Investment Advisor (Wealth Advisor)

Investment advisors who are wealth advisors are one of the largest and most diverse investment types. Depending upon the type and size of the organization, they can range from being extremely professional with large centralized research teams to being entrepreneurial with each advisor left to make their own investment decisions. They can also represent a diversified client base from ultra high net-worth to small institutions, to wealthy individuals. Given their diversity, they are usually a reasonable investor in many different investment opportunities.