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415 Firms
Country: United States

List of the Top United States Wealth and Asset Management Companies

  • Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY
    Service Focus
    Financial Advising & Planning

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

    • Executive, Fairway Consulting
  • Univest

    Univest

    Financial solutions for your life

    Undisclosed
    Undisclosed
    250 - 999
    Souderton, PA
    Service Focus
    Financial Advising & Planning

    “They’ve hit all their deadlines, and we’re early on a lot of things.”

    • Managing Partner, Real Estate Company
  • $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY
    Service Focus
    Financial Advising & Planning

    “VantagePoint resources are experts; they know what they’re doing, and they truly understand the HR system.”

    • Founder & CEO, Touchstone Security
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  • Eqvista

    Eqvista

    Issue and manage company shares.

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA
    Service Focus
    Financial Advising & Planning

    "Their team provided excellent communication and responsiveness to our questions and adjustment needs."

    • CEO, MassMatrix, Inc.
  • Baharestani & Ritt LLP

    Baharestani & Ritt LLP

    We listen. We evaluate. We advise.

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY
    Service Focus
    Financial Advising & Planning

    "They have always been excellent and exceed my expectations."

    • Owner, Hospitality & Leisure Company
  • HORAN

    HORAN

    We protect your future, today.

    Undisclosed
    Undisclosed
    50 - 249
    Fort Mitchell, KY
    Service Focus
    Financial Advising & 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

    HORAN - Wealth Management

    We protect your future, today.

    Undisclosed
    Undisclosed
    50 - 249
    Dublin, OH
    Service Focus
    Financial Advising & 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

    HORAN

    We protect your future, today.

    Undisclosed
    Undisclosed
    50 - 249
    Dayton, OH
    Service Focus
    Financial Advising & Planning

    HORAN provides legendary service, employee benefits consulting, wealth management and life insurance for both corporate and individual clients. For over 70 years, HORAN has served as a trusted…

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  • PathQuest Solutions

    PathQuest Solutions

    Accounting simplify

    $100,000+
    $50 - $99 / hr
    250 - 999
    Honolulu, HI
    Service Focus
    Financial Advising & Planning

    PathQuest is a subsidiary of Pacific Accounting & Business Services (aka PABS), a result-driven Blended Shore Outsourced Accounting Firm. With PathQuest, you get real-time visibility of cash flow…

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  • Xaris Financial Enterprises

    Xaris Financial Enterprises

    Financial Consulting Frontrunner

    $1,000+
    $150 - $199 / hr
    2 - 9
    Trussville, AL
    Service Focus
    Financial Advising & Planning

    Xaris Financial Enterprises provides financial consulting and educational services. We help startup founders and existing entrepreneurs with financial due diligence, financial projections, and more…

    More

  • Trust Consulting Services

    Trust Consulting Services

    Services & People You Can Trust

    $1,000+
    $50 - $99 / hr
    10 - 49
    Washington, DC
    Service Focus
    Financial Advising & Planning

     

    Trust Consulting Services, Inc. (Trust) provides cost-effective, customer-focused, and scalable solutions to a wide range of government organizations. Our staff is made up of highly qualified…

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  • Vasl

    Vasl

    managing your financials effectively is crucial

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA
    Service Focus
    Financial Advising & Planning

    At VASL, we understand that managing your financials effectively is crucial for the success and growth of your business. That's why we offer outsourced CFO services that are tailored to meet your…

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  • Anglin Reichmann Armstrong, PC

    Anglin Reichmann Armstrong, PC

    Your premier accounting firm

    Undisclosed
    $200 - $300 / hr
    50 - 249
    Huntsville, AL
    Service Focus
    Financial Advising & Planning

    You have a vision for your future. We’re here to help. As a regional and independent public accounting firm whose clients operate locally and nationally, Anglin Reichmann Armstrong, P.C. is growing…

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  • Adams Brown

    Adams Brown

    Going Above + Beyond for You

    $10,000+
    Undisclosed
    250 - 999
    Wichita, KS
    Service Focus
    Financial Advising & Planning

    We are committed to exceptional service and a promise to deliver added value to the clients we serve. We believe clients come first; deadlines should be met; costs are fair; friendly service is a…

    More

  • Tencap Wealth Coaching

    Tencap Wealth Coaching

    Coaching our clients with clarity

    Undisclosed
    Undisclosed
    10 - 49
    South Jordan, UT
    Service Focus
    Financial Advising & Planning

    Tencap Wealth Coaching is an independent investment advisory firm founded on investment principles supported by Nobel Prize-winning research and philosophies. Tencap works in a fiduciary capacity…

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  • Finsmart Accounting

    Finsmart Accounting

    Trusted FinOps Partner

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY
    Service Focus
    Financial Advising & Planning

    Finsmart is a trusted FinOps Partner that brings domain expertise, new-age technologies, and customer-centric models for businesses across the globe. Since 2007, we have been supporting Indian…

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  • Financial Advisors Diddel

    Financial Advisors Diddel

    Financial Advisors in Stamford CT

    Undisclosed
    Undisclosed
    10 - 49
    Stamford, CT
    Service Focus
    Financial Advising & Planning

    Stamford Connecticut Financial Advisors Diddel & Diddel provides Wealth Management and all Financial Services in Connecticut - Our Financial Advisors offer Wealth Management, Financial Advising…

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  • Ledger Labs, Inc.

    Ledger Labs, Inc.

    The Knowledge & Attention your Business Deserves

    $1,000+
    $50 - $99 / hr
    50 - 249
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    We offer Accounting and Bookkeeping, Controller Services, CFO and Advisory, and NetSuite ERP.

    More

  • Straine

    Straine

    Dental Practices Made Perfect

    Undisclosed
    Undisclosed
    250 - 999
    Sacramento, CA
    Service Focus
    Financial Advising & Planning

    Straine is the premier practice management organization for dentists and dental team members who want to acquire the behaviors and skills necessary for running a successful dental practice. We…

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  • Porte Brown LLC

    Porte Brown LLC

    We Help You Get to Your Next Level.

    $1,000+
    $200 - $300 / hr
    50 - 249
    Elk Grove Village, IL
    Service Focus
    Financial Advising & Planning

    Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, IL.
    In addition to the traditional accounting services, such as …

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  • Riverbend Investment Management

    Riverbend Investment Management

    Investment Management Built for Turbulent Markets

    Undisclosed
    Undisclosed
    10 - 49
    Rehoboth Beach, DE
    Service Focus
    Financial Advising & Planning

    Founded in 2006 by John Rothe CMT, Riverbend Investment Management manages portfolios for clients across the US using tactical and adaptive investment strategies.
    Riverbend Investment Management…

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  • SMB Services

    SMB Services

    Outsourced Bookkeeping & Accounting in California

    Undisclosed
    Undisclosed
    10 - 49
    Palo Alto, CA
    Service Focus
    Financial Advising & Planning

    SMB services is a Bookkeeping &Accounting outsourcing firm in California, catering exclusively to small and medium-sized businesses. We deliver on your needs by providing essential business…

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  • Dark Horse CPAs

    Dark Horse CPAs

    Accounting Firm based in Cardiff, California.

    $1,000+
    $200 - $300 / hr
    10 - 49
    Encinitas, CA
    Service Focus
    Financial Advising & Planning

    Dark Horse CPAs provides integrated tax, accounting and CFO services to small businesses and individuals across the U.S. The firm was founded to save small businesses (and their owners) from subpar…

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  • Eagle Text Credits

    Eagle Text Credits

    Eagle Text Credits

    Undisclosed
    Undisclosed
    10 - 49
    Dover, DE
    Service Focus
    Financial Advising & Planning

    The government decided that not only should existing businesses that suffered during Covid receive an extra hand; new owners should as well! If a company opened their doors after February 15th, 2020…

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  • J. Martin Wealth Management

    J. Martin Wealth Management

    Local Independent Financial Advisor

    Undisclosed
    Undisclosed
    2 - 9
    Chandler, AZ
    Service Focus
    Financial Advising & Planning

    Jeff is a dedicated fiduciary financial advisor and the founder of J. Martin Wealth Management, a fee-based financial planning and wealth management firm with offices across Arizona in Chandler,…

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  • Cedars Business Services

    Cedars Business Services

    Debt Collection Agency

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA
    Service Focus
    Financial Advising & Planning

    Since 1997, Cedars Business Services has centered its debt collection business around People.
    Built on a foundation of trust, Cedars Business Services strives for honest relationships based on…

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  • Bonfire Financial

    Bonfire Financial

    Bonfire Financial - Retirement Made Simple

    Undisclosed
    Undisclosed
    2 - 9
    Colorado Springs, CO
    Service Focus
    Financial Advising & Planning

    Bonfire Financial is an Independent, Fee-Only, Registered Investment Advisor with a team of Certified Financial Planners in Colorado Springs, CO. Bonfire Financial has been recognized as one of the…

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  • Menninger & Associates - Certified Financial Planner

    Menninger & Associates - Certified Financial Planner

    Trusted financial guidance through education

    Undisclosed
    Undisclosed
    2 - 9
    Trooper, PA
    Service Focus
    Financial Advising & Planning

    At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. We offer many financial planning services including Cash Management, Tax Planning, Insurance Planning…

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  • CMH Advisors, PLLC

    CMH Advisors, PLLC

    Taking the stress out of running your business

    Undisclosed
    Undisclosed
    10 - 49
    Dallas, TX
    Service Focus
    Financial Advising & Planning

    At CMH Advisors + CPAs, we understand that busy entrepreneurs are focused on providing top-notch products and services to their customers, leaving little time for managing complex accounting. We also…

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  • Holland Capital Management

    Holland Capital Management

    distinguished financial services firm

    Undisclosed
    Undisclosed
    2 - 9
    Charlotte, NC
    Service Focus
    Financial Advising & Planning

    Holland Capital Management is a distinguished financial services firm dedicated to providing comprehensive investment management solutions. With a commitment to excellence, the company specializes in…

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  • CAPATA

    CAPATA

    WE HELP YOU RISE TO BUILD A BETTER FUTURE

    $1,000+
    $300+ / hr
    10 - 49
    Laguna Niguel, CA
    Service Focus
    Financial Advising & Planning

    CAPATA is a full service accounting firm in Orange County, California. We are focused on providing top tier accounting services, tax planning and strategic guidance. For over 35 years, we have…

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  • $1,000+
    $100 - $149 / hr
    50 - 249
    Dallas, TX
    Service Focus
    Financial Advising & Planning

    Skytale Group is the leading healthcare financial consulting company. We provide strategic financial consulting services for dental and med spas.

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  • Vistica Wealth Advisors

    Vistica Wealth Advisors

    Integrated Advice. Collaborative Solutions.

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA
    Service Focus
    Financial Advising & Planning

    "What started as a family business idea in 2015 has grown into a trusted advisor source for many throughout California and several other states. We built our firm on the belief that everyone deserves…"

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  • $1,000+
    Undisclosed
    10 - 49
    Atlanta, GA
    Service Focus
    Financial Advising & Planning

    We honor our fiduciary duty above all. We practice transparency and full disclosure, fostering the highest level of two-way communication. We are here for our clients through every phase of their…

    More

  • Aronson LLC

    Aronson LLC

    Expanding what's possible.

    Undisclosed
    Undisclosed
    50 - 249
    Rockville, MD
    Service Focus
    Financial Advising & Planning

    Aronson provides a comprehensive platform of assurance, tax, and consulting solutions to today’s most active industry sectors and successful individuals. For more than 55 years, we have purposefully…

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  • Sensiba LLP

    Sensiba LLP

    Account for Good

    Undisclosed
    Undisclosed
    250 - 999
    Pleasanton, CA
    Service Focus
    Financial Advising & Planning

    Good business makes an impact — on companies, on communities, and on people. We’re accountants, consultants, and experts in good business. We use deep industry experience to help the…

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  • BANKERS HILL ADVISORS

    BANKERS HILL ADVISORS

    BANKERS HILL ADVISORS, AN ACCOUNTANCY CORPORATION

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA
    Service Focus
    Financial Advising & Planning

    There is no shortage of CPA firms and many provide the same old traditional services of preparing a financial statement or a tax return. But has it really helped you navigate the complexities of your…

    More

  • Chaudhry CPA

    Chaudhry CPA

    Bookkeeping Service

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA
    Service Focus
    Financial Advising & Planning

    We offer the best financial service in California

  • Credit Vision LLC

    Credit Vision LLC

    Improve Your Credit Score with Proven Strategy

    Undisclosed
    Undisclosed
    50 - 249
    Cape Coral, FL
    Service Focus
    Financial Advising & Planning

    Creditvisionllc.com is a credit repair consultant in the USA, helping individuals and businesses improve their credit scores. We provide personal credit counselling and help you create a budget to…

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  • Manay CPA | Tax & Accounting

    Manay CPA | Tax & Accounting

    Your Opportunity Advisor | Top CPA in Marietta, GA

    $1,000+
    $50 - $99 / hr
    10 - 49
    Marietta, GA
    Service Focus
    Financial Advising & Planning

    Manay CPA Inc is an Marietta HQ office and Atlanta branch, GA CPA firm that’s earned a fine reputation as a financial leader in the local community. Many of the region’s small and mid-sized…

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  • CME Group

    CME Group

    Future & Options Trading

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Chicago, IL
    Service Focus
    Financial Advising & Planning

    As the world's leading and most diverse derivatives marketplace, CME Group (www.cmegroup.com) is where the world comes to manage risk. CME Group exchanges offer the widest range of global benchmark…

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  • Premier Management Corporation

    Premier Management Corporation

    YOUR TRUSTED PARTNER FOR CYBER SECURITY SOLUTIONS

    Undisclosed
    Undisclosed
    50 - 249
    Baltimore, MD
    Service Focus
    Financial Advising & Planning

    Premier Management Corporation ("PREMIER") is a Certified 8A, Service Disabled Veteran Owned Small Business founded in November 2004. We are a privately held business entity, which employs highly…

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  • Futrend Technology, Inc.

    Futrend Technology, Inc.

    Technology at Its Best

    Undisclosed
    Undisclosed
    50 - 249
    Vienna, VA
    Service Focus
    Financial Advising & Planning

    Futrend Technology, Inc. is a rapidly growing innovative business and technology solutions provider. We excel at providing customers with high-value solutions that support their missions and meet…

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  • Seneca Global Services, LLC

    Seneca Global Services, LLC

    Investing for the Seventh Generation

    Undisclosed
    Undisclosed
    50 - 249
    Salamanca, NY
    Service Focus
    Financial Advising & Planning

    Seneca Holdings, LLC is the investment holding company of the Seneca Nation of Indians. Through its subsidiaries, Seneca Holdings'​ mission is to provide financial diversification and economic…

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  • Welch & Forbes LLC

    Welch & Forbes LLC

    Investment Management Firm in Boston

    Undisclosed
    Undisclosed
    50 - 249
    Boston, MA
    Service Focus
    Financial Advising & Planning

    Welch & Forbes is a full service private wealth management firm with an over 180-year history of working with clients to help manage the full range of events that come with building wealth. Our…

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  • Wealth Enhancement Group

    Wealth Enhancement Group

    All the specialists you need, all in one place.

    Undisclosed
    Undisclosed
    250 - 999
    Minneapolis, MN
    Service Focus
    Financial Advising & Planning

    In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would…

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  • Cetera Financial Group

    Cetera Financial Group

    Celebrating Diversity, Gaining Appreciation

    Undisclosed
    Undisclosed
    1,000 - 9,999
    El Segundo, CA
    Service Focus
    Financial Advising & Planning

    Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based…

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  • Edelman Financial Engines

    Edelman Financial Engines

    We put the personal in personal finance.

    Undisclosed
    Undisclosed
    250 - 999
    Sunnyvale, CA
    Service Focus
    Financial Advising & Planning

    Overview

    We put the personal in personal finance.

     

    Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all…

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  • Mountain America Credit Union

    Mountain America Credit Union

    Financial Services Sandy, Utah

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Apache Junction, AZ
    Service Focus
    Financial Advising & Planning

    It may be our story, but it's all about you.

    Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding our members to achieve their financial dreams.

    Today…

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  • Wescott Financial Advisory Group, LLC

    Wescott Financial Advisory Group, LLC

    Wealth Management You Can Trust

    Undisclosed
    Undisclosed
    50 - 249
    Philadelphia, PA
    Service Focus
    Financial Advising & Planning

    Let us build a track record of advice, trust and results for you...

    Through its unique Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life…

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