Wealth Management Articles

Expert guides covering advisor selection, fee structures, investment strategies, and wealth management fundamentals to help you make informed decisions.

Getting Started

What Do Wealth Managers Do?
Learn the fundamentals of wealth management services, from portfolio management to tax planning, and discover how to find top advisors in your area.
Essential Reading Read More →
Comparing Advisor Types: Wealth Managers, CFPs, Brokers & More
Understand the key differences between wealth managers, certified financial planners, brokers, accountants, and estate lawyers before reviewing rankings.
Advisor Selection Read More →
How Are Wealth Management Firms Paid?
Essential guide to understanding fee structures, from asset-based fees to hourly rates, to help you evaluate and compare advisor costs effectively.
Fee Guide Read More →
RIA Fee Comparison: $10 Million Portfolio Analysis
Compare actual advisory fees for $10 million portfolios across 1,800+ registered investment advisors with detailed fee schedules from SEC filings.
Data Analysis View Comparison →

Investment Strategies & Market Insights

How Do Wealthy Families Invest?
Explore sophisticated investment strategies and portfolio approaches used by high-net-worth families and their wealth management teams.
Investment Strategy Read More →
The Three Epochs of Wealth Management
A comprehensive historical perspective on how professional wealth advice has evolved, from traditional trust companies to modern RIAs.
Industry History Read More →

Ready to Find Your Advisor?

Use our comprehensive database and expert resources to find the wealth management advisor that's right for your needs.

Browse All Advisors View Rankings