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6 Best Wealth Advisors of March 2024

Wealth advisors offer full-service financial advice and management, covering everything from estate planning to tax minimization.

Alana Benson
By Alana Benson 
Edited by Arielle O'Shea

Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page. However, this does not influence our evaluations. Our opinions are our own. Here is a list of our partners and here's how we make money.


The investing information provided on this page is for educational purposes only. NerdWallet, Inc. does not offer advisory or brokerage services, nor does it recommend or advise investors to buy or sell particular stocks, securities or other investments.

Wealth advisors are a type of financial advisor who work with high-net-worth clients and offer holistic financial planning. This often includes services such as estate planning, tax minimization and legal guidance, in addition to investment management.

Because of the comprehensive guidance they provide, wealth advisors often require a minimum investment of several hundred thousand dollars or more. However, unlike in previous generations, many of the advisors below operate primarily online — in most cases, you'll meet with the advisor virtually, though some connect you to local options — and offer lower minimums.

And just a note: the title “wealth advisor,” like many other types of financial advisors, is just a label; an advisor who calls themself a wealth advisor requires no education or certification, so be sure to verify a financial advisor's credentials before signing on to work with them.


Why you can trust NerdWallet's picks: Our writers and editors together have more than 50 years of experience writing about finance, and follow strict guidelines to maintain editorial integrity. We do a deep, independent analysis of dozens of investment firms, sorting through the details to find and evaluate the information investors want when choosing an investing account. To see our full methodology and learn more about our process, read our criteria for evaluating online financial advisors.

Best Wealth Advisors

NerdWallet rating 

5.0

/5

Reviewed in: Oct. 2023

Period considered: Aug. - Oct. 2023

Zoe Financial
Learn more

on Zoe Financial's website

AD

Paid non-client promotion

Fees

Varies by Advisor (free initial consultation)

Account minimum

$150,000

Promotion

3-Month Satisfaction Guarantee

NerdWallet rating 

4.3

/5

Reviewed in: Oct. 2023

Period considered: Aug. - Oct. 2023

Vanguard Personal Advisor
Learn more

on Vanguard's website

AD

Paid non-client promotion

Fees

0.35%

management fee

Account minimum

$50,000

Promotion

None

no promotion available at this time

NerdWallet rating 

5.0

/5

Reviewed in: Oct. 2023

Period considered: Aug. - Oct. 2023

Facet
Learn more

on Facet's website

AD

Paid non-client promotion

Fees

$2,400 and up

per year (free initial consultation)

Account minimum

$0

Promotion

Get $300 reward

into Facet brokerage account for new members who transfer at least $5,000 within the first 90 days of their Facet membership.*

NerdWallet rating 

5.0

/5

Reviewed in: Oct. 2023

Period considered: Aug. - Oct. 2023

Harness Wealth
Learn more

on Harness Wealth's website

AD

Paid non-client promotion

Fees

Up to 1%

per year

Account minimum

$250,000

Promotion

$250 off

one year of financial or tax planning

NerdWallet rating 

4.1

/5

Reviewed in: Oct. 2023

Period considered: Aug. - Oct. 2023

Betterment Premium
Learn more

on Betterment's website

AD

Paid non-client promotion

Fees

0.40%

management fee

Account minimum

$100,000

Promotion

None

no promotion available at this time

Want to compare more options? Here are our other top picks:

Last updated on March 1, 2024

Methodology

NerdWallet’s comprehensive review process evaluates and ranks companies that provide financial planning services online or connect users to a financial advisor. Our aim is to provide an independent assessment of providers to help arm you with information to make sound, informed judgements on which ones will best meet your needs. We adhere to strict guidelines for editorial integrity.

We collect data directly from providers through detailed questionnaires, and conduct first-hand testing and observation through provider demonstrations. The questionnaire answers, combined with demonstrations, interviews of personnel at the providers and our specialists’ hands-on research, fuel our proprietary assessment process that scores each provider’s performance across more than 20 factors. The final output produces star ratings from poor (one star) to excellent (five stars).

For more details about the categories considered when rating financial advisors and our process, read our full methodology.