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
| Rank | Firm | Segment | Region | Client minimum | Product coverage | Specialist strengths | Editorial rationale |
|---|---|---|---|---|---|---|---|
| 1 | MS Morgan Stanley Private Wealth Management 2026 North America | US Private Bank | North America | Contact firm | 10/14 | Stock-plan adjacency · Advisor teams · Alternatives access | North America coverage |
| 2 | BOA Bank of America Private Bank 2026 North America | US Private Bank | North America | Contact firm | 10/14 | Trust services · Philanthropy · Estate planning | North America coverage |
| 3 | SCH Charles Schwab Wealth Advisory 2026 North America | Digital / RIA Platform | North America | USD 500k publicly stated | 6/14 | Fee transparency · RIA custody · Retirement | North America coverage |
| 4 | FID Fidelity Wealth Management 2026 North America | Digital / Retirement | North America | USD 500k general eligibility | 7/14 | Workplace conversion · Planning tools · Retirement | North America coverage |
| 5 | NTRS Northern Trust Wealth Management 2026 North America | US Private Bank | North America | Contact firm | 7/14 | Trust services · Family offices · Institutional custody | North America coverage |
| 6 | RBC RBC Wealth Management 2026 North America | North American Private Bank | North America | Contact firm | 7/14 | Canadian strength · Advisor network · Retirement planning | North America coverage |
| 7 | CP Creative Planning 2026 North America | Independent RIA | North America | Contact firm | 6/14 | Business owners · Retirement plans · Integrated advice | North America coverage |
| 8 | MER Mercer Advisors 2026 North America | Independent RIA | North America | Contact firm | 6/14 | Tax and estate · Fee-only planning · Retirement | North America coverage |
| 9 | EFE Edelman Financial Engines 2026 North America | Independent RIA | North America | Contact firm | 4/14 | Workplace reach · Planning at scale · Retirement | North America coverage |
| 10 | VAN Vanguard Personal Advisor Wealth Management 2026 North America | Digital / Retirement | North America | USD 5m qualifying assets | 5/14 | Low cost · Index portfolios · Retirement drawdown | North America coverage |
Methodology: Ranking positions are determined under the published BLOOMBERG WEALTH methodology. Commercial relationships, advertising, sponsorships and award licensing are separated from editorial ranking decisions.