Most-credentialed Singapore wealth firms (CFA + CFP %)

Combined percentage of advisors holding CFA charter or CFP certification. Higher = more credentialed advisor base.

# Firm CFA + CFP % Licence AUM (est.) Provenance
1 GYC Financial Advisory logo GF GYC Financial Advisory Tanjong Pagar 97% LFA S$2.6B Estimator · 29 Apr 2026
2 Endowus logo E Endowus Marina Bay 78% LFMC S$3.0B Estimator · 29 Apr 2026
3 iFAST Financial logo IF iFAST Financial Raffles Place 52% CMSL S$17.6B Estimator · 29 Apr 2026
4 Finexis Advisory logo FA Finexis Advisory Raffles Place 44% LFA S$32.8B Estimator · 29 Apr 2026
5 AIA Financial Advisers logo AF AIA Financial Advisers Raffles Place 26% LFA S$145.6B Estimator · 29 Apr 2026
6 Promiseland Independent logo PI Promiseland Independent City Hall 20% EFA S$11.6B Estimator · 29 Apr 2026