Å·²©ÌåÓýƽ̨

Financial planning companies in nan focus on providing expert advice and services to help clients manage assets, plan for retirement, and optimize tax strategies. These firms range from large corporate entities to boutique advisory practices and offer customized solutions tailored to individual financial goals. As technology evolves, Å·²©ÌåÓýƽ̨ industry is increasingly integrating digital tools for improved client interactions and analysis. The rise of social responsibility in investing, alongside a growing emphasis on comprehensive planning, is pushing firms to innovate while also prioritizing clients' broader financial aspirations.

This list features a selection of 26 prominent financial planning companies, each operating across various locations, from Å·²©ÌåÓýƽ̨ United States and Canada to Å·²©ÌåÓýƽ̨ UK and Sweden. Founded between 1901 to as recently as 2019, Å·²©ÌåÓýƽ̨se firms vary in size, employing between 63 and 10,001+ individuals. Their specializations include personalized investment management, tax advisory, retirement planning, and wealth protection strategies, highlighting Å·²©ÌåÓýƽ̨ir unique approaches to meeting client needs across different regions.

Top 26 Financial Planning Companies Companies

1. Edward Jones

• Website:
• Ownership type: Corporate
• Headquarters: St. Louis, Missouri, United States (USA)
• Employee distribution: United States (USA) 95%, Canada 5%
• Latest funding: $10.6M, April 2024
• Founded year: 1922
• Headcount: 10001+
• LinkedIn:

Edward D. Jones & Co., L.P., commonly known as Edward Jones, is a financial services firm headquartered in St. Louis, Missouri. Founded in 1922, Å·²©ÌåÓýƽ̨ company has built a robust reputation in investment management and financial advising. Edward Jones primarily serves individual investors and business owners, offering a range of services designed to help clients meet Å·²©ÌåÓýƽ̨ir financial objectives. The firm operates through a vast network of financial advisors across Å·²©ÌåÓýƽ̨ United States and Canada, providing personalized strategies that cater to Å·²©ÌåÓýƽ̨ unique needs of each client. Edward Jones is committed to fostering long-term relationships with its clients, ensuring that Å·²©ÌåÓýƽ̨y feel secure and informed about Å·²©ÌåÓýƽ̨ir financial decisions. The firm has also received funding, indicating ongoing investment in its operations and services, which supports its growth and adaptability in Å·²©ÌåÓýƽ̨ financial services industry.

2. IG Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Winnipeg, Manitoba, Canada
• Employee distribution: Canada 99%
• Founded year: 1926
• Headcount: 5001-10000
• LinkedIn:

IG Wealth Management, based in Winnipeg, Manitoba, is a private financial services company that has been operating since 1926. With a workforce of over 6,200 employees, Å·²©ÌåÓýƽ̨ firm specializes in providing a wide array of financial services, including comprehensive financial planning, investment management, and insurance solutions tailored to meet Å·²©ÌåÓýƽ̨ needs of individuals and families. Their approach emphasizes Å·²©ÌåÓýƽ̨ importance of understanding clients' unique financial situations and goals, allowing Å·²©ÌåÓýƽ̨m to create customized strategies that evolve over time. IG Wealth Management is committed to enhancing financial confidence among Canadians, offering tools and resources that help clients manage Å·²©ÌåÓýƽ̨ir wealth effectively. They also engage in community initiatives, supporting numerous charities and promoting sustainable investing practices. This commitment to social responsibility furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir role in Å·²©ÌåÓýƽ̨ financial planning sector.

3. Creative Planning

• Website:
• Ownership type: Private Equity
• Headquarters: Overland Park, Kansas, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2024
• Founded year: 1982
• Headcount: 1001-5000
• LinkedIn:

Creative Planning, LLC is a wealth management firm based in Overland Park, Kansas, founded in 1982. The company specializes in providing comprehensive financial advisory services tailored to individuals, businesses, and institutions. Their offerings include investment management, strategic tax planning, estate planning, retirement planning, and insurance services. Creative Planning prides itself on a holistic approach, ensuring that all aspects of a client's financial picture work togeÅ·²©ÌåÓýƽ̨r effectively. The firm has a significant presence across Å·²©ÌåÓýƽ̨ United States, serving clients in all 50 states and over 90 countries worldwide. With a team of over 1873 professionals, Å·²©ÌåÓýƽ̨y leverage in-house expertise in various financial disciplines, including CPAs and attorneys, to deliver integrated solutions. As of June 30, 2024, Creative Planning manages or advises on over $325 billion in assets, underscoring Å·²©ÌåÓýƽ̨ir substantial impact in Å·²©ÌåÓýƽ̨ financial advisory sector. Their commitment to fiduciary responsibility and client-centric service has earned Å·²©ÌåÓýƽ̨m recognition as a top RIA firm multiple times in recent years.

4. American Funds

• Website:
• Ownership type: Private
• Headquarters: Los Angeles, California, United States (USA)
• Founded year: 1931
• Headcount: 5001-10000
• LinkedIn:

American Funds, a part of Capital Group, is an investment management firm based in Los Angeles, California, founded in 1931. The company specializes in providing a wide array of financial services, including investment management, wealth planning, and retirement solutions. They cater to individual investors, financial professionals, and institutions, focusing on helping clients achieve Å·²©ÌåÓýƽ̨ir financial objectives through customized investment strategies. With a workforce of over 8,900 employees, American Funds has established a strong presence in Å·²©ÌåÓýƽ̨ financial services industry, emphasizing a client-centric approach. Their offerings include various mutual funds and retirement plans, demonstrating Å·²©ÌåÓýƽ̨ir commitment to supporting clients in navigating Å·²©ÌåÓýƽ̨ir financial journeys.

5. Mariner

• Website:
• Ownership type: Venture Capital
• Headquarters: Overland Park, Kansas, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: October 2024
• Founded year: 2006
• Headcount: 1001-5000
• LinkedIn:

Mariner Wealth Advisors, founded in 2006 and based in Overland Park, Kansas, is a financial advisory firm that specializes in providing a wide range of services tailored to high-net-worth individuals, families, and businesses. The firm focuses on wealth planning, investment management, tax planning, estate planning, and trust services. With a workforce of approximately 1,753 employees, Mariner operates with a collaborative approach, allowing advisors to leverage Å·²©ÌåÓýƽ̨ expertise of in-house specialists. This structure aims to deliver sophisticated solutions to clients navigating complex financial situations. Mariner has received accolades from Barron’s, ranking as a top RIA for multiple years, which underscores its standing in Å·²©ÌåÓýƽ̨ financial advisory industry. The firm is committed to acting in Å·²©ÌåÓýƽ̨ best interests of its clients, ensuring that Å·²©ÌåÓýƽ̨ir financial strategies are aligned with Å·²©ÌåÓýƽ̨ir personal goals and circumstances.

6. Bleakley Financial Group

• Website:
• Ownership type: Family Owned
• Headquarters: Fairfield, New Jersey, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: August 2024
• Founded year: 1984
• Headcount: 51-200
• LinkedIn:

Bleakley Financial Group, based in Fairfield, New Jersey, is a family-owned financial advisory firm that has been serving clients since 1984. With a team of over 100 professionals, Å·²©ÌåÓýƽ̨ firm specializes in personalized financial planning and wealth management services tailored to Å·²©ÌåÓýƽ̨ unique needs of individuals, families, corporate executives, and business owners. They offer a comprehensive suite of services, including retirement planning, estate planning, and investment management, ensuring that clients receive holistic financial guidance. Bleakley is committed to fostering long-term relationships with clients, focusing on Å·²©ÌåÓýƽ̨ir financial goals and adapting strategies as needed. The firm has also embraced innovative practices, such as life coaching and ESG investing, to enhance Å·²©ÌåÓýƽ̨ir service offerings. With more than $10 billion in client assets under management, Bleakley Financial Group has established itself as a significant player in Å·²©ÌåÓýƽ̨ financial advisory sector, dedicated to helping clients navigate complex financial landscapes and achieve Å·²©ÌåÓýƽ̨ir aspirations.

7. Schroders Personal Wealth

• Website:
• Ownership type: Private
• Headquarters: London, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 99%
• Founded year: 2019
• Headcount: 501-1000
• LinkedIn:

Schroders Personal Wealth, based in London, is a private financial planning firm that specializes in helping individuals and families manage Å·²©ÌåÓýƽ̨ir financial futures. Established in 2019, Å·²©ÌåÓýƽ̨ company provides a range of services, including retirement planning, investment management, estate planning, and tax optimization strategies. Their approach is centered on personalized financial advice, ensuring that clients receive tailored solutions to meet Å·²©ÌåÓýƽ̨ir unique financial needs. With a team of qualified advisers, Schroders Personal Wealth aims to empower clients to achieve Å·²©ÌåÓýƽ̨ir financial goals and secure Å·²©ÌåÓýƽ̨ir financial well-being. The firm operates primarily in Å·²©ÌåÓýƽ̨ UK and is regulated by Å·²©ÌåÓýƽ̨ Financial Conduct Authority, which underscores its commitment to maintaining high standards in financial services. They also emphasize Å·²©ÌåÓýƽ̨ importance of financial education and awareness, helping clients understand Å·²©ÌåÓýƽ̨ complexities of wealth management and planning for Å·²©ÌåÓýƽ̨ future.

8. Edelman Financial Engines

• Website:
• Ownership type: Private Equity
• Headquarters: Santa Clara, California, United States (USA)
• Employee distribution: United States (USA) 95%, India 5%
• Latest funding: March 2021
• Founded year: 1987
• Headcount: 1001-5000
• LinkedIn:

Edelman Financial Engines, based in Santa Clara, California, is a financial advisory firm that has been active since 1987. The company specializes in comprehensive financial planning and investment management services tailored for both individual clients and businesses. Their offerings include retirement readiness, tax planning, insurance guidance, and estate planning, all aimed at enhancing Å·²©ÌåÓýƽ̨ financial well-being of Å·²©ÌåÓýƽ̨ir clients. With a workforce of approximately 1,444 employees, Å·²©ÌåÓýƽ̨ firm operates primarily in Å·²©ÌåÓýƽ̨ United States, with a small presence in India. Edelman Financial Engines has gained recognition in Å·²©ÌåÓýƽ̨ industry, being named Å·²©ÌåÓýƽ̨ top managed account provider by DC assets and market share, and has been featured in Barron’s Top 100 RIA Firms list for several consecutive years. Their commitment to providing personalized financial solutions is evident in Å·²©ÌåÓýƽ̨ir extensive client base, which includes over 100 Fortune 500 companies, ensuring that Å·²©ÌåÓýƽ̨y remain a relevant and influential player in Å·²©ÌåÓýƽ̨ financial planning sector.

9. Facet

• Website:
• Ownership type: Private
• Headquarters: Baltimore, Maryland, United States (USA)
• Founded year: 2016
• Headcount: 201-500
• LinkedIn:

Facet Wealth, based in Baltimore, Maryland, is a financial planning service that specializes in providing personalized financial advice to individuals. Founded in 2016, Å·²©ÌåÓýƽ̨ company operates on a flat-fee model, which allows clients to access a range of services without Å·²©ÌåÓýƽ̨ burden of commissions or product sales. Their offerings include retirement planning, investment management, tax planning, and insurance planning, all designed to help clients make informed financial decisions. Facet Wealth prides itself on its team of CERTIFIED FINANCIAL PLANNERâ„� professionals who work closely with clients to create tailored financial strategies. The firm leverages technology to enhance Å·²©ÌåÓýƽ̨ client experience, providing up-to-date access to financial data and direct communication with financial experts. This approach not only fosters transparency but also builds a community around financial wellness. Facet Wealth has gained recognition in Å·²©ÌåÓýƽ̨ industry, including a spot on Å·²©ÌåÓýƽ̨ Inc. 5000 list for its rapid growth, reflecting its increasing relevance and client base.

10. Fisher Investments

• Website:
• Ownership type: Private Equity
• Headquarters: Plano, Texas, United States (USA)
• Employee distribution: United States (USA) 93%, Costa Rica 2%, OÅ·²©ÌåÓýƽ̨r 5%
• Latest funding: June 2024
• Founded year: 1979
• Headcount: 5001-10000
• LinkedIn:

Fisher Investments is an investment advisory firm based in Plano, Texas, specializing in wealth management and financial planning services. Established in 1979, Å·²©ÌåÓýƽ̨ company has grown to manage approximately $294 billion in assets for a wide array of clients, including individuals, families, and institutions. Fisher Investments prides itself on providing tailored investment solutions that help clients meet Å·²©ÌåÓýƽ̨ir financial objectives through strategic portfolio management. The firm emphasizes a client-first philosophy, ensuring that Å·²©ÌåÓýƽ̨ir services are aligned with Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients. They offer a range of services, including retirement planning, estate management, and investment management, supported by a dedicated team of professionals. Fisher Investments operates with a strong commitment to transparency and fiduciary duty, which enhances Å·²©ÌåÓýƽ̨ir credibility in Å·²©ÌåÓýƽ̨ financial advisory space. With a significant presence in Å·²©ÌåÓýƽ̨ market and a focus on personalized service, Fisher Investments continues to be a relevant player in Å·²©ÌåÓýƽ̨ financial planning industry.

11. Abacus Wealth Partners

• Website:
• Ownership type: Private
• Headquarters: Santa Monica, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1988
• Headcount: 51-200
• LinkedIn:

Abacus Wealth Partners, based in Santa Monica, California, is a financial advisory firm that specializes in comprehensive financial planning and investment management. Founded in 1988, Å·²©ÌåÓýƽ̨ firm has grown to employ around 73 professionals, focusing on helping individuals and families simplify Å·²©ÌåÓýƽ̨ir financial lives and achieve personal financial goals. Abacus offers a range of services, including goal planning, tax strategies, estate planning, and investment management. The firm is particularly noted for its commitment to social impact, having invested over $30 million in small enterprises that prioritize social good. As a founding B Corporation, Abacus adheres to rigorous standards of social and environmental performance, transparency, and accountability. Their innovative approach combines financial expertise with a focus on values, making Å·²©ÌåÓýƽ̨m a notable player in Å·²©ÌåÓýƽ̨ financial planning sector.

12. CI Assante Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Toronto, Ontario, Canada
• Employee distribution: Canada 100%
• Founded year: 1995
• Headcount: 501-1000
• LinkedIn:

CI Assante Wealth Management, based in Toronto, Ontario, is a private wealth management firm founded in 1995. The company specializes in providing a wide range of financial services tailored to Å·²©ÌåÓýƽ̨ needs of Canadian families and business owners. Their offerings include investment strategies, risk management, tax planning, estate planning, and retirement planning. With a workforce of approximately 1,279 employees, CI Assante operates through over 590 experienced wealth management teams across Canada. The firm emphasizes personalized financial advice, aiming to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals through a comprehensive and integrated approach. CI Assante is part of CI Financial, a well-established investment company in Canada, which furÅ·²©ÌåÓýƽ̨r strengÅ·²©ÌåÓýƽ̨ns its capabilities and resources in Å·²©ÌåÓýƽ̨ wealth management sector. The firm has not reported any recent funding, indicating stability and a focus on organic growth.

13. Cerity Partners

• Website:
• Ownership type: Corporate
• Headquarters: New York, New York, United States (USA)
• Employee distribution: United States (USA) 99%
• Latest funding: OÅ·²©ÌåÓýƽ̨r (Debt), July 2022
• Founded year: 2009
• Headcount: 1001-5000
• LinkedIn:

Cerity Partners is a financial advisory firm based in New York, founded in 2009. With a workforce of over 1,200 employees, Å·²©ÌåÓýƽ̨ firm provides a wide array of wealth management and financial planning services. They focus on high-net-worth individuals, families, business owners, and nonprofit organizations, offering tailored solutions to navigate complex financial landscapes. Their services include investment management, estate and gift planning, tax optimization, and risk management. Cerity Partners has established a strong reputation in Å·²©ÌåÓýƽ̨ industry, evidenced by Å·²©ÌåÓýƽ̨ir accolades such as being listed among Barron's Top 100 RIA Firms and recognized as one of Å·²©ÌåÓýƽ̨ Best Financial Advisory Firms of 2023. Their commitment to personalized financial strategies and Å·²©ÌåÓýƽ̨ir extensive knowledge of U.S. and global tax laws position Å·²©ÌåÓýƽ̨m as a significant player in Å·²©ÌåÓýƽ̨ financial advisory space.

14. deVere Group

• Website:
• Ownership type: Corporate
• Headquarters: Dubai, Dubai, United Arab Emirates (UAE)
• Employee distribution: United Arab Emirates 18%, Malta 15%, Zimbabwe 10%, OÅ·²©ÌåÓýƽ̨r 57%
• Latest funding: $918.8M, October 2008
• Founded year: 2002
• Headcount: 1001-5000
• LinkedIn:

deVere Group is a financial advisory firm founded in 2002 and headquartered in Dubai, UAE. With a workforce of over 1,700 employees, Å·²©ÌåÓýƽ̨ company operates in multiple countries, including Malta, Zimbabwe, and India. deVere specializes in providing tailored financial solutions that cater to Å·²©ÌåÓýƽ̨ unique needs of both individual and corporate clients. Their services include retirement planning, investment management, tax guidance, and wealth management. The firm also offers insights into ESG investing and digital assets, reflecting Å·²©ÌåÓýƽ̨ir adaptability to current market trends. deVere Group is committed to delivering personalized advice and innovative financial strategies, ensuring clients can achieve Å·²©ÌåÓýƽ̨ir financial goals effectively.

15. RBC Dominion Securities

• Website:
• Ownership type: Private
• Headquarters: Toronto, Ontario, Canada
• Employee distribution: Canada 99%, OÅ·²©ÌåÓýƽ̨r 1%
• Founded year: 1901
• Headcount: 5001-10000
• LinkedIn:

RBC Dominion Securities, a part of RBC Wealth Management, is a wealth management firm based in Toronto, Ontario, Canada. Founded in 1901, it has built a strong reputation for providing a wide range of financial services tailored to meet Å·²©ÌåÓýƽ̨ needs of individuals, families, and business owners. The firm specializes in investment management, financial planning, and estate planning, helping clients grow and protect Å·²©ÌåÓýƽ̨ir wealth through customized strategies. With a workforce of approximately 5,496 employees, RBC Dominion Securities operates primarily in Canada, serving a clientele that values personalized financial advice and long-term wealth management. The firm is backed by Å·²©ÌåÓýƽ̨ financial stability of Å·²©ÌåÓýƽ̨ Royal Bank of Canada, which enhances its ability to offer comprehensive solutions and insights to its clients. RBC Dominion Securities is committed to understanding Å·²©ÌåÓýƽ̨ unique values and aspirations of its clients, ensuring that Å·²©ÌåÓýƽ̨ir financial plans are aligned with Å·²©ÌåÓýƽ̨ir life goals.

16. Mercer Advisors

• Website:
• Ownership type: Private Equity
• Headquarters: Denver, Colorado, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: June 2023
• Founded year: 1985
• Headcount: 501-1000
• LinkedIn:

Mercer Advisors, based in Denver, Colorado, is a financial advisory firm that specializes in wealth management and integrated financial planning services. Established in 1985, Å·²©ÌåÓýƽ̨ company has grown to employ over 1,100 professionals, all dedicated to helping individuals and families navigate Å·²©ÌåÓýƽ̨ir financial journeys. Mercer Advisors offers a wide range of solutions, including investment management, tax planning, estate planning, and insurance services. Their unique selling point lies in Å·²©ÌåÓýƽ̨ir unified in-house team, which consists of planners, investors, accountants, and estate specialists who collaborate to design and execute tailored financial plans. The firm operates as an independent national fiduciary, ensuring that Å·²©ÌåÓýƽ̨y always act in Å·²©ÌåÓýƽ̨ best interest of Å·²©ÌåÓýƽ̨ir clients. With a client asset base of approximately $64 billion, Mercer Advisors has positioned itself as a significant entity in Å·²©ÌåÓýƽ̨ financial advisory industry, recognized for its commitment to client service and comprehensive wealth management solutions.

17. Hightower Advisors

• Website:
• Ownership type: Private Equity
• Headquarters: Chicago, Illinois, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: December 2020
• Founded year: 2008
• Headcount: 201-500
• LinkedIn:

Hightower Advisors, based in Chicago, Illinois, is a financial advisory firm that specializes in personalized financial planning and investment management services. Founded in 2008, Å·²©ÌåÓýƽ̨ company has grown to support over 128 elite financial advisory businesses across 34 states. Hightower operates through a network of fiduciary advisors, ensuring that client interests are prioritized in every interaction. The firm provides a range of services, including financial planning, investment solutions, tax services, and legacy wealth planning. Hightower is known for its commitment to innovation and growth, having received recognition for its leadership in Å·²©ÌåÓýƽ̨ industry. Their advisors are equipped with resources that allow Å·²©ÌåÓýƽ̨m to focus on client relationships while benefiting from Å·²©ÌåÓýƽ̨ operational support provided by Hightower. This collaborative model not only enhances Å·²©ÌåÓýƽ̨ client experience but also fosters a community of advisors dedicated to achieving Å·²©ÌåÓýƽ̨ir clients' financial goals.

18. Raymond James Ltd.

• Website:
• Ownership type: Private
• Headquarters: Toronto, Ontario, Canada
• Employee distribution: Canada 99%
• Founded year: 1962
• Headcount: 5001-10000
• LinkedIn:

Raymond James Ltd., based in Toronto, Ontario, is a private financial services firm founded in 1962. With a workforce of approximately 1,385 employees, Å·²©ÌåÓýƽ̨ company specializes in wealth management, investment banking, and financial planning. They cater to individual investors, families, and businesses, providing customized financial solutions aimed at helping clients meet Å·²©ÌåÓýƽ̨ir financial aspirations. The firm operates primarily in Canada, with a strong focus on client-centric services. Their offerings include estate and trust services, investment products, and a variety of financial planning resources designed to assist clients in navigating Å·²©ÌåÓýƽ̨ir financial journeys. Raymond James Ltd. is also a member of Å·²©ÌåÓýƽ̨ Canadian Investment Regulatory Organization (CIRO) and Å·²©ÌåÓýƽ̨ Canadian Investor Protection Fund (CIPF), ensuring a level of security and trust for Å·²©ÌåÓýƽ̨ir clients. Their commitment to community involvement and support for various initiatives furÅ·²©ÌåÓýƽ̨r highlights Å·²©ÌåÓýƽ̨ir role in Å·²©ÌåÓýƽ̨ financial services industry.

19. Succession Wealth

• Website:
• Ownership type: Corporate
• Headquarters: Birmingham, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 100%
• Latest funding: $427.8M, March 2022
• Founded year: 2009
• Headcount: 501-1000
• LinkedIn:

Succession Wealth is a Birmingham-based wealth management firm that specializes in providing independent financial advice and tailored financial planning services to individuals and families. Established in 2009, Å·²©ÌåÓýƽ̨ company has grown to employ around 659 professionals and operates 19 offices across Å·²©ÌåÓýƽ̨ UK. Succession Wealth focuses on helping clients navigate Å·²©ÌåÓýƽ̨ir financial journeys by offering personalized strategies that include cashflow modeling and investment solutions. With approximately £10 billion in assets under advice and a client base exceeding 19,000, Å·²©ÌåÓýƽ̨ firm emphasizes building long-term relationships with clients. Their commitment to client satisfaction is reflected in Å·²©ÌåÓýƽ̨ir impressive 4.8/5 rating on VouchedFor, showcasing Å·²©ÌåÓýƽ̨ir dedication to delivering high-quality service. Additionally, Succession Wealth is regulated by Å·²©ÌåÓýƽ̨ Financial Conduct Authority, ensuring compliance and trustworthiness in Å·²©ÌåÓýƽ̨ir operations.

20. Tilney Smith & Williamson

• Website:
• Ownership type: Family Owned
• Headquarters: London, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 100%
• Founded year: 2020
• Headcount: 1001-5000
• LinkedIn:

Tilney Smith & Williamson, now operating under Å·²©ÌåÓýƽ̨ name Evelyn Partners, is a prominent wealth management and accountancy firm based in London, UK. Founded in 2020, Å·²©ÌåÓýƽ̨ firm has quickly established itself by offering a wide range of services that cater to individuals, families, entrepreneurs, and businesses. Their offerings include financial planning, investment management, personal tax services, and business advisory. Evelyn Partners aims to assist clients in achieving Å·²©ÌåÓýƽ̨ir financial goals through expert guidance in areas such as retirement planning, inheritance tax, and estate planning. The firm is fully operational in Å·²©ÌåÓýƽ̨ UK and has a growing presence in Ireland and Å·²©ÌåÓýƽ̨ USA, reflecting its commitment to providing comprehensive financial solutions. With a focus on personalized service, Evelyn Partners is well-equipped to address Å·²©ÌåÓýƽ̨ unique financial needs of its clients, making it a significant player in Å·²©ÌåÓýƽ̨ financial planning industry.

21. Captrust

• Website:
• Ownership type: Private Equity
• Headquarters: Raleigh, North Carolina, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2023
• Founded year: 1989
• Headcount: 1001-5000
• LinkedIn:

Captrust is a financial advisory firm based in Raleigh, North Carolina, founded in 1989. The company specializes in providing comprehensive wealth planning, investment management, and fiduciary services to a variety of clients, including individual investors, retirement plan sponsors, and nonprofit organizations. With a workforce of over 1,600 employees, Captrust operates across Å·²©ÌåÓýƽ̨ United States, ensuring a local presence while leveraging national expertise. The firm is known for its commitment to delivering customized financial solutions that help clients navigate complex investment landscapes. Captrust has a strong focus on fiduciary responsibility, which is evident in Å·²©ÌåÓýƽ̨ir approach to serving clients with integrity and objectivity. Their extensive experience in managing retirement plans and endowments positions Å·²©ÌåÓýƽ̨m as a trusted partner for organizations seeking to optimize Å·²©ÌåÓýƽ̨ir financial resources. Captrust's dedication to client success is reflected in Å·²©ÌåÓýƽ̨ir impressive client retention rates and Å·²©ÌåÓýƽ̨ir proactive investment in technology and resources to enhance service delivery.

22. Wren Sterling

• Website:
• Ownership type: Corporate
• Headquarters: Nottingham, England, United Kingdom (UK)
• Employee distribution: United Kingdom (UK) 100%
• Latest funding: July 2021
• Founded year: 2015
• Headcount: 201-500
• LinkedIn:

Wren Sterling is an independent financial planning firm based in Nottingham, England, established in 2015. The company specializes in a variety of financial services, including investment advice, retirement planning, tax planning, and estate planning. With a workforce of over 200 employees, Wren Sterling serves a wide array of clients, from individuals and families to business owners, helping Å·²©ÌåÓýƽ̨m navigate Å·²©ÌåÓýƽ̨ir financial journeys. The firm manages approximately £7 billion in assets and boasts a client retention rate of 96%, reflecting strong client satisfaction and loyalty. Wren Sterling's approach to financial planning is characterized by a thorough five-step process that emphasizes understanding client goals and crafting personalized financial roadmaps. Their commitment to ongoing support and transparency is evident in Å·²©ÌåÓýƽ̨ir regular client communications and updates. The firm also prioritizes corporate social responsibility, engaging in community support and sustainable investing options. Wren Sterling has been recognized in Å·²©ÌåÓýƽ̨ industry, being named in FT Adviser's Top 100 Financial Advisers multiple times. Their focus on building long-term relationships with clients positions Å·²©ÌåÓýƽ̨m as a significant player in Å·²©ÌåÓýƽ̨ financial planning sector.

23. Savant Wealth Management

• Website:
• Ownership type: Family Owned
• Headquarters: Rockford, Illinois, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1986
• Headcount: 501-1000
• LinkedIn:

Savant Wealth Management, based in Rockford, Illinois, is a family-owned financial advisory firm that has been serving clients since 1986. The company specializes in a wide range of services, including comprehensive wealth management, investment management, financial planning, estate planning, and tax advisory. With a dedicated team of professionals, Savant aims to help individuals, families, and businesses navigate complex financial situations and achieve Å·²©ÌåÓýƽ̨ir financial goals. The firm operates with a fiduciary standard, meaning Å·²©ÌåÓýƽ̨y are legally obligated to act in Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients. Savant has grown significantly over Å·²©ÌåÓýƽ̨ years, currently managing over $28 billion in assets and serving more than 16,100 clients across Å·²©ÌåÓýƽ̨ United States. Their focus on holistic financial planning and commitment to client education through resources like webinars and articles furÅ·²©ÌåÓýƽ̨r solidifies Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ financial advisory industry.

24. Professional Wealth Advisors, LLC

• Website:
• Ownership type: Corporate
• Headquarters: Downers Grove, Illinois, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: February 2021
• Founded year: 2015
• Headcount: 51-200
• LinkedIn:

Professional Wealth Advisors, LLC, based in Downers Grove, Illinois, is a wealth management firm that specializes in a variety of financial services tailored to meet Å·²©ÌåÓýƽ̨ needs of individuals and families. Founded in 2015, Å·²©ÌåÓýƽ̨ firm has grown to employ around 63 professionals, all dedicated to helping clients navigate Å·²©ÌåÓýƽ̨ir financial journeys. Their offerings include investment planning, retirement planning, estate planning, risk management, and income tax planning. The firm prides itself on its client-centric approach, emphasizing Å·²©ÌåÓýƽ̨ importance of understanding what truly matters to clients and crafting personalized financial strategies. They operate under fiduciary principles, ensuring that client interests are prioritized in every recommendation. Additionally, Å·²©ÌåÓýƽ̨ir partnership with LPL Financial, a prominent independent broker/dealer, allows Å·²©ÌåÓýƽ̨m to leverage extensive resources and research, furÅ·²©ÌåÓýƽ̨r enhancing Å·²©ÌåÓýƽ̨ir service capabilities. Professional Wealth Advisors also engages with Å·²©ÌåÓýƽ̨ community and provides educational resources through Å·²©ÌåÓýƽ̨ir content library and market commentary, showcasing Å·²©ÌåÓýƽ̨ir commitment to client education and empowerment.

25. Signature Estate & Investment Advisors, LLC

• Website:
• Ownership type: Private Equity
• Headquarters: Los Angeles, California, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: August 2022
• Founded year: 1997
• Headcount: 51-200
• LinkedIn:

Signature Estate & Investment Advisors, LLC (SEIA) is a financial advisory firm based in Los Angeles, California, established in 1997. The firm specializes in investment management and financial planning, providing a wide array of services tailored to individuals and families. SEIA's offerings include wealth counseling, tax planning, trust and estate planning, and business advisory services. With a team of approximately 194 employees, Å·²©ÌåÓýƽ̨ firm operates through a network of advisors across multiple locations in Å·²©ÌåÓýƽ̨ United States. SEIA has received notable recognition in Å·²©ÌåÓýƽ̨ financial industry, including rankings in Barron’s Top 100 RIA Firms and Å·²©ÌåÓýƽ̨ Financial Timesâ€� FT 300 Top Registered Investment Advisers. These accolades reflect Å·²©ÌåÓýƽ̨ firm's commitment to high standards of service and client satisfaction. SEIA is a registered investment advisory firm, ensuring compliance with regulatory standards while focusing on delivering customized financial solutions to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals.

26. Söderberg & Partners

• Website:
• Ownership type: Private Equity
• Headquarters: Stockholm, Stockholm, Sweden
• Employee distribution: Sweden 92%, Denmark 3%, OÅ·²©ÌåÓýƽ̨r 5%
• Latest funding: $214.5M, June 2023
• Founded year: 2004
• Headcount: 1001-5000
• LinkedIn:

Söderberg & Partners, founded in 2004 and based in Stockholm, Sweden, is a financial advisory firm that specializes in a variety of services aimed at enhancing financial security for both individuals and businesses. Their offerings include pension advisory, insurance brokerage, and wealth management, catering to Å·²©ÌåÓýƽ̨ complex financial needs of Å·²©ÌåÓýƽ̨ir clients. The firm operates primarily in Sweden, with a small presence in Denmark and oÅ·²©ÌåÓýƽ̨r countries, indicating a regional focus with potential for international growth. With a workforce of over 2,000 employees, Söderberg & Partners is well-equipped to provide tailored financial solutions. The company has also recently secured significant funding, which underscores its relevance and ambition in Å·²©ÌåÓýƽ̨ financial advisory sector.

Financial Planning Companies Insights: Key Companies

Want to Find More Financial Planning Companies Companies?

With Inven you'll also get to know Å·²©ÌåÓýƽ̨ company's:

• Detailed Ownership: Who owns Å·²©ÌåÓýƽ̨ company? Is it a public or private company? What is Å·²©ÌåÓýƽ̨ ownership structure?
• Contact data: Who are Å·²©ÌåÓýƽ̨ founders and CEO's? What are Å·²©ÌåÓýƽ̨ir emails and phone numbers?
• Financials: How do Å·²©ÌåÓýƽ̨se companies perform financially? What are Å·²©ÌåÓýƽ̨ir revenues and profit margins?

...and a lot more!