Whether you are an individual looking to secure your financial future, a family working to preserve generational wealth, or a business aiming to maximize its financial strategies, this handpicked list will be your ultimate resource for identifying and partnering with the top wealth management firms in the area.
In Metro Manila, you will find a wide range of wealth management companies, from exclusive boutique firms offering personalized financial solutions to renowned institutions with a global presence. These companies offer a diverse range of services that cater to various financial goals and aspirations.This guide will provide you with insights into the services, expertise, and track records of these 67 esteemed firms, helping you make informed decisions about entrusting your financial well-being to the hands of professionals who understand the intricacies of the ever-evolving financial landscape.
In this guide, you’ll discover detailed profiles of each wealth management company, highlighting their areas of specialization, investment philosophies, client testimonials, and more. Whether you’re an experienced investor seeking to optimize your portfolio or a beginner in need of reliable guidance to establish a strong financial base, these firms are well-positioned to offer you personalized strategies that align perfectly with your specific objectives.
Metro Manila’s economic dynamism and the complexities of modern finance call for strategic and expert guidance when it comes to managing wealth. Discover the 67 elite wealth management companies in Metro Manila and unleash your potential to achieve financial success. With our comprehensive list, you’ll gain the necessary knowledge and unwavering support to conquer the complexities of wealth management in this bustling urban paradise. Get ready to embark on a remarkable journey towards prosperity!
67 Best Wealth Management Companies in Metro Manila
| Wealth Management Company | Address | Website / Social | Telephone |
|---|---|---|---|
| Affinity Capital Corp. | Antel Corporate Center, 121 Valero, Makati, 1227 Metro Manila | http://affinitycorp.net/ | +63285536879 |
| AllThebestLoans | 81, 1000 United Nations Ave, Ermita, Manila, 1000 Metro Manila | http://allthebestloans.com/ | +63284518243 |
| Asenso Consultancy Services Corporation | 2nd flr. Quarks and Quills Work Cafe ?43-H N. Roxas St, corner Apo St, Santa Mesa Heights, Quezon City, 1114 | http://asensoconsultancy.com/ | +6328719502 |
| CLIMBS Investment Management and Advisory Corporation | Unit 505, 5th Floor, EU State Tower, 30 Quezon Ave, Quezon City, 1100 | http://cimac.ph/ | +639338131914 |
| Financial Planning Manila | BTTC Center, 6/F, 288 Ortigas Ave, San Juan, 1503 | http://financial-planning-manila.com/ | +6327193958 |
| First Metro Philippine Equity Exchange Traded Fund, Inc | H24F+X3C, Paseo Center – Sedeno Pedestrian Underpass, Makati, Metro Manila | http://firstmetroetf.com.ph/ | +63288912860 |
| Fund Managers Association of the Philippines | Unit 504, 5th floor VGP Center (formerly Manila Bank Bldg, 6772 Ayala Ave, Makati | http://fmap.com.ph/ | +63637724560 |
| IMS | UPH Burgundy Corporate Tower, 252 Sen. Gil J. Puyat Ave, Makati, Metro Manila | http://ims.com.ph/ | +63634033813 |
| King San Jose & Partners | 21st floor, 8 Rockwell, Plaza Dr, Makati, Metro Manila | http://kingsanjose.com/ | Not found. |
| MBG Equity Investment Fund, Inc. | Ground Floor, 110, 1229 Legazpi Street, Legazpi Village, Makati, Metro Manila | http://mbgfunds.com/ | +63279567254 |
| MJA BUSINESS MANAGEMENT AND CONSULTANCY INC | Office 3-A 1214 Arquiza Trade Center Unit 3-A ground floor Arquiza st, Corner M. H. Del Pilar St, Ermita, Manila | http://mjabmc.com/ | Not found. |
| Mahilson Management Services Inc. | 15 Street, Quezon City 09772039918, Katuray, Quezon City, 1103 Metro Manila | http://mob-justice.wix.com/sisoncruzgroup | +639772039918 |
| PAMI Mutual Funds | 19th Floor BPI Buendia Center, 1209 Sen. Gil J. Puyat Ave, Makati | http://pamifunds.com/ | +63285800900 |
| PANGEA FINANCIAL HOLDINGS & ASSETS | 28/F RCBC Plaza, Corner Ayala Avenue and, 1200 Sen. Gil J. Puyat Ave, Makati, 1200 Metro Manila | http://pangeafinancialholdings.com/ | +1807-701-5339 |
| Phoenix Duran | NEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manila | http://phoenixduran.com/ | +639178522833 |
| PHILIPPINE INVESTMENT MANAGEMENT ACCOUNT | 2nd Floor, Philippines Stock Exchange Plaza, Ayala Triangle, Ayala Ave, Makati, Metro Manila | http://pima.com.ph/ | +639274125063 |
| RCBC Capital Corporation | 21st Floor RCBC Plaza Tower 2, 0727, 6819 Ayala Ave, Makati, 1227 Metro Manila | http://rcbccap.com/ | Not found. |
| R.M.G. WOLFPACK CAPITAL | LKG Tower, 6801 Ayala Ave, Makati, Metro Manila | http://rmgwolfpackcapital.com/ | Not found. |
| First Metro Asset Management Inc | Salcedo Village, 18/F PSBank Center, 777 Paseo de Roxas, cor Sedeño, Ave, Makati, 1226 Metro Manila | http://saveandlearn.com/ | +63288912860 |
| SFI Management Consultancy | Unit 301 S. Medalla Bldg. cor. Gen. McArthur Ave. EDSA Cubao, Quezon City | http://sfimanagementconsultancy.com/ | +6324396849 |
| Thomson Reuters | 9 &10/F 20 Upper McKinley Road, McKinley Hill Dr, Taguig, 1634 | http://thomsonreuters.com/ | +6325752000 |
| Value Management and Options Corporation (ValueMan) | formerly:, Philippine Stock Exchange Centre, 1002A 10th Floor, West Tower, Tektite Towers, Exchange Rd, Ortigas Center, Pasig, 1605 Metro Manila | http://valueman.com.ph/ | +63279542588 |
| WealthArki and Consultancy Inc | 10F, Fort Legend Tower, 3rd Ave, Taguig, Metro Manila | http://wealtharki.com/ | Not found. |
| Wealth Management Center for Communications and Research, Inc. | 5F, Cityland 10 Tower 2, 156 H.V. Dela Costa, Makati, 1226 Metro Manila | http://wealthcenter.org/ | +639692842011 |
| Wealth Management Center | Unit 508, Cityland 10 Condominium Tower, 2 H.V. Dela Costa, Makati, Metro Manila | http://wmc.org.ph/ | +639692842011 |
| Astra Asia | 7th floor unit b, Rockwell Center, 8 Rockwell Centre, Hidalgo Drive, 8 Rockwell Dr, Makati, 4103 Cavite | http://www.astraasia.net/ | +63464723607 |
| ATR Asset Management, Inc. | 8th Floor, 8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, 1210 Metro Manila | http://www.atram.com.ph/ | +63288147800 |
| ATR ASSET MANAGEMENT | 17th Flr., Tower One & Exchange Plaza, Ayala Triangle, Ayala Avenue 1226 | http://www.atram.com.ph/ | +63288147800 |
| CLSA Exchange Capital Incorporated | 151 Paseo de Roxas, Legazpi Village, Makati, 1226 Metro Manila | http://www.bloomberg.com/profiles/companies/0342475D:PM-clsa-exchange-capital-inc | +6328154886 |
| First Metro Investment Corporation | GT Tower, Ayala Ave, Makati, Metro Manila | http://www.firstmetro.com.ph/ | +63288587900 |
| First Metro Securities Brokerage Corporation | 18F PSBank Center, 777 Paseo de Roxas, Makati, 1226 Metro Manila | http://www.firstmetrosec.com.ph/ | +63288590600 |
| Asian Alliance Investment Corporation | 22nd Floor, Equitable Bank Tower, 8751 Paseo de Roxas, Makati, 1200 Metro Manila | http://www.ihap.org/HTML/members/asianalliance/bodyasianalliance.htm | +63288860601 |
| Information Managers Inc | Suite 704 State Condominium 1, 186 Salcedo, Legazpi Village, Makati, 1229 Metro Manila | http://www.infomaninc.com/ | +63288433141 |
| Meyado Private Wealth Management Philippines | Unit 1815 Eton Tower Makati, 128 Dela Rosa St. cor Rufino St., Legazpi Village,, Legazpi Village,, Makati, 1229 Metro Manila | http://www.meyado.asia/ | +639771815547 |
| MFT Group of Companies Inc. | 32nd Street and, 7th Ave, Taguig, 1638 Metro Manila | http://www.mftgroup.com.ph/ | +63288870701 |
| Personal Finance Advisers Philippines | 13 Masunurin, Diliman, Quezon City, 1101 Metro Manila | http://www.personalfinance.ph/ | +639175050709 |
| PHINMA Corporation | 39 Plaza Dr, Rockwell Center, Makati, 1200 Metro Manila | http://www.phinma.com.ph/ | +63288700100 |
| Philippine Investment Funds Association (PIFA) | 5/F Salustiana D. Ty Tower, Paseo de Roxas, Makati City, Metro Manila | http://www.pifa.com.ph/ | Not found. |
| SGV / EY Philippines | SGV 1 & 2 Building, 6760 Ayala Ave, Legazpi Village, Makati, Metro Manila | http://www.sgv.ph/ | +63288910307 |
| SMC Stock Transfer Service Corporation | 40 San Miguel Ave, Ortigas Center, Mandaluyong, 1554 Metro Manila | http://www.smcstocktransfer.com.ph/ | Not found. |
| Sun Life Financial | 172 Salcedo, Legazpi Village, Makati, 1229 Kalakhang Maynila | http://www.sunlife.com.ph/ | +6328182400 |
| Sun Life Grepa Financial Incorporated | 221 Sen. Gil J. Puyat Ave, Makati, 1203 Metro Manila | http://www.sunlifegrepa.com/ | +6328456474 |
| CLFG CAPITAL CORP. | CLF 1 Bldg, 1167 Chino Roces Ave, Makati, 1203 Metro Manila | https://clfgcapital.com/ | +63288965556 |
| JARA Financial | Unit 1, 2nd Floor,152 F,Blumentritt Corner R, Rua Pascual, San Juan, 1500 Metro Manila | https://jarafinancial.business.site/?utm_source=gmb&utm_medium=referral | +639471805594 |
| Kryptoken | Not found. | https://kryptoken.org/ | +639666338748 |
| One Group Accounting Firm | Corporation, First United Building, 413 Escolta St, Santa Cruz, Manila, 1012 Metro Manila | https://ogaf-ph.com/ | +639176293568 |
| Peso Planner Mom | Life Insurance Advisor | Financial Advisor | 63 K-8th, Quezon City, 1102 Metro Manila | https://pesoplannermom.net/ | +639277778557 |
| InCorp Philippines (formerly Kittelson & Carpo Consulting) | 8th Floor, Marajo Tower, 312 26th Street, corner 4th Ave, West, Taguig, 1634 Metro Manila | https://philippines.incorp.asia/ | +63284241350 |
| Rampver Financials | 14B, Petron Megaplaza, Building Sen. Gil J. Puyat Ave, Makati, 1227 Metro Manila | https://rampver.com/ | +63288941811 |
| Right Choice Finance Philippines | 7th Floor, PhilCox Building, 172 Salcedo, Legazpi Village, Makati, 1229 Metro Manila | https://rightchoicefinance.ph/ | Not found. |
| Jalandoni Financial Advisors – AIA Philippines | 6F, AIA Gammon Centre, Salcedo Village, 126 L.P. Leviste Street, Makati, 1227 Metro Manila | https://sites.google.com/view/jalandonifinancials/home | +6327543904 |
| The Finance Hotspot | Not found. | https://the-finance-hotspot.business.site/?utm_source=gmb&utm_medium=referral | +639078505352 |
| The Diligent Planner | Not found. | https://thediligentplanner.wordpress.com/ | Not found. |
| BPI Asset Management and Trust Corporation | 7th Floor, BPI Buendia Center, Sen. Gil J. Puyat Ave, Makati, 1209 | https://www.bpiassetmanagement.com/ | +63285802682 |
| CLSA Philippines, Inc. | The Enterprise Center Tower 1, Paseo de Roxas, Legazpi Village, Makati, Metro Manila | https://www.clsa.com/ | +63288604000 |
| Devere Group | Suite 2106, 21st Floor, Zuellig Building, Makati Avenue, corner Paseo De, Makati, 1225 Metro Manila | https://www.devere-group.com/ | +6328567020 |
| Pinoylife | 6/F NEX Tower, 6786 Ayala Ave, Makati, 1229 Metro Manila | https://www.facebook.com/arnellargado.financial_adviser | +639081593854 |
| FWD Life Insurance Corporation | 19/F W Fifth Avenue Bldg., 5th Avenue cor. 32 Street, Bonifacio Global City, Fort Bonifacio, 1634, Taguig, Metro Manila | https://www.fwd.com.ph/ | +63288888393 |
| Greenpoint Business Consultancy | 5/F Phinma Plaza, 39 Plaza Dr, Rockwell Center, Makati, 1200 Metro Manila | https://www.greenpointconsultancy.com/ | +639566520609 |
| JLL Philippines | 19th floor, NEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manila | https://www.jll.com.ph/en/locations?y_source=1_MTk3MTg4OTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D | +63279020888 |
| Manulife Philippines | 10th Floor NEX Tower, 6786 Ayala Ave, Makati, 1229 | https://www.manulife.com.ph/ | +63288847000 |
| MBG Capital | Ground Floor, 110 Legazpi Street, Legaspi Village, Makati, 1229 Metro Manila | https://www.mbgcapital.com/ | +6329567254 |
| Millennium Business Services Inc. | Salcedo Village, 139 Valero St, 139 Corporate Center, Makati, 1227 Metro Manila | https://www.mbsi.com.ph/ | +63288189492 |
| Pesopod | Not found. | https://www.pesopod.com/ | +639177721216 |
| Pru Life UK Investments | 2/F Uptown Parade 2, 36th Street, Uptown, Taguig, 1634 | https://www.prulifeuk.com.ph/en/ | +63286839738 |
| RCBC Securities, Inc. | 21st Floor, RCBC Plaza Tower 2, 6819 Ayala Ave, Makati, 0727 Metro Manila | https://www.rcbcsec.com/ | +63288949000ext.1861 |
| Sun Life Investment Management and Trust Corporation (SLIMTC) | Sun Life Centre, 5th Avenue corner, 1634 Rizal Dr, Taguig, Metro Manila | https://www.sunlife.com.ph/ | Not found. |
