The 10 Best Financial Advisory Firms in Singapore

Discover the best financial advisory in Singapore.

Reviewed by our editors · Updated July 2026 · How we rank

1. 01

   

   Providend Ltd

   BEST OVERALL87/100

   Founded in 2001, Providend is Singapore's first fee-only financial advisory firm, specializing in comprehensive financial planning and investment management.

   38 Duxton Hill, Singapore 089616

   providend.com

   THEBESTSG STAFF REVIEW

   Providend stands out as a beacon of transparency in Singapore's financial advisory landscape. As the pioneer of fee-only financial advisory services, they've maintained an impeccable reputation for over two decades. Their approach to wealth management is refreshingly honest - no hidden fees, no commission-based products, just pure, unbiased financial advice tailored to each client's needs.

   Why Providend Ltd made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their revolutionary fee-only model that has disrupted traditional financial advisory services in Singapore. Their commitment to transparency, comprehensive retirement planning expertise, and client-first approach sets them apart in an industry often criticized for opacity and conflicts of interest. Their consistent track record of providing unbiased advice makes them a trusted choice for TheBestSG.

   Providend Ltd is a Singapore wealth advisory and fund management firm based at Duxton Hill. Its official website describes the company as an independent wealth adviser and fund management company licensed by MAS, with a fee-only model where clients pay fixed fees and product commissions are rebated or not accepted. Providend says it focuses on wealth management, investment management, risk-mitigation planning and estate planning, with a particular specialisation in retirement planning, including accumulation before retirement and drawdown during retirement. Its journey page traces the start of the business to 2001, with official opening after the Financial Advisers Act period in 2003 to 2007. The firm publishes financial insights and has been featured by outlets including MONEY FM 89.3, The Business Times, iFAST TV, Lianhe Zaobao and CNA Money Mind.

   THE EDITORS' SCORECARD - 87/100

   Unique Service Proposition19/20

   Singapore's first and leading fee-only advisory firm, ensuring truly independent advice

   Quality of Service18/20

   Highly qualified advisors with comprehensive financial planning approach

   Accessibility16/20

   Central location but primarily serves high-net-worth individuals

   Value for Money17/20

   Transparent fee structure with no hidden costs or commissions

   Innovation17/20

   Pioneering fee-only model and retirement planning methodologies

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2. 02

   

   Financial Alliance Pte Ltd

   84/100

   Established in 2002, Financial Alliance is Singapore's largest independent financial advisory firm, offering comprehensive wealth management services.

   150 Beach Road, #12-01/08 Gateway West, Singapore 189720

   fa.com.sg

   THEBESTSG STAFF REVIEW

   Financial Alliance stands out in Singapore's crowded financial advisory landscape through its commitment to independence and comprehensive financial solutions. Their team of experienced advisors takes a client-first approach, providing unbiased recommendations across insurance, investment, and estate planning. What's particularly impressive is their dedication to continuous education and transparency in their advisory process.

   Why Financial Alliance Pte Ltd made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their outstanding track record in independent financial advisory services and their commitment to maintaining objectivity in their recommendations. Their large team of certified financial planners and wealth managers, combined with their independence from any single financial institution, enables them to truly serve their clients' best interests.

   Financial Alliance Pte Ltd is a MAS-licensed Singapore financial advisory firm established in 2002. Its official site describes the firm as providing impartial financial advice for individuals, families, business owners and corporates, supported by in-house wealth management research and planning support. Services listed include personal financial advisory, private wealth advisory, Islamic wealth advisory, fee-based financial planning and corporate advisory services. The company states that its advice covers areas such as wealth protection, retirement planning, will writing, investment, estate planning, insurance and corporate risk protection. Its company page says Financial Alliance has more than 180,000 clients and that assets under advice crossed S$1 billion in 2024. The firm’s Singapore contact details are published on its official contact page.

   THE EDITORS' SCORECARD - 84/100

   Unique Service Proposition18/20

   Singapore's largest independent financial advisory firm offering truly unbiased advice

   Quality of Service17/20

   Comprehensive financial planning with certified professionals

   Accessibility16/20

   Central location but limited to office hours and appointment-based

   Value for Money17/20

   Competitive fees with high-quality, independent advisory services

   Innovation16/20

   Modern financial planning tools and digital client interface

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3. 03

   

   GYC Financial Advisory

   84/100

   Established in 2001, GYC Financial Advisory offers comprehensive financial planning services, including investment advisory, risk management, and retirement planning.

   350 Orchard Road, #20-01 Shaw House, Singapore 238868

   gyc.com.sg

   THEBESTSG STAFF REVIEW

   GYC Financial Advisory stands out as a beacon of trust in Singapore's financial advisory landscape. With over two decades of experience, they've built a sterling reputation for delivering honest, unbiased financial guidance. Their team of seasoned advisors takes a refreshingly holistic approach, focusing not just on investment returns but on building sustainable, long-term financial strategies that align with clients' life goals.

   Why GYC Financial Advisory made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their unwavering commitment to independent financial advice and client-first approach. GYC's track record of helping clients navigate complex financial decisions, coupled with their transparent fee structure and comprehensive service offerings, makes them a standout choice. Their continuous investment in advisor education and dedication to maintaining independence in an industry often plagued by conflicts of interest is particularly noteworthy.

   GYC Financial Advisory is a Singapore-based independent financial adviser and wealth management firm at Shaw House on Orchard Road. Its official site describes the firm as fee-based and unaffiliated with any financial institution, with services across investments, family office services, social impact and philanthropy, taxes and overseas assets, insurance and employee benefits. GYC says its roots go back to the late 1980s and that it helped shape Singapore’s early financial planning industry through adviser training and public speaking work. The firm is licensed as a financial adviser by the Monetary Authority of Singapore, holds a Capital Markets Services fund management licence and is an exempt insurance broker. Its site also states that GYC is investment adviser to UOB Asset Management’s United G Strategic Fund, and references media commentary with Channel NewsAsia on inflation and retirement planning.

   THE EDITORS' SCORECARD - 84/100

   Unique Service Proposition18/20

   Independent advisory status ensuring unbiased recommendations and comprehensive financial planning approach

   Quality of Service17/20

   Highly qualified advisors with proven track record of client satisfaction

   Accessibility16/20

   Prime location but limited to office hours and appointment-based consultations

   Value for Money17/20

   Transparent fee structure with value-added services justifying the premium pricing

   Innovation16/20

   Modern financial planning tools and regular market insights

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4. 04

   HP Wealth Management

   84/100

   Premium wealth management firm specializing in comprehensive financial solutions for high-net-worth individuals

   1 Raffles Place, #10-62 One Raffles Place, Singapore 048616

   hpwm.com.sg

   THEBESTSG STAFF REVIEW

   HP Wealth Management stands as a beacon of excellence in Singapore's wealth management landscape. Since 2009, they've carved a distinctive niche by offering truly independent financial advice without the typical product pushing seen in larger institutions. Their approach to wealth management is refreshingly holistic, combining sophisticated investment strategies with meticulous estate planning and family office services.

   Why HP Wealth Management made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their unwavering commitment to independent financial advisory excellence and their impressive track record in wealth preservation. Their conflict-free business model and focus on high-net-worth clients demonstrate exceptional professionalism and expertise in the financial advisory sector. The firm's dedication to tailored solutions and long-term client relationships sets them apart in Singapore's competitive financial landscape.

   HP Wealth Management is a Singapore-based wealth management and financial advisory business listed at One Raffles Place in the central business district. Its public profile focuses on advisory work for individuals and families who need help with personal finance, insurance, investment and longer-term wealth planning. The firm’s positioning is closer to relationship-led financial planning than a mass retail product platform, with consultations typically centred on a client’s goals, protection needs and financial circumstances. Because the company’s public web presence is relatively limited compared with larger banks and insurers, readers should contact the firm directly to confirm the exact scope of regulated advisory services, representative credentials and any fees before engaging an adviser.

   THE EDITORS' SCORECARD - 84/100

   Unique Service Proposition18/20

   Truly independent advisory model with zero product bias

   Quality of Service17/20

   Sophisticated wealth management solutions with personalized attention

   Accessibility16/20

   Prime location but exclusive focus on high-net-worth clients

   Value for Money17/20

   Premium pricing justified by comprehensive wealth preservation strategies

   Innovation16/20

   Advanced portfolio management tools and estate planning solutions

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5. 05

   

   Synergy Financial Advisers

   82/100

   Premier financial advisory firm specializing in comprehensive wealth management and financial planning solutions

   51 Bras Basah Road, #07-03 Lazada One, Singapore 189554

   synergy.com.sg

   THEBESTSG STAFF REVIEW

   Synergy Financial Advisers has established itself as a cornerstone in Singapore's financial advisory landscape since 2005. Their approach to financial planning goes beyond conventional methods, incorporating sophisticated wealth management strategies with personalized attention to each client's unique circumstances. The firm's location in the prestigious MAS Building speaks volumes about their credibility and standing in the industry.

   Why Synergy Financial Advisers made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their outstanding track record in delivering comprehensive financial solutions and their commitment to maintaining high professional standards. Their holistic approach to wealth management, combined with their extensive experience in serving diverse client needs, makes them a standout choice for TheBestSG. The firm's dedication to continuous professional development and client education sets them apart in the financial advisory sector.

   Synergy Financial Advisers Ltd is a licensed financial advisory firm in Singapore, with UEN 201217738K and FA licence number FA100050 published on its official website. The firm offers personal financial solutions covering life insurance, health and disability cover, and investment solutions, alongside corporate solutions such as group insurance, keyman protection, golden handcuff planning and business buy-sell funding. Its site also lists general insurance quotation services and high-net-worth solutions for accredited investors. Synergy positions its work around personalised advice, adviser professionalism and financial planning standards, with in-house technology and support tools for its adviser network. Its published credibility page includes recognitions such as Singapore’s Fastest Growing Companies, Brands For Good, SME 500, Data Protection Trustmark and ISO certifications. The official contact page now lists its office at Lazada One on Bras Basah Road.

   THE EDITORS' SCORECARD - 82/100

   Unique Service Proposition17/20

   Comprehensive integration of various financial planning aspects with customized solutions

   Quality of Service16/20

   Strong track record of professional advisory services and client satisfaction

   Accessibility18/20

   Prime central location and responsive client communication channels

   Value for Money16/20

   Competitive fee structure for comprehensive financial advisory services

   Innovation15/20

   Implementation of modern financial planning tools and digital solutions

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6. 06

   Finexis Advisory Pte Ltd

   82/100

   Founded in 2005, Finexis is one of Singapore's largest financial advisory firms, offering comprehensive wealth management, risk management, and estate planning services.

   20 Collyer Quay, #01-02, Singapore 049319

   finexis.com.sg

   THEBESTSG STAFF REVIEW

   Finexis Advisory stands out in Singapore's competitive financial advisory landscape through its client-centric approach and comprehensive suite of services. With nearly two decades of experience, they've built a strong reputation for delivering personalized financial solutions that align with clients' long-term goals. Their team of professional advisors undergoes rigorous training to stay current with market trends and regulatory requirements.

   Why Finexis Advisory Pte Ltd made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their proven track record in wealth management and their commitment to financial literacy education. Their extensive network of partners and comprehensive range of financial products allows them to create tailored solutions for diverse client needs. Their transparent fee structure and ethical advisory practices make them a trusted choice for TheBestSG.

   Finexis Advisory Pte Ltd is a Singapore financial advisory firm that says it has operated since 2005 and has grown into a leading homegrown advisory firm. Its official site describes the firm as not funded or backed by a particular insurance provider, with consultants providing advice across personal wealth management, business wealth management, private wealth services and Islamic wealth services. Areas covered on its services pages include income protection, health cover, tertiary education planning, savings and investments, retirement planning, home protection, legacy planning and short-term planning. Finexis also states that it is now part of Ascend Asia, positioning the move as a way to strengthen its platform and product support for clients. Its site publishes separate channels for general enquiries and complaints, plus a scam alert warning clients about impersonation attempts on Telegram and WhatsApp.

   THE EDITORS' SCORECARD - 82/100

   Unique Service Proposition17/20

   Comprehensive financial solutions with access to diverse investment products

   Quality of Service16/20

   Well-trained advisors but occasional delays in response times

   Accessibility18/20

   Prime CBD location with flexible consultation hours

   Value for Money15/20

   Competitive fee structure though some services are premium-priced

   Innovation16/20

   Digital portfolio management tools but could improve mobile solutions

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7. 07

   

   Expat Advisory Group (EAG)

   82/100

   A division of IPP Financial Advisers, specializing in expatriate financial planning services in Singapore

   78 Shenton Way, #29-02, Singapore 079120

   ippfa.com

   THEBESTSG STAFF REVIEW

   Expat Advisory Group stands as a beacon of financial guidance for Singapore's international community. As a specialized division of IPP Financial Advisers, they've carved out a unique niche in providing comprehensive financial planning services tailored specifically for expatriates. Their team of advisors demonstrates exceptional understanding of cross-border financial complexities, tax implications, and international investment opportunities.

   Why Expat Advisory Group (EAG) made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their outstanding expertise in expatriate financial planning and wealth management. EAG's deep understanding of international financial markets, coupled with their ability to navigate complex cross-border financial situations, makes them an invaluable resource for expatriates in Singapore. Their commitment to providing personalized solutions and maintaining long-term client relationships sets them apart in the financial advisory landscape.

   Expat Advisory Group (EAG) is a division of IPP Financial Advisers that focuses on financial planning for expatriates living in Singapore. Its work is centred on the issues many international clients face, including cross-border planning, investment decisions, protection needs and the practical differences between financial systems in different countries. Backed by IPP’s advisory platform, EAG is suited to expatriates who want guidance that takes their wider international situation into account rather than looking only at Singapore-based needs. The team’s focus on the expatriate market makes it a relevant option for professionals and families managing finances across borders.

   THE EDITORS' SCORECARD - 82/100

   Unique Service Proposition18/20

   Specialized focus on expatriate financial planning with cross-border expertise

   Quality of Service17/20

   Highly qualified advisors with international financial planning credentials

   Accessibility16/20

   Prime CBD location, though appointment-based system may limit immediate access

   Value for Money16/20

   Premium services justified by specialized expertise and comprehensive solutions

   Innovation15/20

   Modern financial planning tools and international investment platforms

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8. 08

   

   SingCapital Pte Ltd

   79/100

   Leading financial advisory firm specializing in comprehensive wealth management and financial planning solutions

   1 Kim Seng Promenade, Great World City, Office East Tower #12-06, Singapore 237994

   singcapital.com.sg

   THEBESTSG STAFF REVIEW

   SingCapital stands out in Singapore's financial advisory landscape with their client-first approach and commitment to financial education. Since 2007, they've been helping individuals and corporations navigate complex financial decisions with their extensive expertise in wealth management, estate planning, and corporate advisory services. Their team of seasoned advisors brings decades of combined experience to the table.

   Why SingCapital Pte Ltd made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their outstanding commitment to financial literacy and holistic approach to wealth management. SingCapital has consistently demonstrated excellence in providing comprehensive financial solutions while maintaining a strong focus on client education. Their innovative approach to financial planning and dedication to empowering clients with knowledge sets them apart in the industry.

   SingCapital Pte Ltd is a Singapore financial advisory firm licensed by the Monetary Authority of Singapore under the Financial Advisers Act. Its website describes services for both individuals and businesses. Personal solutions include financial planning, protection planning, wealth accumulation and general insurance. Business solutions include corporate risk management, business loan and insurance guidance, employee benefits and professional indemnity insurance. SingCapital says it works with banks, law firms, insurance companies, investment platforms and professionals to offer a range of financial solutions, and also runs financial literacy activity through workshops, seminars, podcasts, media coverage and social media. The firm is most relevant for people comparing advisory support across insurance, investment, risk and employee-benefit needs rather than buying a single off-the-shelf policy. Its current website footer lists its office at Great World City, Office East, Tower 12-06.

   THE EDITORS' SCORECARD - 79/100

   Unique Service Proposition17/20

   Strong emphasis on financial education and holistic planning approach

   Quality of Service16/20

   Professional advisory team with comprehensive financial solutions

   Accessibility15/20

   Central location but limited to office hours and appointment basis

   Value for Money16/20

   Competitive fees with high-quality advisory services

   Innovation15/20

   Regular financial seminars and educational resources

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9. 09

   Cornerstone Planners

   79/100

   Established in 2007, Cornerstone Planners specializes in retirement planning, investment management, and risk management services.

   10 Anson Road, #10-11 International Plaza, Singapore 079903

   cornerstoneplanners.com.sg

   THEBESTSG STAFF REVIEW

   Cornerstone Planners has established itself as a trusted name in Singapore's financial advisory landscape. With over 15 years of experience, they've successfully guided countless clients through complex financial decisions, particularly in retirement planning. Their approach combines modern financial strategies with traditional wisdom, ensuring clients receive comprehensive advice that stands the test of time.

   Why Cornerstone Planners made TheBest SG · full scorecardLess

   WHY THEY MADE THEBEST SG

   Selected for their exceptional track record in retirement planning and wealth management. Their client-first approach, coupled with their ability to create highly personalized financial solutions, sets them apart in the industry. Their commitment to continuous education and transparent fee structure demonstrates their dedication to maintaining the highest standards of financial advisory services.

   Cornerstone Planners is a Singapore financial advisory firm established in 2007, with services covering retirement planning, investment management and risk management. Based at International Plaza, the firm works with clients who need structured guidance for long-term financial decisions, especially around retirement readiness and protecting against major financial risks. Its approach combines practical planning with ongoing advisory support, helping clients think through goals, trade-offs and suitable strategies rather than treating financial planning as a one-off transaction. For individuals and families looking for a steady advisory relationship, Cornerstone Planners offers a focused option within Singapore’s financial planning landscape.

   THE EDITORS' SCORECARD - 79/100

   Unique Service Proposition17/20

   Specialized retirement planning expertise with personalized approach

   Quality of Service16/20

   Comprehensive financial advisory services with strong client feedback

   Accessibility15/20

   Central location but limited to office hours and appointment-based

   Value for Money16/20

   Competitive fee structure with transparent pricing model

   Innovation15/20

   Modern financial planning tools with regular strategy updates

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10. 10

    Global Financial Consultants (GFC)

    78/100

    Established in 2003, GFC provides personalized financial planning services, including investment management, retirement planning, and insurance solutions.

    138 Cecil Street, #11-01 Cecil Court, Singapore 069538

    gfc.com.sg

    THEBESTSG STAFF REVIEW

    Global Financial Consultants has established itself as a formidable player in Singapore's financial advisory landscape. With two decades of experience, they've built a robust reputation for delivering comprehensive financial planning solutions. Their expertise in handling both local and expatriate portfolios sets them apart, though we've observed that their investment strategies could be more innovative in today's rapidly evolving financial landscape.

    Why Global Financial Consultants (GFC) made TheBest SG · full scorecardLess

    WHY THEY MADE THEBEST SG

    Selected for their proven track record in providing holistic financial planning services and their strong focus on client education. Their ability to handle complex expatriate financial situations while maintaining deep local market knowledge makes them particularly valuable in Singapore's international financial scene. However, their conservative approach, while reliable, sometimes means missing out on emerging investment opportunities.

    Global Financial Consultants (GFC) is a Singapore financial advisory firm based at Cecil Court, offering personalised planning across investments, retirement and insurance. Established in 2003, the firm has built its work around long-term financial planning rather than one-off product recommendations. Its services are relevant to both local clients and expatriates who need help organising portfolios, protection needs and retirement goals in Singapore. GFC’s strength is its broad, practical advisory scope, covering the major areas most individuals and families need to review as their income, assets and responsibilities grow.

    THE EDITORS' SCORECARD - 78/100

    Unique Service Proposition16/20

    Strong expatriate focus but could expand digital services offering

    Quality of Service17/20

    Consistent client satisfaction with room for more personalized tech integration

    Accessibility15/20

    Central location but limited digital platform accessibility

    Value for Money16/20

    Competitive fees but higher minimum investment requirements

    Innovation14/20

    Traditional approach with limited adoption of modern fintech solutions

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