A powerhouse in Frankfurt, providing sophisticated wealth management and investment strategies for high-net-worth individuals. Their expertise in global markets and tailor-made solutions makes them a top-tier choice for complex financial planning.
Best Financial Planners in Frankfurt, Germany - June 2026
Germany / Hesse / Frankfurt
Discover the top-rated financial planners in Frankfurt to secure your wealth and future. Our curated list helps you find expert advisors for tax planning, retirement, and investment strategies in Germany.
Global leader in private banking and wealth advisory services.
Details
- Year Founded: 1870
- Employees: 1000+
- Price Range: $$$$
- Phone: +49-69-91000
- Email: wealth.management@db.com
About the Company
Pros
- Global expertise
- Extensive research resources
Cons
- High entry requirements
- Corporate structure
Specialized investment bank focusing on private wealth management.
Details
- Year Founded: 1849
- Employees: 500-1000
- Price Range: $$$
- Phone: +49-69-7180
- Email: info@oddo-bhf.com
About the Company
ODDO BHF excels in providing personalized investment advice and wealth planning. With deep roots in the Franco-German market, they offer a unique cross-border perspective ideal for diverse international portfolios.
Pros
- Bicultural expertise
- Strong asset management
Cons
- Niche focus
- Complex fee structures
Exclusive private banking focused on sustainable investment.
Details
- Year Founded: 1712
- Employees: 200-500
- Price Range: $$$
- Phone: +49-69-21770
- Email: service@bethmannbank.de
About the Company
Bethmann Bank is a premier address for sustainable and responsible wealth management. Their advisors offer a high-touch service experience, prioritizing long-term asset growth while adhering to strict ethical standards.
Pros
- Sustainable investment focus
- Personalized advisory
Cons
- Limited regional offices
- Conservative approach
Traditional private banking with modern portfolio management.
Details
- Year Founded: 1796
- Employees: 500-800
- Price Range: $$$
- Phone: +49-69-21610
- Email: info@hal-privatbank.com
About the Company
Combining centuries of banking tradition with modern analytical tools, this firm provides comprehensive financial planning. They are highly regarded for their discreet and professional handling of family office mandates.
Pros
- Long-standing reputation
- Holistic approach
Cons
- Traditional banking culture
- Less tech-focused
Independent fee-based wealth management pioneer in Germany.
Details
- Year Founded: 2006
- Employees: 200-300
- Price Range: $$
- Phone: +49-69-247510
- Email: info@quirinprivatbank.de
About the Company
Quirin is known for its transparent, fee-based model, eliminating the conflict of interest common in commission-based banking. They focus on objective, evidence-based investing for private clients.
Pros
- Transparent fee model
- Independent advice
Cons
- Strictly digital-first preference
- Lower personal contact
Comprehensive financial solutions for high-net-worth clients.
Details
- Year Founded: 1870
- Employees: 1000+
- Price Range: $$
- Phone: +49-69-13620
- Email: info@commerzbank.de
About the Company
Leveraging a massive banking network, they provide a wide array of planning tools, from inheritance management to investment strategies. Ideal for those who value the security of a major established institution.
Pros
- High security
- Full-service banking
Cons
- Slow decision-making
- Standardized service
Independent, family-owned private bank offering bespoke services.
Details
- Year Founded: 1674
- Employees: 500-700
- Price Range: $$$$
- Phone: +49-69-21040
- Email: info@metzler.com
About the Company
As one of the oldest private banks, Metzler offers an exceptionally long-term, stable advisory approach. They excel in bespoke wealth structuring and asset allocation for high-net-worth families.
Pros
- Independence
- Generational continuity
Cons
- Highly exclusive
- Less marketing-focused
Asset management experts with global portfolio reach.
Details
- Year Founded: 1956
- Employees: 1000+
- Price Range: $$$
- Phone: +49-69-91012371
- Email: info@dws.com
About the Company
DWS brings institutional-grade asset management to the individual wealth planning level. Their analysts provide deep market insights, making them a preferred partner for complex, multi-asset portfolios.
Pros
- Strong analytical depth
- Global reach
Cons
- Institutional mindset
- Limited personalized service
Swiss-standard wealth management services in Frankfurt.
Details
- Year Founded: 1862
- Employees: 1000+
- Price Range: $$$$
- Phone: +49-69-21790
- Email: contact@ubs.com
About the Company
UBS in Frankfurt combines global Swiss banking standards with local market expertise. They are perfect for clients seeking international wealth structuring and access to global capital markets.
Pros
- Global expertise
- Robust risk management
Cons
- High minimum capital
- Corporate atmosphere
Solid, reliable wealth management for the German Mittelstand.
Details
- Year Founded: 1999
- Employees: 1000+
- Price Range: $$
- Phone: +49-711-1270
- Email: privatebanking@lbbw.de
About the Company
LBBW specializes in supporting entrepreneurs and business owners. Their financial planning is deeply integrated with business succession and personal investment needs, providing a practical, grounded approach.
Pros
- Strong corporate link
- Reliable service
Cons
- Regional focus
- Standardised products
Specialized banking and financial advisory services.
Details
- Year Founded: 1950
- Employees: 500-800
- Price Range: $
- Phone: +49-69-36000
- Email: info@degussa-bank.de
About the Company
Degussa offers practical financial planning with a strong focus on individual wealth and retirement strategies. Known for their accessible approach, they are ideal for professionals seeking clarity in their financial future.
Pros
- Accessible
- Clear solutions
Cons
- Less bespoke for UHNW
- Limited complex offerings
Focused wealth management with deep technological insight.
Details
- Year Founded: 1924
- Employees: 1000+
- Price Range: $$$
- Phone: +49-69-6959960
- Email: frankfurt@vontobel.com
About the Company
Vontobel emphasizes a high-tech, high-touch model. Their investment solutions are robust, transparent, and focused on future-proof asset growth. Highly suitable for sophisticated modern investors.
Pros
- Innovation-driven
- Strong tech tools
Cons
- More niche than banks
- Dynamic risk appetite
Pure-play wealth manager focused on quality service.
Details
- Year Founded: 1890
- Employees: 1000+
- Price Range: $$$$
- Phone: +49-69-975900
- Email: info@juliusbaer.com
About the Company
Julius Bär provides a refined, private banking experience centered on client success. Their advisory teams offer international perspective combined with German market local presence.
Pros
- Pure wealth focus
- Strong reputation
Cons
- High service costs
- Exclusive profile
Your reliable local partner for comprehensive financial advice.
Details
- Year Founded: 1822
- Employees: 1000+
- Price Range: $
- Phone: +49-69-26410
- Email: service@frankfurter-sparkasse.de
About the Company
A cornerstone of Frankfurt's local economy, they provide accessible, broad-based financial planning for individuals and families. Their deep community ties offer a unique sense of stability.
Pros
- Highly accessible
- Local expertise
Cons
- Not built for UHNW
- Less global presence
Strategic advisory with strong analytical and financial consulting.
Details
- Year Founded: 1967
- Employees: 1000+
- Price Range: $$$
- Phone: +49-69-95150
- Email: contact@capgemini.com
About the Company
For clients seeking a blend of high-level strategic consulting and wealth management, Capgemini offers deep analytical insight. Ideal for corporate executives seeking structured personal finance advice.
Pros
- Strategic focus
- Analytical rigour
Cons
- More consulting-oriented
- Not a traditional bank
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Frequently Asked Questions
FAQ
- What services do financial planners in Frankfurt offer? They provide investment management, retirement planning, tax optimization, and wealth structuring.
- Are financial planners in Frankfurt regulated? Yes, they must comply with BaFin regulations to ensure investor protection.
- How much do financial advisors charge in Germany? Fees vary; some use a commission-based model, while others charge a fixed hourly rate or percentage of assets.
- Do I need to speak German to hire a financial planner? Many firms in Frankfurt are international and offer comprehensive services in English.
- What is the difference between a financial advisor and a planner? Planners offer holistic advice including tax and estate planning, whereas advisors focus primarily on investments.
- How do I verify a financial advisor's credentials? You can check their professional certifications and registrations with local financial authorities.