1. BANK OF AMERICA GLOBAL privatebanking U.S.

Branch Offices: 13 Clients Per Manager: N/A

WEALTH & INVESTMENT MGMT Tel: 212-622-9870 Website: gs.com/pwm U.S. Branch Offices: 66
(Merrill Lynch Global WM & U.S. Trust) E-mail: Kaitlin.finnerty@jpmorgan.com Tel: 800-323-5678 Website: northerntrust.com
Rank 2013: 1 E-mail: gsinfo@gs.com Tel: 312-444-3918
U.S. Private-Client AUM: $1,082 bil 4. WELLS FARGO E-mail: DW34@ntrs.com
Minimum Account: N/A Rank 2013: 4 7. BNY MELLON WEALTH MGMT
Median Account: N/A U.S. Private-Client AUM: $495 bil Rank 2013: 7 10. CHARLES SCHWAB
Wealth Managers: 19,417 Minimum Account: N/A U.S. Private-Client AUM: $200.9 bil Rank 2013: 10
Clients Per Manager: N/A Median Account: N/A Minimum Account: $2 mil U.S. Private-Client AUM: $175 bil
U.S. Branch Offices: 761 Wealth Managers: 15,212 Median Account: N/A Minimum Account: N/A
Websites: totalmerrill.com; Clients Per Manager: N/A Wealth Managers: 865 Median Account: N/A
ustrust.com U.S. Branch Offices: 1,442 Clients Per Manager: 25-50 Wealth Managers: 3,100
Tel: 800-637-7455; 800-878-7878 Websites: wellsfargoprivatebank.com; U.S. Branch Offices: 38 Clients Per Manager: N/A
wellsfargoadvisors.com; Website: bnymellonwealth U.S. Branch Offices: 325
2. MORGAN STANLEY WEALTH abbotdowning.com management.com Website: schwab.com
MANAGEMENT Tel: 877-636-0501; 866-243-0931; Tel: 855-976-5789 Tel: 877-336-5388
Rank 2013: 2 888-648-8157 E-mail: don.quattrucci@
U.S. Private-Client AUM: $937 bil bnymellon.com 11. CREDIT SUISSE
Minimum Account: N/A 5. UBS WEALTH Management Rank 2013: 12
Median Account: N/A Rank 2013: 5 8. FIDELITY U.S. Private-Client AUM: $102.9 bil
Wealth Managers: 16,316 U.S. Private-Client AUM: $403 bil Rank 2013: 9 Minimum Account: N/A
Clients Per Manager: N/A Minimum Account: N/A U.S. Private-Client AUM: $187 bil Median Account: N/A
U.S. Branch Offices: 636 Median Account: N/A Minimum Account: $1 mil Wealth Managers: 370
Websites: morganstanley.com/ Wealth Managers: 7,119 Median Account: N/A Clients Per Manager: 50-60
wealth; ms.com Clients Per Manager: N/A Wealth Managers: 1,408 U.S. Branch Offices: 17
Tel: 888-932-6772 or 212-761-4000 U.S. Branch Offices: 300 Clients Per Manager: N/A Website: credit-suisse.com
Website: ubs.com U.S. Branch Offices: 183 Tel: 610-397-7169
3. JPMORGAN Tel: 201-352-3000 Website: fidelity.com E-mail: Richard.jaffe@credit-suisse.com
Rank 2013: 3 Tel: 800-Fidelity
U.S. Private-Client AUM: $625 bil 6. GOLDMAN SACHS 12. CITIGROUP
Minimum Account: $5 mil Rank 2013: 6 9. NORTHERN TRUST Rank 2013: 13
Median Account: N/A U.S. Private-Client AUM: $235.2 bil Rank 2013: 8 U.S. Private-Client AUM: $100 bil
Wealth Managers: 1,506 Minimum Account: $10 mil U.S. Private-Client AUM: $186.1bil Minimum Account: N/A
Clients Per Manager: N/A Median Account: N/A Minimum Account: $2 mil Median Account: N/A
U.S. Branch Offices: 74 Wealth Managers: 447 Median Account: N/A Wealth Managers: 530
Website: jpmorgan.com/ Clients Per Manager: 20-30 Wealth Managers: 707 Clients Per Manager: N/A
U.S. Branch Offices: 231
Website: citiprivatebank.com
Tel: 212-559-9470
13. RAYMOND JAMES FINANCIAL
Rank 2013: 11
U.S. Private-Client AUM: $98.6 bil
Minimum Account: N/A
Median Account: $8 mil
Wealth Managers: 5,700
Clients Per Manager: N/A
U.S. Branch Offices: 2,500
Website: raymondjames.com/
wealthmanagement
Tel: 800-248-8863 ext. 71733
E-mail: josh.renda@raymondjames.com
14. DEUTSCHE ASSET & WEALTH MGMT
Rank 2013: 14
U.S. Private-Client AUM: $76 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 300
Clients Per Manager: N/A
U.S. Branch Offices: 22
Website: deawm.com/wealth-us
Tel: 212-454-3600
15. RBC WEALTH Management
Rank 2013: 15
U.S. Private-Client AUM: $75.4 bil
Minimum Account: N/A
Median Account: $13.1
Wealth Managers: 2,000
Clients Per Manager: N/A
U.S. Branch Offices: 200
Website: rbcwm-usa.com
Tel: 612-371-2711
16. BESSEMER TRUST
Rank 2013: 16
U.S. Private-Client AUM: $64.4 bil
Minimum Account: $10 mil
Median Account: N/A
Wealth Managers: 376
Clients Per Manager: 6
U.S. Branch Offices: 16
Website: bessemer.com
Tel: 212-708-9349
E-mail: wilcox@bessemer.com
17. PNC WEALTH MGMT
(Including Hawthorn)
Rank 2013: 19
U.S. Private-Client AUM: $52.7 bil
Minimum Account: $1 mil
Median Account: N/A
Wealth Managers: 924
Clients Per Manager: N/A
U.S. Branch Offices: 96
Website: pnc.com
Tel: 888-762-6276
E-mail: wealthmanagement@pnc.com
18. SUNTRUST BANKS
(Including Hawthorn)
Rank 2013: 17
U.S. Private-Client AUM: $51.7 bil
Minimum Account: N/A
Median Account: $8.7 mil
Wealth Managers: 211
Clients Per Manager: 145
U.S. Branch Offices: 55
Website: suntrust.com/wealth
Tel: 404-813-2680
E-mail: PrivateWealthManagement@
SunTrust.com
19. BERNSTEIN GLOBAL
WEALTH Management
Rank 2013: N/A
U.S. Private-Client AUM: $48.3 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 210
Clients Per Manager: N/A
U.S. Branch Offices: 18
Website: bernstein.com
Tel: 312-696-7833
E-mail: rich.bindler@bernstein.com
20. BARCLAYS WEALTH
Rank 2013: 18
U.S. Private-Client AUM: $47.1 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 249
Clients Per Manager: N/A
U.S. Branch Offices: 12
Website: barclays.com/wealth/
americas
Tel: 800-392-5000; 212.526.2039
21. U.S. BANK WEALTH MGMT
(Ascent Private Capital Mgmt, The Pri-
vate Client Reserve, The Private Client
Group, and U.S. Bancorp Investments)
Rank 2013: 20
U.S. Private-Client AUM: $42.9 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 200
Clients Per Manager: N/A
U.S. Branch Offices: 208
Website: ascent.usbank.com;
Tel: 855-330-6916
22. BMO PRIVATE BANK
Rank 2013: 21
U.S. Private-Client AUM: $37.4 bil
Minimum Account: $1 mil
Median Account: N/A
Wealth Managers: 860
Clients Per Manager: 60
U.S. Branch Offices: 35
Website: bmoprivatebank.com
Tel: 312-461- 2545
E-mail: Thomas.Meilinger@
bmo.com
23. ROBERT W. BAIRD
Rank 2013: 23
U.S. Private-Client AUM: $36.1 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 722
Clients Per Manager: 171
U.S. Branch Offices: 68
Website: rwbaird.com
Tel: 414-298-1714
E-mail: ksweeney@rwbaird.com
24. NEUBERGER BERMAN
Rank 2013: 22
U.S. Private-Client AUM: $35.9 bil
Minimum Account: $1 mil
Median Account: $10 mil
Wealth Managers: 101
Clients Per Manager: N/A
U.S. Branch Offices: 10
Website: nb.com
Tel: 800-234-9840
E-mail: krende@nb.com
25. FIFTH THIRD
PRIVATE BANK
Rank 2013: 33
U.S. Private-Client AUM: $27.2 bil
Minimum Account: $1 mil
Median Account: $2 mil
Wealth Managers: 126
Clients Per Manager: 45
U.S. Branch Offices: 20
Website: 53.com/privatebank
Tel: 866-488-0017
E-mail: PrivateBankAdvisors
.Bancorp@53.com
26. LPL FINANCIAL
Rank 2013: 28
U.S. Private-Client AUM: $25.8 bil
Minimum Account: N/A
Median Account: $7.0 mil
Wealth Managers: 1,687
Clients Per Manager: N/A
U.S. Branch Offices: N/A
Website: lpl.com
Tel: 858-450-9606 ext. 7598
E-mail: ryan.parker@lpl.com
27. BROWN BROTHERS
HARRIMAN PWM
Rank 2013: 25
U.S. Private-Client AUM: $25.6 bil
Minimum Account: $10 mil
Median Account: $14.2 mil
Wealth Managers: N/A
Clients Per Manager: N/A
U.S. Branch Offices: 6
Website: bbh.com
Tel: 212-483-1818
E-mail: Charles.izard@bbh.com
28. HSBC PRIVATE BANK
Rank 2013: 24
U.S. Private-Client AUM: $25.3 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 35
Clients Per Manager: N/A
U.S. Branch Offices: 7
Website: hsbcprivatebank.com
Tel: 212-525-6190
29. WILMINGTON TRUST
Rank 2013: 27
U.S. Private-Client AUM: $23.5 bil
Minimum Account: $3 mil
Median Account: N/A
Wealth Managers: 93
Clients Per Manager: 76
U.S. Branch Offices: 44
Website: wilmingtontrust.com
Tel: 302-651-1936
E-mail: mgraham@wilmingtontrust.com
30. GLENMEDE
Rank 2013: 26
U.S. Private-Client AUM: $23.3 bil
Minimum Account: $3 mil
Median Account: $10.5 mil
Wealth Managers: 74
Clients Per Manager: 25
U.S. Branch Offices: 6
Website: glenmede.com
Tel: 215-419-6100
E-mail: Chip.wilson@glenmede.com
31. CITY NATIONAL BANK
Rank 2013: 29
U.S. Private-Client AUM: $21.6 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 140
Clients Per Manager: N/A
U.S. Branch Offices: 30
Website: cnb.com
Tel: 800-708-8881
E-mail: richard.gershen@cnb.com
32. FIRST REPUBLIC
Rank 2013: 32
U.S. Private-Client AUM: $20.9 bil
Minimum Account: $0.5 milMedian
Account: $1.1 mil
Wealth Managers: 82
Clients Per Manager: 81
U.S. Branch Offices: 13
Website: firstrepublic.com/
wealthmanagement
Tel: 310-407-1385
E-mail: ngentin@firstrepublic.com
33. CAPITAL GROUP
PRIVATE CLIENT SERVICES
Rank 2013: N/A
U.S. Private-Client AUM: $20.3 bil
Minimum Account: $3 mil
Median Account: $7.5 mil
Wealth Managers: 33
Clients Per Manager: 38
U.S. Branch Offices: 8
Website: thecapitalgroup.com/pcs
Tel: 213-486-9600
E-mail: john.armour@capgroup.com
34. BROWN ADVISORY
Rank 2013: N/A
U.S. Private-Client AUM: $18.8 bil
Minimum Account: N/A
Median Account: $11.4 mil
Wealth Managers: 73
Clients Per Manager: 10
U.S. Branch Offices: 6
Website: brownadvisory.com
Tel: 410-537-5585
E-mail: dgodine@brownadvisory.com
35. ATLANTIC TRUST PWM
Rank 2013: 30
U.S. Private-Client AUM: $18.4 bil
Minimum Account: $5 mil
Median Account: $10.2 mil
Wealth Managers: 56
Clients Per Manager: 42
U.S. Branch Offices: 12
Website: atlantictrust.com
Tel: 617-357-9600
E-mail: sQueler@atlantictrust.com
36. KEY PRIVATE BANK
Rank 2013: 31
U.S. Private-Client AUM: $17.2 bil
Minimum Account: $1 mil
Median Account: $1.4 mil
Wealth Managers: 224
Clients Per Manager: 95
U.S. Branch Offices: 49
Website: key.com/kpb
Tel: 216-689-3169
E-mail: rick_j_weigle@keybank.com
37. BB&T
Rank 2013: 34
U.S. Private-Client AUM: $16.2 bil
Minimum Account: N/A
Median Account: $8.8 mil
Wealth Managers: 359
Clients Per Manager: 120
U.S. Branch Offices: 78
Website: bbt.com/bbtdotcom/
wealth/start.page
Tel: 800-388-3085
E-mail: wealthsolutions@bbandt.com
38. JANNEY MONTGOMERY
SCOTT
Rank 2013: 37
U.S. Private-Client AUM: $15.6 bil
Minimum Account: N/A
Median Account: N/A
Wealth Managers: 738
Clients Per Manager: 175
U.S. Branch Offices: 100
Website: janney.com
Tel: 215-665-4458
E-mail: request@janney.com
39. FIDUCIARY TRUST
CO. INTERNATIONAL
Rank 2013: 35
U.S. Private-Client AUM: $14.7 bil
Minimum Account: $5 mil
Median Account: $12.3 mil
Wealth Managers: 32
Clients Per Manager: 52
U.S. Branch Offices: 7
Website: fiduciarytrust.com
Tel: 877-384-1111
E-mail: c.lyons@ftci.com
40. SCS FINANCIAL
Rank 2013: N/A
U.S. Private-Client AUM: $13.6 bil
Minimum Account: $25 mil
Median Account: $50 mil
Wealth Managers: 11
Clients Per Manager: 11
U.S. Branch Offices: 2
Website: scsfinancial.com
Tel: 617-204-6400
E-mail: pmattoon@
scsfinancial.com
AUM=assets under management
PWM=private wealth management