Ultra High Net Worth Financial Advisors
Ultra High Net Worth Individuals are families with complex, multi-entity wealth and legacy planning. The Financial Advisors below build long-term financial and investment plans for these clients — each one reviewed by real clients on Sam's List, so you can compare experience and connect directly.
19 financial advisors. 50 client reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
- Chris Gure — 17 reviews
- Pillar Wealth — 10 reviews
- VDB Wealth — 8 reviews
- Steward — 3 reviews
- Timeless Wealth — 3 reviews
- Capital Area Planning Group — 2 reviews
- 5T Wealth Management — 1 review
- CAPTRUST — 1 review
- Emory Wealth LLC — 1 review
- Ian Weiner, CFP®, CEPA® — 1 review
- Matt-Magee, CFP® — 1 review
- Montebello Avenue — 1 review
- Thomas-Kopelman — 1 review
- Bone Fide Wealth
- CMH Advisors
- Fortress Financial Partners
- HB Wealth
- Inflection Point Wealth Management
- Scratch Capital
What clients are saying
"Stellar. Team was great, delivered my plan a week ahead of schedule."
— Matthew Powers, 0.0 stars, for Steward"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
— Mike O'Malley, 0.0 stars, for Thomas-Kopelman"I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
— Yev, 0.0 stars, for 5T Wealth Management
Frequently asked questions
- Do ultra high net worth individuals need a financial advisor?
- Ultra High Net Worth Individuals are families with complex, multi-entity wealth and legacy planning, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
- How do I choose a financial advisor for ultra high net worth individuals on Sam's List?
- Filter to Financial Advisors who work with ultra high net worth individuals, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.