The Top Wealth Management Firms


The TOP wealth-management firms are those that typically hold the largest assets under management (AUM). There are several other factors that make up TOP wealth management firms such as reputation, wealth-managers they employ, capabilities but most news sources. When choosing a firm to work for or with I recommend doing your due diligence. Identify what is most important to you first then search for the firm that can best serve you. Also, your situation will call for different firms to work with. For instance, if you have $10,000 and want to stretch your money it probably wouldn't be wise to open an account with a major wire-house firm like Morgan Stanley, or Wells Fargo. You will pay fees and not get the attention you deserve your better off working with a Fidelity or Charles Schwab. However, if you are looking to invest $100,000+ maybe exploring the idea of hiring a financial advisor to help you may be wise.