wealth mangement manila

67 Best Wealth Management Companies in Metro Manila

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 CompanyAddressWebsite / SocialTelephone
Affinity Capital Corp.Antel Corporate Center, 121 Valero, Makati, 1227 Metro Manilahttp://affinitycorp.net/+63285536879
AllThebestLoans81, 1000 United Nations Ave, Ermita, Manila, 1000 Metro Manilahttp://allthebestloans.com/+63284518243
Asenso Consultancy Services Corporation2nd flr. Quarks and Quills Work Cafe ?43-H N. Roxas St, corner Apo St, Santa Mesa Heights, Quezon City, 1114http://asensoconsultancy.com/+6328719502
CLIMBS Investment Management and Advisory CorporationUnit 505, 5th Floor, EU State Tower, 30 Quezon Ave, Quezon City, 1100http://cimac.ph/+639338131914
Financial Planning ManilaBTTC Center, 6/F, 288 Ortigas Ave, San Juan, 1503http://financial-planning-manila.com/+6327193958
First Metro Philippine Equity Exchange Traded Fund, IncH24F+X3C, Paseo Center – Sedeno Pedestrian Underpass, Makati, Metro Manilahttp://firstmetroetf.com.ph/+63288912860
Fund Managers Association of the PhilippinesUnit 504, 5th floor VGP Center (formerly Manila Bank Bldg, 6772 Ayala Ave, Makatihttp://fmap.com.ph/+63637724560
IMSUPH Burgundy Corporate Tower, 252 Sen. Gil J. Puyat Ave, Makati, Metro Manilahttp://ims.com.ph/+63634033813
King San Jose & Partners21st floor, 8 Rockwell, Plaza Dr, Makati, Metro Manilahttp://kingsanjose.com/Not found.
MBG Equity Investment Fund, Inc.Ground Floor, 110, 1229 Legazpi Street, Legazpi Village, Makati, Metro Manilahttp://mbgfunds.com/+63279567254
MJA BUSINESS MANAGEMENT AND CONSULTANCY INCOffice 3-A 1214 Arquiza Trade Center Unit 3-A ground floor Arquiza st, Corner M. H. Del Pilar St, Ermita, Manilahttp://mjabmc.com/Not found.
Mahilson Management Services Inc.15 Street, Quezon City 09772039918, Katuray, Quezon City, 1103 Metro Manilahttp://mob-justice.wix.com/sisoncruzgroup+639772039918
PAMI Mutual Funds19th Floor BPI Buendia Center, 1209 Sen. Gil J. Puyat Ave, Makatihttp://pamifunds.com/+63285800900
PANGEA FINANCIAL HOLDINGS & ASSETS28/F RCBC Plaza, Corner Ayala Avenue and, 1200 Sen. Gil J. Puyat Ave, Makati, 1200 Metro Manilahttp://pangeafinancialholdings.com/+1807-701-5339
Phoenix DuranNEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manilahttp://phoenixduran.com/+639178522833
PHILIPPINE INVESTMENT MANAGEMENT ACCOUNT2nd Floor, Philippines Stock Exchange Plaza, Ayala Triangle, Ayala Ave, Makati, Metro Manilahttp://pima.com.ph/+639274125063
RCBC Capital Corporation21st Floor RCBC Plaza Tower 2, 0727, 6819 Ayala Ave, Makati, 1227 Metro Manilahttp://rcbccap.com/Not found.
R.M.G. WOLFPACK CAPITALLKG Tower, 6801 Ayala Ave, Makati, Metro Manilahttp://rmgwolfpackcapital.com/Not found.
First Metro Asset Management IncSalcedo Village, 18/F PSBank Center, 777 Paseo de Roxas, cor Sedeño, Ave, Makati, 1226 Metro Manilahttp://saveandlearn.com/+63288912860
SFI Management ConsultancyUnit 301 S. Medalla Bldg. cor. Gen. McArthur Ave. EDSA Cubao, Quezon Cityhttp://sfimanagementconsultancy.com/+6324396849
Thomson Reuters9 &10/F 20 Upper McKinley Road, McKinley Hill Dr, Taguig, 1634http://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 Manilahttp://valueman.com.ph/+63279542588
WealthArki and Consultancy Inc10F, Fort Legend Tower, 3rd Ave, Taguig, Metro Manilahttp://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 Manilahttp://wealthcenter.org/+639692842011
Wealth Management CenterUnit 508, Cityland 10 Condominium Tower, 2 H.V. Dela Costa, Makati, Metro Manilahttp://wmc.org.ph/+639692842011
Astra Asia7th floor unit b, Rockwell Center, 8 Rockwell Centre, Hidalgo Drive, 8 Rockwell Dr, Makati, 4103 Cavitehttp://www.astraasia.net/+63464723607
ATR Asset Management, Inc.8th Floor, 8 Rockwell Bldg., Hidalgo Drive, Rockwell Center, Makati, 1210 Metro Manilahttp://www.atram.com.ph/+63288147800
ATR ASSET MANAGEMENT17th Flr., Tower One & Exchange Plaza, Ayala Triangle, Ayala Avenue 1226http://www.atram.com.ph/+63288147800
CLSA Exchange Capital Incorporated151 Paseo de Roxas, Legazpi Village, Makati, 1226 Metro Manilahttp://www.bloomberg.com/profiles/companies/0342475D:PM-clsa-exchange-capital-inc+6328154886
First Metro Investment CorporationGT Tower, Ayala Ave, Makati, Metro Manilahttp://www.firstmetro.com.ph/+63288587900
First Metro Securities Brokerage Corporation18F PSBank Center, 777 Paseo de Roxas, Makati, 1226 Metro Manilahttp://www.firstmetrosec.com.ph/+63288590600
Asian Alliance Investment Corporation22nd Floor, Equitable Bank Tower, 8751 Paseo de Roxas, Makati, 1200 Metro Manilahttp://www.ihap.org/HTML/members/asianalliance/bodyasianalliance.htm+63288860601
Information Managers IncSuite 704 State Condominium 1, 186 Salcedo, Legazpi Village, Makati, 1229 Metro Manilahttp://www.infomaninc.com/+63288433141
Meyado Private Wealth Management PhilippinesUnit 1815 Eton Tower Makati, 128 Dela Rosa St. cor Rufino St., Legazpi Village,, Legazpi Village,, Makati, 1229 Metro Manilahttp://www.meyado.asia/+639771815547
MFT Group of Companies Inc.32nd Street and, 7th Ave, Taguig, 1638 Metro Manilahttp://www.mftgroup.com.ph/+63288870701
Personal Finance Advisers Philippines13 Masunurin, Diliman, Quezon City, 1101 Metro Manilahttp://www.personalfinance.ph/+639175050709
PHINMA Corporation39 Plaza Dr, Rockwell Center, Makati, 1200 Metro Manilahttp://www.phinma.com.ph/+63288700100
Philippine Investment Funds Association (PIFA)5/F Salustiana D. Ty Tower, Paseo de Roxas, Makati City, Metro Manilahttp://www.pifa.com.ph/Not found.
SGV / EY PhilippinesSGV 1 & 2 Building, 6760 Ayala Ave, Legazpi Village, Makati, Metro Manilahttp://www.sgv.ph/+63288910307
SMC Stock Transfer Service Corporation40 San Miguel Ave, Ortigas Center, Mandaluyong, 1554 Metro Manilahttp://www.smcstocktransfer.com.ph/Not found.
Sun Life Financial172 Salcedo, Legazpi Village, Makati, 1229 Kalakhang Maynilahttp://www.sunlife.com.ph/+6328182400
Sun Life Grepa Financial Incorporated221 Sen. Gil J. Puyat Ave, Makati, 1203 Metro Manilahttp://www.sunlifegrepa.com/+6328456474
CLFG CAPITAL CORP.CLF 1 Bldg, 1167 Chino Roces Ave, Makati, 1203 Metro Manilahttps://clfgcapital.com/+63288965556
JARA FinancialUnit 1, 2nd Floor,152 F,Blumentritt Corner R, Rua Pascual, San Juan, 1500 Metro Manilahttps://jarafinancial.business.site/?utm_source=gmb&utm_medium=referral+639471805594
KryptokenNot found.https://kryptoken.org/+639666338748
One Group Accounting FirmCorporation, First United Building, 413 Escolta St, Santa Cruz, Manila, 1012 Metro Manilahttps://ogaf-ph.com/+639176293568
Peso Planner Mom | Life Insurance Advisor | Financial Advisor63 K-8th, Quezon City, 1102 Metro Manilahttps://pesoplannermom.net/+639277778557
InCorp Philippines (formerly Kittelson & Carpo Consulting)8th Floor, Marajo Tower, 312 26th Street, corner 4th Ave, West, Taguig, 1634 Metro Manilahttps://philippines.incorp.asia/+63284241350
Rampver Financials14B, Petron Megaplaza, Building Sen. Gil J. Puyat Ave, Makati, 1227 Metro Manilahttps://rampver.com/+63288941811
Right Choice Finance Philippines7th Floor, PhilCox Building, 172 Salcedo, Legazpi Village, Makati, 1229 Metro Manilahttps://rightchoicefinance.ph/Not found.
Jalandoni Financial Advisors – AIA Philippines6F, AIA Gammon Centre, Salcedo Village, 126 L.P. Leviste Street, Makati, 1227 Metro Manilahttps://sites.google.com/view/jalandonifinancials/home+6327543904
The Finance HotspotNot found.https://the-finance-hotspot.business.site/?utm_source=gmb&utm_medium=referral+639078505352
The Diligent PlannerNot found.https://thediligentplanner.wordpress.com/Not found.
BPI Asset Management and Trust Corporation7th Floor, BPI Buendia Center, Sen. Gil J. Puyat Ave, Makati, 1209https://www.bpiassetmanagement.com/+63285802682
CLSA Philippines, Inc.The Enterprise Center Tower 1, Paseo de Roxas, Legazpi Village, Makati, Metro Manilahttps://www.clsa.com/+63288604000
Devere GroupSuite 2106, 21st Floor, Zuellig Building, Makati Avenue, corner Paseo De, Makati, 1225 Metro Manilahttps://www.devere-group.com/+6328567020
Pinoylife6/F NEX Tower, 6786 Ayala Ave, Makati, 1229 Metro Manilahttps://www.facebook.com/arnellargado.financial_adviser+639081593854
FWD Life Insurance Corporation19/F W Fifth Avenue Bldg., 5th Avenue cor. 32 Street, Bonifacio Global City, Fort Bonifacio, 1634, Taguig, Metro Manilahttps://www.fwd.com.ph/+63288888393
Greenpoint Business Consultancy5/F Phinma Plaza, 39 Plaza Dr, Rockwell Center, Makati, 1200 Metro Manilahttps://www.greenpointconsultancy.com/+639566520609
JLL Philippines19th floor, NEX Tower, 6786 Ayala Ave, Legazpi Village, Makati, 1229 Metro Manilahttps://www.jll.com.ph/en/locations?y_source=1_MTk3MTg4OTgtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D+63279020888
Manulife Philippines10th Floor NEX Tower, 6786 Ayala Ave, Makati, 1229https://www.manulife.com.ph/+63288847000
MBG CapitalGround Floor, 110 Legazpi Street, Legaspi Village, Makati, 1229 Metro Manilahttps://www.mbgcapital.com/+6329567254
Millennium Business Services Inc.Salcedo Village, 139 Valero St, 139 Corporate Center, Makati, 1227 Metro Manilahttps://www.mbsi.com.ph/+63288189492
PesopodNot found.https://www.pesopod.com/+639177721216
Pru Life UK Investments2/F Uptown Parade 2, 36th Street, Uptown, Taguig, 1634https://www.prulifeuk.com.ph/en/+63286839738
RCBC Securities, Inc.21st Floor, RCBC Plaza Tower 2, 6819 Ayala Ave, Makati, 0727 Metro Manilahttps://www.rcbcsec.com/+63288949000ext.1861
Sun Life Investment Management and Trust Corporation (SLIMTC)Sun Life Centre, 5th Avenue corner, 1634 Rizal Dr, Taguig, Metro Manilahttps://www.sunlife.com.ph/Not found.

Explore Sulit!