Top Financial Advisors for Ultra High Net Worth Individuals | Sam's List
Ultra-high-net-worth individuals (UHNWIs)—those with $30 million or more in investable assets—require a level of financial guidance beyond traditional advising. This guide breaks down the key services, options, and considerations when choosing a wealth advisor, multi-family office, or private firm to manage complex wealth, preserve legacies, and streamline financial operations across generations.
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!
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!
Anywhere
CAPTRUST
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
0 Client Reviews
Requirements
Anywhere
Firm Foundation Family Wealth
We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™
0 Client Reviews
Requirements
Anywhere
Clay Budach
Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.
0 Client Reviews
Requirements
Anywhere
Wealthcare for Women
I'm a fee-only, fiduciary financial advisor focused on retirement planning for women.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.
You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com
I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
Family is important to me and I enjoy spending time with my wife Elizabeth and our rescue pup, Winnie.
My 30+ years of experience delivering personal financial advice combined with my financial life planning approach to retirement helps women achieve comfort and confidence for the future while making the most of their lives today.
You can reach me directly at 404.254.6993 if that's a conversation you'd like to have. You can also visit my website to learn more about me and my work: http://www.wealthcareforwomen.com
I love my work as a retirement advisor and can't imagine doing anything else. However, I am also proud to serve as a trustee for the non-profit Georgia Eye Bank.
Family is important to me and I enjoy spending time with my wife Elizabeth and our rescue pup, Winnie.
0 Client Reviews
Requirements
Anywhere
Thomas-Kopelman
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
8 Client Reviews
Requirements
Anywhere
Moment Private Wealth
We help athletes and entrepreneurs build and protect wealth.
0 Client Reviews
Requirements
Frequently AskedQuestions
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
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.
