What Are Some of the Best Reviewed Wealth Management Services?


Quick Answer

Some of the best-reviewed wealth management services include Creative Planning, Halbert Hargrove and Wescott Financial Advisory Group, states Investopedia. Other high-rated wealth management services are Canterbury Consulting, Oxford Financial Group and Shepherd Kaplan, notes Forbes.

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Investopedia also lists Burt Wealth Advisors, Point View Wealth Management, Adams Hall Wealth Advisors and SMF Financial Advisors on its list of top 100 fee-only wealth management firms, created by Meridian-IQ and CNBC. When creating the list, financial advisor rankings and compliance reviews were used, as well as other factors such as the number of years in business, assets and the annualized growth of each company, according to Investopedia.

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