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Top Wealth Management Firms for Minority Owned

Ratings Updated: May 17, 2026
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0 Leaders 15 Contenders

15 Companies

Support Diversity: Minority Owned

Top Wealth Management Firms for Minority Owned

  • Xaris Financial Enterprises Logotype

    Not yet reviewed

    $1,000+
    $150 - $199 / hr
    2 - 9
    Trussville, AL

    Services provided

    80% Financial Advising & Planning
    20% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    100% Wealth & Asset Management

    Established in 2018, Xaris Financial Enterprises is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).

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  • Premier Management Corporation Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Baltimore, MD

    Services provided

    60% Financial Advising & Planning
    30% Cybersecurity
    10% Logistics & Supply Chain Consulting

    Focus Areas

    100% Wealth & Asset Management

    Premier Management Corporation is a Financial Advising & Planning company launched in 2004. The midsize team provides Financial Advising & Planning and Cybersecurity.

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  • Futrend Technology, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Vienna, VA

    Services provided

    50% Financial Advising & Planning
    50% IT Strategy Consulting

    Focus Areas

    100% Wealth & Asset Management

    Futrend Technology, Inc., an IT strategy consulting and Financial Advising & Planning company, was launched in 2000. The team provides IT strategy consulting and Financial Advising & Planning.

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  • Ascella Technologies, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Herndon, VA

    Services provided

    40% Financial Advising & Planning
    30% Cloud Consulting & SI
    30% IT Strategy Consulting

    Focus Areas

    100% Wealth & Asset Management

    Midsize Financial Advising & Planning company Ascella Technologies, Inc., is based in Herndon, Virginia. The team focuses on Financial Advising & Planning and IT strategy consulting.

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  • VSC Insurance Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    VSC Insurance is a San Antonio, Texas-based Financial Advising & Planning company. Their services include Financial Advising & Planning.

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  • X3M Systems Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Greenbelt, MD

    Services provided

    30% Financial Advising & Planning
    20% Business Consulting
    20% Cloud Consulting & SI +2
    20% Cybersecurity
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Financial Advising & Planning company X3M Systems is headquartered in Greenbelt, Maryland. Their services include Financial Advising & Planning and cloud consulting & SI.

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  • Changeis, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Arlington, VA

    Services provided

    20% Financial Advising & Planning
    20% BI & Big Data Consulting & SI
    20% Business Consulting +2
    20% Financial Consulting
    20% Market Research

    Focus Areas

    100% Wealth & Asset Management

    Changeis, Inc., a Market Research company, is located in Arlington, Virginia. Their services include Market Research and BI & big data consulting & SI.

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  • Red Creek Solutions LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Tulsa, OK

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% IT Managed Services +1
    25% IT Strategy Consulting

    Focus Areas

    100% Wealth & Asset Management

    Red Creek Solutions LLC is an IT strategy consulting company in Tulsa, Oklahoma. They focus on IT strategy consulting and IT managed services.

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  • Workforce Resources, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Hyattsville, MD

    Services provided

    20% Financial Advising & Planning
    20% Engineering
    20% HR Consulting +3
    20% Logistics & Supply Chain Consulting
    10% Event Marketing
    10% Public Relations

    Focus Areas

    100% Wealth & Asset Management

    Workforce Resources, Inc. Is a Logistics & Supply Chain Consulting company headquartered in Hyattsville, Maryland. They offer Logistics & Supply Chain Consulting and Financial Advising & Planning.

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  • Powers Consulting Group, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Ferndale, MI

    Services provided

    30% Financial Advising & Planning
    30% HR Consulting
    20% Business Consulting +1
    20% Logistics & Supply Chain Consulting

    Focus Areas

    100% Wealth & Asset Management

    Powers Consulting Group, LLC is a Financial Advising & Planning company. They are in Ferndale, Michigan and have small team. Their services include Financial Advising & Planning and HR Consulting.

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  • NLH Contracting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Rockville, MD

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Consulting +3
    10% HR Consulting
    10% Staffing
    5% Recruiting

    Focus Areas

    100% Wealth & Asset Management

    NLH Contracting is a Business Consulting company. Their small team is based in Rockville, Maryland. Their services include Business Consulting and Accounting.

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  • Capital Real Estate Partners, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Cincinnati, OH

    Services provided

    25% Financial Advising & Planning
    25% Commercial Brokerage Services
    25% Commercial Development +1
    25% Commercial Property Management

    Focus Areas

    50% Wealth & Asset Management
    50% Mortgage & Loan Brokerage

    Commercial Brokerage Services company Capital Real Estate Partners, LLC focuses on Commercial Brokerage Services and Commercial Property Management. They are headquartered in Cincinnati, Ohio.

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  • Glorify Accounting & Tax Consult LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Naperville, IL

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    100% Wealth & Asset Management

    Glorify Accounting & Tax Consult LLC is a Naperville, Illinois-based Accounting company. Established in 2017, the team focuses on Accounting and Financial Advising & Planning.

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  • Maurice W. Atkinson II, CPA, PLLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Smithfield, NC

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Maurice W. Atkinson II, CPA, PLLC is an Accounting company. The Smithfield, North Carolina-based team focuses on Accounting and Financial Advising & Planning.

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  • Innovative Solutions Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Upper Marlboro, MD

    Services provided

    20% Financial Advising & Planning
    30% Accounting
    10% Business Consulting +7
    10% Engineering
    10% Financial Consulting
    10% HR Consulting
    3% HR Outsourcing
    3% Recruiting
    2% PEO/Employee Leasing
    2% Staffing

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    Innovative Solutions Consulting, an Accounting company, was launched in 2013. The team focuses on Accounting and Financial Advising & Planning.

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Top Wealth Management Firms for Minority Owned

  1. Xaris Financial Enterprises Logotype

    Xaris Financial Enterprises

    $1,000+
    $150 - $199 / hr
    2 - 9
    Trussville, AL

    Ability to deliver

    8.8/40.0
    0/20 Reviews
    2.7/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    100% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  2. Premier Management Corporation Logotype

    Premier Management Corporation

    Undisclosed
    Undisclosed
    50 - 249
    Baltimore, MD

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    60% Financial Advising & Planning
    100% Wealth & Asset Management
    40% Other
    View Profile Visit Website
  3. Futrend Technology, Inc. Logotype

    Futrend Technology, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Vienna, VA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  4. Ascella Technologies, Inc. Logotype

    Ascella Technologies, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Herndon, VA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  5. VSC Insurance Logotype

    VSC Insurance

    Undisclosed
    Undisclosed
    10 - 49
    San Antonio, TX

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    50% Wealth & Asset Management
    View Profile Visit Website
  6. X3M Systems Logotype

    X3M Systems

    Undisclosed
    Undisclosed
    50 - 249
    Greenbelt, MD

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  7. Changeis, Inc. Logotype

    Changeis, Inc.

    Undisclosed
    Undisclosed
    50 - 249
    Arlington, VA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  8. Red Creek Solutions LLC Logotype

    Red Creek Solutions LLC

    Undisclosed
    Undisclosed
    10 - 49
    Tulsa, OK

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    100% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  9. Workforce Resources, Inc. Logotype

    Workforce Resources, Inc.

    Undisclosed
    Undisclosed
    10 - 49
    Hyattsville, MD

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  10. Powers Consulting Group, LLC Logotype

    Powers Consulting Group, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Ferndale, MI

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  11. NLH Contracting Logotype

    NLH Contracting

    Undisclosed
    Undisclosed
    2 - 9
    Rockville, MD

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    100% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  12. Capital Real Estate Partners, LLC Logotype

    Capital Real Estate Partners, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Cincinnati, OH

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    50% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  13. Glorify Accounting & Tax Consult LLC Logotype

    Glorify Accounting & Tax Consult LLC

    Undisclosed
    Undisclosed
    2 - 9
    Naperville, IL

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  14. Maurice W. Atkinson II, CPA, PLLC Logotype

    Maurice W. Atkinson II, CPA, PLLC

    Undisclosed
    Undisclosed
    2 - 9
    Smithfield, NC

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    50% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  15. Innovative Solutions Consulting Logotype

    Innovative Solutions Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Upper Marlboro, MD

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    20% Wealth & Asset Management
    80% Other
    View Profile Visit Website

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