Last updated: May 1, 2023
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Estate Planners. Best Estate Planning Services, Reviewed and Compared
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- Reviews By Certified Enthusiasts.
- Proprietary Evaluation Criteria
- Five Areas of Evaluation
Estate Planners. Best Estate Planning Services - May 2023
Rank
Advisor Name
Firm Name
Average Account Size ($mil)
Average Net Worth ($mil)
Total Assets Managed ($mil)
Customer Profile
$250k-1mil
$1-10mil
$10mil+
 |
Merrill Lynch & Co., Inc. | 20 | 50 | 8900 | • | • |
100%
G
VG
E
| 100 | 100 | 100 | 100 | 100 | NC | ||
 |
Graystone Consulting | 80 | 80 | 4200 | • | • | • |
97.6%
G
VG
E
| 96 | 98 | 96 | 100 | 98 | NC | |
 |
HighTower Advisors | 20 | 50 | 9932 | • | • |
96%
G
VG
E
| 95 | 97 | 96 | 97 | 95 | NC | ||
 |
Morgan Stanley Private Wealth Management | 75 | 150 | 9803 | • | • |
94.4%
G
VG
E
| 95 | 96 | 94 | 93 | 94 | NC | ||
 |
Convergent Wealth Advisors | 4.5 | 12 | 3185 | • | • |
92.6%
G
VG
E
| 91 | 91 | 93 | 94 | 94 | NC | ||
| 6 | Mariner Wealth Advisors, LLC | 2 | 5 | 8210 | • | • | • |
91%
G
VG
E
| 91 | 92 | 90 | 92 | 90 | NC | |
| 7 | Essex Financial Services, Inc. | 10 | 30 | 3700 | • | • | • |
89.4%
G
VG
E
| 91 | 88 | 89 | 88 | 91 | NC | |
| 8 | Wells Fargo Advisors | 10 | 30 | 3700 | • | • |
87%
G
VG
E
| 88 | 85 | 88 | 88 | 86 | NC | ||
| 9 | Carson Wealth Management Group | 5 | 50 | 2994 | • | • | • |
85%
G
VG
E
| 84 | 86 | 85 | 84 | 86 | NC | |
| 10 | Morgan Stanley Smith Barney | 10 | 11 | 2410 | • | • |
82.8%
G
VG
E
| 84 | 83 | 83 | 81 | 83 | NC |
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