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Leading wealth management companies in the United States 2017, by value of client assets

Largest wealth management companies in the United States as of September 2017, by value of client assets (Figures expressed in billions of U.S. dollars, unless otherwise specified)
Created with Highcharts 5.0.141 2451 2451 1101 110677677579.2579.2564564335335315315283283260.7260.7240240Bank of America Global Wealth and Investment ManagementMorgan Stanley Wealth Management*JP Morgan Private BankUBS Wealth Managament*Well FargoVanuguardCharles SchwabGoldman Sachs*FidelityBNY Mellon Wealth Management010020030040050060070080090010001100120013001400

The data illustrates the biggest wealth management companies in the U.S. as of September 2017, by value of client assets. JP Morgan managed 677 billion USD of client assets under management and was third biggest wealth management company in the U.S.

Private wealth management is a service offered by banks and various financial companies to high net worth clients. Generally the services offered are management of client assets, advice on usage of traditional and alternative financial instruments, often not available to average clients.

Bank of America Global Wealth and Investment Management 1245
Morgan Stanley Wealth Management 1110
JP Morgan Private Bank 677
UBS Wealth Managament 579.2
Well Fargo 564
Vanuguard 335
Charles Schwab 315
Goldman Sachs 283
Fidelity 260.7
BNY Mellon Wealth Management 240
Northern Trust 224.5
Raymond James Financial 163.3
Citigroup 127
RBC Wealth Management 99.7
PNC 87