| Company Name | Entity type | Parent/Subsidiary/Independent | Headquarters | No. of Employees | Annual Revenue ($M) | |
|---|---|---|---|---|---|---|
| CFM Indosuez Wealth Management | Private | Subsidiary (of Credit Agricole SA ) | Monaco | XYZ | XYZ | |
| Indosuez Wealth Management | Private | Subsidiary (of Banco Safra S.A. ) | France | XYZ | XYZ | |
| UBS Wealth Management | Private | Subsidiary (of UBS Group AG) | Switzerland | 9,215 | 18,967 | |
| Morgan Stanley Wealth Management | Private | Subsidiary (of Morgan Stanley) | United States of America | XYZ | 24,417 | |
| RBC Wealth Management | Private | Subsidiary (of Royal Bank of Canada) | Canada | XYZ | 11,846 | |
| Bank of America Wealth Management | Private | Subsidiary (of Bank of America Corp) | United States of America | XYZ | 21,105 | |
| Deutsche Bank Wealth Management | Private | Subsidiary (of Deutsche Bank AG ) | Germany | XYZ | XYZ | |
| CIBC Wealth Management | Private | Subsidiary (of Canadian Imperial Bank of Commerce ) | Canada | XYZ | XYZ | |
| Goldman Sachs Private Wealth Management | Private | Subsidiary (of The Goldman Sachs Group Inc) | United States of America | 7,422 | 7,422 | |
| BMO Wealth Management | Private | Subsidiary (of Bank of Montreal) | Canada | 6,124 | 3,609 | |
| Northern Trust Wealth Management | Private | Subsidiary (of Northern Trust Corp) | United States of America | XYZ | 2,942 | |
| Credit Agricole Indosuez Wealth | Private | Subsidiary (of Credit Agricole SA ) | France | XYZ | XYZ | |
| Truist Wealth Management | Private | Subsidiary (of Truist Financial Corp ) | United States of America | XYZ | XYZ | |
| St. James's Place plc | Public | Parent | United Kingdom | 2,298 | 23,532 | |
| CFM Indosuez Wealth SA | Public | Subsidiary (of Credit Agricole Indosuez Wealth ) | Monaco | XYZ | XYZ | |
| Apollo Global Management Inc | Public | Parent | United States of America | 4,879 | 30,751 | |
| Waste Management Inc | Public | Parent | United States of America | 48,000 | 20,426 | |
| Aditya Birla Management Corp Pvt Ltd | Private | Parent | India | XYZ | XYZ | |
| Turkiye Varlik Fonu Inc | Private | Parent | Turkey | XYZ | XYZ | |
| BNY Mellon Wealth Management | Private | Subsidiary (of The Bank of New York Mellon Corp ) | United States of America | XYZ | XYZ | |
| National Bank of Canada Wealth Management | Private | Independent | Canada | XYZ | XYZ | |
| First Republic Private Wealth Management | Private | Subsidiary (of First Republic Bank ) | United States of America | XYZ | XYZ | |
| St. James’s Place Wealth Management Plc | Private | Subsidiary (of St. James's Place plc ) | United Kingdom | XYZ | XYZ | |
| Robert W. Baird & Co. Private Wealth Management | Private | Subsidiary (of Baird Financial Group, Inc. ) | United States of America | XYZ | XYZ | |
| Brookfield Corp | Public | Parent | Canada | 240,000 | 95,924 | |
| Natixis Wealth Management | Private | Subsidiary (of Natixis SA ) | France | XYZ | XYZ | |
| Wealth Management, Inc. | Public | Subsidiary (of Akatsuki Corp. ) | Japan | XYZ | XYZ | |
| Nuvama Wealth Management Ltd | Public | Independent | India | XYZ | XYZ | |
| Rothschild & Co Private Wealth & Asset Management | Private | Subsidiary (of Rothschild & Co SCA ) | United Kingdom | XYZ | XYZ | |
| PWA Wealth Management | Private | Subsidiary (of CAPTRUST Financial Advisors ) | United States of America | XYZ | XYZ | |
| Ohman Wealth Management | Private | Independent | Sweden | XYZ | XYZ | |
| Bison Wealth Management | Private | Independent | United States of America | XYZ | XYZ | |
| Banchile Wealth Management | Private | Independent | Chile | XYZ | XYZ | |
| SYZ Wealth Management | Private | Subsidiary (of SYZ Group ) | Switzerland | XYZ | XYZ | |
| Barclays Wealth Management | Private | Subsidiary (of Barclays Plc) | United Kingdom | XYZ | XYZ | |
| Legal & General Assurance (Pensions Management) Limited | Private | Subsidiary (of Legal & General Investment Management Holdings Ltd ) | United Kingdom | XYZ | XYZ | |
| Catella Wealth Management | Private | Subsidiary (of Catella AB ) | Sweden | XYZ | XYZ | |
| Filbrandt Wealth Management | Private | Independent | United States of America | XYZ | XYZ | |
| Elevate Wealth Management | Private | Independent | Canada | XYZ | XYZ | |
| Youmai Wealth Management | Private | Independent | China | XYZ | XYZ | |
| Tweed Wealth Management | Private | Parent | United Kingdom | XYZ | XYZ | |
| LWM Wealth Management | Private | Subsidiary (of Coldstream Capital Management Inc ) | United States of America | XYZ | XYZ | |
| MTIS Wealth Management | Private | Independent | Australia | XYZ | XYZ | |
| Hawkins Wealth Management | Private | Independent | United States of America | XYZ | XYZ | |
| ASI Wealth Management | Private | Independent | United States of America | XYZ | XYZ | |
| ATON Wealth Management | Private | Subsidiary (of Aton Group ) | Russia | XYZ | XYZ | |
| F.N.B. Wealth Management | Private | Parent | United States of America | XYZ | XYZ | |
| Relevance Wealth Management | Private | Independent | Canada | XYZ | XYZ | |
| Golden Wealth Management | Private | Parent | Portugal | XYZ | XYZ | |
| Prairie Wealth Management | Private | Independent | United States of America | XYZ | XYZ |
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