Wealth management - Wealth management advisors - Ranking 2023 - Wealth management consulting - France (Bourgogne-Franche-Comte - Auvergne-Rhone-Alpes) - Leaders League

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Wealth management consulting

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France

Wealth management

Wealth management advisors

Auvergne-Rhone-Alpes, Bourgogne-Franche-Comte

— 2025 —

Leading

MGA

Bertrand Chapon | Stéphane Grolier

Patrimoine & Gestion - Groupe Patrimmofi

Arnaud Caron | Benjamin Christ | Arnaud Lallemand

Excellent

EMD Patrimoine

Ève-Marie Dyon

Erick Dechelette et Céline Ojeda Associés

Laplace

Jean-Luc Delsol | Kevin Eparvier | Benoist LOMBARD | Jean-Maximilien Vancayezeele

Roosevelt Gestion Privée

Christophe Charaux | Philippe Fabre | Lauriane Lespinasse

Trinity Gestion Privée

Alain Atallah | Brice Ruel

Highly recommended

Amanthée Patrimoine

Ninon MANARANCHE-MICHEL

Arche Valeur

Patrick Gadiolet

Esop Finance

Jérôme Navoni

VYP Finance

Virginie Faure | Yvan Viallon

In each tier, the firms and people are ordered alphabetically

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Research methodology

Our research process spans a four-month period for each ranking cycle. This includes collecting data, which is is a three-month process, and an additional month to process the data and establish the rankings. We rely on four main data sources and various criteria to create or update a ranking.

Consult our methodology