WealthTrust Advisors - About the company
WealthTrust Advisors is a funded company based in Scottsdale (United States), founded in 1996. It operates as a Wealth management firm. The company has 4194 active competitors, including 67 funded and 411 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
- Website
- wealthtrustadvisors.com
- Email ID
- *****@hightoweradvisors.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
1996
Location
Scottsdale, United States
Stage
Funding Raised
Investors
Ranked
1615th among 4194 active competitors
Employee Count
13 as on Jun 30, 2026
Investment & Acquisitions
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WealthTrust Advisors's funding and investors
WealthTrust Advisors is a funded company. WealthTrust Advisors has 1 institutional investor.
View details of WealthTrust Advisors's funding rounds and investors
WealthTrust Advisors' founders and board of directors
Founder? Claim ProfileWealthTrust Advisors' employee count trend
WealthTrust Advisors has 13 employees as of Jun 26. Here is WealthTrust Advisors's employee count trend over the years:
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WealthTrust Advisors's Competitors and alternates
Top competitors of WealthTrust Advisors include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of WealthTrust Advisors, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 72/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 68/100 |
4th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
5th | Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 66/100 | |
6th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
7th | Provider of software, data, analytics, and related services for financial institutions | - | 63/100 | ||
8th | Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
9th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
10th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 62/100 | |
1615th | WealthTrust Advisors 1996, Scottsdale (United States), Funding Raised | Wealth management firm | - | 34/100 |
Looking for more details on WealthTrust Advisors's competitors? Click here to see the top ones
WealthTrust Advisors's Investments and acquisitions
WealthTrust Advisors has acquired 2 companies including Fairport Asset Management and Optimum Investment Advisors. WealthTrust Advisors has not made any investments as of now.Reports related to WealthTrust Advisors
Here is the latest report on WealthTrust Advisors's geography:
News related to WealthTrust Advisors
Media has covered WealthTrust Advisors for 1 event in last 1 year, It was about company updates.
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WealthTrust Axiom LLC Buys New Position in Rockwell Medical, Inc. (NASDAQ:RMTI)etfdailynews.com•Jan 22, 2024•Rockwell Medical, WealthTrust Advisors
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WealthTrust Axiom LLC Sells 9,227 Shares of The Bank of New York Mellon Co. (NYSE:BK)etfdailynews.com•Jan 22, 2024•BNY, WealthTrust Advisors
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WealthTrust Axiom LLC Trims Stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD)etfdailynews.com•Jan 22, 2024•Warner Bros. Discovery, WealthTrust Advisors
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WealthTrust Axiom LLC Sells 3,984 Shares of BNY Mellon Strategic Municipals, Inc. (NYSE:LEO)etfdailynews.com•Jan 22, 2024•BNY, WealthTrust Advisors
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Orowealth acquires Wealth Trust; deal hints at further consolidationBusiness Standard•Jan 08, 2019•Orowealth, WealthTrust, WealthTrust Advisors
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BMO Agents $245MM HighTower FacilityABFJournal•Apr 18, 2017•High Tower, BMO Capital Markets, WealthTrust Advisors
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HighTower in Talks to Buy RIAs with $6.4 Billion in AssetsThe Wall Street Journal•Apr 06, 2017•High Tower, Lee Equity, Hightower, WealthTrust Advisors
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