Our rankings combine independent qualitative research with verified quantitative data from Managed Portfolio Indices (MPI - https://www.mpindices.com/) — a leading provider of performance analytics for the wealth industry. This ensures every ranking is grounded in accuracy and transparency.

Rankings are refreshed quarterly, using the latest available data and market intelligence. This ensures our insights remain timely and reflect recent performance, with deeper annual reviews to capture structural or strategic changes within firms.

Use them as a trusted guide to identify and compare leading wealth managers. Explore profiles, review performance, and connect with firms whose expertise and values align with your financial goals.

Our independent rankings cut through complexity to reveal the leading firms — helping you find a trusted partner whose approach reflects your goals and values.

Wealth Manager Rankings

I found Compare Wealth Management online when I didn’t know how to decide among the multiple companies out there, or how to work out who was better/worse. I feared a deluge of cold-calling, but instead had a very informative follow-up call with Rory Scott.

Mr C Barry

Invaluable help with choosing a wealth manager

I was highly impressed by the level of care and attention I received from Compare Wealth Managers and Neil. If you’re unfamiliar with the financial or investment world, it can be daunting and overwhelming to know where to start. Neil took the time to understand my circumstances and future goals before suggesting suitable advisers. He explained everything clearly, without jargon, and made sure I felt confident about every step. What stood out most was how personal the experience  there was never any pressure, just thoughtful guidance and genuine expertise. Thanks to Compare Wealth Managers, I now have a trusted financial partner and a clear plan for the years ahead.

Mr K

Outstanding …

I came across Paul Dredge and Compare Wealth Managers when looking to competitively evaluate my current wealth management company. Paul saved me the job of having to evaluate prospective firms, by introducing me to companies already vetted by CWM.

Wealth Manager Rankings

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