Toptier Wealth Management

Overview

Toptier Wealth Management is an independent registered investment adviser that provides planning and portfolio management primarily for individuals and families. The firm is SEC-registered (registered in 2025) and operates as a capital allocator, blending in-house portfolio management with selection of outside managers. Its fee arrangements include both percentage-of-AUM and fixed-fee engagements. Core advisory activities listed by the firm are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm reports it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices