From the December 2009 issue of Investment Advisor • Subscribe!

December 1, 2009

The Pulse Quickens

Top Wealth Managers Quarterly Pulse Rankings

Below is the inaugural Top Wealth Managers Quarterly Pulse Rankings from WealthManagerWeb.com. The popular Top Wealth Managers survey and rankings are expanding from an annual survey conducted by WealthManagerWeb of the growth, attitudes, and issues that top wealth managers face, to include three quarterly surveys. While the annual Top Wealth Managers rankings are based on average AUM per client, the Pulse survey data will be ranked on different metrics--this quarter on total AUM.

Relatively new to the wealth management scene, HighTower tops the list with $15 billion in AUM, brought into the RIA world from wirehouses. Atlantic Trust is neck-and-neck, however, with $14.996 billion. The two lead the pack by far in AUM, but have a vastly different number of clients. For an analysis and report on the survey findings from former Moss Adams principal Philip Palaveev, president of Fusion Advisor Network, and the full ranking, please go to WealthManagerWeb.com.

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