Here's our ranking of the largest wealth management firms or top companies in global private banking. The world's top 10 wealth managers include six U.S. companies and two Swiss financial institutions. 1. UBS Wealth Management Merrill Lynch Wealth Management and Bank of America Private Bank. Merrill Lynch WM has over 14,000 financial , Wealth management firms cater to the financial needs of high-net-worth individuals. These folks have at least $1.1 million invested with their advisor or a net worth of at least $2.2 million , The largest wealth management firms in the world, ranked by Assets Under Management (AUM), number of financial advisors, and clients. Goldman Sachs Private Wealth Management is part of the investment management division of Goldman Sachs Bank. With over 2,400 financial advisors, Goldman Sachs provides access and guidance to high-net-worth , Morgan Stanley Private Wealth Management combines the vast resources of a trusted global financial services firm with the individualized services of an investment boutique for a hands-on tailored approach to help families, foundations and individuals manage the multiple facets —and legacy—of their wealth., The 545 Group is a top-rated private wealth management firm based in Menlo Park, California. The team specializes in catering to private investors, family offices, and entrepreneurs and, as of writing, manages $52.4 billion in assets. Included in the services they offer are pre-liquidity planning, risk management, and family governance., Clients choose Bernstein Private Wealth Management for our blend of flexibility, insight, and personal attention. For nearly 60 years, clients have benefited from our singular focus on aligned interests and accountability. We offer a flexible approach, giving clients access to elite Bernstein managers and top-tier external experts..