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

• Private Wealth Magazine offers articles and special sections on real estate, alternative investments and other areas of interest.
• Preqin includes information and data on private wealth managers who invest in private equity. 
  • Click on Private Equity
  • Click on Investor 
  • Click on Search by Type/Location.  Select Wealth Manager under Institutional Private Wealth. 
• Barrons Top Wealth Management Teams includes a ranking of the top 50 wealth management teams in the United States.
• Locate analyst reports in Refinitiv Workspace. 
  • Click on the Research tab, and select Advanced Research.  
  • ​In the Keyword Search box, search for "private wealth management" in the title and/or text of the document; For a multimedia learning module on Refinitiv Workspace check out our Learn with Baker Library Refinitiv Workspace Introduction.
• The Journal of Wealth Management can be found in the IPR 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.