Top Financial Advisors for High Net Worth Individuals | Sam's List
High-net-worth individuals (HNWIs) with $1M+ in investable assets need more than investment advice—they need a wealth strategy built to last. This guide features advisors selected for experience in:
Strategic investment management
Tax optimization & mitigation strategies
Estate, gift, and trust planning
Business succession solutions
Philanthropic structuring
Access to private equity, hedge funds & alternatives
Retirement planning & multi-generational wealth transfer
These advisors are fiduciaries—usually CFP® or CFA®—with a proven track record in managing complex wealth.
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Strategic investment management
Tax optimization & mitigation strategies
Estate, gift, and trust planning
Business succession solutions
Philanthropic structuring
Access to private equity, hedge funds & alternatives
Retirement planning & multi-generational wealth transfer
These advisors are fiduciaries—usually CFP® or CFA®—with a proven track record in managing complex wealth.
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
We are adding new CPAs everyday. Stay tuned.
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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.
