Top 10 Wealth Management firms in Southern California

tqh0924's picture
Rank: Chimp | banana points 2

I'm working on a research project in which I need to list the top 10 wealth management firms in Southern California including how much assets they each hold.

What's a good place to conduct such research? Or do you have any pointers or tips on how I may approach this?

Many thanks!!

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Comments (5)

Mar 29, 2011

First of all, what do you mean by "top"?

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Apr 6, 2011

Also define wealth management. Wealth management is very broad and can include equities, debts, real estate, etc.

Apr 6, 2011
LeeRoyJenkins:

Also define wealth management. Wealth management is very broad and can include equities, debts, real estate, etc.

What are you talking about? There are different levels of wealth management yes, typically defined by investable income or net worth thresholds but equities, debts, real estate would be the specific investments offered not a type of wealth management.

And "top" is very broad. First, I would break it down between 1) BB, which have offices everywhere, think US Trust (owned by Bank of America) or P-BIG (Merrill's ulra high net worth, also now owned by BofA) or JP Morgan's private bank 2) Regional banks - in Chicago that would be Harris, Private Bank, Northern Trust and 3) boutique - would need to do a lot of research here. For beginning positions, the BB will typically pay the most as a rule of thumb. If I were you, I would find out what "top" means. You should seek out ones that have solid training programs would be my advice.

Apr 6, 2011