As of 2025, Global Corporate & Institutional Advisory Services, a team apart of Merril Wealth Management's organization, were the best performing private wealth management team in the United States, with around billion U.S. dollars in assets under management (AUM). Morgan Stanley's The Polk Wealth Management Group took second place in leading teams by AUM, managing ****billion U.S. dollars in assets.Â
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Barron's. (August 18, 2025). Ranking of the leading private wealth management teams in the United States in 2025, by assets under management (in billion U.S. dollar) [Graph]. In ÌÇÐÄÆƽâ°æ. Retrieved July 28, 2026, from /statistics/1478260/wealth-management-teams-ranking-usa/
Barron's. "Ranking of the leading private wealth management teams in the United States in 2025, by assets under management (in billion U.S. dollar)." Chart. August 18, 2025. ÌÇÐÄÆƽâ°æ. Accessed July 28, 2026. /statistics/1478260/wealth-management-teams-ranking-usa/
Barron's. (2025). Ranking of the leading private wealth management teams in the United States in 2025, by assets under management (in billion U.S. dollar). ÌÇÐÄÆƽâ°æ. ÌÇÐÄÆƽâ°æ Inc.. Accessed: July 28, 2026. /statistics/1478260/wealth-management-teams-ranking-usa/
Barron's. "Ranking of The Leading Private Wealth Management Teams in The United States in 2025, by Assets under Management (in Billion U.S. Dollar)." ÌÇÐÄÆƽâ°æ, ÌÇÐÄÆƽâ°æ Inc., 18 Aug 2025, /statistics/1478260/wealth-management-teams-ranking-usa/
Barron's, Ranking of the leading private wealth management teams in the United States in 2025, by assets under management (in billion U.S. dollar) ÌÇÐÄÆƽâ°æ, /statistics/1478260/wealth-management-teams-ranking-usa/ (last visited July 28, 2026)
Ranking of the leading private wealth management teams in the United States in 2025, by assets under management (in billion U.S. dollar) [Graph], Barron's, August 18, 2025. [Online]. Available: /statistics/1478260/wealth-management-teams-ranking-usa/
