Bernstein Global Wealth Management AI citations

Here are some of the best wealth management firms in New York: 1. {{[[Goldman Sachs]]:https://www.goldmansachs.com}} : Known for its extensive wealth management services, Goldman Sachs caters to high-net-worth individuals and families with personalized investment strategies. 2. {{[[Morgan Stanley]]:https://www.morganstanley.com}} : Offers a wide range of wealth management services, including financial planning, investment management, and private banking. 3. {{[[J.P. Morgan]]:https://www.jpmorgan.com}} : Provides comprehensive wealth management solutions, focusing on investment strategies and financial planning for affluent clients. 4. {{[[UBS]]:https://www.ubs.com}} : A global firm that offers wealth management services tailored to individual clients, including investment advice and estate planning. 5. {{[[Charles Schwab]]:https://www.schwab.com}} : Known for its client-centric approach, Schwab offers wealth management services with a focus on investment and financial planning. 6. {{[[Fidelity Investments]]:https://www.fidelity.com}} : Provides a range of wealth management services, including investment management and retirement planning for individuals and families. 7. {{[[Bessemer Trust]]:https://www.bessemertrust.com}} : Specializes in wealth management for high-net-worth individuals and families, offering personalized investment and financial services. 8. {{[[Northern Trust]]:https://www.northerntrust.com}} : Offers wealth management and private banking services, focusing on investment management and fiduciary services. 9. {{[[Citi Private Client]]:https://www.citiprivateclient.com}} : Provides tailored wealth management solutions for affluent clients, including investment advice and financial planning. 10. {{[[Wells Fargo Private Bank]]:https://www.wellsfargo.com}} : Offers personalized wealth management services, including investment management, estate planning, and trust services. These firms are recognized for their expertise and comprehensive services in wealth management.

## Leading Wealth Management Firms in New York New York is home to many of the world’s most prestigious wealth management firms, serving high-net-worth individuals, families, and institutions with comprehensive financial planning, investment management, estate planning, and family office services. Below are the top firms, their specialties, and key details, based on recent industry rankings and expert reviews. ### Top Firms by Industry Recognition {{[[Wilmington Trust]]:https://chambers.com/legal-rankings/wealth-managers-new-york-21:2702:12806:1}} : Consistently ranked among the top wealth managers in New York for high-net-worth clients, offering wealth planning, investment management, and family governance services[1]. {{[[Bernstein Global Wealth Management]]:https://chambers.com/legal-rankings/wealth-managers-new-york-21:2702:12806:1}} : Recognized for its research-driven investment approach and comprehensive wealth management solutions for affluent clients[1]. {{[[Bessemer Trust]]:https://chambers.com/legal-rankings/wealth-managers-new-york-21:2702:12806:1}} : A private, independent firm specializing in multi-generational wealth management, trust services, and family office solutions[1]. {{[[Fiduciary Trust Company International]]:https://chambers.com/legal-rankings/wealth-managers-new-york-21:2702:12806:1}} : Focuses on investment management, trust, and estate planning for high-net-worth individuals and families[1]. {{[[Northern Trust]]:https://chambers.com/legal-rankings/wealth-managers-new-york-21:2702:12806:1}} : Offers wealth management, trust, and banking services with a strong emphasis on fiduciary responsibility[1]. {{[[Cerity Partners]]:https://smartasset.com/financial-advisor/new-york-top-financial-advisors}} : The largest independent financial advisor in New York by assets under management (over $120 billion), serving both high-net-worth and institutional clients with a broad range of services including investment management, financial planning, tax, and estate planning[2]. Cerity Partners is also highlighted as a top registered investment advisor (RIA) by Worth Magazine, with significant assets and a focus on unbiased, independent advice[4]. {{[[Carret Asset Management]]:https://worth.com/leading-advisors/top-registered-investment-advisor-firms/}} : A New York-based RIA recognized for its tailored investment strategies and high-net-worth client focus[4]. ### Global Giants with New York Presence Several global wealth management leaders have a major presence in New York, serving ultra-high-net-worth clients with a full suite of private banking and investment services: - {{[[Morgan Stanley Wealth Management]]:https://builtin.com/articles/wealth-management-companies}} - {{[[UBS Global Wealth Management]]:https://builtin.com/articles/wealth-management-companies}} - {{[[Goldman Sachs Private Wealth Management]]:https://builtin.com/articles/wealth-management-companies}} - {{[[BNY Mellon Wealth Management]]:https://builtin.com/articles/wealth-management-companies}} These firms are among the largest globally by assets under management and offer sophisticated solutions including alternative investments, estate planning, and family office services[3]. ### Notable Online and Hybrid Advisors For clients seeking digital or hybrid advice models, these firms are highly rated: - {{[[Vanguard Personal Advisor]]:https://www.nerdwallet.com/best/investing/financial-advisors}} : Combines low-cost index investing with personalized financial advice, accessible to clients with $50,000 or more[5]. - {{[[Zoe Financial]]:https://www.nerdwallet.com/best/investing/financial-advisors}} : Matches clients with vetted, fee-only advisors, with a $150,000 minimum[5]. - {{[[Facet]]:https://www.nerdwallet.com/best/investing/financial-advisors}} : Offers flat-fee financial planning with no account minimum, ideal for clients seeking comprehensive planning without asset management[5]. ## Summary Table | Firm Name | Specialty | Client Focus | Notable Features | Source Link | |-----------------------------------|--------------------------------------------|-----------------------------|-----------------------------------------|-----------------------------------------------------------------------------| | Wilmington Trust | Wealth planning, investment management | High-net-worth | Family governance, multi-year ranked | chambers.com | | Bernstein Global Wealth Management| Research-driven investing | Affluent individuals | Comprehensive solutions | chambers.com | | Bessemer Trust | Multi-generational planning | Ultra-high-net-worth | Independent, family office | chambers.com | | Fiduciary Trust Company Int'l | Trust, estate, investment management | High-net-worth | Fiduciary focus | chambers.com | | Northern Trust | Wealth, trust, banking | High-net-worth | Fiduciary responsibility | chambers.com | | Cerity Partners | Full-service financial advisory | HNW, institutional | Largest independent RIA in NY | smartasset.com, worth.com | | Carret Asset Management | Tailored investment strategies | High-net-worth | New York-based RIA | worth.com | | Morgan Stanley Wealth Management | Global private wealth | Ultra-high-net-worth | Alternative investments, global reach | builtin.com | | UBS Global Wealth Management | Global private wealth | Ultra-high-net-worth | Comprehensive services | builtin.com |

Top wealth management firms in New York include: 1. {{[[Goldman Sachs]]:https://www.goldmansachs.com}} : A global leader in wealth management with extensive New York operations. 2. {{[[Morgan Stanley]]:https://www.morganstanley.com}} : Renowned for comprehensive wealth management services and strong New York presence. 3. {{[[JPMorgan Chase]]:https://www.jpmorgan.com}} : Offers sophisticated wealth management solutions for high-net-worth individuals. 4. {{[[Merrill Lynch]]:https://www.ml.com}} : Bank of America's wealth management division with significant New York operations. 5. {{[[UBS]]:https://www.ubs.com}} : Swiss bank with a strong wealth management platform in New York City. 6. {{[[Citigroup Private Bank]]:https://www.citigroup.com}} : Provides tailored wealth management services for affluent clients. 7. {{[[Rockefeller Capital Management]]:https://www.rockco.com}} : A boutique firm specializing in personalized wealth strategies. 8. {{[[Bessemer Trust]]:https://www.bessemertrust.com}} : Focuses on multigenerational wealth preservation and management. These firms offer comprehensive services including investment management, financial planning, tax strategies, and estate planning.