Top advisors focused on wealth management in the US
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 need a wealth management advisor when your financial life includes multiple goals like retirement planning, investment growth, and estate considerations all at once. Without a clear strategy, it's easy to lose sight of how these goals interact and miss opportunities to optimize your overall financial picture.
- Holistic goal integration. Look for advisors who connect your investment choices with retirement timing and legacy plans, rather than treating each separately.
- Risk and return balance. Confirm how they tailor your portfolio to your comfort with risk while aiming for growth aligned with your long-term needs.
- Fee structure clarity. Ask how their fees work, especially if they offer flat-fee options, so you understand what you pay for and avoid surprises.
- Firm size impact. Consider whether you prefer the resources of a large firm or the personalized attention often found at independent practices.
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 integrate multiple financial goals like investment growth and estate planning. Operating independently with a flat-fee structure, he offers personalized attention backed by Northwest Asset Management's $3.6 billion in assets under management and a disciplined approach using Modern Portfolio Theory and strategic asset allocation.
Experience: 4 years
Avg account: $1,472,895
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Elizabeth B
Series 66
Chicago, IL
J.P. Morgan Securities
Elizabeth Brown specializes in wealth management, making her well-suited to integrate multiple financial goals like retirement, investment growth, and estate planning. With 26 years of experience at J.P. Morgan Securities, a large firm offering institutional consulting and customized reporting, she provides a comprehensive approach with a 0.30% annual AUM fee, distinguishing her through extensive resources and seasoned expertise.
Experience: 26 years
Avg account: $318,381
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David H
Series 65
Corona, CA
Safeguard Investment Advisory Group, LLC
David Hart specializes in wealth management, integrating retirement income strategies with both passive and active portfolio management to address complex financial goals. As an independent advisor with 15 years of experience at Safeguard Investment Advisory Group, he offers a fundamental-analysis investment approach and charges a 2.15% AUM fee or hourly rates, serving a diverse client base including high-net-worth individuals, which may provide more personalized attention compared to larger firms.
Experience: 15 years
Avg account: $397,295
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Hassan A
Series 63, Series 65
Rockville, MD
LPL Financial
Hassan Al Kadhimi specializes in wealth management, integrating retirement plans for business owners and college savings strategies, which suits clients managing multiple financial goals. Operating within LPL Financial, a large firm, he offers flat-fee financial planning and consulting, providing access to extensive resources and research support, distinguishing him from advisors at smaller independent practices.
Experience: 2 years
Avg account: $399,489
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Amanda S
Series 66
Ft. Wayne, IN
Raymond James & Associates
Amanda Scheele specializes in wealth management with 15 years of experience, offering integrated financial planning that addresses retirement, investment growth, and estate considerations. Operating within Raymond James & Associates, a large firm, she provides flat-fee and hourly fee structures, catering to a diverse client base including individuals and corporate entities, which may appeal to those seeking both comprehensive resources and transparent pricing.
Experience: 15 years
Avg account: $788,879
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