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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
Independent RIAs: 4 ranked institutions · 2026 edition.
2026 BLOOMBERG WEALTH ranking for the selected category.
RankFirmSegmentRegionClient minimumProduct coverageSpecialist strengthsEditorial rationale
1
CP
Creative Planning
2026 Independent RIAs
Independent RIANorth AmericaContact firm6/14Business owners · Retirement plans · Integrated adviceBusiness owners · Retirement plans
2
MER
Mercer Advisors
2026 Independent RIAs
Independent RIANorth AmericaContact firm6/14Tax and estate · Fee-only planning · RetirementTax and estate · Fee-only planning
3
FI
Fisher Investments
2026 Independent RIAs
Independent RIAGlobalUSD 500k publicly marketed4/14Direct acquisition · Centralized portfolios · RetireesDirect acquisition · Centralized portfolios
4
EFE
Edelman Financial Engines
2026 Independent RIAs
Independent RIANorth AmericaContact firm4/14Workplace reach · Planning at scale · RetirementWorkplace reach · Planning at scale
Methodology: Ranking positions are determined under the published BLOOMBERG WEALTH methodology. Commercial relationships, advertising, sponsorships and award licensing are separated from editorial ranking decisions.