Ranking tables

Wealth Managers | High Net Worth

California

The Wealth Managers category covers firms whose main business is in helping wealthy individuals and families to manage their investments, organise their affairs, plan for the future and manage income, capital gains and wealth transfer taxes. Many of these firms will offer additional services, including advice on family governance and mediation of family disputes, concierge services and management of external professional advisers. 

Rankings overview for Departments

Spotlight

  1. Bessemer Trust
  2. BNY Mellon Wealth Management
  3. LNW Wealth Management, LLC
  4. Northern Trust
  5. Whittier Trust Company

Spotlight

  1. Boryana ZamanoffBNY Mellon Wealth Management
  2. Laura K. ZeiglerBessemer Trust
  3. Philip J. HayesNorthern Trust

All Departments profiles

Spotlight

  1. Bessemer Trust
    Wealth Managers
    2024 | Spotlight
  2. BNY Mellon Wealth Management
    Wealth Managers
    2024 | Spotlight
  3. LNW Wealth Management, LLC
    Wealth Managers
    2024 | Spotlight
  4. Northern Trust
    Wealth Managers
    2024 | Spotlight
  5. Whittier Trust Company
    Wealth Managers
    2024 | Spotlight