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The Top 20 Financial Management And Advisory Firms In The USA For 2025 - Customers With Assets Under $2 Million
- WorkNourish.com
- Mar 17
- 6 min read
Whether you need help with tax-efficient strategies, retirement planning, or business succession planning, these firms have the tools and resources to help you achieve your financial goals.
Navigating the complexities of financial management can be overwhelming for corporate executives and entrepreneurs with assets under $2 million. Finding a firm that offers tailored advice and strategies designed to address both personal and business financial needs is essential. Below is a list of the top 20 financial management and advisory firms in the USA for 2025, each recognized for its ability to provide specialized services for those with mid-range wealth.
20. Charles Schwab Private Client
Schwab Private Client offers personalized wealth management with a focus on creating comprehensive financial plans tailored to each client’s needs.
Strengths:
Offers low-cost financial products, making it a great option for cost-conscious entrepreneurs and executives.
An integrated digital platform to manage portfolios, alongside access to human financial advisors.
Known for its robust retirement planning services and easy-to-use investment tools.
19. Merrill Lynch Wealth Management
Merrill Lynch, a division of Bank of America, provides wealth management solutions for high-net-worth individuals, including corporate executives and business owners.
Strengths:
Strong focus on both investment management and estate planning.
A vast array of research and resources to help clients make informed decisions.
Excellent retirement planning services, helping clients optimize their savings for retirement.
Access to a large team of financial professionals who specialize in tax-efficient strategies.
18. Wells Fargo Private Bank
Wells Fargo Private Bank caters to affluent individuals and entrepreneurs, offering personalized financial advisory services with a focus on wealth management and legacy planning.
Strengths:
A well-rounded suite of services, including tax planning, investment management, and estate planning.
Expertise in business transition and succession planning, making it ideal for entrepreneurs.
A strong focus on trust and fiduciary services for families and executives.
17. Baird
Baird is a wealth management firm that focuses on delivering personalized investment solutions for clients, with a special emphasis on high-net-worth entrepreneurs and corporate executives.
Strengths:
Tailored wealth management solutions that emphasize long-term growth.
A reputation for excellent client service, offering one-on-one interactions with experienced advisors.
Expertise in both personal and business financial strategies, particularly for entrepreneurs.
Focus on tax-efficient investment strategies, retirement planning, and generational wealth transfer.
16. RBC Wealth Management
RBC Wealth Management provides investment management and financial planning for executives and entrepreneurs, offering a comprehensive approach to wealth management.
Strengths:
Expertise in global financial markets, catering to business owners with international business interests.
A strong focus on business succession planning and tax management.
Known for delivering customized solutions tailored to the client’s specific financial needs.
A robust team of advisors, offering diverse specialties, including risk management and retirement planning.
15. Wealth Enhancement Group
Wealth Enhancement Group specializes in financial planning and wealth management for mid-to-high-net-worth individuals, including entrepreneurs and corporate executives.
Strengths:
A comprehensive approach to financial planning, covering everything from investment strategies to estate and tax planning.
Offers specialized services for business owners, including business succession and exit strategies.
Expertise in retirement income planning and wealth transfer strategies.
Dedicated team of advisors focused on delivering a client-first experience.
14. Buckingham Strategic Wealth
Buckingham Strategic Wealth is a fee-only financial advisory firm that serves individuals, families, and business owners, specializing in providing comprehensive wealth management strategies.
Strengths:
Expertise in tax-efficient investment strategies and personalized wealth planning.
Strong focus on retirement planning, helping clients optimize their savings and income strategies.
Tailored business succession planning for entrepreneurs and executives.
A fiduciary commitment to always act in the best interests of their clients, ensuring transparency and trust.
13. Creative Planning
Creative Planning is a fee-only wealth management firm providing comprehensive financial planning and investment management services tailored to the needs of executives, business owners, and families.
Strengths:
Specializes in customized investment strategies, tax planning, and retirement planning for high-net-worth individuals.
Known for its holistic approach to financial management, integrating estate planning, insurance, and business succession strategies.
Strong fiduciary duty, ensuring that all advice is in the best interest of clients.
Expertise in helping clients optimize their assets and navigate complex financial landscapes.
12. Personal Capital
Personal Capital integrates modern technology with financial advisory services, offering digital tools combined with personalized advice for executives and entrepreneurs.
Strengths:
A user-friendly platform for managing investments, cash flow, and net worth in one place.
Specializes in tax-efficient wealth management and retirement planning.
Focus on portfolio optimization, with a goal of maximizing tax-advantaged growth.
Offers a holistic view of personal finances, allowing clients to track their financial goals in real-time.
11. Edelman Financial Engines
Edelman Financial Engines combines digital tools with human advisors to provide personalized financial advice to corporate executives and entrepreneurs.
Strengths:
A unique hybrid model that combines automated investment management with personalized advice.
Strong retirement planning expertise, including strategies for executives looking to optimize 401(k) and other retirement benefits.
Known for tax-efficient investment strategies and holistic financial planning.
Excellent at helping clients prepare for the future by building diversified, low-cost portfolios.
10. EP Wealth Advisors
EP Wealth Advisors is a fee-only financial advisory firm that provides comprehensive wealth management for corporate executives and entrepreneurs.
Strengths:
Specializes in personalized wealth management, tax planning, retirement strategies, and estate planning.
Fee-only structure ensures transparency and focuses solely on the client’s best interest.
Expertise in managing complex financial portfolios for entrepreneurs and executives.
Strong client-first mentality and personalized services tailored to each client’s goals.
9. Northwestern Mutual
Northwestern Mutual offers financial planning, investment management, and insurance solutions for individuals, particularly business owners and corporate executives.
Strengths:
Strong integration of both insurance and investment management, creating comprehensive financial strategies.
Expertise in helping clients balance wealth accumulation and wealth protection.
Specializes in retirement planning, business succession, and estate planning for entrepreneurs.
Offers robust planning tools and technology to assist with long-term financial goals.
8. Edward Jones
Edward Jones is a prominent financial advisory firm that focuses on serving the needs of corporate executives, entrepreneurs, and individuals with moderate assets.
Strengths:
Personalized one-on-one financial planning with local advisors.
Known for its commitment to retirement planning and portfolio management.
Provides tailored advice for business owners, including succession planning and tax optimization.
Strong focus on building long-term relationships and client trust.
7. Vanguard Personal Advisor Services
Vanguard is renowned for its low-cost investment solutions and broad range of financial products. Its Personal Advisor Services offer personalized wealth management to individuals with assets under $2 million.
Strengths:
Low-cost investment options, ideal for those looking for affordable wealth management.
Personalized advice combined with Vanguard's strong investment expertise.
Goal-based planning, helping executives and entrepreneurs plan for key milestones.
Access to Vanguard’s highly regarded mutual funds and ETFs.
6. Kleinwort Hambros
Kleinwort Hambros provides wealth management services with a focus on high-net-worth individuals, including entrepreneurs and corporate executives.
Strengths:
Deep expertise in international wealth management, ideal for executives with global business interests.
Focus on long-term financial planning, including retirement, tax, and estate planning.
Specialized services in business succession planning and private equity investments.
A highly personalized approach to managing both business and personal wealth.
5. Wealthfront
Wealthfront offers automated investment management and financial planning services, making it an ideal choice for those seeking a cost-effective and efficient solution.
Strengths:
Cutting-edge technology that allows clients to manage their finances digitally.
Strong emphasis on tax-loss harvesting and long-term portfolio growth.
Personalized financial advice tailored to each client’s unique financial situation.
Transparent pricing and low-fee structures.
4. BMO Private Bank
BMO Private Bank offers customized wealth management services for business owners and executives, providing holistic financial solutions for both personal and business needs.
Strengths:
Expertise in business transition and succession planning, particularly for entrepreneurs.
Focus on delivering comprehensive estate planning and wealth preservation strategies.
Strong team of professionals offering specialized services in tax planning and investment management.
A robust platform for global wealth management.
3. Raymond James
Raymond James provides comprehensive wealth management services, specializing in both personal and business financial strategies for corporate executives and entrepreneurs.
Strengths:
Highly personalized wealth management, with a focus on tax optimization and retirement planning.
Strong focus on business owners, offering customized services in succession planning and tax planning.
Access to a large network of financial advisors with diverse specialties.
Expertise in alternative investments and risk management.
2. Fisher Investments
Fisher Investments specializes in personalized wealth management for corporate executives and entrepreneurs, offering highly customized investment strategies.
Strengths:
Focus on long-term financial growth through tailored investment strategies.
Expertise in tax-efficient strategies and risk management.
Exceptional client service, with advisors dedicated to individual financial needs.
Strong reputation as a fiduciary, ensuring that clients' interests are always prioritized.
1. Aspiriant
Aspiriant is one of the top wealth management firms, renowned for its holistic, personalized financial planning approach for high-net-worth clients, including entrepreneurs and corporate executives.
Strengths:
Comprehensive services that include tax planning, retirement planning, estate planning, and investment management.
Holistic approach to wealth management, considering both business and personal financial goals.
Strong expertise in multi-generational wealth transfer and family wealth planning.
A client-centric approach with tailored advice that evolves with changing client needs.
For corporate executives and entrepreneurs with assets under $2 million, these top 20 financial management and advisory firms offer a wide range of expertise and services. Whether you need help with tax-efficient strategies, retirement planning, or business succession planning, these firms have the tools and resources to help you achieve your financial goals. From cost-effective digital platforms to highly personalized wealth management, these firms are designed to support you every step of the way in 2025.
