The top five wealth management companies!
Tell Me More

The following are top five independent financial advisor london we find worthy of their services. This does not mean we recommend them but just that they are worth their onions and you may deal at your choice.

1. Regency Investment Advisors, Inc.

Main office address 1312 W. Herndon Ave.,

Suite 101,

Fresno, CA 93711

Main office telephone number 559-438-2640

Website www.regencyinvests.com

Years in business 21

Total assets under management $273,962,156

Advisory clients More than 100

Average account size $287,775

Assets under management growth 5 yrs annualized 16.2%

2. Signature

Main office address 101 W. Main St.,

Suite 700, World Trade Center,

Norfolk, VA 23510

Main office telephone number 757-625-7670

Website www.signatureus.com

Years in business 20

Total assets under management $3,133,138,169

Advisory clients More than 100

Average account size $3,203,618

Assets under management growth 5 yrs annualized 9.4%

3. Inverness Counsel, LLC

Main office address 845 Third Ave., 8th Floor,

New York, NY 10022-6601

Main office telephone number 212-207-2100

Website www.invernesscounsel.com

Years in business 23

Total assets under management $2,491,398,722

Advisory clients More than 100

Average account size $2,752,927

Assets under management growth 5 yrs annualized 2.8%

4. Foster Group, Inc.

Main office address 1001 Grand Ave.,

West Des Moines, IA 50265-3502

Main office telephone number 515-226-9000

Website www.fostergrp.com

Years in business 23

Total assets under management $1,455,992,136

Advisory clients More than 100

Average account size $514,849

Assets under management growth 5 yrs annualized 15.5%

5. Bloom Asset Management, Inc.

Main office address 31275 Northwestern Hwy.,

Suite 145,

Farmington Hills, MI 48334

Main office telephone number 248-932-5200

Website www.bloomassetmanagement.com

Years in business 19

Total assets under management $1,029,126,501

Advisory clients More than 100

Average account size $242,147

Assets under management growth 5 yrs annualized 15%

Contact Us