19NOVEMBER 2024Raymond James raymondjames.comRaymond James is a leading financial services firm offering comprehensive wealth management, investment banking, asset management, and financial planning solutions. With a client-first philosophy, the firm empowers individuals, families, and businesses to achieve their financial goals through personalized strategies, expert guidance, and a commitment to integrity.Vanilla justvanilla.comVanilla is the world's first Estate Advisory Platform, designed to empower wealth management firms with a holistic, modern approach to estate planning. It enables advisors, planners, and attorneys to offer unique, scalable estate analysis, strengthening client relationships, attracting new business, and enhancing long-term value.Rockefeller Capital Managementrockco.comRockefeller Capital Management offers comprehensive wealth management services tailored to the evolving needs of individuals and families. Their team of private advisors creates customized financial solutions, viewing wealth as potential and prioritizing strong advisor relationships as key to unlocking each client's financial goals and aspirations.Savant Wealth Management savantwealth.comSavant Wealth Management is a fee-only, independent RIA firm offering investment management, financial planning, retirement, and family office services to individuals, families, and businesses. Through its affiliate, Savant Tax & Consulting, the firm also provides corporate accounting, tax preparation, and consulting, managing $27.4 billion in assets.TOP 20 WEALTH MANAGEMENT SERVICES PROVIDERS 2024
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