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Largest wealth management companies in the United States as of September 2018, by value of client assets
(in billion U.S. dollars)
Leading wealth management companies in the U.S. 2018, by value of client assets
The statistic depicts the largest wealth management companies in the United States as of September 2018, by value of client assets. JP Morgan managed 774 billion U.S. dollars of client assets under management and was third largest wealth management company in the United States.
Private wealth management is a service offered by banks and various financial companies to high net worth clients. Generally the services offered are management of client assets, advice on usage of traditional and alternative financial instruments, often not available to average clients. Bank of America Global Wealth and Investment Management was the leading wealth manager in the U.S. in 2017, with value of managed client assets amounting to around 1.25 trillion U.S. dollars.
Largest wealth management companies in the United States as of September 2018, by value of client assets
(in billion U.S. dollars)
Value in billion U.S. dollars
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Source

Release date

September 2018

Region

United States

Survey time period

September 2018

Supplementary notes

*Barron’s Penta estimate

Leading wealth management companies in the U.S. 2018, by value of client assets
The statistic depicts the largest wealth management companies in the United States as of September 2018, by value of client assets. JP Morgan managed 774 billion U.S. dollars of client assets under management and was third largest wealth management company in the United States.
Private wealth management is a service offered by banks and various financial companies to high net worth clients. Generally the services offered are management of client assets, advice on usage of traditional and alternative financial instruments, often not available to average clients. Bank of America Global Wealth and Investment Management was the leading wealth manager in the U.S. in 2017, with value of managed client assets amounting to around 1.25 trillion U.S. dollars.
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Statistics on "Private wealth management"
  • Source of wealth
  • Wealth distribution globally
  • Wealth distribution in the United States
  • Wealth management companies
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