Main Content 1 Featured Content 1 Link Text

Main Content 1 Featured Content 2 Link Text

Main Content 1 Featured Content 3 Link Text

Main Content 2 Featured Content 1 Link Text

Main Content 2 Featured Content 2 Link Text

Main Content 3 Featured Content 1 Link Text

Main Content 3 Featured Content 2 Link Text

Main Content 3 Featured Content 3 Link Text

CERTIFIED FINANCIAL PLANNER™ Professionals

https://www.dropbox.com/s/pinhl4stjg1laf5/iStock-1280653398.jpg?raw=1

https://www.dropbox.com/s/vlsbnibgbt1mdq5/Weath%20Manager%20Primary%20GOLD.png?raw=1

By clicking “Find Now” you agree to our Terms of Service, acknowledge our disclosures, and acknowledge you will receive each advisor’s Form ADV Part  2A.

This list of the best-rated wealth management financial advisors will help you narrow your search. Check out some of the top firms in the nation.

Mature married couple holding hands in luxury home

Finding a financial advisor that you trust and work well with takes some time. To help you choose the right firm, here are the best-rated wealth management financial advisors.

### [Wealth Enhancement Group](https://www.wealthenhancement.com/)
Wealth Enhancement Group is a comprehensive firm that welcomes clients with mid-range assets. They currently manage over 23,000 clients, most of whom are not ultra-wealthy investors. Of course, they have plenty of high-net-worth clients, too, and have $25 billion under management. 

### [Creative Planning](https://creativeplanning.com/)
Any list of the best-rated wealth management financial advisors must include Creative Planning. With over $90 billion in assets under management, the numbers speak for themselves. The Creative Planning team is detail-oriented and eager to educate and empower their clients.

### [Fisher Investments](https://www.fisherinvestments.com/en-us)
With more than 100,000 clients around the globe, Fisher Investments is one of the most trusted names in wealth management. They work with integrity and transparency to help their clients meet their goals. With $189 billion in AUM, Fisher Investments consistently ranks as one of the best-rated wealth management firms.

### [CAPTRUST](https://www.captrust.com/)
With 66 locations and $73 billion in managed assets, CAPTRUST serves clients around the nation with ease. Working from a collaborative framework, CAPTRUST works with integrity and accountability to provide fiduciary services to its clients.

### [Mesirow](https://www.mesirow.com/)
With 84 years of financial experience and $224 billion under supervision, Mesirow knows what it’s doing. They treat their clients with respect and compassion, and their employees hold all of Mesirow’s voting shares. Mesirow takes its role in the community seriously and is an industry leader in equity and inclusion.

### [Summit Rock Advisors](https://summit-rock.com/bio/nancy-donohue.html)
Hailing from New York City, Summit Rock Advisors is very selective in its clients, working with a few individuals, families, and charitable organizations. Summit Rock manages over $21 billion in assets for just under 50 clients. This focus allows them to offer the highest caliber of services in their role as an outsourced investment office.

### [Fort Washington Investment Advisors](https://www.westernsouthern.com/fortwashington)
This Cincinnati wealth management firm is a family-oriented group of wealth managers with over $72 billion in assets under management. They offer a wide range of investment services around the globe, serving individuals, families, endowments, and insurance companies. Fort Washington creates customized strategies for each of its valued clients.

### Find Your Perfect Financial Partner
Connect with our team to streamline your wealth management search. We have studied the top financial advisory firms in the nation and can help you find the right match. Schedule your complimentary consultation today. No preparation is necessary.

The Best-Rated Wealth Management Financial Advisors

Kristin Ratten

Making a change in your financial advisor can be tricky. If you're unsure what to consider when switching wealth managers, read through for tips and advice.

Wealthy senior woman walking beagle dog on sandy beach

If you’re thinking about switching financial advisors, you’re not alone. About a third of wealth management clients are considering making this change at any given time. If you’re wondering what to consider when switching wealth managers, these tips are a good starting point.

### What Is Your Motivation?
There are some excellent reasons to change your wealth management team, such as poor communication or stagnant advice that doesn’t change with your situation. If this is your experience, then it may be time to consider switching advisors.

However, be cautious if you’re only making a change to work with a friend or family member. As with anything financial, be sure to make decisions that align with your goals rather than to help a buddy.

### Have Your Goals or Assets Changed?
Sometimes your wealth management group has limits to its expertise. For example, they may be excellent at helping those new to investing, but they aren’t prepared for high-net-worth management.

As your assets grow and goals shift, you might need to look for a more comprehensive firm with a broader range of services. You will likely want to seek out advisory groups that offer things such as estate planning and tax guidance.

### What Are the Fees for Changing Advisors?
You will have to pay transfer fees in most cases, so this is an important factor to consider when switching wealth managers. Additionally, your current portfolio may include investments proprietary to that advisor or firm. If so, you will need to liquidate those assets, which might incur other costs. Also, be sure to check your contract to see if there is a termination fee.

### Where Is All of Your Transaction Data?
Your current wealth manager legally must transfer your assets to the new advisor. However, it is wise to request a copy of all of your transaction data before the transfer. This step allows you to have a backup in case anything glitches in the transfer.

### Keep the Breakup Brief
You do not have to provide lengthy details as to why you are leaving your current advisor. A brief letter informing them that you’ve decided to move your business elsewhere is sufficient. Your new wealth manager can likely handle the transfer request.

### Connect with Your New Financial Advisor
There is a lot to consider when switching wealth managers, but our team can help streamline the process. We connect you with top-rated advisors around the country so that you can choose the right fit. Schedule your free consultation today with no preparation required.



What to Consider When Switching Wealth Managers

If you're unsure what to look for in a wealth management firm, read through these valuable tips. By asking the right questions, you will find the right firm to meet your needs.

Are you currently looking for a new financial advisor? Do you find yourself wondering what to look for in a wealth management firm? Here are five things to look for as you answer that question.

### 1. Determine Their Bonafides
What makes a good wealth management firm? Experience is one of the most significant factors to consider. When it comes to implementing a long-term investment strategy, an advisory firm with many years of experience is crucial. A long-standing wealth management group likely has weathered a storm of two in their history, and this background is essential as they advise you.

### 2. Consider Continuity
Ideally, you will build a long-term relationship with the wealth management firm you choose. Look for groups that have a solid history and have been around for a while. Additionally, be sure to ask how the firm covers its clients if an advisor leaves or retires. Consistency and continuity are essential when managing wealth and finances.

### 3. Understand what the Firm Offers
Consider which resources the firm will put at your disposal. Financial planning doesn’t happen in a bubble. You generally need legal advice, investment management, and estate planning services as well. Typically, the bigger the firm, the more they can offer to keep your finances moving in the right direction.

### 4. Gauge Their Execution
Many financial advisors can say all the right things. But do their stats back up what they promise? If you’re not sure what to look for in a wealth management firm, ask about their assets under management, client retention, and any awards or recognition they’ve received. Look at reviews and ask other clients about their experiences.

### 5. Figure Out the Fees
As important as these other pieces are, it is also crucial to know how much it will cost to hire a particular firm. How does the wealth management group assess its fees? Do they charge a percentage of your assets or an hourly rate? Read all of the fine print in your contract to ensure that there are no surprises.

### You Don’t Have To Do It Alone
Choosing a wealth management firm you trust can feel like a lot of work. Our expert team makes it a simple and straightforward process. We connect you with the country’s top advisors so that you can find the right fit for your goals. Schedule your free consultation today, no preparation necessary.

What to Look For in a Wealth Management Firm

If you're starting to think about retirement, here are the important ages for retirement planning that you should keep in mind.

Millions of Americans enjoy daydreaming about retirement. These important ages for retirement planning will help you prepare for your future years.

### Age 49
When it comes to retirement, it’s best to keep the pedal to the metal up to age 49. By putting the maximum allowable contributions into your accounts until age 49, you can maximize your returns.

### Age 50
Once you turn 50, you are eligible to start making catch-up contributions to your retirement accounts. Take advantage of that option to continue boosting your funds.

### Age 55
If you separate from your employer during or after the year you turn 55, you won’t pay the 10% penalty if you withdraw retirement funds. However, if you don’t need the money, you might be better off leaving it there to grow even more.

### Age 59 ½
This age is when the 10% penalty for withdrawal goes away. Depending on your situation, you will likely still pay taxes on any withdrawals. Be sure to talk with your tax and financial advisor.

### Age 62
Social Security payments can begin at age 62. However, if you wait until your full retirement age of 67 or later, your [monthly amount will be about 25-30% higher](https://www.kiplinger.com/retirement/social-security/601475/3-reasons-to-wait-until-70-to-claim-social-security-benefits) than if you start withdrawals at age 62. 

### Age 65
Medicare eligibility starts at age 65, but you can begin enrollment a few months before your birthday. Make sure to be prompt in signing up because there will be an increase in your premiums for each year you wait.

### Age 67 
For most workers, 67 is the full retirement age. Those born between 1943 and 1954 can start drawing full social security benefits at 66 years old instead. 

### Age 70 
As mentioned, if you wait until age 70, you can increase your Social Security payment amounts. [The difference between benefits at age 66 and those at age 70 is about 32%](https://money.usnews.com/money/retirement/social-security/articles/reasons-to-claim-social-security-at-age-70). That’s a significant amount!

### Age 72
At age 72, you typically must begin taking distributions from your 401k or IRA. Generally, you need to take the first payment by April 1st after you turn 72. Each year after that, you must have a withdrawal by December 31st. In some circumstances, if you’re still working for the employer who sponsors your retirement plan, you do not have to start withdrawals yet. 

### Get Professional Help
Retirement planning has many pieces to consider, so it’s wise to have an experienced financial advisor on your side. Our team can help you connect with some of the top wealth management experts in the country. Schedule your free consultation today, with no preparation necessary.



9 Important Ages for Retirement Planning

No matter what goals you want to reach, a financial goals assessment is the first step in getting there. Learn how to find and use an assessment tool that will work for you.

Regardless of the financial goals that you hope to achieve, doing a financial goals assessment is crucial to hitting your targets. Here is a guide to get you started.

### Where Do I Find a Financial Goals Assessment?
Ideally, you will go through this process with your financial advisor. They will have a questionnaire for you to fill out that digs into all of the pertinent information. If you have not yet connected with an advisor, you can also find online assessments. However, it’s best to find an advisor who can help you with plans moving forward. 

A typical assessment will cover the following topics pertaining to your current status:

* Income - This will include money you receive from a W2 job, contracting work, rental income, etc.
* Expenses - Your mortgage, car payments, grocery bill, and more are part of this section.
* Retirement and Emergency Savings
* Mortgage Situation
* Debt - Credit cards, student loans, car loans, etc. fall under this category.
* Financial Obligations - For example, do you have children or elderly parents you are responsible for supporting?
* Financial Goals

### What Happens Next?
After completing the financial goals assessment, you will spend time discussing the results with your advisor. During this deep dive, you can talk about both short-term and long-term goals for your finances.

Working with your advisor, you’ll determine the next best steps to reach your goals, both short-term and long-term. Depending on your circumstances, your plan may encompass any of the following steps:
* Opening Investment Accounts
* Paying Off Consumer Debt
* Establishing and Building an Emergency Fund
* Saving for Children’s College Education
* Purchasing Real Estate
* Starting or Scaling a Business
* Charitable Giving

### Connect with an Advisor for Your Assessment
When you’re ready to choose a financial advisor for your wealth management, we can help. Our team enables you to find the right expert to guide you toward your financial goals. Schedule a free consultation with no preparation required.



How Does a Financial Goals Assessment Work?

Individuals and families with ultra-high net worth often have specialized needs for their wealth management. A financial advisor’s fee structure for 30 million dollars or more will likely be different than for smaller assets.

Sun setting over the ocean with birds flying in the sunset

Individuals and families with ultra-high net worth often have specialized needs for their wealth management. A financial advisor’s fee structure for 30 million dollars or more will likely be different than for smaller assets. Generally, people with wealth in the tens of millions of dollars rely on a family office to manage their finances.

### What Is a Family Office?
When someone amasses significant wealth, they typically hire a family office to handle all of their financial needs. This setup is specifically for those who have a net worth of at least 30 million dollars. In some cases, hiring a family office is appropriate when you have smaller assets but are growing.

A family office is like a concierge and may manage all of the following for a client:
* Tax Planning
* Charitable Contributions/Foundation
* Estate and Trust Planning
* Finding Appropriate Legal Counsel
* Managing Real Estate
* Investments
* Security
* Travel Plans
* Asset Acquisition

### Costs for Managing Ultra-High Net Worth
A typical financial advisor’s fee structure for 30 million dollars in assets can vary significantly depending on the portfolio. A rough estimate of the [cost of a family office is about 1% of total assets](https://www.privatebank.citibank.com/insights/the-costs-of-running-a-family-office), once they account for all fees and expenses. 

Many firms don’t use the term “family office,” but they still offer a [comprehensive suite of wealth management services](https://creativeplanning.com/services/comprehensive-wealth-management/) to serve the ultra-wealthy. Either way, you can receive the level of service your assets require. 

Other phrases that signal you’re working with a family office include:
* Comprehensive Financial Planners
* Concierge Financial Advisors
* Private Investment Office

### Choose Confidently
Our team specializes in connecting ultra-high net worth individuals and families with excellent wealth management and financial advisory services. Book your free consultation today; no preparation is required.

What Is a Typical Financial Advisor's Fee Structure for $30 Million+ in Assets?

When finding a wealth manager who can meet your needs, it's best to look at financial advisors with at least $60m in assets. This list will help you find planners who can work with you to meet your goals.

Wealth Management Financial Advisor team with two professional women and one professional man standing in an office

When you’re looking for a wealth manager, it may feel as if you have too many choices. To find someone with the experience you deserve, consider interviewing financial advisors with at least $60M in assets. Here are some of the industry’s top advisors.

### [Creative Planning](https://creativeplanning.com/important-disclosure-information/)
With more than $90 billion under management, Creative Planning is one of America’s fastest-growing and most recognized firms. President and CEO Peter Mallouk offers unique insights and extensive experience for his clients. The team at Creative Planning provides a comprehensive set of services to help you make the most of your wealth.

### [Integrated Wealth Concepts](https://smartasset.com/financial-advisor/integrated-wealth-concepts-llc-review) 
Started in 2016, Integrated Wealth Concepts quickly began ranking on lists of financial advisors with at least $60m in assets. With over 40 offices nationwide, their practice serves clients from coast to coast. They understand that there is no single plan to fit every investor.

### [Oakmont Corporation](https://wallmine.com/adviser/242708/oakmont-corporation)
Started in 1980, this family office specializes in the ultra-wealthy and their needs, managing more than $780 million in assets. With owner Robert Day at the helm, they focus on equity and equity-based investment, offering a completely customizable strategy to ensure the right fit for their clients.

### [Visionary Wealth Advisors](https://visionarywealthadvisors.com/)
It is all about the data for this firm that manages $1.1 billion in assets. Combining a technological foundation with actionable insights helps them create a strategy for each client. The focus on historical data gives them an analytical approach to wealth management.

### [Financial Dimensions Group](http://www.fdg-advisors.com/)
With nearly $1.9 billion in assets under management, Financial Dimensions Group serves individuals and businesses. They offer customized programs that walk you through a process specific to your goals.

### Find Your Match
Choosing among financial advisors with at least $60M in assets will help ensure you’re finding someone with the experience you need. Our team enables you to connect with top wealth managers and financial planners who work with your goals in mind. Book your free consultation today.


