Ranked in Barron’s “Top 40 Wealth Management Companies” — September 2018

Top 40 Wealth Management Companies

Bank of America continues its long run as the largest provider of wealth management services to wealthy individuals-but Morgan Stanley is narrowing the gap between No. 1 and No. 2. BofA, including its Merrill Lynch and U.S. Trust wealth management units, has held the top spot in our Top 40 for 10 consecutive years.


BBR Partners was ranked #40 in Barron’s “Top 40 Wealth Management Companies”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. The Top 40 Wealth Management Firms ranking is based on survey data submitted to Penta by the listed firms. In this list, they rank Wealth Management firms by total assets under management.

*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if BBR is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, BBR did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of BBR by any of its clients.

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