Answered By: Mallory Stark
Last Updated: Dec 16, 2015     Views: 980

 For an overview on private wealth management firms use Vault (registration required).

  •  Private Wealth Magazine offers articles and special sections on real estate, alternative investments and other areas of interest.
  •  Barrons Top Wealth Management Firms includes a ranking of the top 40 wealth management firms in the United States.
  • Locate analyst reports in Thomson One.  Click on Screening & Analysis, then click on Research.   Search for "private wealth management" in Title/Text using the Key word search box.
  • The Journal of Wealth Management can be found in the Institutional Investor Journals database. Click on the journals tab and select the title from the list.  You can also do a search by publication. 

Use  HOLLIS to locate additional materials.