Top Financial Advisors for Alternative Investments
Sophisticated investment solutions beyond traditional stocks and bonds that provide additional diversification and return potential. Our directory features advisors who evaluate and access private equity, real estate, hedge funds, and other alternative investments.
Works with clients across the US
Client Reviews
Personalized investment management, tax planning, insurance, and estate strategy - all in one place.
$3,000-$30,000Flat Fee
Works with clients across the US
Client Reviews
A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.
$10,000-Flat Fee
Works with clients across the US
1 Client Reviews
Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.
$3,000-$10,000One-Time Planning Fee
Works with clients across the US
1 Client Reviews
Your personal wealth manager, advising on and managing both public and private investments.
0.25%-1.00%of AUM fee
Works with clients across the US
1 Client Reviews
Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.
0.00%-1.00%of AUM fee
Works with clients across the US
1 Client Reviews
We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals.
$5,000-$25,000One-Time Planning Fee
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
