Summarize Reviews

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Top rated wealth management

Here are some top-rated wealth management firms and companies, based on various sources such as Barron's, Forbes, and Financial Planning:

1. Vanguard: Known for its low-cost index funds and ETFs, Vanguard is a popular choice for wealth management, with over $7 trillion in assets under management.
2. Fidelity Investments: With over $2.5 trillion in assets under management, Fidelity is one of the largest financial services companies in the US, offering a range of wealth management services.
3. Charles Schwab: Charles Schwab is a well-established financial services company with over $3.5 trillion in assets under management, offering a range of wealth management services, including investment management and financial planning.
4. Merrill Lynch: Merrill Lynch is a global wealth management firm with over $2.3 trillion in assets under management, offering investment management, retirement planning, and estate planning services.
5. UBS Financial Services: UBS is a global wealth management firm with over $1.1 trillion in assets under management, offering investment management, retirement planning, and estate planning services.
6. Morgan Stanley Wealth Management: Morgan Stanley is a global financial services firm with over $2.5 trillion in assets under management, offering wealth management services, including investment management and financial planning.
7. Wells Fargo Private Bank: Wells Fargo Private Bank is a wealth management firm with over $500 billion in assets under management, offering investment management, retirement planning, and estate planning services.
8. Northern Trust: Northern Trust is a global wealth management firm with over $1.3 trillion in assets under management, offering investment management, retirement planning, and estate planning services.
9. Raymond James Financial Services: Raymond James is a financial services company with over $700 billion in assets under management, offering wealth management services, including investment management and financial planning.
10. RBC Wealth Management: RBC Wealth Management is a global wealth management firm with over $400 billion in assets under management, offering investment management, retirement planning, and estate planning services.

These firms are consistently ranked highly by various publications and websites, including:

• Barron's: Top 100 Financial Advisors (2022)
• Forbes: America's Top Wealth Advisors (2022)
• Financial Planning: Top 150 Wealth Management Firms (2022)
• CNBC: Top Wealth Management Firms (2022)

Note: The rankings and ratings can change over time, and it's essential to do your own research and consider factors like fees, services, and investment philosophy when selecting a wealth management firm.