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Top Wealth and Asset Management Companies

Wealth management and asset management companies bring years of experience and industry expertise when it comes to investment portfolio management and overall wealth management. Every wealth advisor will have their own approach to investing, financial planning, and other services, so it's important to filter your search by what matters most.
Ratings Updated: January 29, 2026
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15 Leaders 15 Contenders

1,053 Companies

Best Wealth and Asset Management Services

  • DelGrande & Montefusco, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Cranston, RI

    Services provided

    20% Financial Advising & Planning
    40% Accounting
    20% Business Consulting +1
    20% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    80% Retirement Planning

    DelGrande & Montefusco, Inc. Is a Cranston, Rhode Island-based Accounting company. They provide Accounting and Business Consulting.

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  • Consilarus Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Annapolis, MD

    Services provided

    10% Financial Advising & Planning
    15% Accounting
    15% Business Consulting +6
    10% Back Office Outsourcing
    10% Branding
    10% Financial Consulting
    10% Fractional CFO Services
    10% Fractional CMO Services
    10% Marketing Strategy

    Focus Areas

    30% Wealth & Asset Management
    40% Retirement Planning
    30% Debt Consulting

    Consilarus is a Business Consulting company headquartered in Annapolis, Maryland. Established in 2024, the team offers Business Consulting and Accounting.

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  • Exclusive Tax & Financial Services, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Overland Park, KS

    Services provided

    10% Financial Advising & Planning
    40% Accounting
    30% Business Consulting +2
    10% E-Commerce Development
    10% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    40% Actuarial Services
    20% Debt Consulting +1
    20% Retirement Planning

    Accounting company Exclusive Tax & Financial Services, LLC is located in Overland Park, Kansas. Established in 2021, the team focuses on Accounting and Business Consulting.

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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Eqvista
2 Brego Business
3 ViTWO (6 Livo Technologies Pvt Ltd)
4 SoftPak Financial Systems, Inc
5 Sensiba LLP
6 Muia Consulting
7 Fxtriangle
8 Imperial Advisory, CFOs
9 Melmac Solutions Limited
10 Financial Advisor - Marcel Wasserman
11 Tan Bizy Link
12 Univest
13 Genistar Limited
14 Smith Mandel & Associates LLP
15 Accountsly

Best Wealth and Asset Management Services

  1. Eqvista Logotype

    Eqvista

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    37.7/40.0
    19/20 Reviews
    8.9/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    10% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  2. Brego Business Logotype

    Brego Business

    $1,000+
    $50 - $99 / hr
    50 - 249
    Mumbai, India

    Ability to deliver

    28.3/40.0
    16.2/20 Reviews
    6.7/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    15% Financial Advising & Planning
    45% Wealth & Asset Management
    85% Other
    View Profile Visit Website
  3. ViTWO (6 Livo Technologies Pvt Ltd) Logotype

    ViTWO (6 Livo Technologies Pvt Ltd)

    Undisclosed
    Undisclosed
    50 - 249
    Kolkata, India

    Ability to deliver

    22.4/40.0
    16.2/20 Reviews
    1.3/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  4. SoftPak Financial Systems, Inc Logotype

    SoftPak Financial Systems, Inc

    $75,000+
    $25 - $49 / hr
    50 - 249
    Wayland, MA

    Ability to deliver

    21.9/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  5. Sensiba LLP Logotype

    Sensiba LLP

    Undisclosed
    Undisclosed
    250 - 999
    San Ramon, CA

    Ability to deliver

    27.2/40.0
    18.2/20 Reviews
    0/10 Clients & Experience
    9/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  6. Muia Consulting Logotype

    Muia Consulting

    Undisclosed
    Undisclosed
    2 - 9
    Vaughan, Canada

    Ability to deliver

    25.2/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  7. Fxtriangle Logotype

    Fxtriangle

    $5,000+
    Undisclosed
    2 - 9
    Amsterdam, Netherlands

    Ability to deliver

    21.7/40.0
    14.6/20 Reviews
    1.6/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    95% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  8. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

    23.2/40.0
    15.6/20 Reviews
    2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    20% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  9. Melmac Solutions Limited Logotype

    Melmac Solutions Limited

    $25,000+
    Undisclosed
    2 - 9
    Finchampstead, England

    Ability to deliver

    25.5/40.0
    16.8/20 Reviews
    2.9/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  10. Financial Advisor - Marcel Wasserman Logotype

    Financial Advisor - Marcel Wasserman

    $1,000+
    $150 - $199 / hr
    2 - 9
    Pretoria, South Africa

    Ability to deliver

    20.1/40.0
    14.6/20 Reviews
    0.7/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  11. Tan Bizy Link Logotype

    Tan Bizy Link

    $1,000+
    $50 - $99 / hr
    2 - 9
    Dar es salaam, Tanzania

    Ability to deliver

    22/40.0
    16.2/20 Reviews
    0.9/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    65% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  12. Univest Logotype

    Univest

    Undisclosed
    Undisclosed
    250 - 999
    Souderton, PA

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  13. Genistar Limited Logotype

    Genistar Limited

    Undisclosed
    Undisclosed
    10 - 49
    Caterham, England

    Ability to deliver

    22.1/40.0
    16.8/20 Reviews
    0.2/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    15% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  14. Smith Mandel & Associates LLP Logotype

    Smith Mandel & Associates LLP

    Undisclosed
    Undisclosed
    10 - 49
    Burbank, CA

    Ability to deliver

    21.5/40.0
    14.6/20 Reviews
    1.6/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    20% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  15. Accountsly Logotype

    Accountsly

    $1,000+
    < $25 / hr
    10 - 49
    Jalandhar, India

    Ability to deliver

    22.9/40.0
    17.8/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    45% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  16. MaxSource Private Limited Logotype

    MaxSource Private Limited

    Undisclosed
    < $25 / hr
    10 - 49
    Vadodara, India

    Ability to deliver

    23.2/40.0
    16.2/20 Reviews
    3/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    40% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  17. Biel Investment Capital Logotype

    Biel Investment Capital

    $10,000+
    $100 - $149 / hr
    2 - 9
    Nairobi, Kenya

    Ability to deliver

    21.1/40.0
    16.4/20 Reviews
    0.7/10 Clients & Experience
    4/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    50% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  18. Al Burhan Accounting and Taxation Logotype

    Al Burhan Accounting and Taxation

    $1,000+
    $50 - $99 / hr
    2 - 9
    Dubai, United Arab Emirates

    Ability to deliver

    23.5/40.0
    16.2/20 Reviews
    2.5/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    30% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  19. The CPA Group Logotype

    The CPA Group

    $5,000+
    $300+ / hr
    10 - 49

    Ability to deliver

    21.3/40.0
    16.4/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    40% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  20. VantagePoint Benefit Administrators Logotype

    VantagePoint Benefit Administrators

    $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY

    Ability to deliver

    23.6/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    25% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  21. SALUS Capital | Strategy Logotype

    SALUS Capital | Strategy

    $10,000+
    $150 - $199 / hr
    2 - 9
    Monterrey, Mexico

    Ability to deliver

    22.9/40.0
    15.8/20 Reviews
    1.8/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    35% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  22. Diener & Associates Logotype

    Diener & Associates

    $1,000+
    $150 - $199 / hr
    10 - 49
    Falls Church, VA

    Ability to deliver

    22.7/40.0
    17.4/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    20% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  23. MB Accounting Group LLC Logotype

    MB Accounting Group LLC

    Undisclosed
    $50 - $99 / hr
    10 - 49
    Portland, OR

    Ability to deliver

    22.6/40.0
    16.6/20 Reviews
    1.4/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    30% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  24. The Wow Company Logotype

    The Wow Company

    Undisclosed
    Undisclosed
    50 - 249
    London, England

    Ability to deliver

    18.7/40.0
    13/20 Reviews
    0/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    40% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  25. BBNC Logotype

    BBNC

    $1,000+
    $25 - $49 / hr
    10 - 49
    Bengaluru, India

    Ability to deliver

    23.4/40.0
    15.8/20 Reviews
    3/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    20% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  26. Coin Masters Logotype

    Coin Masters

    $5,000+
    $50 - $99 / hr
    2 - 9
    Ottawa, Canada

    Ability to deliver

    20.8/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    40% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  27. ADYZER Logotype

    ADYZER

    Undisclosed
    < $25 / hr
    10 - 49
    Mississauga, Canada

    Ability to deliver

    21.1/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    25% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  28. House of Bookkeepers Logotype

    House of Bookkeepers

    $1,000+
    $25 - $49 / hr
    10 - 49
    Dhaka, Bangladesh

    Ability to deliver

    21.6/40.0
    17/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    20% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  29. Asesora Logotype

    Asesora

    Undisclosed
    Undisclosed
    250 - 999
    Dubai, United Arab Emirates

    Ability to deliver

    20.8/40.0
    16.8/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  30. Baharestani & Ritt LLP Logotype

    Baharestani & Ritt LLP

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website

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