Wealth Planners
These professionals work closely with clients to create tailored financial roadmaps, adapting as circumstances and legislation change over time
About the Wealth Planners category
As financial priorities become increasingly complex, the role of the wealth planner has grown far beyond traditional financial advice. Today’s leading advisers are expected to not only help clients grow and preserve their assets, but also to develop long-term strategies that reflect changing personal circumstances, family considerations and evolving tax and regulatory environments. For affluent individuals and families, effective wealth planning has become an essential part of safeguarding financial security across generations.
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Research
Research starts - 9 February 2026
Submission deadline - 16 March 2026
Rankings published - 27 May 2026