No. 1
Carlyle Global Wealth
Turning institutional expertise into accessible authority
The Top 35 Industry Leaders
Top ranked firms
Each of the 35 firms was rated through the eyes of a wealth manager's external target audience and measured against 100+ criteria, including several new metrics covering engagement (website functionality and the social media channels used) and evidence (brand and content on website and social media). Below reveals each firm's engagement, evidence and total score, along with their ranking and classification.
If you are interested in scheduling a meeting with our research and creative specialists to gain insights into your firm's performance or to explore how your brand and digital presence could benefit from a bespoke Ratings analysis, please reach out to Mark Stephenson.
No. 1
Carlyle Global Wealth
Overall score: 74.23%
- = Engagement
- = Evidence
No. 2
J.P. Morgan Private Bank
Overall score: 68.15%
- = Engagement
- = Evidence
No. 3
Bernstein Private Wealth Management
Overall score: 67.85%
- = Engagement
- = Evidence
Key
| 2026 Rankings | Firm name | Group | Score /1200 | Overall % score | Category |
|---|---|---|---|---|---|
|
4
|
EQT Private Wealth | Alternatives - Wealth | 881 | 67.77% |
E
|
|
5
|
Goldman Sachs Private Wealth Management | Private Banks | 878 | 67.54% |
F
|
|
6
|
BNY Wealth | UHNW Private Wealth | 872 | 67.05% |
E
|
|
7
|
Hamilton Lane | Alternatives - Wealth | 860 | 66.15% |
E
|
|
8
|
Aspiriant | UHNW RIAs & Advisory | 859 | 66.08% |
E
|
|
9
|
Blackstone Private Wealth | Alternatives - Wealth | 852 | 65.54% |
E
|
|
10
|
Neuberger Wealth | UHNW Private Wealth | 837 | 64.38% |
E
|
|
11
|
Brookfield | Alternatives - Wealth | 812 | 62.48% |
F
|
|
12
|
Apollo | Alternatives - Wealth | 809 | 62.23% |
E
|
|
13
|
Creative Planning | UHNW RIAs & Advisory | 795 | 61.15% |
F
|
|
14
|
Blue Owl Private Wealth | Alternatives - Wealth | 785 | 60.38% |
E
|
|
15
|
Morgan Stanley Private Wealth Management | Private Banks | 779 | 59.92% |
L
|
|
16
|
Cerity Partners | UHNW RIAs & Advisory | 777 | 59.77% |
L
|
|
17
|
UBS Wealth Management | Private Banks | 772 | 59.38% |
L
|
|
18
|
Northern Trust | UHNW Private Wealth | 766 | 58.92% |
L
|
|
19
|
Cambridge Associates | UHNW Private Wealth | 763 | 58.69% |
L
|
|
20
|
Ares Wealth Management | Alternatives - Wealth | 754 | 58.00% |
L
|
|
21
|
Glenmede | UHNW Private Wealth | 752 | 57.87% |
L
|
|
22
|
KKR | Alternatives - Wealth | 749 | 57.62% |
L
|
|
23
|
Fiduciary Trust International | UHNW Private Wealth | 743 | 57.12% |
L
|
|
24
|
Citi Private Bank | Private Banks | 740 | 56.92% |
L
|
|
25
|
Pathstone | UHNW RIAs & Advisory | 731 | 56.23% |
L
|
|
26
|
Rockefeller Capital Management | UHNW Private Wealth | 720 | 55.35% |
L
|
|
27
|
AlTi Tiedemann Global | UHNW RIAs & Advisory | 712 | 54.77% |
L
|
|
28
|
Bank of America Private Bank | Private Banks | 706 | 54.31% |
L
|
|
29
|
Cresset | UHNW RIAs & Advisory | 696 | 53.50% |
L
|
|
30
|
Wilmington Trust | UHNW Private Wealth | 684 | 52.63% |
L
|
|
31
|
WE Family Offices | UHNW RIAs & Advisory | 661 | 50.85% |
L
|
|
32
|
Hightower Advisors | UHNW RIAs & Advisory | 638 | 49.08% |
L
|
|
33
|
Corient | UHNW RIAs & Advisory | 634 | 48.77% |
L
|
|
34
|
TPG | Alternatives - Wealth | 633 | 48.69% |
L
|
|
35
|
Bessemer Trust | UHNW Private Wealth | 569 | 43.77% |
L
|
An in-depth look at our 'Top 5' rated UHNW Wealth Managers
No. 2
J.P. Morgan Private Bank
Evidence-led advisory
No. 3
Bernstein Private Wealth Management
Proof, perspective and point of view
No. 4
EQT Private Wealth
Visual clarity for a complex category
No. 5
Goldman Sachs Private Wealth Management
Structured authority made personal
More Living Ratings reports
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Living Ratings of Law Firms 2024
Living Ratings of Law Firms 2023
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