Managers of Wealth Americas

Meet Our Forbes/Shook 2026 Best-In-State Wealth Management Teams

14 Oppenheimer Teams Named Best-In-State

Record 29 William Blair Teams Named by Forbes as Best-in-State

William Blair wealth teams serve individuals, families, organizations, and foundations to help them achieve their investment goals, strengthen family legacies, and endow their clients' charitable activities.

Citi Wealth Releases Macroeconomic and Markets View for 1Q 2026

Staying Grounded in a Noisy World

Northern Trust Asset Management Delivers Direct Indexing Solution on Envestnet Platform

Northern Trust Asset Management’s direct indexing solution offers a diverse lineup of equity investment strategies

Broadridge’s Distributed Ledger Repo Platform Processes Nearly $9 Trillion in December

December 2025 ADV up 490% YOY, Highlighting the Rapid Adoption of Tokenized Settlement

Mercer expands in US with purchase of two wealth management firms

The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.

Steward Partners Recognized in Forbes' 2026 Best-In-State Rankings with Seven Notable Teams

Recognition spotlights the firm's nationwide leadership, client-first approach, and employee-owned model

Apollon Wealth Management Establishes Louisville Office in Partnership With Advisor Bryce Lanham

Expanding Apollon’s presence in Louisville alongside Bryce Lanham reflects our ongoing commitment to partnering with advisors who put clients first

Cerity Partners Announces Merger with Austin Private Wealth

This expanded offering enhances depth across advanced estate and tax strategies, institutional-quality investment solutions, and multi-generational planning to support increasingly complex client needs.

Fifth Third Private Bank Named Best Private Bank for Seventh Year by Global Finance

Global Finance announced the honors for its 2026 World’s Best Private Bank Awards.

EP Wealth Advisors Continues Arizona Expansion with Acquisition of Capital Insight Partners

Continuing momentum in the Southwest with the addition of a respected Arizona advisory team

Apella acquires PBMares Wealth Management

PBMares Wealth Management is an independent registered investment advisory firm, with a focus on “personalised” financial advice.

Goldman Sachs launches Ayco referrals program with Mercer, Wealth Enhancement on board

Citywire reported last year that Goldman Sachs was considering developing a new program which would refer clients from Ayco out to independent RIAs.

Hightower Expands Signature Wealth Brand with the Addition of Five Advisory Practices, Enhancing the Client Experience Nationwide

With this expansion, the HTSW brand now operates across 19 locations nationwide, with more than 100 advisors, offering clients a unified, elevated wealth management experience.

Wealth and Asset Management