Top 20 Wealth Management Firms Source: Barron's

  1. BANK OF AMERICA GLOBAL WEALTH & INVESTMENT MANAGEMENT (Merrill Lynch Global WM & U.S. Trust)

    U.S. Private-Client AUM: $1,082 bil
    Websites: totalmerrill.com; ustrust.com
    Tel: 800-637-7455; 800-878-7878

  2. MORGAN STANLEY WEALTH MANAGEMENT

    U.S. Private-Client AUM: $937 bil
    Websites: morganstanley.com/wealth; ms.com
    Tel: 888-932-6772

  3. JPMORGAN

    U.S. Private-Client AUM: $625 bil
    Website: jpmorgan.com/privatebanking
    Tel: 212-622-9870

  4. WELLS FARGO

    U.S. Private-Client AUM: $495 bil
    Websites: wellsfargoprivatebank.com; wellsfargoadvisors.com; abbotdowning.com
    Tel: 877-636-0501; 866-243-0931; 888-648-8157

  5. UBS WEALTH MANAGEMENT

    U.S. Private-Client AUM: $403 bil
    Website: ubs.com
    Tel: 201-352-3000

  6. GOLDMAN SACHS

    U.S. Private-Client AUM: $235.2 bil
    Website: gs.com/pwm
    Tel: 800-323-5678

  7. BNY MELLON WEALTH MANAGEMENT

    U.S. Private-Client AUM: $200.9 bil
    Website: bnymellonwealthmanagement.com
    Tel: 855-976-5789

  8. FIDELITY

    U.S. Private-Client AUM: $187 bil
    Website: fidelity.com
    Tel: 800-Fidelity

  9. NORTHERN TRUST

    U.S. Private-Client AUM: $186.1 bil
    Website: northerntrust.com
    Tel: 312-444-3918

  10. CHARLES SCHWAB

    U.S. Private-Client AUM: $175 bil
    Website: schwab.com
    Tel: 877-336-5388

  11. CREDIT SUISSE

    U.S. Private-Client AUM: $102.9 bil
    Website: credit-suisse.com
    Tel: 610-397-7169

  12. CITIGROUP

    U.S. Private-Client AUM: $100 bil
    Website: citiprivatebank.com
    Tel: 212-559-9470

  13. RAYMOND JAMES FINANCIAL

    U.S. Private-Client AUM: $98.6 bil
    Website: raymondjames.com/wealthmanagement
    Tel: 800-248-8863

  14. DEUTSCHE ASSET & WEALTH MANAGEMENT

    U.S. Private-Client AUM: $76 bil
    Website: deawm.com/wealth-us
    Tel: 212-454-3600

  15. RBC WEALTH MANAGEMENT

    U.S. Private-Client AUM: $75.4 bil
    Website: rbcwm-usa.com
    Tel: 612-371-2711

  16. BESSEMER TRUST

    U.S. Private-Client AUM: $64.4 bil Minimum Account: $10 mil
    Website: bessemer.com
    Tel: 212-708-9349

  17. PNC WEALTH MANAGEMENT(including Hawthorn)

    U.S. Private-Client AUM: $52.7 bil
    Website: pnc.com
    Tel: 888-762-6276

  18. SUNTRUST BANKS

    U.S. Private-Client AUM: $51.7 bil
    Website: suntrust.com/wealth
    Tel: 404-813-2680

  19. BERNSTEIN GLOBAL WEALTH MANAGEMENT

    U.S. Private-Client AUM: $48.3 bil
    Website: bernstein.com
    Tel: 312-696-7833

  20. BARCLAYS WEALTH

    U.S. Private-Client AUM: $47.1 bil
    Website: barclays.com/wealth/americas
    Tel: 800-392-5000
This domain is for sale. Contact us to make an offer.