Discover the top four financial advisory firms renowned for their expert teams. These firms cater to high-net-worth individuals and companies with tailored investment strategies, wealth management, and financial planning. With extensive experience and diverse specialties, they ensure clients receive professional guidance suited to their unique financial goals.

Premier Financial Advisory Companies with Renowned Experts

Finding the right financial advisory firm can be challenging, especially as your wealth exceeds six figures or involves complex assets. Whether you're a high-income individual or a company seeking investment strategies, partnering with experienced professionals is essential. Here is a list of four top firms known for their expert advisors, serving diverse financial needs with tailored guidance.

Silvercrest Asset Management Group LLC
Silvercrest manages over $33 billion in assets, making it one of the largest in the industry. Their clientele mainly includes ultra-high-net-worth families spanning generations. The team features four Certified Financial Planners (CFPs), twelve Chartered Financial Analysts (CFAs), and two Certified Public Accountants (CPAs), showcasing their expertise in managing large portfolios.

TAG Associates LLC
Founded in 1983, TAG caters exclusively to clients with a minimum of $10 million in assets. They have the most CPAs among similar firms, totaling six, and assign dedicated advisors to each client for personalized service. Operating on a fee-only basis and employing 24 financial professionals, TAG emphasizes wealth preservation and legacy growth.

Evercore Wealth Management
A part of the global Evercore firm, it employs 49 financial advisors, including four CFPs and three CTFA certified experts. Since its inception in 2008, the firm has built a solid reputation, requiring a minimum account of $5 million. Their advisors deliver holistic financial planning, considering market risks and economic shifts.

HPM Partners LLC
With a team featuring eight CFPs—the highest among these firms—and specialists in divorce finance, including Certified Divorce Analysts, HPM Partners is notable. The firm also has ten CPAs and six CFAs. With a modest minimum investment of $2 million and a focus on tailored advice, it is well-suited for clients seeking quality financial guidance within a moderate budget.