About Wade Financial Advisory
Wade Financial Advisory is a Financial Services company based in Campbell (United States) founded in 1992, and was acquired by Modern Wealth Management in April 2025. Fee-only wealth management services are provided to Silicon Valley clients. Wade Financial Advisory offers products and services including Retirement Planning, Investment Advisory, Tax Services, Estate Planning, and Insurance Services. Its focus areas include Asset Management and Diversified. Its legal entity is WADE FINANCIAL ADVISORY, INC. Its competitors include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed competitors have raised funding.
Company details
Wade Financial Advisory was founded in 1992 and is headquartered in Campbell, California, United States. Operations are centered on the financial services sector, where investment management and advisory services are delivered on a fee-only basis. Clients in the Silicon Valley region are served by a team of dedicated professionals. Focus is placed on supporting financial goal attainment through tailored wealth management strategies. The firms domain is wadefa.com.
- Headquarters Campbell, United States
- Stage Acquired
- SectorsFinancial Services
- Website wadefa.com
- Social LinkedIn Facebook YouTube
- Acquired by Modern Wealth Management (Apr 2025)
- Legal Name Wade Financial Advisory, Inc.
- Investors
- Acquired byModern Wealth Management
(Apr 2025)
Products & Services of Wade Financial Advisory
Wade Financial Advisory offers a comprehensive portfolio of products and services, including Retirement Planning, Investment Advisory, Tax Services, Estate Planning, and Insurance Services.
Assists with retirement goal setting and investment strategies for future security.
Provides guidance on portfolio management and asset allocation for clients.
Offers advice on tax preparation and optimization for individuals and businesses.
Helps with estate strategies to protect and transfer assets effectively.
Advises on insurance options to cover financial risks and needs.
Apps and channels of Wade Financial Advisory
its YouTube channel America's Wealth Management Show has 1.64K subscribers and 30 videos.
Videos from Wade Financial Advisory
The most watched videos on Wade Financial Advisory's YouTube channel, America's Wealth Management Show (1.64K subscribers). Click a video to play it here.
More on America's Wealth Management Show.
Investors in Wade Financial Advisory
Wade Financial Advisory has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients by the firm. | 2023 | modwm.com | Lenexa, United States |
Investor details for Wade Financial Advisory
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Timeline of Wade Financial Advisory
2 dated milestones of Wade Financial Advisory across 33 years, from founding to its latest funding, stage changes and deals.
- Founded Wade Financial Advisory is founded.
- Exit Acquired by Modern Wealth Management.
Competitors of Wade Financial Advisory
Wade Financial Advisory has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Wade Financial Advisory
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Top companies in Asset Management
3 companies that operate in the same segment as Wade Financial Advisory (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Wade Financial Advisory
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Frequently Asked Questions about Wade Financial Advisory
Wade Financial Advisory was founded in 1992.
Wade Financial Advisory is headquartered in Campbell, United States. It is registered at Campbell, California, United States.
Wade Financial Advisory was founded in 1992 and is headquartered in Campbell, California, United States. Operations are centered on the financial services sector, where investment management and advisory services are delivered on a fee-only basis. Clients in the Silicon Valley region are served by a team of dedicated professionals. Focus is placed on supporting financial goal attainment through tailored wealth management strategies. The firms domain is wadefa.com.
Wade Financial Advisory's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
Wade Financial Advisory offers Retirement Planning, Investment Advisory, Tax Services, Estate Planning, and Insurance Services.
Wade Financial Advisory has 1 investor. Key investors include Modern Wealth Management.
Wade Financial Advisory operates through Wade Financial Advisory, Inc..
Yes. Wade Financial Advisory was acquired by Modern Wealth Management in April 2025.