If you’ve been struggling to manage your finances, investments, and goals on your own, with one too many zeroes in your account, it might be time to outsource these tasks.
Professional services offered by wealth management companies take those responsibilities off your shoulders while ensuring you meet your financial goals. But how do you choose the right company for your needs?
Here are some of the top wealth management companies worth considering in 2025.
Creative Planning
Creative Planning has grown into one of the largest independent Registered Investment Advisors (RIAs) in the US, managing more than $370 billion in assets as of 2025. Their approach is focused on planning; instead of pushing products, they start with the client’s goals and build around that.
Their services aren’t limited to portfolio management, covering estate planning, tax strategies, trust management, and even charitable giving.
If you take a look at the Creative Planning reviews, you will notice they’re often seen as a fit for clients who want a personalized relationship and holistic planning, preferring the independence of an RIA rather than a large bank.
Goldman Sachs Private Wealth Management
Goldman Sachs has long been known for institutional and ultra-high-net-worth wealth management. In 2023, Goldman sold its Personal Finance Management unit to Creative Planning, signaling a focus on serving larger clients rather than retail.
Goldman’s strengths lie in exclusive investment opportunities, global reach, and integration with investment banking capabilities. Their services are often personalized for families and people with complex financial structures.
Hence, their services come with higher costs and a minimum wealth threshold that limits access.
Vanguard
Vanguard is known for its low-cost investing services. For many, the attraction comes from efficient portfolios built on index funds and ETFs, backed by a reputation for low fees. Vanguard’s Personal Advisor and wealth management services combine human advisors with digital platforms.
While the costs are lower, the service may not feel as personalized as that of an independent RIA. Vanguard is best for clients who want simplicity, low costs, and a long-term passive strategy. It may not be fit for those needing complex estate or tax planning.
Fidelity Investments
Fidelity offers a middle ground. It has the scale of a large firm, access to a wide range of products, and assets of over $5 trillion under management. Their wealth management services range from simple investment strategies to more advanced planning, depending on your needs.
For clients, this flexibility is appealing. Fidelity can handle both mid-level and high-net-worth investors, but the experience may depend on which tier you fall into. Fidelity is also recognized as one of the largest providers of 401(k) plans in the US.
JP Morgan Wealth Management
JP Morgan Private Client Advisor is well-established with wealthy and affluent clients. Their services are highly customized, covering everything from global investing and philanthropy to succession planning and cross-border wealth management.
They’re known for offering highly personalized financial plans and allowing you to work with advisors who are fiduciaries, meaning your interests stay on top. JP Morgan usually works with clients who have a high or ultra-high net worth.
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