Top wealth management financial advisors
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 seek a wealth management advisor when you're juggling multiple financial goals like saving for retirement, managing investments, and planning for taxes all at once. Without focused expertise, it's easy to overlook how these pieces fit together, leading to missed opportunities or unnecessary risks.
- Holistic financial view. Look for advisors who consider your entire financial picture, not just isolated accounts or goals.
- Tax impact awareness. Confirm they understand how investment choices affect your tax situation and long-term wealth.
- Risk and growth balance. Ask how they tailor strategies to balance protecting your assets while pursuing growth.
- Ongoing plan adjustments. Wealth management isn’t set-and-forget; check how they update your plan as your life and markets change.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jared F
Series 65
Huntington Beach, CA
Northwest Asset Management
Jared Fruth specializes in wealth management with a focus on retirement income strategy and active portfolio management, making him well-suited to handle complex financial goals like balancing risk and growth. Operating from Huntington Beach, CA, he offers flat-fee and negotiable AUM pricing through Northwest Asset Management, a firm managing $3.6 billion with a fiduciary approach that blends Modern Portfolio Theory and strategic asset allocation for diversified portfolios.
Experience: 4 years
Avg account: $1,472,895
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Elizabeth B
Series 66
New York, NY
J.P. Morgan Securities
Elizabeth Brown's 26 years of experience and Series 66 license equip her to manage complex wealth management needs, balancing investment growth with risk and tax considerations. Working at J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, she offers access to extensive resources and a broad range of services, distinguishing her from advisors at smaller firms or with less institutional support.
Experience: 26 years
Avg account: $318,381
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David H
Series 65
Irvine, CA
Martin Wealth Management, LLC
David Hart specializes in wealth management, offering a comprehensive approach that includes retirement income strategy and both passive and active portfolio management, supported by 15 years of experience. Operating independently through Safeguard Investment Advisory Group, he manages over $600 million with a fundamental-analysis investment process and charges a 2.15% AUM fee or hourly rates, distinguishing him with a broad client base and a long-term investment horizon.
Experience: 15 years
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Hassan A
Series 65, Series 63
Rockville, MD
LPL Financial
Hassan Al Kadhimi specializes in wealth management with expertise in retirement plans for business owners, college savings, and tax-loss harvesting, making him well-suited for clients managing multiple financial goals. Operating from LPL Financial, a large firm with a flat-fee structure, he brings experience from major banks and offers access to extensive research and diverse financial products, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 2 years
Avg account: $399,489
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Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele's 15 years of experience and Series 66 designation equip her to manage complex wealth management needs, including retirement planning and investment consulting. Operating within Raymond James & Associates, a large firm offering flat-fee structures and diverse client services, she provides tailored financial plans supported by robust research tools, distinguishing her from advisors at smaller firms or with less comprehensive service models.
Experience: 15 years
Avg account: $788,879
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