Best Wealth Management Firms: 6 Online Wealth Advisors
Wealth advisors offer full-service financial advice and management, covering everything from estate planning to tax minimization.
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Our deep, independent analysis sorts through key details to find and evaluate the information investors want when choosing a financial or wealth advisor. To see our full methodology and learn more about our process, read our criteria for financial advisors.
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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.
Best Wealth Management Firms: 6 Online Wealth Advisors
| Broker | NerdWallet rating | Fees | Account minimum | Promotion | Learn more |
|---|---|---|---|---|---|
5.0/5 Reviewed in: Oct. 2024Period considered: Aug. - Oct. 2024 | Varies by Advisor (free initial consultation) | $150,000 | 3 -
Month Satisfaction Guarantee | Learn moreLearn more on Zoe Financial's website AD Paid non-client promotion | |
4.3/5 Reviewed in: Oct. 2024Period considered: Aug. - Oct. 2024 | 0.30% management fee | $50,000 | None no promotion available at this time | Learn moreLearn more on Vanguard's website AD Paid non-client promotion | |
4.8/5 Reviewed in: Oct. 2024Period considered: Aug. - Oct. 2024 | $1,000 and up per year (free initial consultation) | $0 | None no promotion available at this time | Learn moreLearn more on Facet's website AD Paid non-client promotion | |
5.0/5 Reviewed in: Oct. 2024Period considered: Aug. - Oct. 2024 | Up to 1% per year | $250,000 | $250 off one year of financial or tax planning | Learn moreLearn more on Harness Wealth's website AD Paid non-client promotion | |
5.0/5 Reviewed in: Oct. 2024Period considered: Aug. 2023 - Oct. 2024 | Varies by advisor (free initial consultation) | $0 | None no promotion available at this time | Learn moreLearn more on Wealthramp's website AD Paid non-client promotion |
Fees
Varies by Advisor (free initial consultation)
Account minimum
$150,000
Promotion
3-Month Satisfaction Guarantee
Fees
0.30%
management fee
Account minimum
$50,000
Promotion
None
no promotion available at this time
Fees
$1,000 and up
per year (free initial consultation)
Account minimum
$0
Promotion
None
no promotion available at this time
Fees
Up to 1%
per year
Account minimum
$250,000
Promotion
$250 off
one year of financial or tax planning
Fees
Varies by advisor
(free initial consultation)
Account minimum
$0
Promotion
None
no promotion available at this time
Last updated on January 1, 2025
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.