Answered By: Mallory Stark
Last Updated: Aug 16, 2018     Views: 1108

Private wealth management
Where can I find statistics and information on private wealth management firms?


 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.
  • 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 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.