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investment-advisors

Secure Your Future with Thailand’s Top 5 Investment Advisors for Maximum Returns

  • Expertise and Credentials — We prioritised advisors with strong financial expertise, recognised certifications, and a proven track record in investment management.
  • Range of Services — Our selection favoured advisors who offer diverse investment solutions, including retirement planning, wealth management, and risk assessment.
  • Transparency — We valued advisors who provide clear information on fees, investment strategies, and potential risks to ensure informed decision-making.
  • Client Support and Accessibility — We looked for advisors who offer personalised guidance, responsive communication, and easy access to consultations.
  • Reputation and Trustworthiness — We prioritised advisors with positive client feedback, ethical practices, and a commitment to long-term financial success.

Watching the stock market fluctuate and hearing endless talk about investments, I knew I needed to start taking my financial future seriously. But between confusing jargon, endless options, and the fear of making the wrong move, I felt completely stuck.

That’s when I realised I needed expert guidance, someone who could help me grow my wealth without the stress of second-guessing every decision. After diving into research, I found Thailand’s top investment advisors who changed many lives.

So, if you’re looking to build wealth, secure your future, and make smart investments without the guesswork, I’ve got you covered. Here are Thailand’s best investment advisors who can help you maximise returns and make every cent count!

How much is the professional fee of an investment advisor in Thailand?

A consultation with an investment advisor in Thailand could be around THB5,000 to THB10,000+. For ongoing portfolio management, it could range from THB20,000 to THB100,000+ annually, depending on the portfolio size and complexity.

1. Investments For Expats

investments-for-expats

Address: Phetchaburi Rd, Khwaeng Bang Kapi, Khet Huai Khwang, Bangkok 10310

Phone: +66830899321

Business Hours:

  • Monday to Saturday – 9 AM to 5 PM

Instagram

Website

Google reviews score5/5
Total reviews3/5
Score consistency5/5
Qualifications5/5
Services4/5
Investment Portfolios4/5
Strategies4/5
Client Guide4/5
Partners4/5
Availability and scheduling5/5
Customer Service5/5
Price (A higher score means better value)5/5

Finding a reliable investment adviser can be overwhelming, especially when dealing with offshore investments or planning long-term wealth management. 

From our research, we found that Investments for Expats (IFE) is a financial firm shines for its transparent and hands-on investment solutions. Many clients we spoke with appreciate how they were well-guided along the way.

In our books, though, what makes IFE more unique is its clear and low-cost investment model. They focus on regulated, clean platforms like Saxo Bank and Novia, so clients don’t get caught up in costly plans.

We also noted that they structure their portfolios using low-cost ETFs and funds, balancing risk and returns while keeping fees below 0.5% for larger portfolios.

One limitation we noticed, however, is that they’re closed on Sundays, which can cause inconvenience if you need assistance outside standard business hours.

Pros

  • Low-cost
  • Transparent investment options
  • Regulated platforms
  • Offers a balanced portfolio approach
  • Client-centric service
  • Provides detailed investment guidance

Cons

  • Closed on Sundays

Client-centric advisor

“Henry was a professional with his consultation and well versed in this domain. Most importantly, he listened carefully and even with niche areas he was able to get back to me in a timely manner. Highly recommend his services. He is client centric, great job”

A. S, Google Review

High recommended

“I cannot believe how knowledgeable and helpful the information was from this website, all my questions were answered fast over IM. The articles on the site are also extremely useful. Highly recommend and will be using them again before I make my international SIPP transfer. Wish I could buy them a beer. Thank you!”

Trevor Ward, Google Review

2. Wealth Engineer

wealth-engineer

Address: Suphakarn Shopping Center, Khlong Ton Sai, Khlong San, Bangkok 10600

Phone: +66948922464

Business Hours:

  • Monday to Saturday – 8 AM to 5 PM

Facebook

Website

Google reviews score5/5
Total reviews4/5
Score consistency5/5
Qualifications5/5
Services4.5/5
Investment Portfolios4.5/5
Strategies4.5/5
Client Guide4.5/5
Partners5/5
Availability and scheduling5/5
Customer Service5/5
Price (A higher score means better value)5/5

When looking for a financial advisor who takes a structured, data-driven approach to investment planning, Wealth Engineer caught our attention!

With a team of engineers-turned-financial strategists, their philosophy is that wealth should be planned with precision, not guesswork. However, we quickly discovered a minor inconvenience—they are closed on Sundays.

Despite this, the firm offers a highly personalised financial planning experience. Whether you are looking for retirement planning, investment strategies, or financial security, Wealth Engineer provides in-depth analysis.

Their comprehensive approach considers all aspects of your financial well-being, including budgeting and debt management. It can also help you create a long-term, stable financial foundation. 

Many people we surveyed also praised Wealth Engineer’s advisors for their ability to explain complex financial concepts in a way that’s easy to understand. So, no need to worry if you don’t have an extensive financial background!

Pros

  • Unique data-driven and structured approach
  • Clear, easy-to-understand guidance
  • Personalised financial strategies

Cons

  • Closed on Sundays

Impressive advisors

“I came to study financial planning at Wealth Engineer and gained a lot of experience and knowledge about financial planning. What are both retirement planning and methods that will help us reach our financial goals? Very impressed 🥰🙏🏻🙏🏻🙏🏻 …”

Siriluck Amattayakul, Google Review

Professional and detailed

“Everyone is professional. Provide detailed, clear advice and provide guidelines for achieving a realistic retirement plan. Highly recommend.”

Pornlert Burudwayakorn, Google Review

3. Phillip Securities Thailand Public Company Limited

phillip-securities-thailand-public-company-limited

Address: 849 Vorawat Building, 2nd Floor, Silom Road, Silom Subdistrict, Bang Rak District

Phone: +6621539222

Business Hours:

  • Monday to Friday – 8:30 AM to 5:30 PM

Facebook

Website

Google reviews score4/5
Total reviews5/5
Score consistency3/5
Qualifications5/5
Services4/5
Investment Portfolios5/5
Strategies4/5
Client Guide3/5
Partners5/5
Availability and scheduling4.5/5
Customer Service3/5
Price (A higher score means better value)5/5

Phillip Securities Thailand has over 25 years of experience in Thailand and a global presence spanning 15 countries—impressive! They built a strong reputation as an investment companion.

Their range of investment products is extensive, covering stocks, derivatives, and block trading among others. However, we did find one outdated policy—information updates, such as personal details, still require an in-person visit, which can be done over the phone.

That said, their strength lies in their diverse financial products and the 24-hour support available to investors. Whether you are a seasoned trader or just starting, their platform provides a mix of local expertise with a global investment reach.

Phillip Securities’ brokerage services are well-regarded for offering flexibility, real-time market insights, and strong analytical tools that help clients make informed decisions.

So, if you are looking for an advisor with deep knowledge and an extensive portfolio, this one is for you!

Pros

  • Over 26 years in Thailand and 50 years globally
  • Well-established firm
  • 24-hour support from Thai advisors
  • Offers a vast range of financial products

Cons

  • Require an in-person visit for changes in personal details

Good investment

“Most variety of investment products covering stocks, derivatives, DCA, mutual funds, private funds, investment banking, block trade for both Thai and overseas exchanges!”

OH Ati, Google Review

Excellent security measures

“I have been a customer of Phillip Securities for many years now. I usually do transactions online. Today I have to go and do it. Identification Don’t want to do it through the link, so go in yourself.”

Nuchanard Laeidtanakit, Google Review

4. Finnomena

finnomena

Address: 923 Block 28 Building A, 2nd and 3rd Floor, Soi Chula 8, Wang Mai, Pathum Wan, Bangkok 10330

Phone: +6620265100

Business Hours:

  • Monday to Friday – 9 AM to 5:30 PM

Instagram

Website

Google reviews score4.3/5
Total reviews4/5
Score consistency4/5
Qualifications5/5
Services5/5
Investment Portfolios5/5
Strategies5/5
Client Guide5/5
Partners5/5
Availability and scheduling5/5
Customer Service3/5
Price(A higher score means better value)5/5

Finnomena has made a significant impact on Thailand’s wealth management industry since its founding in 2016 by providing accessible, tech-driven investment solutions. 

With over $1 billion in assets under advisement and 600,000 registered members, this platform is a go-to choice for investors.

We could see that Finnomena’s expertise in financial literacy and wealth creation sets it apart. They offer a seamless blend of expert insights, investment tools, and tailored advisory services—the whole deal!

They also offer training sessions and investment workshops, making it a great option for those who want guidance and hands-on education. Also, these investment workshops are particularly useful for those looking for expert-led advice and long-term financial planning.

However, their customer support system could be improved, as some investors have reported long wait times when trying to reach an actual representative.

Pros

  • Has over 600,000 members
  • Highly-recognised investment platforms
  • Strong focus on financial education and training
  • Expert-led investment advice
  • $1 billion+ in assets

Cons

  • Customer service response can be slow

Trustworthy

“Very recommended, 100% trustworthy, attended the training and gained a lot of knowledge. Change your perspective on investing.”

Ptr Mo, Google Review

Very accommodating office

“The office is beautiful and convenient. There is a reception room for providing customer consultation services.”

Mama Mama, Google Review

5. Jitta Wealth Asset Management Co., Ltd.

jitta-wealth-asset-management-co-ltd

Address: 1111, 9-10 Lat Phrao Rd, Chantarakasem, Chatuchak, Bangkok 10900

Phone: +6624608888

Business Hours:

  • Monday to Friday – 9 AM to 6 PM

Facebook

Website

Google reviews score4.6/5
Total reviews3/5
Score consistency3.5/5
Qualifications5/5
Services4.6/5
Investment Portfolios5/5
Strategies4.5/5
Client Guide4.5/5
Partners5/5
Availability and scheduling5/5
Customer Service5/5
Price (A higher score means better value)4/5

Jitta Wealth combines AI-powered technology with value investing principles to provide a structured and automated approach to wealth management.

As Thailand’s first licensed WealthTech startup, operating since 2019, they’ve developed a strong reputation for helping investors—both beginners and experienced traders—build sustainable portfolios.

Their automated investing system takes the guesswork out of decision-making, given their three main services: Global ETF portfolios, Thematic investing in high-growth sectors, and Jitta ranking, which follows Warren Buffet’s value investing principles.

We found Jitta Wealth to be highly data-driven, relying on AI to analyse market trends and rebalance portfolios. This structured, logic-based investment approach makes it an attractive choice for those who prefer passive investing.

One thing to note, however, is that some of their investment products come with higher fees, particularly certain thematic portfolios. While their long-term investing strategy helps offset this cost, it’s something to consider if you’re looking for low-fee investments.

Pros

  • AI-driven investing
  • Structured financial principles
  • Beginner-friendly
  • Suitable for investors with little experience
  • Global investment exposure

Cons

  • Some investment products require higher fees

Smart investment

“Invest in VI principles with principles using AI Live your life the way you like. And let your money work 😇 …”

Nantavit Pornpibul, Google Review

Outstanding investment company

“Outstanding Asset management company with highly effective communication, operation, and logical investment. I can feel from my own heart. They care and want to serve their clients with professional and the best part.”

Poonyapat Lotiwikun, Google Review

FAQs About Investment Advisors in Thailand

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