Ultra High Net Worth Financial Advisors

Ultra High Net Worth Individuals are families with complex, multi-entity wealth and legacy planning. The Financial Advisors below build long-term financial and investment plans for these clients — each one reviewed by real clients on Sam's List, so you can compare experience and connect directly.

19 financial advisors. 50 client reviews. Used by 200,000+ business owners and high net worth individuals.

Browse related profiles

What clients are saying

  • "Stellar. Team was great, delivered my plan a week ahead of schedule."
    — Matthew Powers, 0.0 stars, for Steward
  • "@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
    — Mike O'Malley, 0.0 stars, for Thomas-Kopelman
  • "I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
    — Yev, 0.0 stars, for 5T Wealth Management

Frequently asked questions

Do ultra high net worth individuals need a financial advisor?
Ultra High Net Worth Individuals are families with complex, multi-entity wealth and legacy planning, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
How do I choose a financial advisor for ultra high net worth individuals on Sam's List?
Filter to Financial Advisors who work with ultra high net worth individuals, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.

Explore more on Sam's List

Related Sam's List pages