Leading wealth management and advisory firms worldwide in 2025, by client satisfaction rate

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Release date

May 2025

Region

Worldwide

Survey time period

2024

Number of respondents

120,000 respondents

Special properties

Clients of wealth management and advisory companies

Method of interview

Online survey

Supplementary notes

Companies were ranked based on overall client satisfaction ratings.

Citation formats

Leading wealth management and advisory firms worldwide, 2025, by client satisfaction

Published by K. Scholle, Aug 14, 2025

As of 2025, the ********* ranking firms received roughly the same overall score. UBS Wealth Management was the ********************* wealth management and advisory firm by client satisfaction rate worldwide. Morgan Stanley's Private Wealth Management group ranked ******, having an average score that was **** percentage points higher than UBS Wealth Management. The *** spot was occupied by Bank of America Private Bank, having an overall score of ***** percent.

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Statistics on " Private wealth management in the United States "

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Topics

Private wealth management in the United StatesMutual funds worldwideInvestment fundsPrivate wealth management in ChinaWealth management in India
Access all statistics starting from $1,788 USD yearly *

* For commercial use only

Basic Account

For single users
$0 USD
Always free
Access limited to Free Statistics. Premium Statistics are not included.
  • Free Statistics
Based on your interests

Starter Account

For single users
$149 USD
per month, billed annually 1
Buy now
  • Free Statistics
  • Premium Statistics

  • The statistic on this page is a Premium Statistic and is included in this account.

Professional Account

For teams of up to 99 users
Talk to sales for pricing
Contact us
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  • Market Insights

1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.

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