Allworth Management Holdings, LLC competitors & alternatives

Similar asset management company

Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.

STW RESOURCES HOLDING CORP.Financial ServicesUnited States

68% matchPrivate

Financial Services

STW Resources Holding Corp., doing business as Serving Those Who Serve (STWS), provides federal-focused financial planning, wealth management, and fiduciary investment management services. The company helps government employees and retirees navigate complex federal benefits, retirement planning, tax strategies, and the Thrift Savings Plan (TSP) through consultations, calculators, webinars, and podcasts.

Financial Services

Deerwood Capital, LLC is a registered investment advisor providing personalized financial planning, retirement strategies, wealth management, and insurance solutions for individuals and businesses. The firm also offers employer services including 401(k) plan management, separately managed accounts, and employee benefits consulting.

ARTESYSFinancial Services

65% match

Financial Services

Artesys provides managed accounts and retirement investment strategies for financial advisors, plan sponsors, plan participants, and individual investors. The company offers sophisticated portfolio management, fiduciary support, and customized retirement solutions designed to align with clients' financial goals and risk tolerances.

VestwellFintech

65% matchAI 5/100 ▼Green 0/100

Fintech

Vestwell provides a digital savings and investment platform that enables businesses, financial advisors, and partners to offer workplace benefit programs. The platform supports various retirement plans, education savings accounts, emergency funds, and other financial benefits for employers, employees, and individual savers.

New World Financial Holdings, LLCFinancial ServicesUnited States

64% matchPrivate

Financial Services

New World Financial Holdings is a financial planning network operating in the UK that provides personal financial advice, retirement services, and subscription-based financial planning. The firm also serves businesses through workplace wellbeing programs, financial education, and exit strategies for owners.

Fidelity ManagementFinancial ServicesUnited States

64% match

Financial Services

Fidelity Management is a financial services firm that provides asset management, investment products, and retirement planning solutions. The company serves individual investors, employers, wealth management firms, and institutions by offering mutual funds, ETFs, brokerage services, and workplace savings plans.

Ascension CapitalFinancial Services

64% match

Financial Services

Ascension Capital is an independent investment advisory firm based in Houston, Texas, that provides investment management, comprehensive financial planning, and corporate retirement plan services to high-net-worth families and businesses. Operating as a fiduciary, the firm offers customized portfolio management, estate and tax planning, asset protection, and 401(k) plan administration for small- to mid-size businesses.

Addition WealthFintechUnited States

64% matchAI 0/100Green 0/100

Fintech

Addition Wealth is an AI-powered financial wellness platform headquartered in New York, NY. The company provides personalized financial expertise and education, making financial planning tools inclusive and accessible through modern technology.

PonteraFintechUnited States

64% matchPrivate

Fintech

Pontera provides financial technology infrastructure that allows wealth management advisors to connect, manage, and report on workplace retirement accounts like 401(k)s and 403(b)s. The platform enables financial professionals to offer holistic portfolio management, optimize asset allocation, and streamline compliance for held-away assets.

EdgeCo, LLCFinancial ServicesUnited States

64% match

Financial Services

EdgeCo Holdings provides technology-enabled solutions and support services to financial intermediaries and their clients through its subsidiary companies. Its offerings include full-service retirement plan administration, brokerage, advisory, and trust and custody solutions.

Insurance

National Financial Partners (NFP) is a U.S.-based insurance brokerage and wealth-management company serving businesses, individuals, and financial institutions. It provides employee benefits, property and casualty insurance, retirement-plan services, life insurance, and wealth-management solutions, and became an Aon company in 2024.