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A $3 Billion Wells Fargo Team That Focuses On Aging And Holds Family Webinars

The Charleston-based Roseate Group manages 300 families, focusing on next-generation education, aging-in-place strategies and hands-on portfolio management.

BySergei Klebnikov,

Forbes Staff

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This $7.5 Billion Morgan Stanley Team Says Over-Concentrating In AI Is A Big Risk

With 17 team members serving 125 ultra-wealthy families, the Continuum Group blends institutional experience, in-house portfolio management and family-office service.

BySergei Klebnikov,

Forbes Staff

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This $3.2 Billion Merrill Team That Is Not Rushing Into Alternatives

The Indianapolis-based Payne & Mencias Group manages money primarily with individual stocks and bonds, aiming for cash-rich, tax-efficient portfolios—and steady guidance through every cycle.

BySergei Klebnikov,

Forbes Staff

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A $3.3 Billion Merrill Team Trying To Preserve Sweat Equity Wealth In Upstate New York

SiRiCa Wealth Management Group serves roughly 1,000 households and focuses on true diversification, repeatable process and client education.

BySergei Klebnikov,

Forbes Staff

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Methodology: America’s Top Wealth Management Teams 2025

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service.

ByR.J. Shook,

Senior Contributor

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Ex-Truist And Balentine Advisors Leave Behind $4.5 Billion To Launch Atlanta RIA Targeting Families With At Least $30 Million In Assets

Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade portfolios, next-gen tech and a plan to sell the firm to other advisors.

BySergei Klebnikov,

Forbes Staff

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From Signature Training To CNN Diets: How A Merrill Advisor Manages $300 Million For First Generation Wealth Creators

Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth.

BySergei Klebnikov,

Forbes Staff

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State Street’s Chief Strategist Is ‘Uncomfortably Bullish’ Amid Lofty Valuations

Speaking at the Top Advisor Summit in Las Vegas, the chief investment strategist said stimulus, Fed rate cuts and surging profits could keep the bull market running—but warned that lofty valuations leave “a small margin for error.”

BySergei Klebnikov,

Forbes Staff

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Private Credit Billionaire Lawrence Golub: Why Direct Lending Is Not In A Bubble

Despite the recent debt-fueled collapse of First Brands, billionaire Golub says direct lending will continue to offer “private equity-like returns” at lower risk.

BySergei Klebnikov,

Forbes Staff

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This $5.1 Billion Boston RIA Says Dinner Table Money Talk Is Critical

At Mayflower Advisors, Lawrence Glazer and his 30-person team focus on capital preservation, multigenerational planning and community education.

BySergei Klebnikov,

Forbes Staff