Top financial advisors working with high-net-worth individuals
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need a high-net-worth advisor when your financial picture includes complex assets, multiple income streams, or significant estate planning needs. Without focused expertise, it's easy to overlook tax implications or miss opportunities to coordinate your investments and legacy goals effectively.
- Comprehensive wealth integration. Look for advisors who consider your entire financial ecosystem, not just isolated accounts.
- Tax-aware strategies. Confirm they proactively address tax planning to help preserve and grow your wealth.
- Estate and legacy planning. Ask how they help align your wealth transfer goals with your broader financial plan.
- Experience with complex assets. Ensure they have a track record managing diverse holdings like real estate, business interests, or alternative investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Wesley P
Series 63, Series 66
Fort Worth, TX
Wells Fargo Clearing
Wesley Pool is equipped to serve high-net-worth clients with 14 years of experience and credentials including Series 63 and 66 licenses, supported by Wells Fargo Clearing's comprehensive wealth management services. His background includes entrepreneurial experience and prior tenure at JPMorgan Securities, while his firm offers a broad range of investment options and retirement plan consulting, distinguishing him through a flat-fee structure and large-firm resources in Fort Worth, TX.
Experience: 15 years
Avg account: $475,575
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Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles is equipped to serve high-net-worth clients with 16 years of experience and credentials including Series 63 and 66, focusing on retirement income strategy and Social Security optimization. Based in Cary, NC, he works at Equitable Advisors, a large firm offering a hybrid advisory and brokerage model with flexible fee structures ranging from 0.20% to 2.50% AUM fees and hourly planning fees, which may suit clients seeking comprehensive wealth integration and tax-aware strategies.
Experience: 16 years
Avg account: $609,299
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Linda P
Series 63
Mt. Laurel, NJ
BC Advisors, LLC
Linda Postorivo is equipped to serve high-net-worth clients with her 42 years of experience and active portfolio management expertise, addressing complex financial needs including trusts and estates. Operating from Mt. Laurel, NJ, she offers a 0.50% AUM fee structure through BC Advisors, LLC, which emphasizes fundamental analysis and diverse investment strategies, distinguishing her with a comprehensive and analytical approach compared to other advisors.
Experience: 43 years
Avg account: $45,994,447
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Sally H
Series 63, Series 65
New York, NY
Seasons of Advice Wealth Management
Sally Hyman is well-equipped to serve high-net-worth clients with her 42 years of experience and expertise in charitable giving, philanthropy, and business exit strategies. Operating from New York, she offers comprehensive financial planning and discretionary portfolio management through Seasons of Advice Wealth Management, which employs a life-cycle investment approach, distinguishing her from advisors who may not integrate such specialized strategies or extensive experience.
Experience: 43 years
Avg account: $1,365,716
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Ethan S
CFP®, Series 65
Auburn Hills, MI
Plante Moran financial advisors
Ethan Siekkinen serves high-net-worth clients with expertise in wealth management, concentrated stock management, and business succession planning, addressing complex asset needs and estate planning. Operating from Auburn Hills, MI, he offers a flat-fee structure alongside a 1% AUM fee, backed by Plante Moran Financial Advisors' strategic asset allocation and proprietary market valuation model, distinguishing him through a blend of technical and fundamental investment analysis.
Experience: 1 year
Avg account: $6,699,075
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