Wealth management offers a personalized approach for high-net-worth individuals to grow, preserve and eventually pass on assets. This trillion-dollar industry provides expert guidance on everything from investing and tax planning to estate management and even philanthropy.
Below is a list of some of the largest wealth management companies worldwide, ranked by client assets under management as of 2026.
Top Wealth Management Companies to Know
- Vanguard Group
- Fidelity Investments
- Morgan Stanley Wealth Management
- UBS Global Wealth Management
- Goldman Sachs Private Wealth Management
- State Street Investment Managers
- BNY Mellon Wealth Management
- Capital Group
Top Wealth Management Companies
Vanguard is a client-owned investment management firm with trillions of dollars worth in assets under management, making it one of the world’s largest wealth managers. The company serves high-net-worth clients through comprehensive wealth management services including holistic financial planning, tax-efficient investing, estate and trust planning and portfolio management.
Fidelity Investments is a diversified financial services company offering investment management, wealth advisory, brokerage and retirement planning services. As one of the largest 401(k) plan and Roth IRA providers in the United States, Fidelity oversees tens of thousands of retirement plans for millions of participants and remains a leading wealth manager for high-net-worth clients.
Morgan Stanley Wealth Management operates one of the world’s largest wealth advisory platforms, with thousands of financial advisors serving millions of clients globally. Its wealth management solutions — including across equities, fixed income, banking, lending, insurance and estate planning — account for nearly half of Morgan Stanley’s overall revenue.
UBS Global Wealth Management serves high-net-worth individuals, families and family offices across more than 50 countries. The firm leverages over a century of banking experience to deliver wealth solutions such as discretionary and advisory investment management, succession planning, philanthropic guidance and sustainable investing strategies.
Goldman Sachs Private Wealth Management serves ultra-high-net-worth clients with customized investment portfolios, strategic asset allocation and access to alternative investments including private equity, hedge funds and pre-IPO opportunities. It offers services such as portfolio management, sophisticated tax strategies, estate planning and family office services.
Allianz Global Investors, together with its U.S. affiliate PIMCO, manages assets globally across fixed income, equities, alternatives and multi-asset strategies for institutional and high-net-worth clients. PIMCO is recognized for its active bond fund expertise and leading ETF management, while the Allianz SE financial services firm prioritizes sustainable investing practices and manages hundreds of billions in insurance assets.
BNP Paribas Wealth Management offers estate planning, discretionary portfolio management, credit structuring and impact investing to high-net-worth individuals, families and entrepreneurs. Managing billions of euros in assets, the firm maintains a significant presence across Europe, the Middle East and Asia, leveraging its integrated “One Bank” model to deliver comprehensive wealth solutions.
Amplify Platform is a wealth management platform designed for financial advisors and RIAs to modernize operations and scale assets under management without proportional payroll growth. It automates digital onboarding, multi-custodian trading, risk management and billing while providing enterprise-grade analytics and 360 degrees client views to improve operational efficiency.
Citigroup Wealth Management delivers investment advisory, portfolio construction, lending and retirement planning customized to high-net-worth individuals and institutions across its integrated platform. This division leverages Citi’s global reach and market expertise to provide access to capital markets insights, institutional-grade investment solutions and custom credit offerings.
State Street Investment Management is a global leader in wealth management and investment strategies, renowned for pioneering index-based investing and creating the first U.S.-listed ETF in 1993. The firm provides tailored wealth management solutions for institutions, financial professionals and individual investors across equities, fixed income and alternatives.
Advisor360 is an AI-powered wealth management platform that unifies financial planning, data aggregation and normalization, process management and investment modeling into a single operating system. It serves RIAs, broker-dealers and financial advisors looking to enable better decision-making for clients managing assets and complex financial situations.
Amundi, part of Crédit Agricole Group, manages trillions of euros worth in assets, making it one of Europe's leading asset managers. It serves millions of retail clients and institutional investors globally through tailored wealth management, investment advisory and asset management services, with particular strengths in active and passive investment capabilities and responsible investment strategies.
BNY Mellon Wealth Management, part of The Bank of New York Mellon, oversees approximately billions of dollars in client assets to help high-net-worth clients grow, protect and transfer wealth. By combining digital tools with personalized advisor support, the company offers services across investing, tax planning, estate management and private banking.
Julius Baer is a Swiss private banking group that provides wealth management for high-net-worth clients. With major financial centers in London, Singapore, Hong Kong and Dubai, the firm delivers personalized financial guidance through advisory and discretionary portfolio services, succession planning, family office solutions and lending.
Edward Jones offers personalized financial advice and wealth management services through a nationwide network of more than 20,000 financial advisors across the United States and Canada. The firm manages trillions of dollars in client assets under care for millions of clients, with a focus on long-term investment strategies tailored to individual investors and small business owners.
Capital Group is one of the world’s largest investment management firms, best known for managing the American Funds suite of research-driven mutual funds and ETFs. Serving individual investors, financial advisors and institutions, Capital Group utilizes a multi-manager investment system to deliver long-term portfolio growth and retirement solutions.
Charles Schwab offers investment advisory, planning and brokerage services to retail and high-net-worth clients. Through its platform, it combines self-directed trading, robo-advisors, custodial tools and personalized advisory services to act as a one-stop financial hub for clients.
Frequently Asked Questions
What does a wealth management company do?
A wealth management company helps people handle their money by offering advice on investments, taxes and planning for the future, including estate and retirement management. Looking out for their clients’ overall financial wellness, they often create custom strategies tailored to an individual’s (or a company or institution) needs that aim to grow and preserve their wealth over time.
Who should use a wealth management company?
Likely candidates for wealth management services are people and organizations with substantial assets — perhaps those in the millions — who want an expert to step in to help grow, protect and manage their wealth.
How is wealth management different from financial planning?
Wealth management takes care of your whole financial picture over time, while financial planning is a term that’s used in reference to specific goals, like saving for retirement or creating a budget.
Are wealth management firms fiduciaries?
Some are, some aren’t. Many wealth management firms act as fiduciaries, meaning they’re legally obligated to put their clients’ best interests first.
