5 Top Wealth Management Firms

Personal Finance
a wealth management financial chart

In today’s economic climate, it is more important than ever to actively protect one’s finances in order to see a good return in the future. There are potential pitfalls around every corner, and this is why many have now turned to asset and wealth management firms in order to not only protect their hard-earned money but to also see gains in a volatile market. Here is a look at five of the top firms and what makes them stand out from the competition.

1. WE Family Offices

One of the most practical ways for any financial firm to stand out is to find an underrepresented niche, and this is exactly what WE Family Offices has done. Able to operate anywhere in the world, this wealth management firm focuses on international families that would like to work together in order to build wealth as a single entity. Operating with over $2.7 billion in assets, WE Family Offices carefully works to understand a families plan, the key players, and their goals before coming up with a comprehensive financial plan.

2. Canterbury Consulting

Located in Newport Beach, Canterbury Consulting has recently become the largest wealth management firms in the United States. Dealing with over $13.1 billion in assets, this company actually began as a consultation firm primarily for non-profit organizations. When individuals from these organizations began to ask for advice on a personal level, the business quickly adapted to meet a growing need. This transition to wealth management for single individuals and private families has helped them almost double in size in just a few years.

3. Creative Planning

Creative Planning almost always finds itself as one of the highest-rated institutions within this field year after year with multiple awards and honors. Located in central Kansas, Creative Planning does do estate planning and tax assistance, but their primary service is investment management. They work closely with their clients to discover their personal needs and risk comfort level and then create a personalized plan for growth in the future.

4. Halbert Hargrove

Halbert Hargrove is one of the leading companies when it comes to cutting-edge research. Before employing any financial tactics with a new client, Halbert Hargrove carefully monitors countless metrics throughout the markets in order to make an informed decision on the best possible path for a new client. Serving both organizations and private individuals, this Long Beach company has been operating since 1993 and is one of the biggest firms available today. They are also focused on complete transparency, and this means that clients have round the clock data on every penny invested.

5. Wescott Financial Advisory Group

This firm has been in business for over 26 years and has worked with some of the leading companies and wealthiest individuals in the world. With offices throughout the country, Wescott Financial Advisory Group takes a proactive and aggressive stance when it comes to asset management. Their huge team of specialists keeps their finger on the pulse of the market and help investors make the most of their assets with consultation services, investment planning, estate planning, tax preparation, and more.


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