Best Financial Advisory Agencies

Accel

Accel is a leading venture capital firm that invests in people and their companies from the earliest days through all phases of private company growth. Atlassian, Braintree, Cloudera, CrowdStrike, DJI, Dropbox, Dropcam, Etsy, Facebook, Flipkart, FreshWorks, Jet, Qualtrics, Slack, Spotify, Supercell.

BNY Mellon Wealth Management

BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers.

RBC Wealth Management

We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations.

Somers White Management Consultants

Verified

Somers White has consulted, coached and spoken professionally in all 50 states and on 6 continents. He assists clients to dramatically improve their sales and increase their bottom line in sales, marketing, management and financing. To Contact President Directly: somers@somerswhite.com or call 602 952-9292.

Standard Chartered Private Bank

We are a leading international banking group, with a presence in more than 60 of the world’s most dynamic markets. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, Here for good.

Menlo Ventures

Menlo Ventures provides capital for seed through growth technology companies in the consumer and enterprise sectors. For decades, the firm’s market-driven research analysis has led to the identification of and successful exits in innovative technology markets.

Barclays Private Bank

Barclays Private Bank provides comprehensive specialist investment, banking, lending and wealth advisory services to the world’s most influential people and their families in the primary global wealth hubs and corridors.

Goldman Sachs

At Goldman Sachs, we believe progress is everyone’s business. That’s why we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.

Mercer

Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being.

Sequoia Capital

Sequoia helps daring founders build legendary companies from idea to IPO and beyond. We spur founders to push the boundaries of what’s possible. In partnering with Sequoia, companies benefit from 48 years of tribal knowledge from working with founders like Steve Jobs.

Guidehouse

Guidehouse is a leading global provider of consulting services to the public sector and commercial markets, with broad capabilities in management, technology, and risk consulting.

Highland Capital Partners

Founded in 1987, Highland Capital Partners is a venture capital firm focused on putting the entrepreneur first. With offices in Boston and Menlo Park, Highland has raised over $3B in committed capital and invested in more than 270 companies, resulting in category-defining businesses across consumer and enterprise technology.

Bennett Thrasher

For more than four decades, Bennett Thrasher has provided businesses and individuals with strategic business guidance and solutions through professional tax, audit, advisory and business process outsourcing services.

Albion Financial Group

Established in 1982 in Alta, Utah and currently located in Salt Lake City, Albion Financial Group is an independent wealth advisor and investment manager. Over the last three decades Albion Financial Group has become a nationally recognized, locally respected, award-winning provider of customized wealth management services.

BlackRock

BlackRock is one of the world’s leading providers of investment, advisory and risk management solutions. We are a fiduciary to our clients. We’re investing for the future on behalf of our clients, inspiring our employees, and supporting our local communities.

Deutsche Bank Wealth Management

At Deutsche Bank, we give original thinkers the space and support they need to shine. Merging local knowledge with global vision, in-depth insight with industry-leading digital expertise, if you’re an innovator by nature, we can help you to unleash your potential.

Benchmark

We set the benchmark for financial planning advice, technology and solutions.

Raymond James

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals.

CliftonLarsonAllen (CLA)

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

CRV

CRV is a venture capital firm that invests in early-stage tech startups. Since 1970, the firm has invested in more than 500 startups at their most crucial stages, including Airtable, DoorDash and Vercel. Founders need more than capital to build a great company.