Skip to main content
Premium statistics
Industry-specific and extensively researched technical data (partially from exclusive partnerships).
A paid subscription is required for full access.
Published by Statista Research Department, Mar 15, 2023
The three largest private wealth management teams in the United States in 2022, in terms of client assets, belongs to Morgan Stanley Private Wealth Management. The largest team was The Malone Neuhaus Group, under Morgan Stanley Private Wealth Management, with client assets worth 77.9 billion U.S. dollars.
Largest private wealth management teams in the United States in 2022, by client assets (in billion U.S. dollars)
| Team (firm) | Client assets in billion U.S. dollars |
|---|---|
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
| - | - |
You need a Statista Account for unlimited access
- Immediate access to 1m+ statistics
- Incl. source references
- Download as PNG, PDF, XLS, PPT
Already have an account? Login
Download
Source
Release date
March 2023
More information
Region
United States
Survey time period
2022
Citation formats
Other statistics on the topic
Private wealth management
Profit from additional features with an Employee Account
Please create an employee account to be able to mark statistics as favorites. Then you can access your favorite statistics via the star in the header.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set statistic alerts) please log in with your personal account. If you are an admin, please authenticate by logging in again.
To download this statistic in XLS format you need a Statista Account
To download this statistic in PNG format you need a Statista Account
To download this statistic in PDF format you need a Statista Account
To download this statistic in PPT format you need a Statista Account
As a Premium user you get access to the detailed source references and background information about this statistic.
As a Premium user you get access to background information and details about the release of this statistic.
As soon as this statistic is updated, you will immediately be notified via e-mail.
… to incorporate the statistic into your presentation at any time.
You need at least a Starter Account to use this feature.
You need to upgrade your Account to download this statistic
- Immediate access to statistics, forecasts & reports
- Usage and publication rights
- Download in various formats
Already have an account? Login
You need one of our Business Solutions tousethisfunction
- Immediate access to statistics, forecasts & reports
- Usage and publication rights
- Download in various formats
Already have an account? Login
Statista Accounts: Access All Statistics. Starting from $2,388 USD/Year
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant accessto 1m statistics
- Downloadin XLS, PDF & PNG format
- Detailedreferences
$199 USD/Month *
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Statistics on " Private wealth management "
The most important statistics
The most important statistics
- Number of ultra high net worth individuals 2021, by region
- HNWI population worldwide 2010-2022, by region
- Ultra high net worth individuals 2022, by country
- Top 20 billionaire countries 2023
- Countries with the highest wealth per adult 2022
- Number of people with wealth over one million U.S dollars 2022, by country
- Portion of affluent individuals investable wealth asset allocation worldwide 2022
- Leading billionaire cities 2023
The most important statistics
The most important statistics
- Asset allocation of ultra and high net worth individuals worldwide 2023
- Assets of HNWIs and UHNWIs worldwide 2022 by region and type
- Asset allocation of family offices worldwide 2023
- Investment product service satisfaction of clients worldwide 2023, by region
- Investment product service satisfaction of clients worldwide 2023, by generation
- Investment product service satisfaction of clients worldwide 2023, by wealth
The most important statistics
- U.S. the richest people in America 2022
- Number of households who are millionaires. by state U.S. 2020
- Leading independent broker-dealers in the U.S. 2022, by gross revenue
- Leading registered investment advisors in the U.S. 2022, by assets
- Largest private wealth management teams in the U.S. 2022, by client assets
- Asset allocation of high net worth individuals in North America 2021
Other statistics that may interest you Private wealth management
Overview
4
- Premium Statistic Sources of wealth for ultra wealthy individuals worldwide 2022
- Basic Statistic Number of billionaires worldwide by wealth source 2022
- Premium Statistic Ultra high net worth individuals: population of global 1 percent 2022, by country
- Premium Statistic Cities with the highest number of UHNW individuals worldwide 2022
Wealth distribution
8
- Premium Statistic Number of ultra high net worth individuals 2021, by region
- Basic Statistic HNWI population worldwide 2010-2022, by region
- Premium Statistic Ultra high net worth individuals 2022, by country
- Premium Statistic Top 20 billionaire countries 2023
- Premium Statistic Countries with the highest wealth per adult 2022
- Basic Statistic Number of people with wealth over one million U.S dollars 2022, by country
- Premium Statistic Portion of affluent individuals investable wealth asset allocation worldwide 2022
- Premium Statistic Leading billionaire cities 2023
Wealth managers
4
- Premium Statistic Use of wealth managers worldwide 2023, by type of provider
- Premium Statistic Top reasons to select wealth managers worldwide 2023
- Premium Statistic Main financial goals dealt with by wealth managers worldwide 2019-2023
- Premium Statistic Preferred engagement channel of wealth management clients worldwide 2023
Asset allocation
6
- Premium Statistic Asset allocation of ultra and high net worth individuals worldwide 2023
- Premium Statistic Assets of HNWIs and UHNWIs worldwide 2022 by region and type
- Premium Statistic Asset allocation of family offices worldwide 2023
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by region
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by generation
- Premium Statistic Investment product service satisfaction of clients worldwide 2023, by wealth
Wealth management in the U.S.
6
- Basic Statistic U.S. the richest people in America 2022
- Premium Statistic Number of households who are millionaires. by state U.S. 2020
- Premium Statistic Leading independent broker-dealers in the U.S. 2022, by gross revenue
- Premium Statistic Leading registered investment advisors in the U.S. 2022, by assets
- Premium Statistic Largest private wealth management teams in the U.S. 2022, by client assets
- Premium Statistic Asset allocation of high net worth individuals in North America 2021
Further related statistics
20
- Premium Statistic Share of investable wealth managed by wealth advisor in 2014, by client age
- Premium Statistic Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Premium Statistic Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Premium Statistic Assets of affluent investors in the U.S. 2014, by affluence and control type
- Premium Statistic Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Premium Statistic Leading reasons why investors change financial advisor worldwide 2021
- Premium Statistic Reasons for staying with primary wealth provider worldwide in 2014, by region
- Premium Statistic Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Premium Statistic Largest alternative asset managers in Europe in 2016, by wealth management assets
- Premium Statistic Share of investors working with financial advisor worldwide 2014, by country
- Premium Statistic Areas of improvement for investment advisors in the U.S. 2014
- Premium Statistic Benefits of working with investment advisor in the U.S. 2014
- Premium Statistic Leading areas of improvement for investment advisors worldwide 2014
- Premium Statistic Industry expectations for wealth management companies over five years in Europe 2014
- Basic Statistic Large wealth management firms: number of portfolios in the UK 2013, by firm type
- Basic Statistic Global impact of SARS on GDP by country 2004-2013
- Basic Statistic Leading importers of pottery worldwide 2021
- Premium Statistic Consulting: global IT security service spending forecast 2010-2015
- Premium Statistic Global containerboard market share by country 2016
- Premium Statistic Articles mentioning Royal Families of Europe worldwide 2021, by Royal House
Further Content: You might find this interesting as well
Statistics
- Share of investable wealth managed by wealth advisor in 2014, by client age
- Share of investable wealth managed by wealth advisor in 2014, by relationship time
- Factors considered when choosing an investment advisor U.S. 2014, by affluence level
- Assets of affluent investors in the U.S. 2014, by affluence and control type
- Services of investment advisors to affluent investors U.S. 2014, by affluence level
- Leading reasons why investors change financial advisor worldwide 2021
- Reasons for staying with primary wealth provider worldwide in 2014, by region
- Reasons for staying with primary wealth provider worldwide in 2014, by client assets
- Largest alternative asset managers in Europe in 2016, by wealth management assets
- Share of investors working with financial advisor worldwide 2014, by country
- Areas of improvement for investment advisors in the U.S. 2014
- Benefits of working with investment advisor in the U.S. 2014
- Leading areas of improvement for investment advisors worldwide 2014
- Industry expectations for wealth management companies over five years in Europe 2014
- Large wealth management firms: number of portfolios in the UK 2013, by firm type
- Global impact of SARS on GDP by country 2004-2013
- Leading importers of pottery worldwide 2021
- Consulting: global IT security service spending forecast 2010-2015
- Global containerboard market share by country 2016
- Articles mentioning Royal Families of Europe worldwide 2021, by Royal House
Statista Accounts: Access All Statistics. Starting from $2,388 USD/Year
Learn more about how Statista can support your business.
Menu
