Top Four Financial Advisory Firms with Leading Experts
Discover the top four financial advisory firms renowned for their expert team of financial professionals. These firms offer high-net-worth clients personalized investment strategies, wealth management, and estate planning. Each firm features highly qualified advisers including CFAs, CPAs, and CFPs, ensuring tailored financial solutions for complex needs. Whether you're seeking extensive asset management or specialized advice, this list highlights firms equipped to meet diverse financial goals with proven expertise and personalized service.
Top Four Financial Advisory Firms with Expert Advisors
Choosing the best financial advisory firm can be overwhelming, especially when your finances grow beyond the six-figure mark or involve complex transactions. Whether you're an individual with high income or a business seeking investment advice, selecting a firm with experienced advisers is crucial. Below is a list of four top firms renowned for their highly skilled financial professionals, tailored to meet diverse financial needs.
Silvercrest Asset Management Group LLC
Silvercrest stands out with over $33 billion in assets under management, far surpassing competitors. Their client base primarily comprises ultra-high-net-worth families across multiple generations. The firm’s team includes four Certified Financial Planners (CFPs), twelve Chartered Financial Analysts (CFAs), and two Certified Public Accountants (CPAs), demonstrating their expertise in managing substantial portfolios.
TAG Associates LLC
Established in 1983, TAG is one of the oldest firms on this list, catering exclusively to clients with at least $10 million in investable assets. They boast the highest number of CPAs among these firms, with six, and a dedicated team that personally meets each client. With a fee-only structure and 24 expert advisers, TAG focuses on wealth preservation and generational growth.
Evercore Wealth Management
Part of the global investment firm Evercore, this company employs 49 financial advisers, including four CFPs and three CTFA credentialed experts. Founded in 2008, Evercore Wealth Management has quickly gained industry respect, operating with a $5 million account minimum and following a fee-based model. Their advisers provide comprehensive planning, accounting for market risks and economic fluctuations.
HPM Partners LLC
Known for its exceptional team, HPM Partners has eight CFPs—the highest among these firms—and specialists in divorce finance, including a Certified Divorce Analyst. The firm also includes ten CPAs and six CFAs. With an account minimum of just $2 million and a focus on personalized service, it is ideal for clients seeking high-quality advice within a moderate budget.
