This year’s list includes women who are running some of the largest wealth management operations in the country.

Cerity Partners, a large registered investment advisory firm based in New York City, is continuing its acquisition campaign with the addition of two wealth management shops managing a total of ...

At UBS, our goal is to address all dimensions of your wealth so we can deliver individual wealth management solutions that serve your financial needs today, tomorrow and for generations to come. As a ...

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.