Wealth Management Services
39 financial advisors list Wealth Management · 95 client reviews
Browse related profiles
Calculated Wealth
Financial Advisor
- 5.0 (1 review)
- 0.5%–1% of AUM
- Serves nationwide
Everything we do—from planning to investing—is focused on helping pre‑retirees and retirees confidently navigate the retirement transition and create a dependable retirement income plan.
Services: 401(k) & IRA Management, Asset Allocation, Business Succession Planning +14 more
Bull Oak
Financial Advisor
- No reviews yet
- Serves nationwide
Bull Oak is a fee-only fiduciary advisor, helping high-net-worth individuals and families navigate the transition into retirement through financial planning, investing, and tax planning and filing.
Services: Executive Compensation, Exit Planning, Financial Planning +6 more
Ian Weiner, CFP®, CEPA®
Financial Advisor
- 5.0 (1 review)
- $1,500–$12,500 one-time
- Serves nationwide
Personal CFO for owners, executives, and families. One quarterback for planning, tax, estate, and investment decisions. Built for irreversible calls: sales, exits, equity comp, inheritance.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +25 more
Chris Gure
Financial Advisor
- 5.0 (17 reviews)
- 0.35%–2% of AUM
- Serves nationwide
Personalized investment management, tax planning, insurance, and estate strategy - all in one place.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more
Ryan Johnson, CFP®, BFA™
Financial Advisor
- 5.0 (12 reviews)
- $2,500–$5,000 one-time
- Serves nationwide
We help successful professionals and families simplify their finances, make confident decisions, and align their money with the life they want to live.
Services: 401(k) & IRA Management, Asset Allocation, Cash Flow Management +22 more
Pillar Wealth
Financial Advisor · Fractional CFO
- 5.0 (10 reviews)
- $11,400–$60,000 one-time
- Serves nationwide
"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products…
Industries: Advertising & Marketing, Biotechnology & Pharmaceuticals, Construction +4 more
VDB Wealth
Financial Advisor
- 5.0 (8 reviews)
- 0.35%–1% of AUM
- Serves nationwide
A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +14 more
Steven Evensen - Gerber Kawasaki Wealth & Investment Management
Financial Advisor
- 5.0 (3 reviews)
- 0.25%–1.5% of AUM
- Serves nationwide
Gerber Kawasaki is a forward-thinking wealth and investment management firm based in Santa Monica that helps individuals and families build, grow, and protect their wealth through personalized financial planning, investment strategies, and equity-compensation expertise.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +21 more
Alex Jankowski, CPA, CFP®
Accountant · Financial Advisor
- 5.0 (3 reviews)
- 0.3%–1% of AUM
- Serves nationwide
Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.
Industries: Dental, E-commerce, Education +7 more
Manetta Wealth Management
Financial Advisor
- 4.8 (2 reviews)
- 1% of AUM
- Serves nationwide
I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +13 more
Drew Feldman, APMA® | WideFrame Wealth
Financial Advisor
Drew Feldman, APMA®
- 5.0 (1 review)
- $4,000 one-time
- Serves nationwide
We help creative professionals turn career breakthroughs into lasting financial stability. Flat-fee, full-service with a tax-aware investment and planning approach tailored to your unique goals.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +15 more
Emory Wealth LLC
Financial Advisor
- 5.0 (1 review)
- 0.5%–1.5% of AUM
- Serves nationwide
Emory Wealth is an Austin-based independent wealth firm helping families, business owners, and retirees simplify investments, tax planning, retirement, estate, and financial decisions.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +17 more
Bone Fide Wealth
Financial Advisor
- No reviews yet
- Serves nationwide
Nationally recognized firm helping millennials, next-gen investors, and their families plan first, then invest. Real, relatable advice that meets you where you are. Couples and money is our specialty.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more
Canopy Wealth Management
Financial Advisor
Fritz Moosherr
- No reviews yet
- 0.4%–1.2% of AUM
- Serves nationwide
Fiduciary wealth management firm managing over $1 billion in assets, helping tech professionals, founders, and executives navigate equity compensation, pre-IPO planning, and tax-efficient wealth.
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +16 more
CMH Advisors
Accountant · Bookkeeper · Financial Advisor · Fractional CFO
- No reviews yet
- $750–$10,000/mo
- Serves nationwide
- Min revenue $500K+
We’re a full service accounting, advisory, payroll and tax strategy CPA firm.
Industries: Advertising & Marketing, Architecture & Engineering, Automotive +28 more
Concert Financial Planning
Financial Advisor
- No reviews yet
- $1,000–$3,000/qtr
- Serves nationwide
Financial Advice for BigLaw Attorneys
Services: 401(k) & IRA Management, Alternative Investments, Asset Allocation +13 more
About Wealth Management on Sam's List
What to know
- About 4 in 10 Americans work with a professional financial advisor.[1]
- 48% of people who took our financial advisor quiz don't work with an advisor yet.[2]
- 49% of financial advisor quiz takers asked for investment management.[3]
Sources
- Employee Benefit Research Institute & Greenwald Research: 2026 Retirement Con…, 2026
- Sam's List quiz data
- Sam's List quiz data
Looking for help with wealth management? It comes down to coordinated investing, planning, and tax for building wealth. The Financial Advisors here provide this as part of financial planning and wealth management, with real client reviews on every profile.
Credentials on this page
- 6 of 39 list CPA
- 5 of 39 list EA
- 25 of 39 list CFP®
- 3 of 39 list CEPA
As listed by the firms on this page. Verify before you hire:
Frequently asked questions
- What is wealth management?
- Wealth management is a coordinated service combining investment management, financial planning, tax strategy, and estate planning for individuals and families building significant wealth. Compare vetted wealth managers by verified client reviews on Sam's List.
- What is private wealth management?
- Private wealth management is high-touch wealth management for high-net-worth and ultra-high-net-worth clients, often with family-office-style coordination across investments, tax, and estate planning. Find advisors on Sam's List and compare reviews.
- How much does wealth management cost?
- Many wealth managers charge a percentage of assets managed (often around 1%), while others use flat or subscription fees. Compare fee structures and verified reviews on Sam's List, then reach out directly.