Top advisors in Wellington
We’ve curated a list of the best financial advisors in Wellington, take a look at it below
Find an advisor in Wellington| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,536,358,579 | 27 advisors | ||
| 2 | $300,000,000 | 4 advisors | ||
| 3 | $96,400,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Wellington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wellington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Spearhead Capital Advisors, LLC
Assets under management
$1,536,358,579
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
2. Xanthos Capital Management Lp
Assets under management
$300,000,000
Fee structure
Performance-based fees
ANNUALLY NEGOTIATED MANAGEMENT FEE
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Davis Private Wealth, LLC
Assets under management
$96,400,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.