Alternative Investments
Alternative Investments means accessing private equity, real assets, and other non-traditional holdings. The Financial Advisors below provide this as part of financial planning and wealth management, and each is reviewed by real clients on Sam's List — compare their experience and connect directly.
23 financial advisors. 59 client reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
- Chris Gure — 17 reviews
- Arynton Hardy — 10 reviews
- Pillar Wealth — 10 reviews
- VDB Wealth — 8 reviews
- Steven Evensen - Gerber Kawasaki Wealth & Investment Management — 3 reviews
- 401 Financial — 2 reviews
- Manetta Wealth Management — 2 reviews
- 5T Wealth Management — 1 review
- CAPTRUST — 1 review
- Drew Feldman, APMA® | WideFrame Wealth — 1 review
- Emory Wealth LLC — 1 review
- Ian Weiner, CFP®, CEPA® — 1 review
- Matt-Magee, CFP® — 1 review
- Montebello Avenue — 1 review
- Bone Fide Wealth
- Cannon Wealth Management
- Canopy Wealth Management
- Concert Financial Planning
- Fortress Financial Partners
- HB Wealth
- Inflection Point Wealth Management
- Strategic Financial
- True Wealth Group
What clients are saying
"Working with Chris has been a game-changer. Unlike other advisors who stick to the basics, he introduced me to tax-efficient strategies and alternativ…"
— Mitchell Miller, 5.0 stars, for Chris Gure"My experience with Arynton has been exceptional. He is responsive and eager to engage with me in pretty much any topic that has to do with my financia…"
— zmatilsky901, 5.0 stars, for Arynton Hardy"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
- What does alternative investments involve?
- Alternative Investments is accessing private equity, real assets, and other non-traditional holdings. The Financial Advisors on Sam's List offer it and are vetted through real client reviews, so you can compare experience before you commit.
- How do I find a financial advisor for alternative investments?
- Filter Sam's List to Financial Advisors offering alternative investments, compare verified client reviews and pricing, and contact them directly. No referral fees or commissions.