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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.
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Works with clients across the US
Requirements:
$50,000 Minimum Investment
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
401(k) & IRA Management
Asset Allocation
College/Education Planning
Wealth Management
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Financial Planning
Family Wealth Transfer
Exit Planning
Estate Planning
Education Planning
Cash Flow Planning
Alternative Investments
Business Succession Planning
Charitable Giving
Debt Management
ESG/Impact Investing
Executive Compensation
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management
Stock Option Planning
Trust Services
Specialities
$0-$250,000Flat Fee
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Works with clients across the US
Requirements:
$500,000 Minimum Investment
We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™
401(k) & IRA Management
Estate Planning
Financial Planning
Insurance/Risk Management
Asset Allocation
Family Wealth Transfer
Investment Management
Liquidity & Exit Planning
Portfolio Management
Wealth Management
Tax Strategy
Stock Option Planning
Business Succession Planning
Charitable Giving
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Financial Advice & Coaching
Executive Compensation
Risk Management
Exit Planning
Education Planning
College/Education Planning
Insurance Planning
Life Transition Planning
Alternative Investments
Specialities
0.50%-1.00%of AUM fee
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Works with clients across the US
Requirements:
No Minimum
We help athletes and entrepreneurs build and protect wealth.
401(k) & IRA Management
Alternative Investments
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Wealth Management
Social Security Planning
Real Estate Advisory
Portfolio Management
Pension Planning
Life Transition Planning
Insurance/Risk Management
Financial Planning
Financial Advice & Coaching
Family Office Services
Executive Compensation
Estate Planning
Debt Management
Cash Flow Planning
Specialities
$2,500-$10,000One-Time Planning Fee
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Works with clients across the US
Requirements:
$1,500,000 Minimum Investment
I’m Andrew Van Alstyne, a wealth advisor dedicated to helping entrepreneurs, small business owners, and high-net-worth families make smart, strategic financial decisions. Whether you're navigating a financial windfall, scaling a business, or planning for generational wealth, I provide tailored guidance that aligns with your goals. My focus is on empowering you to invest in yourself, your community, and the experiences that matter most—while ensuring your financial future is secure. Unlike traditional advisors, I take a proactive, concierge-style approach to wealth management, so you can make confident decisions and focus on what you do best.
401(k) & IRA Management
Asset Allocation
Estate Planning
Executive Compensation
Family Office Services
Financial Advice & Coaching
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Tax Strategy
Alternative Investments
Business Succession Planning
Cash Flow Planning
Charitable Giving
Exit Planning
Family Wealth Transfer
Trust Services
Specialities
$0-$600Subscription
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Works with clients across the US
Requirements:
No Minimum
Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.
Alternative Investments
Asset Allocation
ESG/Impact Investing
Estate Planning
Education Planning
Charitable Giving
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Social Security Planning
Wealth Management
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Portfolio Rebalancing
Philanthropic Planning
Investment Management
Insurance Planning
Exit Planning
Family Office Services
Debt Management
401(k) & IRA Management
College/Education Planning
Liquidity & Exit Planning
Pension Planning
Family Wealth Transfer
Business Succession Planning
Cash Flow Planning
Specialities
$5,000-One-Time Planning Fee
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Works with clients across the US
Requirements:
$1,000,000 Minimum Investment
Hightower Wealth Advisors | St. Louis is an intentional wealth management practice powered by intentional people. With an equal commitment to greatness and kindness, we focus on successful individuals, families, entrepreneurs, and business owners who want to make a lasting impact.
Our ensemble approach helps to ensure the right mix of advice and service, with a culture of collaboration and purpose that fuels success rather than competition.
We help streamline complexity, save money, and grow wealth, but ultimately, our structure and approach allow us to uncover what is truly important to our clients. Where their financial life reflects a meaningful life.
Alternative Investments
Cash Flow Planning
ESG/Impact Investing
Estate Planning
Executive Compensation
Family Office Services
Financial Planning
Financial Advice & Coaching
Life Transition Planning
Insurance/Risk Management
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Trust Services
Tax Strategy
Stock Option Planning
Risk Management
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Family Wealth Transfer
Exit Planning
Education Planning
Charitable Giving
College/Education Planning
Business Succession Planning
Asset Allocation
Specialities
$10,000-$20,000One-Time Planning Fee

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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
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