How to find a trusted wealth manager in 2026. Expert insights from Amy Parvaneh and Select Advisors Institute on trust, alignment, and transparency.

Learn how to choose the right financial advisor for your unique needs. This guide covers advisor types, key credentials, evaluation tips, and the best tools for finding a trusted advisor. Understand fee structures, questions to ask during consultations, and how to ensure compatibility with your goals. Whether you’re looking for investment guidance, retirement planning, or estate management, discover how expert matching services simplify the process of finding the best financial advisor to secure your financial future.

In the world of financial services, understanding the distinctions between various professionals and their designations is essential. While an RIA primarily focuses on investment management and an RIA designation indicates a fiduciary duty to act in the best interests of clients, a CFP provides comprehensive financial planning services, including investment management and broader financial guidance.

Looking for a financial advisor but not sure where to start? This comprehensive step-by-step guide explains how to define your goals, understand advisor types, compare fees, and ask the right interview questions. Learn how to verify backgrounds with FINRA BrokerCheck and the SEC database, what to watch for in contracts, and how to avoid common red flags. Whether you need budgeting help, investment guidance, or ongoing planning, this resource helps you evaluate options with confidence. Plus, discover how Select Advisors Institute supports families by providing a structured, neutral framework to run searches and compare advisors side by side.

Looking for the best advisor background check tools? Select Advisors Institute, led by Amy Parvaneh, pioneers a unique system to vet financial professionals. With industry-leading expertise, we go beyond generic tools like FINRA’s BrokerCheck by offering a comprehensive, hands-on vetting process. Whether you're a client seeking transparency or a firm evaluating talent, our advisor background check solutions offer clarity, trust, and protection. Learn how Select Advisors Institute stands apart from software-based solutions by delivering real-time, human-led advisor screenings. Discover how Amy Parvaneh and her team lead the industry in advisor verification tools that truly matter.

Estate planning isn’t just for the end of life — it’s a living process that adapts as your circumstances evolve. From setting up a trust after divorce to updating plans in retirement, selling a business, or moving to a new state, this guide explains why estate planning matters at every stage. Learn how wills and trusts provide clarity, protect children, and bring peace of mind. Discover how to choose between working with estate planning attorneys, finding the best will writers near you, or using accessible online platforms like LegalZoom. Start planning today to ensure your family and legacy are always protected.

Generational wealth transfer isn’t just about assets; it’s about protecting your legacy for future generations. This guide explains why wealth often dissipates without planning, how wills and trusts provide a foundation, and when to revisit your plan during major life events like divorce, remarriage, retirement, business sales, relocation, or sudden wealth. Learn how to choose between the best estate planning firms, or accessible online platforms like LegalZoom to create clarity and preserve your family’s story. Discover how to pass down not only wealth, but also values, responsibility, and a lasting legacy across generations.

Learn what a CFP is, why high-net-worth individuals need one, and how to find the right advisor for tailored financial planning. Discover how a CFP can help with investment strategies, retirement planning, tax optimization, and estate planning. Get expert insights into evaluating CFPs based on fee structures, fiduciary responsibilities.

Learn about the differences between financial advisors and wealth managers, as well as the distinctions between wirehouses and Registered Investment Advisors (RIAs). Understand the key factors to consider when choosing between these options to make an informed decision about your financial future.

Looking to find the best local financial advisor to help with wealth management, retirement planning, or complex investment strategies? Select Advisors Institute connects high-net-worth investors with top-tier advisors in their area through a personalized vetting process. We evaluate each advisor’s experience, credentials, and specialty to match you with someone who understands your financial goals and complexities. Whether you're seeking strategic planning or tailored investment advice, our national network ensures you receive guidance from elite professionals nearby. Learn how our matching process works and why so many affluent clients rely on us to identify the most qualified advisors locally. Find confidence in your financial future today.

What is a family office? How much does it cost to start a single family office, and what does a Family Office President do? Explore the differences between wealth management, single family offices, and multi-family offices — and learn about bill payment management, family governance, and more. Discover why the cost of operating a single family office often exceeds $1M annually, what to pay a Family Office CEO or President, and whether a fractional model may be right for you. Select Advisors Institute, led by Amy Parvaneh, helps families simplify, coordinate, and align their financial lives without the overhead of a full office.

Estate planning attorneys, family lawyers, and wealth managers each play vital roles for wealthy families — but without collaboration, critical details can slip through the cracks. Select Advisors Institute, led by Amy Parvaneh, serves as a Fractional Family Office President to bridge these silos. We ensure estate plans are implemented, investments align with trusts, and tax strategies connect with legal realities. For clients, it means fewer meetings, no conflicting advice, and confidence that their team is unified. For professionals, it means stronger referrals, deeper loyalty, and enhanced reputation. Discover how true collaboration elevates client outcomes and protects the legacies of successful families.

Choosing a financial advisor can feel overwhelming with so many options — RIAs, private banks, and boutique firms all competing for your attention. Select Advisors Institute, led by Amy Parvaneh, helps successful families navigate this process as a Fractional Family Office President. From sourcing and vetting advisors to negotiating fees, coordinating with your CPA and attorney, and ensuring your chosen wealth manager truly aligns with your goals, we act as your trusted guide. You don’t have to become the expert in how to choose an expert — we do that for you. Discover how to make confident, informed choices for your wealth.

Choosing between Merrill Lynch and an independent RIA can significantly impact your financial future. This in-depth comparison by Select Advisors Institute breaks down the core differences between wirehouse advisors and independent Registered Investment Advisors, evaluating compensation models, investment flexibility, fiduciary responsibilities, and client experience. Learn how each model aligns with high-net-worth individuals, and why more affluent investors are gravitating toward RIAs. Whether you're evaluating your current advisor or exploring your next financial move, this guide offers deep insights to help you make an informed decision. Get the clarity you need to choose between a Merrill Lynch advisor and an independent RIA.

Select Advisors Institute serves as a Fractional Family Office President for ultra-high-net-worth individuals, providing seamless coordination across investments, tax planning, estate planning, philanthropy, insurance, and lifestyle needs. We integrate your existing advisors — investment managers, CPAs, attorneys, bankers, and specialists — into one cohesive plan. From overseeing quarterly reports to managing major purchases, philanthropic initiatives, and family governance, we act as your single point of contact for every financial and personal detail. Our goal: eliminate duplication, prevent missed opportunities, and give you back the one asset you can’t buy — your time. Learn how one relationship can manage every detail of your wealth.

Wealth management is more than investing—it is the orchestration of every element of an affluent client’s financial life. From its origins in Renaissance banking houses to today’s global $130 trillion industry, wealth management integrates investment strategy, tax planning, estate structuring, philanthropy, and lifestyle services. This guide explores the scale and structure of the industry, the role of global institutions, registered investment advisors, accounting-led practices, and fractional family offices. Learn why clients choose each model, what services are essential, how fees are structured, and the trends shaping the future, ensuring wealth not only endures but serves a greater vision for generations ahead.

Managing significant wealth often means juggling multiple professionals — investment advisors, CPAs, attorneys, insurance specialists, and bankers — with you as the middleman. Select Advisors Institute, led by founder Amy Parvaneh, acts as your Fractional Family Office President, serving as a single point of contact to coordinate your trusted advisors. We oversee investment reporting, negotiate fees, align tax and estate planning, manage philanthropy, track deadlines, and handle special projects so you save time, reduce complexity, and maintain control. We do not manage investments, prepare tax returns, or provide legal services; our role is strictly coordination and consulting to ensure your financial life works seamlessly.

When you have multiple professionals — an investment manager, tax preparer, attorney, insurance specialist, and banker — it’s easy to become the one responsible for making sure they communicate. At Select Advisors Institute, founder Amy Parvaneh acts as your single point of contact, ensuring your trusted advisors are aligned, informed, and working from the same plan. You keep your team and control, but you gain back your time and peace of mind. We do not manage investments, prepare tax returns, or provide legal services; our role is to coordinate and streamline your financial life so you can focus on living it.

Ultra-high-net-worth families require seamless integration of investment strategy, estate planning, tax planning, family governance, and succession planning. Traditionally, a single family office, led by a family office executive or family office CEO, provided this level of wealth management. However, with the cost of operating a single family office often exceeding $1 million annually, many are turning to multi family office or fractional family office models. At Select Advisors Institute, founder Amy Parvaneh serves in a fractional leadership role, helping ultra-high-net-worth families coordinate advisors, align strategies, and streamline decision-making. We do not manage investments, prepare tax returns, or provide legal services; our role is strictly coordination and consulting.

Ultra-high-net-worth families often work with multiple professionals — investment advisors, CPAs, estate attorneys, insurance specialists — each essential, yet operating in separate lanes. Even when everyone is committed to collaboration, the day-to-day coordination often falls on the client. A Fractional Family Office President offers a modern solution by serving as a single point of contact to oversee and align your entire wealth management team. At Select Advisors Institute, under the leadership of Amy Parvaneh, we help ultra-high-net-worth families source top-tier professionals, streamline communication, and ensure strategies are implemented efficiently. We do not manage investments, prepare tax returns, or provide legal services; our role is strictly coordination and consulting.