Home Wealth & Asset Management United States

Top Asset Management Companies in the United States

Ratings Updated: April 27, 2025

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466 Companies

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7 Leaders 15 Contenders

466 Companies

Country: United States

List of the Top United States Wealth and Asset Management Companies

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Eqvista

4.9 16 reviews

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Verified

$1,000+

$50 - $99 / hr

10 - 49

San Francisco, CA

Services provided

10% Financial Advising & Planning

80% Business Valuation Services

10% Funding & Investment

Focus Areas

10% Wealth & Asset Management

40% Securities Brokerage

40% Stocks Portfolio Management +1

10% Debt Consulting

Eqvista is a valuation services company that specializes in providing comprehensive 409a valuations and equity assessments. The feedback from clients is overwhelmingly positive, with 100% of reviewers praising their responsiveness, timeliness, and value for cost. Approximately 70% of reviewers commend Eqvista's ability to deliver on time and their professional communication. Overall, Eqvista is recognized for its excellent project management and customer support, making it a reliable partner for financial valuation needs.

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Reviews mention Meets deadlines

Client feedback highlights Eqvista's strong adherence to deadlines, with one reviewer noting that they 'beat their deadline' even after incorporating additional changes. The overall sentiment is highly positive, emphasizing their 'timely and accurate service' and 'extremely communicative' nature. This demonstrates Eqvista's commitment to meeting client expectations and delivering results efficiently.

Initial Business Valuation Services for Data Technology Co

5.0 May 17, 2024

Equivista provided a professional, timely and accurate service we were extremely satisfied with at an excellent price point. Their communication and processes were world class and we received updates from them almost daily as the project progressed. Extremely communicative and accommodating to our requests. They beat their deadline even with us adding some changes.

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0 of 1 reviews is 5 stars

Unknown avg. project cost

Reviewed 1 time in the past 6 months

In recent reviews, clients praised Eqvista for their professionalism and effective project management, noting timely delivery and clear communication. One client highlighted the positive recognition gained through Eqvista's Founders Cover Story, which enhanced visibility among investors. However, suggestions for improvement included increasing post-publication engagement and providing guidance on leveraging featured articles for PR. Overall, the sentiment is highly positive, with clients appreciating the value Eqvista adds to emerging innovators.

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More responsive than most other service providers

Eqvista is very responsive

They are a great candidate to start a conversation with. Send them a short message or project inquiry.

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Canada (1)

Hong Kong (1)

India (1)

Pakistan (1)

Panama (1)

United States (10)

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Dark Horse CPAs

Not yet reviewed
Verified

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Services provided

10% Financial Advising & Planning

50% Accounting

40% Finance & Accounting Outsourcing (FAO)

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.
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Manay CPA

Not yet reviewed
Verified

Undisclosed

Undisclosed

50 - 249

Marietta, GA

Services provided

20% Financial Advising & Planning

40% Accounting

15% Business Consulting +3

10% Commercial Financing

10% HR Consulting

5% PEO/Employee Leasing

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Manay CPA is a Marietta, Georgia-based Accounting company. The team focuses on Accounting and Financial Advising & Planning.
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Imperial Advisory, CFOs

4.8 2 reviews

Undisclosed

Undisclosed

2 - 9

Valley Stream, NY

Services provided

80% Financial Advising & Planning

10% Business Consulting

10% Financial Consulting

Focus Areas

20% Wealth & Asset Management

25% Mortgage & Loan Brokerage

25% Retirement Planning +2

15% Actuarial Services

15% Debt Consulting

Imperial Advisory, CFOs is a corporate financial advising firm specializing in financial planning and advisory services. The reviews reveal 100% positive feedback, highlighting the firm's professionalism, extensive industry knowledge, and high-quality work delivered ahead of deadlines. All reviewers emphasize their impressive needs analysis and responsiveness.

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Reviews mention Professional

Clients consistently commend Imperial Advisory, CFOs for their professionalism and high-quality deliverables. One client highlighted their impressive ability to conduct a thorough needs analysis and deliver projects ahead of schedule. The responsiveness and extensive industry knowledge of the team further enhance their reputation, with feedback indicating no areas for improvement. Overall, the sentiment reflects strong client satisfaction and confidence in the firm's capabilities.

Business Consulting for Executive Search Firm

4.5 Oct 14, 2023

We're impressed with their professionalism, high-quality work, and extensive industry knowledge.

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0 of 1 Financial Advising & Planning reviews are 5 stars

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Business Consulting for Executive Search Firm

4.5 — Imperial Advisory, CFOs provides business consulting support for an executive search firm. They're tasked with categorizing their expenses, developing a P&L model, and handling their forecasting Read more

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Average Project Cost Breakdown

Less than $10,000 (2)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have expressed a strong sentiment regarding the cost and value for money offered by Imperial Advisory, CFOs. One client noted the flat retainment fee based on an hourly rate, appreciating the transparency in billing. Another highlighted the exceptional quality of work delivered ahead of schedule, underscoring the value received. Overall, feedback reflects satisfaction with the professionalism and expertise provided, with no significant concerns raised regarding pricing.

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Univest

5.0 1 review

Undisclosed

Undisclosed

250 - 999

Souderton, PA

Services provided

50% Financial Advising & Planning

25% Commercial Financing

25% Insurance Services & Brokers

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Univest is a financial services company specializing in complex real estate financing solutions, particularly for neighborhood improvement zones. Reviews highlight their exceptional project management, with 100% of clients noting their punctuality and responsiveness, even during holidays. Clients are impressed by their deep industry knowledge and commitment, with no negative feedback reported.

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Average Project Cost Breakdown

$1,000,000 to $9,999,999 (1)

Less than $10,000 (0)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have expressed positive sentiment regarding Univest's cost and value for money, highlighting their responsiveness and commitment even during off-hours. One client noted that Univest facilitated a $4 million loan with impressive knowledge of complex underwriting requirements, stating, 'They’ve hit all their deadlines, and we’re early on a lot of things.' Overall, clients appreciate the value derived from Univest's expertise and dedication to meeting their financial needs.

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VantagePoint Benefit Administrators

5.0 1 review

$5,000+

$200 - $300 / hr

10 - 49

Lynbrook, NY

Services provided

10% Financial Advising & Planning

50% Insurance Services & Brokers

14% HR Outsourcing +2

13% HR Consulting

13% PEO/Employee Leasing

Focus Areas

25% Wealth & Asset Management

75% Retirement Planning

VantagePoint Benefit Administrators is an HR and benefits management company that provides comprehensive services such as payroll management, compliance training, and employee liability advice. According to reviews, 100% of feedback highlights their expertise, with particular emphasis on their leadership and process-oriented team. While highly praised, one suggestion for improvement involves enhancing real-time communication options.

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Average Project Cost Breakdown

$50,000 to $199,999 (1)

Less than $10,000 (0)

$10,000 to $49,000 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients have reported that VantagePoint Benefit Administrators offers excellent value for money, with one client noting an investment exceeding $100,000 since 2008. Feedback highlights their comprehensive HR expertise, quality training, and effective leadership, indicating that the cost aligns with the high level of service provided. The firm is praised for its organized approach and technological integration, suggesting clients feel they receive substantial benefits relative to their financial commitment.

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ADYZER

5.0 1 review

Undisclosed

< $25 / hr

10 - 49

St. Petersburg, FL

Services provided

20% Financial Advising & Planning

70% Accounting

10% Financial Consulting

Focus Areas

25% Wealth & Asset Management

40% Mortgage & Loan Brokerage

25% Debt Consulting +2

5% Retirement Planning

5% Stocks Portfolio Management

ADYZER is a financial advising and planning company specializing in streamlining e-commerce accounting, managing payroll, and ensuring tax compliance. Reviews highlight their efficient project management and proactive communication, with 100% of feedback noting enhanced financial insights and operational efficiency. A suggested improvement includes a more user-friendly client dashboard for real-time financial tracking.

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1 of 1 Financial Advising & Planning reviews are 5 stars

1 new review for Financial Advising & Planning in past 6 months

Less than $10,000 avg. project cost

Financial Advising & Planning PROJECT HIGHLIGHT

Accounting Services for Digital Agency

5.0 — ADYZER provided accounting services for a digital agency. The team managed e-commerce accounting, tracked sales, handled payroll processes, ensured tax compliance, and generated financial reports. Read more

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Average Project Cost Breakdown

Less than $10,000 (1)

What Clients Have Said

Clients have noted that ADYZER offers good value for money, with one reviewer highlighting that their pricing fit within budget while still delivering quality results. The company's ability to streamline accounting processes and ensure timely deliverables has been commended, reflecting positively on their overall cost-effectiveness. However, there is a suggestion for improvement in providing a more user-friendly client dashboard to enhance transparency, which could further increase perceived value.

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Baharestani & Ritt LLP

5.0 1 review

Undisclosed

Undisclosed

2 - 9

New York, NY

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Baharestani & Ritt LLP is a tax consultancy specializing in comprehensive tax return services, including Federal and State Tax Returns. The firm is highly regarded, with 100% of reviewers highlighting their detailed, organized approach and efficiency. Over 20 years of consistent excellence with no identified areas for improvement characterize their reputation.

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Average Project Cost Breakdown

Less than $10,000 (1)

$10,000 to $49,000 (0)

$50,000 to $199,999 (0)

$200,000 to $999,999 (0)

$1,000,000 to $9,999,999 (0)

$10,000,000 + (0)

What Clients Have Said

Clients consistently express high satisfaction with Baharestani & Ritt LLP's cost-effectiveness and value for money. One long-term client highlighted their comprehensive and organized tax return services, noting their efficiency and adherence to the latest tax laws. This client, who has engaged the firm for over 20 years, emphasized that the firm consistently exceeds expectations, indicating a strong perception of value relative to their pricing.

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HORAN

5.0 1 review

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Services provided

35% Financial Advising & Planning

35% Insurance Services & Brokers

20% Financial Consulting +1

10% Business Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. Since 1948, HORAN has served as a trusted advisor
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HORAN - Wealth Management

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dublin, OH

Services provided

50% Financial Advising & Planning

50% Insurance Services & Brokers

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

HORAN - Wealth Management is a Financial Advising & Planning and Insurance Services & Brokers company based in Dublin, Ohio. They offer Financial Advising & Planning and Insurance Services &
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HORAN

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Dayton, OH

Services provided

50% Financial Advising & Planning

50% Insurance Services & Brokers

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

HORAN, a Financial Advising & Planning and Insurance Services & Brokers company, is in Dayton, Ohio. They focus on Financial Advising & Planning and Insurance Services & Brokers.
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Ramsey Solutions

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Franklin, TN

Services provided

50% Financial Advising & Planning

50% Corporate Training & Coaching

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Founded in 1992, Ramsey Solutions is a Corporate Training & Coaching and Financial Advising & Planning company. The team provides Corporate Training & Coaching and Financial Advising & Planning.
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Xaris Financial Enterprises

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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Trust Consulting Services

Not yet reviewed

$1,000+

$50 - $99 / hr

10 - 49

Washington, DC

Services provided

30% Financial Advising & Planning

30% Business Consulting

30% IT Strategy Consulting +1

10% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Debt Consulting

Established in 2015, Trust Consulting Services is an IT strategy consulting company. Their team focuses on IT strategy consulting and Business Consulting.
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Vasl

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Services provided

40% Financial Advising & Planning

25% Accounting

25% Commercial Financing +1

10% Recruiting

Focus Areas

100% Wealth & Asset Management

Vasl is a small San Francisco, California-based Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Commercial Financing.
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Tencap Wealth Coaching

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

South Jordan, UT

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Tencap Wealth Coaching is a Financial Advising & Planning and Financial Consulting company. Founded in 2022, the team offers Financial Advising & Planning and Financial Consulting.
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Adams Brown

Not yet reviewed

$10,000+

Undisclosed

250 - 999

Wichita, KS

Services provided

25% Financial Advising & Planning

25% Accounting

20% Finance & Accounting Outsourcing (FAO) +3

10% Cybersecurity

10% IT Managed Services

10% IT Strategy Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Headquartered in Wichita, Kansas and Great Bend, Kansas, Adams Brown is an Accounting company. They provide Accounting and Financial Advising & Planning.
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Anglin Reichmann Armstrong, PC

Not yet reviewed

Undisclosed

$200 - $300 / hr

50 - 249

Huntsville, AL

Services provided

35% Financial Advising & Planning

15% Back Office Outsourcing

15% Business Consulting +5

10% Financial Consulting

10% HR Consulting

5% Commercial Financing

5% Contract Manufacturing

5% Finance & Accounting Outsourcing (FAO)

Focus Areas

55% Wealth & Asset Management

20% Retirement Planning

15% Debt Consulting +1

10% Actuarial Services

Anglin Reichmann Armstrong, PC is a midsize Financial Advising & Planning company. Established in 1990, the team offers Financial Advising & Planning and Business Consulting.
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Finsmart Accounting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

25% Financial Advising & Planning

25% Accounting

25% Finance & Accounting Outsourcing (FAO) +2

15% Funding & Investment

10% Commercial Financing

Focus Areas

50% Wealth & Asset Management

25% Debt Consulting

25% Mortgage & Loan Brokerage

Established in 2007, Finsmart Accounting is a small New York, New York-based Finance & Accounting Outsourcing (FAO) company. Their team offers Finance & Accounting Outsourcing (FAO) and Accounting.
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Financial Advisors Diddel

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Stamford, CT

Services provided

70% Financial Advising & Planning

15% Financial Consulting

15% Funding & Investment

Focus Areas

55% Wealth & Asset Management

25% Retirement Planning

20% Debt Consulting

Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.
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Specialized Trust Company

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Albuquerque, NM

Services provided

100% Financial Advising & Planning

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Specialized Trust Company is a Financial Advising & Planning company. The Albuquerque, New Mexico-based team offers Financial Advising & Planning.
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Ledger Labs, Inc.

5.0 5 reviews

$1,000+

$50 - $99 / hr

50 - 249

Los Angeles, CA

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

15% Wealth & Asset Management

15% Actuarial Services

15% Debt Consulting +4

15% Mortgage & Loan Brokerage

15% Securities Brokerage

15% Stocks Portfolio Management

10% Retirement Planning

Ledger Labs, Inc. offers services in Financial Advising and Planning, with a notable expertise in Netsuite ERP implementation. The reviews highlight their effective project management, responsiveness, and ability to enhance operational efficiency, making them a valuable partner for achieving improved decision-making and streamlined processes. Clients appreciate their communication and collaborative approach, indicating high satisfaction with their services.

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Straine

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Sacramento, CA

Services provided

20% Financial Advising & Planning

50% Business Consulting

10% Commercial Financing +2

10% Corporate Training & Coaching

10% Financial Consulting

Focus Areas

60% Wealth & Asset Management

40% Retirement Planning

Straine is a Business Consulting company founded in 1988. In Sacramento, California, the team focuses on Business Consulting and Financial Advising & Planning.
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Porte Brown LLC

Not yet reviewed

$1,000+

$200 - $300 / hr

50 - 249

Elk Grove Village, IL

Services provided

10% Financial Advising & Planning

30% Accounting

10% Business Consulting +5

10% Cloud Consulting & SI

10% Cybersecurity

10% ERP Consulting and SI

10% Finance & Accounting Outsourcing (FAO)

10% HR Consulting

Focus Areas

100% Wealth & Asset Management

In Elk Grove Village, Illinois and McHenry, Illinois, Porte Brown LLC is a midsize Accounting company. Their services include Accounting and cloud consulting & SI.
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Riverbend Investment Management

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Rehoboth Beach, DE

Services provided

100% Financial Advising & Planning

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Riverbend Investment Management is a Financial Advising & Planning company. The team is based in Rehoboth Beach, Delaware, and their services include Financial Advising & Planning.
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SMB Services

5.0 1 review

Undisclosed

Undisclosed

10 - 49

Palo Alto, CA

Services provided

20% Financial Advising & Planning

50% Accounting

30% BI & Big Data Consulting & SI

Focus Areas

100% Wealth & Asset Management

SMB Services offers website development, web design, and web application services. The overall feedback from reviews on Clutch.co highlights their collaborative approach and timely delivery, with clients appreciating their high ratings and effective virtual communication. The company received high praise for meeting project goals and delivering measurable outcomes.

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Eagle Text Credits

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dover, DE

Services provided

50% Financial Advising & Planning

40% Financial Consulting

10% Business Consulting

Focus Areas

100% Wealth & Asset Management

Financial Advising & Planning company Eagle Text Credits was launched in 2022. The firm offers Financial Advising & Planning and Financial Consulting, and is small.
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J. Martin Wealth Management

Not yet reviewed

$250,000+

Undisclosed

2 - 9

Chandler, AZ

Services provided

70% Financial Advising & Planning

20% Financial Consulting

10% Funding & Investment

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

J. Martin Wealth Management is a Chandler, Arizona-based Financial Advising & Planning company. They specialize in Financial Advising & Planning and Financial Consulting and were established in
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CMH Advisors, PLLC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Dallas, TX

Services provided

30% Financial Advising & Planning

20% Accounting

20% Finance & Accounting Outsourcing (FAO) +2

15% Business Consulting

15% Financial Consulting

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

CMH Advisors, PLLC is a Financial Advising & Planning company. Located in Dallas, Texas, the agency focuses on Financial Advising & Planning and Finance & Accounting Outsourcing (FAO).
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Texas Financial Advisory

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Antonio, TX

Services provided

50% Financial Advising & Planning

50% Financial Consulting

Focus Areas

35% Wealth & Asset Management

35% Stocks Portfolio Management

30% Retirement Planning

Founded in 2008, Texas Financial Advisory is a small Financial Advising & Planning and Financial Consulting company. Their services include Financial Advising & Planning and Financial Consulting.
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Cedars Business Services

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Calabasas, CA

Services provided

50% Financial Advising & Planning

50% Business Consulting

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.
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Bonfire Financial

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Colorado Springs, CO

Services provided

100% Financial Advising & Planning

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Financial Advising & Planning company Bonfire Financial was founded in 2007. The small team offers Financial Advising & Planning.
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Menninger & Associates - Certified Financial Planner

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Trooper, PA

Services provided

100% Financial Advising & Planning

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Financial Advising & Planning company Menninger & Associates - Certified Financial Planner offers Financial Advising & Planning. They were founded in 2007.
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CAPATA

Not yet reviewed

$1,000+

$300+ / hr

10 - 49

Laguna Niguel, CA

Services provided

15% Financial Advising & Planning

70% Accounting

15% Business Consulting

Focus Areas

70% Wealth & Asset Management

20% Retirement Planning

5% Actuarial Services +1

5% Debt Consulting

CAPATA is a Laguna Niguel, California-based Accounting company. Their services include Accounting and Business Consulting.
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Alliance Global Partners

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

New York, NY

Services provided

30% Financial Advising & Planning

35% Financial Consulting

35% Funding & Investment

Focus Areas

100% Wealth & Asset Management

Established in 1980, Alliance Global Partners is a small Funding & Investment company. Their team offers Funding & Investment and Financial Consulting.
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Holland Capital Management

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Charlotte, NC

Services provided

100% Financial Advising & Planning

Focus Areas

100% Wealth & Asset Management

Holland Capital Management, a Financial Advising & Planning company, is located in Charlotte, North Carolina and Charlotte, North Carolina. They offer Financial Advising & Planning.
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First Financial Consulting

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Pasadena, CA

Services provided

50% Financial Advising & Planning

30% Funding & Investment

20% Financial Consulting

Focus Areas

30% Wealth & Asset Management

40% Retirement Planning

30% Stocks Portfolio Management

Founded in 1976, First Financial Consulting is a small Financial Advising & Planning company. Their team offers Financial Advising & Planning and Funding & Investment.
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Vistica Wealth Advisors

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Carlsbad, CA

Services provided

100% Financial Advising & Planning

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.
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Skytale Group

Not yet reviewed

$1,000+

$100 - $149 / hr

50 - 249

Dallas, TX

Services provided

25% Financial Advising & Planning

25% Accounting

25% Commercial Financing +1

25% Insurance Services & Brokers

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.
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Barr Advanced Tax Solutions

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Southlake, TX

Services provided

25% Financial Advising & Planning

25% Accounting

25% Financial Consulting +1

25% Tax Law

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Barr Advanced Tax Solutions, an Accounting company, is in Southlake, Texas. Their services include Accounting and Financial Advising & Planning.
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Paces Ferry Wealth Advisors

Not yet reviewed

$1,000+

Undisclosed

10 - 49

Atlanta, GA

Services provided

100% Financial Advising & Planning

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Paces Ferry Wealth Advisors is a Financial Advising & Planning company. Founded in 2019, the team provides Financial Advising & Planning.
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Aronson LLC

4.5 1 review

Undisclosed

Undisclosed

50 - 249

Rockville, MD

Services provided

33% Financial Advising & Planning

33% Accounting

24% Business Consulting +1

10% Financial Consulting

Focus Areas

20% Wealth & Asset Management

20% Actuarial Services

20% Debt Consulting +2

20% Mortgage & Loan Brokerage

20% Retirement Planning

Aronson LLC offers audit services and tax return preparation, providing financial statements and timely tax returns. The reviews consistently highlight the company's reasonable pricing, positive reviews, and alignment with client values. Clients appreciate their effective communication through various channels and the high value for cost.

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Credit Vision LLC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Cape Coral, FL

Services provided

50% Financial Advising & Planning

50% Finance & Accounting Outsourcing (FAO)

Focus Areas

15% Wealth & Asset Management

15% Debt Consulting

15% Mortgage & Loan Brokerage +4

15% Retirement Planning

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

Credit Vision LLC is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).
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BANKERS HILL ADVISORS

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

San Diego, CA

Services provided

33% Financial Advising & Planning

34% Accounting

33% Business Consulting

Focus Areas

100% Wealth & Asset Management

BANKERS HILL ADVISORS is an Accounting company. The team is located in San Diego, California, and their services include Accounting and Business Consulting.
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Chaudhry CPA

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Los Angeles, CA

Services provided

50% Financial Advising & Planning

50% Accounting

Focus Areas

15% Wealth & Asset Management

20% Mortgage & Loan Brokerage

15% Debt Consulting +4

15% Securities Brokerage

15% Stocks Portfolio Management

10% Actuarial Services

10% Retirement Planning

Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.
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Avignon Global LLC

5.0 1 review

$1,000+

< $25 / hr

10 - 49

Sheridan, WY

Services provided

10% Financial Advising & Planning

20% Corporate Law

20% Finance Law +6

10% Accounting

10% Finance & Accounting Outsourcing (FAO)

10% Financial Consulting

10% Intellectual Property Law

5% Digital Asset Management

5% Employer of Record (EOR) Services

Focus Areas

50% Wealth & Asset Management

50% Retirement Planning

Avignon Global LLC offers services in financial account cleanup and employee background checks, as evidenced by their work with Swiss Vanity Luxury. The overall feedback highlights their proactive and responsive project management, with timely delivery of reliable reports, making the company a valuable and impressive partner for ongoing collaboration.

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Sensiba LLP

Not yet reviewed

Undisclosed

Undisclosed

250 - 999

Pleasanton, CA

Services provided

10% Financial Advising & Planning

55% Accounting

15% Finance & Accounting Outsourcing (FAO) +2

10% Business Consulting

10% Financial Consulting

Focus Areas

20% Wealth & Asset Management

20% Actuarial Services

20% Debt Consulting +2

20% Mortgage & Loan Brokerage

20% Retirement Planning

Sensiba LLP is an Accounting company launched in 1977. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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Wharton Wealth Planning

Not yet reviewed

$10,000+

$200 - $300 / hr

2 - 9

New York, NY

Services provided

100% Financial Advising & Planning

Focus Areas

40% Wealth & Asset Management

40% Retirement Planning

20% Stocks Portfolio Management

Wharton Wealth Planning, a Financial Advising & Planning company, was established in 2006. The firm provides Financial Advising & Planning.
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CME Group

Not yet reviewed

Undisclosed

Undisclosed

1,000 - 9,999

Chicago, IL

Services provided

100% Financial Advising & Planning

Focus Areas

100% Wealth & Asset Management

CME Group, a large Financial Advising & Planning company, is located in Chicago, Illinois. The team focuses on Financial Advising & Planning.
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Premier Management Corporation

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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Ability to deliver

Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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

1 Eqvista

2 Imperial Advisory, CFOs

3 Univest

4 VantagePoint Benefit Administrators

5 ADYZER

6 Baharestani & Ritt LLP

7 HORAN

A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size. Learn More

Focus (x-axis)

Focus accounts for a company’s specialization within a certain service.

Ability to Deliver (y-axis)

Ability to Deliver considers three criteria:

Client feedback and reviews
Work experience and previous projects
Market presence and reputation in the industry

List of the Top 7 United States Wealth and Asset Management Companies

Eqvista

$1,000+

$50 - $99 / hr

10 - 49

San Francisco, CA

Ability to deliver

37.2/40.0

18.6/20 Reviews

8.9/10 Clients & Experience

9.7/10 Market Presence

Service focus

10% Financial Advising & Planning

10% Wealth & Asset Management

90% Other

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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

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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

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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

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ADYZER

Undisclosed

< $25 / hr

10 - 49

St. Petersburg, FL

Ability to deliver

21/40.0

16.4/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

20% Financial Advising & Planning

25% Wealth & Asset Management

80% Other

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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

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HORAN

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Ability to deliver

10.1/40.0

0/20 Reviews

2.1/10 Clients & Experience

8/10 Market Presence

Service focus

35% Financial Advising & Planning

50% Wealth & Asset Management

65% Other

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HORAN - Wealth Management

Undisclosed

Undisclosed

50 - 249

Dublin, OH

Ability to deliver

7.6/40.0

0/20 Reviews

0/10 Clients & Experience

7.6/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Wealth & Asset Management

50% Other

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HORAN

Undisclosed

Undisclosed

50 - 249

Dayton, OH

Ability to deliver

6/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Wealth & Asset Management

50% Other

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Ramsey Solutions

Undisclosed

Undisclosed

1,000 - 9,999

Franklin, TN

Ability to deliver

6/40.0

0/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Wealth & Asset Management

50% Other

View Profile Visit Website
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

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Trust Consulting Services

$1,000+

$50 - $99 / hr

10 - 49

Washington, DC

Ability to deliver

9.4/40.0

0/20 Reviews

2.6/10 Clients & Experience

6.8/10 Market Presence

Service focus

30% Financial Advising & Planning

50% Wealth & Asset Management

70% Other

View Profile Visit Website
Vasl

Undisclosed

Undisclosed

10 - 49

San Francisco, CA

Ability to deliver

7.5/40.0

0/20 Reviews

2.4/10 Clients & Experience

5.2/10 Market Presence

Service focus

40% Financial Advising & Planning

100% Wealth & Asset Management

60% Other

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Tencap Wealth Coaching

Undisclosed

Undisclosed

10 - 49

South Jordan, UT

Ability to deliver

6.2/40.0

0/20 Reviews

0/10 Clients & Experience

6.2/10 Market Presence

Service focus

50% Financial Advising & Planning

50% Wealth & Asset Management

50% Other

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Adams Brown

$10,000+

Undisclosed

250 - 999

Wichita, KS

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

25% Financial Advising & Planning

50% Wealth & Asset Management

75% Other

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Anglin Reichmann Armstrong, PC

Undisclosed

$200 - $300 / hr

50 - 249

Huntsville, AL

Ability to deliver

5.9/40.0

0/20 Reviews

0/10 Clients & Experience

5.9/10 Market Presence

Service focus

35% Financial Advising & Planning

55% Wealth & Asset Management

65% Other

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Finsmart Accounting

Undisclosed

Undisclosed

10 - 49

New York, NY

Ability to deliver

8.6/40.0

0/20 Reviews

1.8/10 Clients & Experience

6.9/10 Market Presence

Service focus

25% Financial Advising & Planning

50% Wealth & Asset Management

75% Other

View Profile Visit Website
Dark Horse CPAs

$1,000+

$300+ / hr

50 - 249

Encinitas, CA

Ability to deliver

8.7/40.0

0/20 Reviews

3.7/10 Clients & Experience

5/10 Market Presence

Service focus

10% Financial Advising & Planning

50% Wealth & Asset Management

90% Other

View Profile Visit Website
Financial Advisors Diddel

Undisclosed

Undisclosed

10 - 49

Stamford, CT

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

70% Financial Advising & Planning

55% Wealth & Asset Management

30% Other

View Profile Visit Website
Specialized Trust Company

Undisclosed

Undisclosed

10 - 49

Albuquerque, NM

Ability to deliver

5.3/40.0

0/20 Reviews

0/10 Clients & Experience

5.3/10 Market Presence

Service focus

100% Financial Advising & Planning

50% Wealth & Asset Management

View Profile Visit Website
Ledger Labs, Inc.

$1,000+

$50 - $99 / hr

50 - 249

Los Angeles, CA

Ability to deliver

7.7/40.0

0/20 Reviews

1/10 Clients & Experience

6.7/10 Market Presence

Service focus

50% Financial Advising & Planning

15% Wealth & Asset Management

50% Other

View Profile Visit Website
Straine

Undisclosed

Undisclosed

250 - 999

Sacramento, CA

Ability to deliver

5.5/40.0

0/20 Reviews

0/10 Clients & Experience

5.5/10 Market Presence

Service focus

20% Financial Advising & Planning

60% Wealth & Asset Management

80% Other

View Profile Visit Website

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Top Asset Management Companies in the United States

List of the Top United States Wealth and Asset Management Companies

Reviews mention Meets deadlines

Initial Business Valuation Services for Data Technology Co

Reviewed 1 time in the past 6 months

Eqvista is very responsive

Reviews mention Professional

Business Consulting for Executive Search Firm

Business Consulting for Executive Search Firm

Average Project Cost Breakdown

What Clients Have Said

Average Project Cost Breakdown

What Clients Have Said

Average Project Cost Breakdown

What Clients Have Said

Accounting Services for Digital Agency

Average Project Cost Breakdown

What Clients Have Said

Average Project Cost Breakdown

What Clients Have Said

Get closer to kicking off your next project today

List of the Top 7 United States Wealth and Asset Management Companies