
Stewart & Patten CO 5/5 Stars $1.0 billion 333 3 $3.1 million
Strategent Financial 5/5 Stars $228.4 million 120 3 $1.9 million
Strategic Asset Management Group Advisors 5/5 Stars $362.4 million 128 3 $2.8 million
TA Capital Management 5/5 Stars $250.2 million 96 3 $2.6 million
Taiko 5/5 Stars $609.5 million 524 2 $1.2 million
Tanglewood Total Wealth Management 5/5 Stars $1.2 billion 440 8 $2.7 million
Tarbox Family Office 5/5 Stars $758.8 million 220 6 $3.4 million
Terry Mcdaniel & Company 5/5 Stars $1.4 billion 355 7 $3.9 million
TFC Financial Management 5/5 Stars $1.2 billion 377 6 $3.3 million
The Fairman Group 5/5 Stars $673.0 million 139 15 $4.8 million
The Family Firm 5/5 Stars $704.9 million 204 6 $3.5 million
The Financial Advisory Group 5/5 Stars $1.2 billion 387 10 $3.0 million
The Goff Financial Group 5/5 Stars $420.3 million 207 3 $2.0 million
The Investment Counsel Company 5/5 Stars $1.2 billion 328 7 $3.6 million
The LAM Group 5/5 Stars $323.2 million 81 2 $4.0 million
The Moorings Group 5/5 Stars $478.4 million 173 2 $2.8 million
The Sharp Financial Group 5/5 Stars $254.9 million 129 6 $2.0 million
Thomas Wright Asset Management 5/5 Stars $230.9 million 56 1 $4.1 million
Tortoise Investment Management 5/5 Stars $1.2 billion 443 14 $2.8 million
Tranquility Partners 5/5 Stars $557.7 million 202 6 $2.8 million
Trebuchet Consulting 5/5 Stars $799.3 million 296 4 $2.7 million
Trellis Wealth Advisors 5/5 Stars $307.5 million 125 4 $2.5 million
Trinity Financial Advisors 5/5 Stars $399.1 million 182 4 $2.2 million
Vestura 5/5 Stars $268.8 million 67 3 $4.0 million
Volaris Capital Management 5/5 Stars $736.8 million 90 3 $8.2 million
Waypoint Wealth Counsel 5/5 Stars $609.3 million 192 5 $3.2 million
Waypoint Wealth Partners 5/5 Stars $781.0 million 178 8 $4.4 million
WE Family Offices 5/5 Stars $12.1 billion 106 30 $113.7 million
Wealth Covenant Group 5/5 Stars $302.2 million 111 2 $2.7 million
Wealthspire Advisors 5/5 Stars $2.5 billion 934 23 $2.6 million
Wellspring Financial Advisors 5/5 Stars $2.3 billion 114 5 $20.6 million
West Paces Advisors 5/5 Stars $797.8 million 237 4 $3.4 million
Whiterock Wealth Management Co 5/5 Stars $224.1 million 145 4 $1.5 million
William Howard & Co. Financial Advisors 5/5 Stars $222.0 million 159 4 $1.4 million
Withum Wealth Management 5/5 Stars $1.3 billion 585 13 $2.3 million
Yeske Buie 5/5 Stars $767.7 million 429 7 $1.8 million
Zemenick & Walker 5/5 Stars $2.0 billion 231 8 $8.5 million
Zimmerman Wealth Management 5/5 Stars $339.2 million 185 3 $1.8 million
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