America’s Leading Fiduciary Wealth Management Companies

Finding a wealth management firm you can trust is a significant step in securing your financial future. The term “fiduciary” is central to this search; it signifies a legal and ethical commitment to act in your best interest. 

This means the advice you receive is tailored to benefit you, not the advisor. We will explore six leading firms that uphold this standard and offer distinct ways to manage and grow wealth.

Facet Wealth

Facet Wealth offers a different model by charging a flat annual fee rather than taking a percentage of the assets they manage. This predictable pricing structure can be appealing for those who prefer a clear, fixed cost for financial advice. 

Every client gets access to a CERTIFIED FINANCIAL PLANNER professional, ensuring that the guidance provided is both expert and fiduciary. Their service is designed to make high-quality financial planning accessible without the traditional asset-based fee model.

Parsons Capital Management

Ranked as a top firm for 2025 by CNBC, Parsons Capital Management is a prominent name based in Providence, Rhode Island. This firm has built a strong reputation for its dedicated client service and disciplined investment strategies. 

Their recognition highlights a consistent ability to deliver results while maintaining a fiduciary duty to those they serve. Their location outside of major financial hubs has not stopped them from becoming a leader in the wealth management space.

Creative Planning

Creative Planning is an independent wealth management firm operating as a fiduciary, which legally obligates them to provide advice that is in your best interest. Founded in 1983 and now led by President and CEO Peter Mallouk, the firm has grown to include over 1,500 team members serving clients in all 50 states. 

With more than $370 billion in assets under oversight, their team includes over 525 CERTIFIED FINANCIAL PLANNER professionals, along with in-house CPAs and estate attorneys. This integrated model is ideal if you want a single firm managing your financial life, though they typically require a $500,000 minimum for their comprehensive services.

Mariner Wealth Advisors

Recognized by Barron’s as a top Mega RIA, Mariner Wealth Advisors is distinguished by its collaborative, team-based service model. When you work with them, you gain access to a team of specialists who contribute their expertise to your financial plan. 

This structure ensures that every aspect of your wealth, from investments to taxes and estate planning, is considered from multiple professional viewpoints. This collective intelligence aims to create a more robust and comprehensive financial strategy for their clients.

CAPTRUST

As one of the largest firms in the industry, CAPTRUST offers a wide array of services that extend beyond individual wealth management. They provide financial planning, manage investment portfolios, and offer pension consulting for institutions. 

Their significant scale allows them to serve a broad spectrum of clients, from individual investors to large corporations, all while adhering to fiduciary principles. This combination of size and commitment makes them a notable presence in the financial advisory landscape.

Fisher Investments

Fisher Investments is a well-known fee-only fiduciary firm that focuses on personalized portfolio management. They typically work with clients who have a substantial amount to invest, generally requiring a minimum of one million dollars. 

This focus allows them to provide a high-touch service, crafting investment strategies that are closely aligned with the long-term goals of affluent individuals and families. Their fee structure ensures that their revenue is tied directly to the advisory services they provide.