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BLOOMBERG WEALTH›Rankings
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BLOOMBERG WEALTH · 2026 Edition

Global Wealth Management Rankings

Our editorial ranking compares leading private banks, independent wealth managers, RIAs and specialist platforms across client service, investment process, transparency, digital infrastructure, product breadth and specialist capability.

2026Global EditionView methodology
Best for a $500k Portfolio: 3 ranked institutions · 2026 edition.
2026 BLOOMBERG WEALTH ranking for the selected category.
RankFirmSegmentRegionClient minimumProduct coverageSpecialist strengthsEditorial rationale
1
FID
Fidelity Wealth Management
2026 Best for a $500k Portfolio
Digital / RetirementNorth AmericaUSD 500k general eligibility7/14Workplace conversion · Planning tools · RetirementWorkplace conversion · Planning tools
2
SCH
Charles Schwab Wealth Advisory
2026 Best for a $500k Portfolio
Digital / RIA PlatformNorth AmericaUSD 500k publicly stated6/14Fee transparency · RIA custody · RetirementFee transparency · RIA custody
3
FI
Fisher Investments
2026 Best for a $500k Portfolio
Independent RIAGlobalUSD 500k publicly marketed4/14Direct acquisition · Centralized portfolios · RetireesDirect acquisition · Centralized portfolios
Methodology: Ranking positions are determined under the published BLOOMBERG WEALTH methodology. Commercial relationships, advertising, sponsorships and award licensing are separated from editorial ranking decisions.