Ranking of the Biggest Global Wealth Management Companies in 2025
In 2025, the world's top 10 largest wealth management firms were a formidable force in the financial industry. The list, compiled at the time, included Bank of America Financial Center, Goldman Sachs, Edward Jones, JPMorgan Private Bank (New York), BlackRock, Morgan Stanley, UBS, Charles Schwab, Fidelity Investments, and Vanguard.
The precise ranking of these firms by assets under management (AUM) is not fully detailed for 2026, but some key players and their approximate AUM sizes are known.
At the beginning of July 2025, BlackRock reported an impressive $1.047 trillion in assets under management (AUM). Close behind was Vanguard Group, which reported roughly $9.3 trillion in AUM at the same time.
Charles Schwab reported $10.35 trillion in total assets of its customers as of the 31st of May, 2025, while Morgan Stanley Wealth Management reported $6.5 trillion in assets under management as of the 31st of December, 2024.
Bank of America's Global Wealth and Investment Management business reported a total assets under management (AUM) of $1.88 trillion in 2024. Edward Jones had serviced more than 9 million customers and had a total of $2.2 trillion worth of client assets under management as of the end of 2024.
The positions of UBS and Charles Schwab in the 2025 list are not specified in the provided text. Fidelity Investments' position is also not detailed, but the firm had $15 trillion worth of assets under administration as of the 31st of March in the year 2025.
In 2026, some large players have emerged. Nomura’s Wealth Management division reported net revenue growth and record assets under management totalling 94.3 trillion yen (roughly $700 billion) as of Q1 2026. MAPFRE AM (Spain) is managing close to €40 billion (approximately $43 billion) in assets. Nippon Life India Asset Management has a global ETF ranked among the top 10 worldwide in AUM as of June 2025, though exact figures are not disclosed.
360 ONE WAM Limited, an emerging player, reported strong growth and significant year-over-year increases in assets under management, but exact AUM is not specified.
While these provide partial data, a full, ranked top 10 list by AUM for 2026 is not present in the current results. Further up-to-date market reports or specialized financial databases would be required to produce a comprehensive ranking.
Additional data from 2025 shows that Goldman Sachs' Assets Under Supervision (AUS) reached $3.14 trillion by the end of 2024, while J.P. Morgan Private Bank managed approximately $4.0 trillion in assets under management as of the 31st of December, 2024. UBS Global Wealth Management reported $6.1 trillion in assets under management as of the fourth quarter of 2024.
These figures underscore the immense scale and global reach of the world's leading wealth management firms, each managing trillions of dollars in client assets. As the financial landscape continues to evolve, it will be interesting to see how these firms adapt and grow in the future.
In 2026, some wealth management firms, such as Nomura’s Wealth Management division and MAPFRE AM, have reported significant growth in assets under management (AUM), with estimates of Nomura totalling roughly $700 billion and MAPFRE managing close to €40 billion ($43 billion). In the personal-finance sector, 360 ONE WAM Limited has shown strong growth, but the exact AUM is not specified.
While these provide partial data, a ranked, comprehensive top 10 list by AUM for 2026 is not present in the current results, highlighting the need for further up-to-date market reports or specialized financial databases to produce a complete ranking in invested areas like wealth-management, finance, and personal-finance.
