Top Four Financial Advisory Firms with Premier Advisors
Discover the top four financial advisory firms renowned for their expert advisors, specializing in wealth management, investment strategies, and personalized financial planning for high-net-worth clients. Each firm features a team of highly credentialed professionals dedicated to preserving and growing assets, with tailored services to suit diverse financial needs.
Leading Four Financial Planning Firms with Expert Advisors
Choosing the right financial advisor can be overwhelming, especially with numerous options available. Whether managing personal wealth or corporate finances, high net-worth individuals, or complex investments, expert guidance is essential. When assets exceed six figures or involve multiple transactions, partnering with a knowledgeable financial advisor becomes crucial. Below are four top financial advisory firms renowned for their outstanding advisors, each specializing in high-level wealth management and strategic investment planning.
Silvercrest Asset Management Group LLC
This firm manages over $33 billion in assets, making it one of the top ranks. With an account minimum of $10 million, their clientele typically includes multi-generational wealthy families. The team features four CPAs, 12 CFAs, and two CPAs, emphasizing expert financial advice and wealth preservation.
TAG Associates LLC
Founded in 1983, TAG is one of the oldest and most reputable firms, catering exclusively to ultra-high-net-worth clients with a $10 million minimum. It boasts the highest number of CPAs among peers, with six, and a dedicated team of 24 top advisors. Committed to wealth preservation and legacy building, TAG operates on a fee-only basis, ensuring transparent and personalized service.
Evercore Wealth Management, LLC
Part of the global Evercore investment banking group, Evercore Wealth boasts 49 financial advisors, including four CFPs and three CTFA specialists. Established in 2008, they serve clients with a minimum of $5 million. Their fee-based structure and strategic collaborations allow for bespoke wealth management, including risk analysis and market impact evaluations.
HPM Partners LLC
HPM is distinguished by its team of highly credentialed advisors, including eight CFPs—the highest amongst peers—and specialists like a certified divorce analyst. With 10 CPAs and six CFAs, they serve clients with an account minimum of $2 million. Their expertise extends to complex scenarios such as divorce financial planning, making them ideal for clients seeking premium yet affordable advisory services.
