Wealth management companies in the US provide personalized financial services to clients, helping manage their investments and achieve specific financial objectives. The industry comprises various firms, from boutique advisors to large private banks, all focusing on services like retirement planning, tax optimization, and estate management. As more individuals seek tailored financial strategies, the demand for innovative, holistic solutions continues to grow, driving companies to enhance their technology and expand their service offerings. With increasing regulatory scrutiny and shifting market conditions, these firms are focusing on transparency and client education to strengthen relationships and build trust.

The companies on this list vary in size, with many employing over a thousand professionals, primarily located in major US cities such as New York and Los Angeles. Founded between 1903 and 2018, they specialize in a mix of services like investment management, financial planning, and estate advisory. Firms such as Edward Jones and D.A. Davidson represent both established names and newer entrants, reflecting a rich historical tapestry of client-focused service in the wealth management sector.

Read on to discover more about the top wealth management companies in the US.

Top 23 Wealth Management Companies in the US

1. Edward Jones

• Website: edwardjones.com
• Ownership type: Corporate
• Headquarters: St. Louis, Missouri, United States (USA)
• Employee distribution: United States (USA) 95%, Canada 5%
• Latest funding: $10.6M, April 2024
• Founded year: 1922
• Headcount: 10001+
• LinkedIn: edward-jones

Edward D. Jones & Co., L.P., commonly known as Edward Jones, is a financial services firm headquartered in St. Louis, Missouri. Established in 1922, the company has grown to employ over 43,000 individuals, primarily in the United States and Canada. Edward Jones specializes in investment management and financial advising, focusing on individual investors and business owners. The firm is dedicated to helping clients achieve their financial goals through tailored strategies and a variety of investment accounts, including retirement accounts, brokerage accounts, and education savings plans. Edward Jones operates through a vast network of financial advisors, emphasizing personal relationships and understanding client needs. The firm has also recently received funding, indicating ongoing investment in its services and capabilities.

2. D.A. Davidson Companies

• Website: dadavidson.com
• Ownership type: Private
• Headquarters: Great Falls, Montana, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1935
• Headcount: 1001-5000
• LinkedIn: d-a--davidson-%26-co-

D.A. Davidson Companies is a financial services firm based in Great Falls, Montana, with a history dating back to 1935. The company operates primarily in wealth management, investment banking, and capital markets. They provide tailored financial strategies to individual investors, helping them navigate complex financial landscapes. Their services include retirement planning, estate planning, and investment management, among others. D.A. Davidson also offers advisory services to corporations and institutions, assisting them with capital raising and financial transactions. The firm is committed to community involvement, actively engaging in philanthropic efforts and promoting financial literacy through programs aimed at educating young people about money management. With a workforce of over 1,400 employees, D.A. Davidson maintains a strong presence in the financial sector, emphasizing a personal approach to client service.

3. American Funds

• Website: americanfunds.com
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Founded year: 1931
• Headcount: 5001-10000
• LinkedIn: american-funds

American Funds, a part of Capital Group, is an investment management firm based in Los Angeles, California. Founded in 1931, the company has built a strong reputation for providing a wide array of financial services, including investment management, wealth planning, and retirement solutions. American Funds serves individual investors, financial professionals, and institutions, focusing on customized investment strategies that cater to the unique financial goals of their clients. With a workforce of over 8,900 employees, the firm has a global reach, helping millions of investors worldwide. Their commitment to client success is evident in their long history and the trust placed in them by various stakeholders in the financial industry.

4. Creative Planning

• Website: creativeplanning.com
• Ownership type: Private Equity
• Headquarters: Overland Park, Kansas, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2024
• Founded year: 1982
• Headcount: 1001-5000
• LinkedIn: creative-planning-inc-

Creative Planning, LLC is a wealth management firm based in Overland Park, Kansas, founded in 1982. The company specializes in providing comprehensive financial advisory services tailored to individuals, businesses, and institutions. Their offerings include investment management, strategic tax planning, estate planning, retirement planning, and insurance services. Creative Planning prides itself on a holistic approach, ensuring that all aspects of a client's financial picture work together effectively. With a workforce of approximately 1,873 employees, the firm operates across all 50 states and serves clients in over 90 countries. As of June 30, 2024, Creative Planning manages or advises on more than $325 billion in assets, reflecting their substantial presence in the wealth management industry. The firm has received accolades as a top RIA firm from 2019 to 2024, highlighting its ongoing commitment to excellence and client service.

5. Rockefeller Capital Management

• Website: rockco.com
• Ownership type: Private
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2018
• Headcount: 1001-5000
• LinkedIn: rockefeller-capital-management

Rockefeller Capital Management, based in New York City, is a financial services firm that specializes in wealth management, asset management, and investment banking. Established in 2018, the company serves a wide range of clients, including families, individuals, institutional investors, and corporations. They focus on delivering customized financial solutions and strategic insights to help clients meet their financial goals. The firm operates through three main divisions: the Rockefeller Global Family Office, which provides individualized wealth management services; Rockefeller Asset Management, which offers innovative investment strategies and sustainable investing options; and Rockefeller Global Investment Banking, which delivers independent business advice and guidance. With a workforce of approximately 1,429 employees, Rockefeller Capital Management leverages its historical legacy and expertise to navigate the complexities of modern finance, ensuring that clients receive a high level of service and support.

6. Wealthspire Advisors

• Website: wealthspire.com
• Ownership type: Private
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1995
• Headcount: 201-500
• LinkedIn: wealthspireadvisors

Wealthspire Advisors LLC is a New York-based wealth management firm that has been operational since 1995. The company specializes in providing comprehensive financial planning and investment management services tailored to the needs of individuals, families, and businesses. With a team of over 400 professionals, Wealthspire Advisors focuses on optimizing clients' financial lives through personalized strategies and expert advice. They serve a wide range of clients, including executives, attorneys, business owners, and charitable investors, showcasing their ability to cater to various financial needs. The firm manages approximately $27.4 billion in assets, reflecting its significant presence in the industry. Wealthspire Advisors is also committed to community outreach and promoting diversity, equity, and inclusion within its workforce, which aligns with contemporary values in wealth management. Their services include integrated financial planning, investment management, and family office services, making them a comprehensive resource for clients navigating their financial journeys.

7. Bessemer Trust

• Website: bessemertrust.com
• Ownership type: Family Owned
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1907
• Headcount: 1001-5000
• LinkedIn: bessemer-trust

Bessemer Trust is a wealth management firm based in New York City, established in 1907. The company specializes in providing comprehensive financial services to high-net-worth individuals, families, foundations, and endowments. Their offerings include investment management, wealth planning, and family office services, all designed to help clients preserve and grow their wealth over generations. Bessemer Trust prides itself on its personalized approach, ensuring that each client receives tailored advice and support. With a client retention rate of 99% over the past decade, the firm demonstrates a strong commitment to client satisfaction. Bessemer Trust manages over $200 billion in assets and has a client-to-employee ratio of 3:1, allowing for a high level of service and attention. The firm has received numerous accolades for its expertise in wealth management, including recognition for its philanthropic advice and trust services. As a privately owned and independent firm, Bessemer Trust remains focused solely on managing private wealth, free from the distractions of product sales or external pressures.

8. MAI Capital Management

• Website: mai.capital
• Ownership type: Corporate
• Headquarters: Cleveland, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: August 2021
• Founded year: 1973
• Headcount: 201-500
• LinkedIn: maicapitalmanagement

MAI Capital Management, based in Cleveland, Ohio, is a wealth management firm that has been serving high net worth individuals and families since its inception in 1973. With a team of approximately 437 employees, MAI offers a range of services designed to simplify, protect, and grow clients' wealth. Their offerings include personalized investment management, financial planning, risk management, and estate planning. The firm has a strong focus on building long-term relationships with clients, ensuring that their financial goals are met through tailored strategies. MAI has received recognition in the industry, ranking 30th out of 431 firms on Financial Advisor Magazine’s America’s Top RIA’s and 19th on Barron’s Top RIA Firms list. These rankings highlight their effectiveness and commitment to client service, positioning them as a significant player in the wealth management field.

9. Wilmington Trust

• Website: wilmingtontrust.com
• Ownership type: Corporate
• Headquarters: Wilmington, Delaware, United States (USA)
• Employee distribution: United States (USA) 92%, United Kingdom (UK) 5%, Ireland 3%
• Latest funding: December 2022
• Founded year: 1903
• Headcount: 1001-5000
• LinkedIn: wilmington-trust

Wilmington Trust is a financial services company based in Wilmington, Delaware, with a history dating back to 1903. The firm specializes in wealth management, investment management, and corporate trust services, catering to a wide range of clients, including families, businesses, and institutional investors. Wilmington Trust is known for its focus on fiduciary responsibilities, ensuring that clients receive tailored solutions to meet their complex financial needs. The company offers a variety of services, such as wealth planning, trust and estate services, private banking, and comprehensive investment management. With a strong emphasis on personalized service and a commitment to understanding the unique circumstances of each client, Wilmington Trust has built a reputation for reliability and expertise in the financial sector. The firm operates primarily in the United States, with a small presence in the United Kingdom and Ireland, and is a subsidiary of M&T Bank Corporation, which enhances its capabilities in providing international corporate and institutional services.

10. Fisher Investments

• Website: fisherinvestments.com
• Ownership type: Private Equity
• Headquarters: Plano, Texas, United States (USA)
• Employee distribution: United States (USA) 93%, Costa Rica 2%, Other 5%
• Latest funding: June 2024
• Founded year: 1979
• Headcount: 5001-10000
• LinkedIn: fisher-investments

Fisher Investments is an investment advisory firm based in Plano, Texas, specializing in wealth management and financial planning services. Established in 1979, the company has developed a strong focus on providing tailored investment solutions to individuals, families, and institutions. Their services include strategic portfolio management, retirement planning, and comprehensive financial planning. Fisher Investments operates with a client-first philosophy, ensuring that their clients' best interests are prioritized in every aspect of their service. The firm manages approximately $294 billion in assets, reflecting its significant presence in the financial services industry. With a dedicated team of nearly 5,000 employees, Fisher Investments is structured to deliver high-touch client service and expert investment management. Their investment approach is characterized by a top-down analysis of global economic factors, which informs their portfolio strategies. The firm also emphasizes transparency in fees and a fiduciary obligation to its clients, further enhancing its credibility in the wealth management sector.

11. Hightower Advisors

• Website: hightoweradvisors.com
• Ownership type: Private Equity
• Headquarters: Chicago, Illinois, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: December 2020
• Founded year: 2008
• Headcount: 201-500
• LinkedIn: hightower_2

Hightower Advisors, established in 2008 and headquartered in Chicago, Illinois, is a financial advisory firm that specializes in personalized financial planning and investment management. The firm operates through a network of fiduciary advisors, ensuring that client interests are prioritized in every interaction. Hightower supports over 128 advisory businesses across 34 states, providing them with resources to enhance their operations, including marketing, financial operations, and regulatory guidance. This collaborative approach allows advisors to focus on building client relationships while benefiting from Hightower's extensive support system. The firm has received recognition for its innovative practices and growth within the industry, further solidifying its position as a significant player in wealth management.

12. Mariner

• Website: marinerwealthadvisors.com
• Ownership type: Venture Capital
• Headquarters: Overland Park, Kansas, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: October 2024
• Founded year: 2006
• Headcount: 1001-5000
• LinkedIn: mariner-wealth-advisors

Mariner Wealth Advisors, based in Overland Park, Kansas, is a financial advisory firm that specializes in providing a wide range of services aimed at high-net-worth individuals, families, and businesses. Established in 2006, Mariner focuses on wealth planning, investment management, tax planning, estate planning, and trust services. The firm prides itself on a collaborative approach, where advisors have access to an in-house team of wealth management professionals, enhancing the sophistication of the solutions offered to clients. Mariner has been recognized by Barron’s as a top RIA for multiple years, reflecting its strong performance and commitment to client service. The firm operates entirely within the United States, ensuring a focused and localized approach to wealth management. With a workforce of over 1,700 employees, Mariner is well-equipped to handle the complexities of wealth management, making it a significant player in the industry.

13. Aspiriant

• Website: aspiriant.com
• Ownership type: Family Owned
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $2.8M, September 2018
• Founded year: 2008
• Headcount: 201-500
• LinkedIn: aspiriant

Aspiriant is a wealth management firm based in Los Angeles, California, founded in 2008. The company specializes in providing comprehensive financial services tailored to affluent families and individuals. Their offerings include wealth planning, investment management, risk management strategies, tax planning, estate planning, and philanthropy. Aspiriant operates under a unique 100% employee ownership model, which aligns the interests of its advisors with those of its clients, fostering a culture of commitment and accountability. The firm has grown to manage approximately $15 billion in client assets and serves clients across 47 states through ten offices nationwide. Aspiriant's approach emphasizes personalized service and fiduciary responsibility, ensuring that clients receive tailored advice that reflects their values and long-term goals. The firm has also been recognized for its innovative strategies and commitment to client success, making it a notable player in the wealth management sector.

14. Cerity Partners

• Website: ceritypartners.com
• Ownership type: Corporate
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 99%
• Latest funding: Other (Debt), July 2022
• Founded year: 2009
• Headcount: 1001-5000
• LinkedIn: cerity-partners

Cerity Partners is a financial advisory firm based in New York, founded in 2009. The company provides a wide range of wealth management and financial planning services, primarily targeting high-net-worth individuals, families, business owners, and nonprofit organizations. Their offerings include investment solutions, estate and gift planning, tax planning and preparation, insurance planning, and marital financial planning. Cerity Partners prides itself on delivering tailored financial strategies that address the unique challenges faced by their clients. With a workforce of over 1,200 employees, the firm operates across multiple states in the U.S., ensuring a broad reach and accessibility for its clients. Cerity Partners has received recognition in the industry, being featured in notable rankings such as Barron's Top 100 RIA Firms and America's Top RIAs by FA Magazine, which highlights their commitment to excellence in financial advisory services.

15. Captrust

• Website: captrust.com
• Ownership type: Private Equity
• Headquarters: Raleigh, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2023
• Founded year: 1989
• Headcount: 1001-5000
• LinkedIn: captrust

Captrust is a financial advisory firm based in Raleigh, North Carolina, founded in 1989. With a workforce of over 1,600 employees, the company specializes in comprehensive wealth planning, investment management, and fiduciary services. They serve a broad clientele, including individual investors, retirement plan sponsors, and nonprofit organizations. Captrust is recognized for its commitment to providing customized financial solutions that help clients navigate complex investment environments. The firm has a strong emphasis on fiduciary responsibility, ensuring that client interests are prioritized in all advisory services. Their extensive experience in managing retirement plans and endowments positions them as a knowledgeable partner for organizations seeking to optimize their financial strategies. Captrust's focus on community involvement and employee ownership further reflects their dedication to ethical practices and client success.

16. Aldrich Wealth

• Website: wealthadvisors.com
• Ownership type: Family Owned
• Headquarters: Lake Oswego, Oregon, United States (USA)
• Employee distribution: United States (USA) 96%, India 4%
• Founded year: 1998
• Headcount: 11-50
• LinkedIn: aldrich-wealth

Aldrich Wealth, based in Lake Oswego, Oregon, is a family-owned wealth management firm that has been serving clients since 1998. The firm specializes in providing a wide range of financial services, including investment management, financial planning, tax services, estate planning, and insurance consulting. Aldrich Wealth primarily caters to high-net-worth individuals and business owners, helping them navigate the complexities of financial decision-making. The firm emphasizes a fiduciary responsibility, ensuring that client interests are at the forefront of all strategies and recommendations. With a team of experienced professionals, Aldrich Wealth is dedicated to building long-term relationships with clients, offering personalized strategies that align with their financial goals. The firm operates multiple offices along the West Coast, including locations in Portland, San Diego, and Salem, further enhancing its accessibility to clients. Aldrich Wealth's commitment to ongoing education and resource sharing is evident through its insights and articles, which aim to keep clients informed about financial trends and strategies.

17. Signature Estate & Investment Advisors, LLC

• Website: seia.com
• Ownership type: Private Equity
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: August 2022
• Founded year: 1997
• Headcount: 51-200
• LinkedIn: signature-estate-%26-investment-advisors-llc

Signature Estate & Investment Advisors, LLC (SEIA) is a financial advisory firm based in Los Angeles, California, established in 1997. The firm specializes in investment management and financial planning, catering primarily to individuals and families. SEIA offers a wide range of services, including wealth counseling, tax planning, trust and estate planning, and business advisory services. With a team of approximately 194 employees, the firm operates through a network of advisors across multiple locations in the United States. SEIA has received notable recognition in the industry, including rankings in Barron’s Top 100 RIA Firms and the Financial Times’ FT 300 Top Registered Investment Advisers. These accolades reflect their commitment to providing tailored financial solutions and maintaining high standards of integrity and expertise in their advisory practices.

18. Mercer Advisors

• Website: merceradvisors.com
• Ownership type: Private Equity
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: June 2023
• Founded year: 1985
• Headcount: 501-1000
• LinkedIn: mercer-advisors

Mercer Advisors, based in Denver, Colorado, is a financial advisory firm that specializes in wealth management and integrated financial planning services. Established in 1985, the company has grown to employ over 1,177 professionals across more than 90 offices nationwide. Mercer Advisors offers a wide range of solutions tailored to individuals and families, including investment management, tax planning, estate planning, and insurance services. Their approach is characterized by a unified in-house team of planners, investors, accountants, and estate specialists who collaborate to design and execute comprehensive financial plans. The firm has been recognized for its excellence, notably being ranked as the #1 advisory firm by Barron’s in 2024. This accolade reflects their commitment to service quality, technology, and client satisfaction. Mercer Advisors operates as an independent national fiduciary, legally obligated to act in the best interest of their clients, which further enhances their credibility in the wealth management industry.

19. Tiedemann Advisors

• Website: tiedemannadvisors.com
• Ownership type: Private
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1999
• Headcount: 51-200
• LinkedIn: tiedemann-advisors

Tiedemann Advisors, now known as AlTi Tiedemann Global, is a wealth management firm based in New York City, founded in 1999. The firm specializes in providing personalized financial services, including wealth management, impact investing, and strategic alternatives. They cater to high-net-worth individuals, institutions, and foundations, offering customized investment strategies designed to meet specific financial goals. With a global network and a commitment to creating lasting impact, Tiedemann Advisors manages approximately $72 billion in assets. Their team comprises professionals with extensive experience in investment banking and asset management, ensuring that clients receive informed and strategic advice. The firm emphasizes a collaborative culture and a proactive partnership approach, which enhances their ability to deliver tailored solutions to their clients.

20. Glenmede

• Website: glenmede.com
• Ownership type: Private
• Headquarters: Philadelphia, Pennsylvania, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1956
• Headcount: 201-500
• LinkedIn: glenmede

Glenmede is a private wealth management firm based in Philadelphia, Pennsylvania, founded in 1956. The company specializes in investment management and financial advisory services tailored for high-net-worth individuals, families, foundations, and endowments. With a strong emphasis on personalized client relationships, Glenmede operates with fiduciary values that prioritize the best interests of its clients. The firm has expanded its services over the decades, adapting to the evolving needs of its clientele by offering comprehensive solutions that include family office services, sustainable and impact investing, and financial planning. Glenmede has a significant presence across the United States, with offices in major cities such as New York, Washington, D.C., and Palm Beach, among others. As of June 30, 2024, Glenmede manages approximately $45.5 billion in assets, reflecting its capacity to serve a wide range of clients effectively. The firm is also recognized for its commitment to community engagement and diversity, equity, and inclusion initiatives, further enhancing its reputation in the wealth management industry.

21. Cresset

• Website: cressetcapital.com
• Ownership type: Family Owned
• Headquarters: Chicago, Illinois, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $150.0M, November 2024
• Founded year: 2017
• Headcount: 201-500
• LinkedIn: cresset-capital

Cresset is a Chicago-based wealth management firm founded in 2017, specializing in comprehensive financial advisory services tailored for ultra-high-net-worth families, entrepreneurs, and business owners. The firm offers a wide array of services, including private wealth management, investment advisory, and family office services, all designed to optimize clients' financial wellbeing and address complex financial needs. Cresset has grown rapidly, boasting over 431 employees and managing more than $50 billion in assets. The firm is recognized for its commitment to transparency and fiduciary standards, ensuring that clients' interests come first. Cresset has also received significant funding, with a reported amount of $150 million in late 2024, indicating strong investor confidence in its business model and growth potential. With a focus on innovative solutions and a client-centric approach, Cresset is well-positioned in the wealth management industry.

22. Edelman Financial Engines

• Website: edelmanfinancialengines.com
• Ownership type: Private Equity
• Headquarters: Santa Clara, California, United States (USA)
• Employee distribution: United States (USA) 95%, India 5%
• Latest funding: March 2021
• Founded year: 1987
• Headcount: 1001-5000
• LinkedIn: edelman-financial-engines

Edelman Financial Engines, founded in 1987 and based in Santa Clara, California, is a financial advisory firm that specializes in comprehensive financial planning and investment management services. The firm caters to a wide array of clients, including individuals and businesses, providing tailored solutions aimed at enhancing retirement readiness, tax planning, and overall wealth management. With a workforce of approximately 1,444 employees, Edelman Financial Engines operates 145 offices across the United States, serving over 1.3 million clients. The firm has been recognized as the top mega RIA by Barron’s for several consecutive years and is the largest managed account provider by DC assets, as reported by Cerulli Associates. This recognition highlights its significant role in the financial advisory industry, particularly in the areas of retirement planning and employee financial wellness. The firm emphasizes a team-based approach to wealth planning, ensuring that clients receive integrated advice and strategies tailored to their unique financial situations.

23. Truepoint Wealth Counsel

• Website: truepointwealth.com
• Ownership type: Family Owned
• Headquarters: Cincinnati, Ohio, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1990
• Headcount: 51-200
• LinkedIn: truepointwealth

Truepoint Wealth Counsel is a financial advisory firm located in Cincinnati, Ohio, specializing in wealth management, investment management, tax planning, and estate planning. Established in 1990, the firm operates as a fee-only fiduciary, ensuring that their clients receive unbiased advice without conflicts of interest. Truepoint serves a variety of clients, including business owners, families, and corporate executives, providing customized financial solutions that align with their personal values and goals. The firm employs an evidence-based investment strategy, focusing on long-term financial planning and disciplined portfolio management. Truepoint also emphasizes the importance of tax planning and estate planning as integral parts of their service offerings. With a team of experienced professionals, Truepoint aims to simplify the financial lives of their clients, helping them achieve peace of mind and financial security. The firm has not reported any funding, indicating a stable, self-sustaining business model.

Wealth Management Insights: Key Companies in the US

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