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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)

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