The wealth management adoption map
Wealth management runs across tens of thousands of firms worldwide. The 111 firms below are illustrative examples chosen to explain how channels, product mix, service models, and client segments shape the industry — not a census.
Illustrative — chosen to explain channels, product mix, and service models. Not a census.
Aggregate assets across these firms — gives the scale of the slice you're looking at.
Wirehouse, RIA, IBD, bank, family office — how firms actually reach end-clients.
Full-service, hybrid, self-directed, model-portfolio — how the work is actually delivered.
01 · Product Mix
Shade shows how broadly firms in this channel offer the product, not market share (approx. estimation to differentiate offerings and business models)
Tip — click any channel row to load its firms in the list below.
Wirehouse leaders
4 firms · $11.8T AUM