What are the Top Wealth Management Firms in the United States 2026-2027?
Firms managing investments and wealth for individuals and families. Compare verified providers in the United States, see typical 2026-2027 pricing and use our checklist to pick the right partner.
Companies based in the United States only: established Financial Services firms based in the United States selected by the iCreativez research team. International providers are shown separately below and are not counted as local.
Companies based in the United States
- 1
Kroll
New York, USA
Why listed: established firm with an office in the United States, selected by the iCreativez research team for its scale and track record.
- 2
Houlihan Lokey
Los Angeles, USA
Why listed: established firm with an office in the United States, selected by the iCreativez research team for its scale and track record.
International firms to consider for the United States
Headquartered outside the United States or working remotely, so not counted in the local list above. Some work with clients in the United States through regional offices, partners or remote teams; check coverage before you shortlist.
- 3
Deloitte
Headquarters: London, United Kingdom
Why listed: Established Financial Services firm operating internationally.
- 4
PwC
Headquarters: London, United Kingdom
Why listed: Established Financial Services firm operating internationally.
- 5
EY
Headquarters: London, United Kingdom
Why listed: Established Financial Services firm operating internationally.
- 6
KPMG
Headquarters: Amstelveen, Netherlands
Why listed: Established Financial Services firm operating internationally.
About Wealth Management providers
Firms managing investments and wealth for individuals and families.
Financial service firms help with planning, financing, valuations and insurance. Regulation, independence and fee transparency are the first things to check.
In the United States, Wealth Management Firms are concentrated around New York, San Francisco, Los Angeles, Austin, Chicago and Miami. Local rates sit at the upper end of the global ranges, so many buyers in the United States pair a local lead with nearshore or offshore delivery to manage cost. For regulated services, always confirm the provider is licensed to operate in the United States.
How to choose the best Wealth Management Firms in 2026-2027
- Ask about fees and performance reporting.
- Verify regulatory licences in your country.
- Ask how they're paid: fees, commissions or both.
- Ask for written recommendations with reasoning.
What does it cost?
Financial advice is often charged at 0.5-1.5% of assets per year or flat fees; valuation reports commonly cost $2,000-$25,000+.
Before you sign
Ask for a written proposal with scope, milestones, team members and exit terms, and speak to at least one current client of each shortlisted provider.
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Wealth Management Firms by country
Frequently asked questions
What are the top Wealth Management Firms in 2026-2027?
Our 2026-2027 shortlist of Wealth Management Firms includes verified providers such as SoftPak Financial Systems, Inc, Dark Horse CPAs, Manay CPA, Deloitte, PwC. Use the country selector to see only firms based in your country.
What do Wealth Management Firms do?
Firms managing investments and wealth for individuals and families. Financial service firms help with planning, financing, valuations and insurance.
How much do Wealth Management services cost in 2026-2027?
Financial advice is often charged at 0.5-1.5% of assets per year or flat fees; valuation reports commonly cost $2,000-$25,000+. Prices vary by scope, seniority and location, so ask at least three providers for written proposals.
How do I choose the right Wealth Management Firm?
Ask about fees and performance reporting. Verify regulatory licences in your country. Ask how they're paid: fees, commissions or both.
How were these Wealth Management Firms selected?
The worldwide view lists Clutch-verified specialists (registered businesses independently verified on Clutch with working websites, ordered by verified client reviews as of November 2026) and established industry leaders. When you choose a country, the main list shows only companies based in that country or with an office there: Clutch-verified firms with a local office, plus established local firms selected by the iCreativez research team. International firms are shown in a separate, labelled section. Inclusion is free and not paid for.
How this list is compiled
Worldwide view: Clutch-verified specialists (registered businesses independently verified on Clutch with a working website, ordered by their number of verified client reviews) followed by established industry leaders. Country view: the main list is strictly local. It shows only Clutch-verified firms with an office in the selected country and established firms based in that country that the iCreativez research team selected for their scale and track record. Large international firms and remote teams that serve the country appear in a separate, labelled section and are never counted as local. Where we have not yet verified enough local firms, the page says so instead of padding the list. Minimum project size, hourly rates and team size are as published by each company in November 2026. Inclusion is free and not paid for. Providers can request a review via our contact page.