Premier Wealth Advisors

What Premier Wealth Advisors does

Premier Wealth Advisors is a privately-held, SEC-registered investment advisory firm founded in 1992 by John L. Diaz, headquartered in Midtown Manhattan with a second office in Uniondale, Long Island. The firm delivers wealth management, asset management, and financial planning services primarily to high-net-worth individuals and families, with supplementary services to institutional clients including endowments and foundations. Operations are founder-led, with a senior-heavy team carrying Wall Street pedigree, and serve a metropolitan New York client base that has compounded over three decades of continuous operation.

The service architecture is organized around three integrated capabilities: discretionary wealth management, asset management with ongoing portfolio oversight, and comprehensive financial planning. A proprietary intake tool branded "Wealth Exam" structures client onboarding and translates individual circumstances into a personalized planning roadmap. The supporting technology stack is built on third-party infrastructure rather than in-house systems: Orion Advisor handles portfolio accounting and reporting, eMoney delivers financial planning workflows, and a custodial alliance with Charles Schwab provides custody and trade execution. The proprietary layer appears confined to the onboarding/planning workflow.

The business model is asset-based recurring revenue: investment advisory fees calculated as a percentage of assets under management, with potential supplementary fees from financial planning and asset management engagements. With an employee count of 11–50, the firm operates a relatively concentrated client book rather than a high-volume consumer model. There is no disclosed external funding, M&A activity, or inorganic growth event in the provided data, indicating an organic, internally-financed operating posture consistent with a long-tenured privately-held RIA.

Name

Premier Wealth Advisors

Legal name

Premier Wealth Advisors, LLC

Website

https://yourpremierwealth.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

Premier Wealth Advisors is a New York-based, SEC-registered investment advisory firm founded in 1992, providing wealth management, asset management, and financial planning to high-net-worth individuals, families, and select institutional clients across two offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Asset management
• Financial planning
• Investment advisory
• Portfolio management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Premier Wealth Advisors generates revenue through investment advisory fees for wealth management and asset management services. As an SEC Registered Investment Advisor operating under a fiduciary standard, the firm charges fees that are discussed with clients during the initial consultation. The firm is described as 'fully independent' without proprietary products to sell.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Premier Wealth Advisors provides comprehensive wealth management and asset management services to high net worth individuals, families, and institutional clients. The firm integrates financial planning, investment management, tax strategies, risk management, and estate planning under a unified fiduciary framework, with custom portfolio construction driven by an Investment Policy Statement and ongoing monitoring and rebalancing.

Product overview

Premier Wealth Advisors offers an integrated wealth management platform that combines financial planning, investment management, and advisory services. The core offering consists of three main products: The Wealth Exam (a complimentary assessment and onboarding platform), Wealth Management (comprehensive advisory addressing accumulation, preservation, and distribution phases), and Asset Management (custom portfolio construction with Investment Policy Statement development, implementation, and ongoing monitoring). These products work together as a unified service model where The Wealth Exam serves as the entry point, leading to ongoing Wealth Management and Asset Management services delivered by a team of advisors and portfolio managers.

Differentiator

Problem solved

Functional benefit

Products and services

• The Wealth Exam A complimentary financial snapshot platform providing clients with a comprehensive review and analysis of their financial situation, including cash flow, retirement planning, investment management, risk management, tax strategies, and estate planning. Serves as the entry point for client relationships and is hosted at app.precisefp.com.
• Wealth Management Comprehensive wealth management service addressing the accumulation, preservation, and distribution phases of the investment cycle. Integrates financial planning, investment management, tax strategies, risk management, and estate planning into a single coordinated approach for high net worth individuals, families, and institutional clients.
• Asset Management Custom portfolio strategy construction service that begins with understanding each client's specific investment needs and objectives. Includes Investment Policy Statement (IPS) development, implementation, ongoing monitoring, and rebalancing, combining client circumstances with investment opportunities and tax efficiencies.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core and supporting.

• Charles Schwab & Co., Inc.coreTechnology or IntegrationCharles Schwab & Co., Inc. serves as the primary custodian for Premier Wealth Advisors' client accounts. The firm selected Schwab for its institutional-grade custody services, providing clients access to account viewing through the Schwab Alliance platform. This partnership enables clients to view their managed accounts, performance, holdings, and reports through a trusted custodian.
• Orion AdvisorsupportingTechnology or IntegrationOrion Advisor provides the personal wealth management website platform used by Premier Wealth Advisors. This platform enables clients to organize, monitor, and collaborate with advisors on wealth management activities, including detailed portfolio information, performance tracking, holdings, and reporting.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Facet Wealth: Digital-first hybrid RIA combining remote CFP® professionals with a proprietary technology platform to serve HNW clients at lower fee points. Represents the emerging digital-RIA competitive threat to traditional advisory firms like PWA.

Direct peers

• Cerity Partners: Wealth management and advisory firm focused on ultra-HNW and HNW clients with comprehensive investment, tax, and estate planning services. Highly comparable service offering and client segment, though at significantly larger AUM scale.
• Edelman Financial Engines: Large national RIA combining automated investment management with human advisor relationships, serving HNW households. Comparable integrated planning/asset management model with significant digital tooling investment.
• Coldstream Wealth Management: Independent RIA providing investment management, financial planning, and family office services to HNW individuals and institutions. Directly comparable business model and client profile, with a similar regional-to-mid-market scale.
• Mariner Wealth Advisors: National independent RIA serving HNW and ultra-HNW clients with integrated financial planning, investment management, tax, and estate services. Closely comparable in offering breadth and client focus, but operates nationally and at much larger scale.
• Monarch Wealth Advisors: Independent RIA offering comprehensive financial planning and investment management to HNW individuals and families. Closely aligned in service offering, fee-only fiduciary model, and target client segment.
• SageView Advisory Group: National RIA specializing in retirement plan advisory and HNW wealth management, with integrated financial planning and investment services. Comparable service mix with emphasis on fiduciary, fee-based advisory.
• Argent Financial Group: Independent RIA serving HNW individuals, families, endowments, and foundations with wealth management, trust, and institutional services. Comparable client mix (HNW plus institutional) and fiduciary service model.
• Creative Planning: Large independent RIA offering comprehensive wealth management, financial planning, and investment management to HNW individuals and families. Directly comparable service model and target client base, though at significantly greater scale.

Broad incumbents

• Charles Schwab Wealth Advisory: Schwab's own wealth advisory offering, leveraging the same custody and Schwab Alliance infrastructure that PWA's clients access. Represents the broadest competitive incumbent given Schwab's role as both PWA's custodian and an indirect competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/premierwealth92
• Facebookfacebook.com/premierperspective
• LinkedInlinkedin.com/company/premierwealthadvisors

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Premier Wealth Advisors