Acclaimed 26 Financial Planning Firms to Consider
Acclaimed 26 Financial Planning Firms to Consider
The financial planning industry is a broad sphere that offers an array of services guided towards the management of funds and investments. The industry is key in helping both individuals and businesses realize their financial goals. Companies within this industry provide various services such as retirement planning, portfolio management, investment advisory, and personalized financial planning. These services are curated to aid clients in decision-making, risk management, and planning for the future. The industry is progressively embracing digitization and automation, as well as personalized solutions for enhanced customer experiences.
Top 26 Financial Planning Companies
1. Raymond James
- Website: raymondjames.com
- Headquarters: St. Petersburg, Florida, United States
- Founded: 1962
- Headcount: 10001+
Raymond James is a financial services company that offers investment advisory services and securities through Raymond James Financial Services, Inc. They provide personalized financial planning and investment strategies to help clients reach their objectives. Raymond James is independent and collaborates with other specialists to design tailored solutions. They offer a wide range of investment products and account types, and manage clients' portfolios to ensure progress towards their goals. Their focus is on understanding clients' needs, addressing personal changes and market shifts, and helping clients make informed decisions.
2. Goldman Sachs
- Website: goldmansachs.com
- Headquarters: New York, New York, United States
- Founded: 2003
- Headcount: 10001+
- Latest funding type: Ipo
Goldman Sachs is a global investment banking firm that offers insights, analytics, platforms, and client service. They provide comprehensive solutions for nonprofits, asset management, investment banking, and personal financial management. Their services include financial planning, financial products, advisory capabilities, and educational resources. They serve a broad range of companies, organizations, and institutions worldwide.
3. Charles Schwab
- Website: schwab.com
- Headquarters: Westlake, Texas, United States
- Founded: 1973
- Headcount: 10001+
- Latest funding type: Acquired
Schwab.com offers a range of investment services including financial planning, retirement planning, and portfolio management.
4. LPL Financial
- Website: lpl.com
- Headquarters: San Diego, California, United States
- Founded: 1989
- Headcount: 1001-5000
- Latest funding type: Ipo
LPL is a financial services company that specializes in creating customized financial plans tailored to individual needs. They offer comprehensive financial planning solutions and prioritize building long-term relationships with their clients. With a focus on trust, honesty, and integrity, LPL strives to deliver a quality client experience that exceeds expectations.
5. Captrust
- Website: captrust.com
- Headquarters: Raleigh, North Carolina, United States
- Founded: 1989
- Headcount: 1001-5000
- Latest funding type: Private Equity
CAPTRUST is a financial advisory firm that offers investment advisory services to retirement plan fiduciaries, endowments, foundations, and wealth planning services to executives, business owners, and families.
6. Edelman Financial Engines
- Website: edelmanfinancialengines.com
- Headquarters: Santa Clara, California, United States
- Founded: 1987
- Headcount: 1001-5000
- Latest funding type: Private Equity
Edelman Financial Engines is a wealth management company that provides financial planning services to today’s investor. They offer personalized advice and guidance to help individuals build wealth and achieve their financial goals.
7. National Bank Financial
FBNGP is a financial institution that specializes in wealth management and financial planning. Our team of experienced advisors provides personalized services to meet the needs of our clients. We offer portfolio management, retirement planning, tax planning, and succession planning solutions.
8. Evelyn Partners
- Website: evelyn.com
- Headquarters: London, England, United Kingdom
- Founded: 2020
- Headcount: 1001-5000
- Latest funding type: Acquired
Evelyn.com is a financial services company that provides wealth management, investment advice, and financial planning services. They offer personalized solutions to help individuals and businesses manage their finances effectively.
9. Desjardins Financial Security Independent Network
Desjardins Financial Security Independent Network (DFSIN) is a financial services company that provides comprehensive wealth management strategies and advice to clients. They offer a wide range of products and services, including investments, insurance, and retirement planning.
10. Investment Planning Counsel
Investment Planning Counsel (IPCC) is a company that offers personalized financial advice and wealth management solutions to individuals and businesses. They strive to understand their clients' needs and provide guidance in a proactive and personalized manner. With a team of dedicated advisors, IPCC aims to help clients achieve their financial goals and secure their future.
11. Vanguard
- Website: vanguard.com
- Headquarters: Valley Forge, Pennsylvania, United States
- Founded: 1975
- Headcount: 10001+
Vanguard is a financial company that offers investment services and products to personal investors. They provide a wide range of investment options, including mutual funds, ETFs, and financial planning tools.
12. Ameriprise Financial Services, LLC
- Website: ameriprise.com
- Headquarters: Minneapolis, Minnesota, United States
- Founded: 1894
- Headcount: 5001-10000
- Latest funding type: Ipo
Ameriprise is a trusted wealth management company that offers personalized financial advice and services to help clients reach their goals.
13. Edward Jones
- Website: edwardjones.com
- Headquarters: St. Louis, Missouri, United States
- Founded: 1922
- Headcount: 10001+
- Latest funding type: Undisclosed
Edward Jones is a financial services company that offers a range of investment services to its clients. With a focus on building trusting relationships, the company strives to provide personalized solutions and support for individuals and businesses. With a century of experience, Edward Jones is known for its client-centered approach and commitment to delivering long-term value.
14. IG Wealth Management
IG is a company that offers a comprehensive living plan snapshot. They provide valuable financial information and advice to help customers make informed decisions about their financial future.
15. BMO Harris Bank
- Website: bmoharris.com
- Headquarters: Chicago, Illinois, United States
- Founded: 1882
- Headcount: 5001-10000
BMO Harris Bank N.A. and its affiliates, operating under the brand name 'BMO Wealth Management', provide a range of personalized wealth management services, including investment, investment advisory, trust, banking, and securities products and services. They offer customized planning, guidance, and communication strategies to help clients pursue their unique financial goals.
16. BNY Mellon | Pershing
- Website: pershing.com
- Headquarters: Jersey City, New Jersey, United States
- Founded: 1939
- Headcount: 5001-10000
Pershing is a global financial solutions company that offers a range of services including investment solutions, clearing, custody and settlement, retirement solutions, and technology and integration solutions.
17. Banque du Caire
- Website: banqueducaire.com
- Headquarters: Nasr City, Cairo, Egypt
- Founded: 1952
- Headcount: 5001-10000
- Latest funding type: Debt Financing
Banque D'Éducaire is a financial institution that provides a wide range of banking and investment services to individuals and businesses. With a focus on education, the company offers specialized financial solutions and personalized advisory services to help clients achieve their financial goals.
18. Baird
- Website: rwbaird.com
- Headquarters: Milwaukee, Wisconsin, United States
- Founded: 1919
- Headcount: 1001-5000
Baird is a financial services company that provides comprehensive wealth management and financial advisory services. With a commitment to putting clients first, Baird offers tailored strategies and advice to help clients navigate the complexities of the economic landscape and achieve long-term financial stability.
19. PSG Konsult Ltd
- Website: psg.co.za
- Headquarters: Bellville, Western Cape, South Africa
- Founded: 1998
- Headcount: 1001-5000
- Latest funding type: Ipo
PSG is a company offering a range of financial services and solutions, including investment banking, asset management, and wealth management. They provide expert advice, innovative investment strategies, and personalized solutions to individual and institutional clients.
20. Noah Holdings
- Website: noahwm.com
- Headquarters: Shanghai, Shanghai, China
- Founded: 2003
- Headcount: 1001-5000
NOAH Holdings Limited is a leading wealth management service provider focusing on global investment and asset allocation. With a client-centric approach, NOAH offers comprehensive financial planning and advisory services to high-net-worth individuals and institutional clients.
21. Creative Planning
- Website: creativeplanning.com
- Headquarters: Overland Park, Kansas, United States
- Founded: 1982
- Headcount: 1001-5000
- Latest funding type: Seed
Creative Planning is a global financial management firm that provides comprehensive wealth management and custom-tailored financial plans. They offer retirement services, technology solutions, business valuation, and legal support. Their team is dedicated to helping clients achieve financial peace of mind and maximize their wealth.
22. Bessemer Trust
- Website: bessemertrust.com
- Headquarters: New York, New York, United States
- Founded: 1907
- Headcount: 501-1000
Bessemer Trust is an investment management firm offering wealth planning, investment management, and family office services. They provide deep family office expertise and aim to build long-lasting relationships with their clients.
23. Convoy Global Holdings Limited
- Website: convoy.com.hk
- Headquarters: Hong Kong, Hong Kong Island, Hong Kong
- Founded: 1993
- Headcount: 1001-5000
- Latest funding type: Acquired
Convoy Global Holdings Limited is a leading financial advisory firm in Hong Kong, offering comprehensive wealth management services. With over 2,000 financial advisors and a strong technical support system, Convoy delivers an exceptional service experience to its diverse customer base in Hong Kong and Mainland China.
24. Bryn Mawr Trust
- Website: bmt.com
- Headquarters: Bryn Mawr, Pennsylvania, United States
- Founded: 1889
- Headcount: 501-1000
- Latest funding type: Acquired
BMT (Bryn Mawr Trust) is a financial institution that offers a range of banking and wealth management services. They provide personalized advice and planning to help individuals, families, and businesses achieve their financial goals.
25. First Command Financial Services, Inc.
- Website: firstcommand.com
- Headquarters: Fort Worth, Texas, United States
- Founded: 1958
- Headcount: 501-1000
First Command Financial Services is a company that offers financial coaching and services to military families. They help clients become financially disciplined and confident, providing support from the start of their military careers to retirement and beyond. They have offices worldwide and offer investment and insurance products. They also partner with organizations that contribute to the well-being of military families.
26. Saffery Champness
- Website: saffery.com
- Headquarters: London, Greater London, United Kingdom
- Founded: 1855
- Headcount: 501-1000
Saffery Champness is a professional services firm offering a full range of tax, accounting, and business advisory services. They specialize in serving successful business owners, wealthy individuals, and their families.
Want to find more financial planning companies?
If you want to find more companies that offer tailor-made financial planning solutions you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
- Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
- Financials: How do these companies perform financially? What are their revenues and profit margins?
...and a lot more!
