4. WELLS FARGO 9. NORTHERN TRUST 7. BNY MELLON …

1 1. BANK OF AMERICA GLOBAL Clients Per Manager: N/A 6. GOLDMAN SACHS* Clients Per Manager: N/A. WEALTH & INVESTMENT MGMT Branch Offices: 69 Rank 2014: 6 Branch Offices: 184. Rank 2014: 1 Website: Private-Client AUM: $ bil* Website: Private-Client AUM: $1,119 bil Tel: 212-464-1909 Minimum Account: $10 mil Tel: 800-343-3548. Minimum Account: N/A Median Account: N/A. Median Account: N/A 4. WELLS FARGO Wealth Managers: 444 9. NORTHERN TRUST . Wealth Managers: 20,018 Rank 2014: 4 Clients Per Manager: 20-30 Rank 2014: 9. Clients Per Manager: N/A Private-Client AUM: $508 bil Branch Offices: 13 Private-Client AUM: $ bil Branch Offices: 783 Minimum Account: N/A Website: Minimum Account: $2 mil Websites: , Median Account: N/A Tel: 800-323-5678 Median Account: N/A. Tel: 800-637-7455, 800-878-7878 Wealth Managers: 15,205 e-mail: Wealth Managers: 691. Clients Per Manager: N/A Clients Per Manager: N/A. 2. MORGAN STANLEY Branch Offices: 1,481 7. BNY MELLON WEALTH MGMT Branch Offices: 64. WEALTH MGMT* Websites: , Rank 2014: 7 Website: Rank 2014: 2 , Private-Client AUM: $ bil Tel: 312-444-3918.

2 Private-Client AUM: $ bil Minimum Account: $2 mil e-mail: Minimum Account: N/A Tel: 877-636-0501, 866-243-0931, Median Account: N/A. Median Account: N/A 888-648-8157 Wealth Managers: 860 10. CITIGROUP. Wealth Managers: 15,915 Clients Per Manager: 25-50 Rank 2014: 12. Clients Per Manager: N/A 5. UBS WEALTH MANAGEMENT Branch Offices: 37 Private-Client AUM: $119 bil Branch Offices: 621 Rank 2014: 5 Website: bnymellonwealthmanagement Minimum Account: N/A. Website: Private-Client AUM: $499 bil .com Median Account: N/A. do/wealth-management Minimum Account: N/A Tel: 855-976-5789 Wealth Managers: 527. Tel: 888-932-6772, 212-761-4000 Median Account: N/A e-mail: Clients Per Manager: N/A. Wealth Managers: 6,982 Branch Offices: 228. 3. JPMORGAN Clients Per Manager: N/A 8. FIDELITY Website: Rank 2014: 3 Branch Offices: 318 Rank 2014: 8 Tel: 212-559-9470. Private-Client AUM: $671 bil Website: Private-Client AUM: $200 bil Minimum Account: $5 mil Tel: 201-352-3000 Minimum Account: $1 mil Median Account: N/A Median Account: N/A.

3 Wealth Managers: 1,517 Wealth Managers: 1,412. 11. CREDIT SUISSE Clients Per Manager: N/A 16. PNC WEALTH MGMT Clients Per Manager: 93. Rank 2014: 11 Branch Offices: 22 Rank 2014: 17 Branch Offices: 65. Private-Client AUM: $106 bil Website: Private-Client AUM: $ bil Websites: , Minimum Account: N/A Tel: 212-454-3600 Minimum Account: $1 mil Median Account: N/A Median Account: N/A Tel: 404-813-2680. Wealth Managers: 358 14. RBC WEALTH MGMT Wealth Managers: 977 e-mail: Clients Per Manager: 50-60 Rank 2014: 15 Clients Per Manager: N/A Branch Offices: 16 Private-Client AUM: $ bil Branch Offices: 102. Website: Minimum Account: N/A Website: 19. BANK WEALTH MGMT. Tel: 610-397-7160 Median Account: $ mil Tel: 888-762-6276 Rank 2014: 21. e-mail: Wealth Managers: 1,900 e-mail: Private-Client AUM: $ bil Clients Per Manager: 179 Minimum Account: N/A. 12. RAYMOND JAMES FINANCIAL Branch Offices: 200 17. BERNSTEIN PRIVATE WEALTH MGMT Median Account: N/A. Rank 2014: 13 Website: Rank 2014: 19 Wealth Managers: 204.

4 Private-Client AUM: $ bil Tel: 612-371-2711 Private-Client AUM: $ bil Clients Per Manager: N/A. Minimum Account: N/A Minimum Account: N/A Branch Offices: 205. Median Account: $8 mil 15. BESSEMER TRUST Median Account: N/A Website: Wealth Managers: 5,900 Rank 2014: 16 Wealth Managers: 234 Tel: 855-330-6916. Clients Per Manager: N/A Private-Client AUM: $ bil Clients Per Manager: N/A. Branch Offices: 2,500 Minimum Account: $10 mil Branch Offices: 18 20. ROBERT W. BAIRD. Website: Median Account: N/A Website: Rank 2014: 23. Tel: 800-248-8863 ext. 75351 Wealth Managers: 405 Tel: 312-696-7833 Private-Client AUM: $ bil e-mail: Clients Per Manager: 6 e-mail: Minimum Account: N/A. Branch Offices: 17 Median Account: $ mil 13. DEUTSCHE ASSET & WEALTH MGMT Website: 18. SUNTRUST PRIVATE WEALTH MGMT Wealth Managers: 816. Rank 2014: 14 Tel: 212-708-9349 Rank 2014: 18 Clients Per Manager: 168. Private-Client AUM: $86 bil e-mail: Private-Client AUM: $ bil Branch Offices: 73. Minimum Account: N/A Minimum Account: N/A Website: Median Account: N/A Median Account: $ mil Tel: 414-298-1714.

5 Wealth Managers: 300 Wealth Managers: 199 e-mail: 21. BMO PRIVATE BANK Clients Per Manager: N/A 26. WILMINGTON TRUST Wealth Managers: 75. Rank 2014: 22 Branch Offices: N/A Rank 2014: 29 Clients Per Manager: 27. Private-Client AUM: $ bil Website: Private-Client AUM: $ bil Branch Offices: 7. Minimum Account: $1 mil Tel: 858-450-9606 ext. 7226 Minimum Account: $3 mil Website: Median Account: N/A e-mail: Median Account: N/A Tel: 215-419-6100. Wealth Managers: 844 Wealth Managers: 84 e-mail: Clients Per Manager: N/A 23. HSBC PRIVATE BANK Clients Per Manager: 76. Branch Offices: 29 Rank 2014: 28 Branch Offices: 44 29. FIFTH THIRD PRIVATE BANK. Website: Private-Client AUM: $ bil Website: Rank 2014: 25. Tel: 480-348-7725 Minimum Account: N/A Tel: 302-651-1936 Private-Client AUM: $ bil e-mail: Median Account: N/A e-mail: Minimum Account: $1 mil Wealth Managers: 37 Median Account: $ mil 22. NEUBERGER BERMAN Clients Per Manager: N/A 27. FIRST REPUBLIC Wealth Managers: 105. Rank 2014: 24 Branch Offices: 6 Rank 2014: 32 Clients Per Manager: 48.

6 Private-Client AUM: $ bil Website: Private-Client AUM: $ bil Branch Offices: 20. Minimum Account: $1 mil Tel: 212-525-6190 Minimum Account: $ mil Website: Median Account: $10 mil e-mail: Median Account: $ mil Tel: 866-488-0017. Wealth Managers: 100 Wealth Managers: 87 e-mail: Clients Per Manager: N/A 25. BROWN BROTHERS HARRIMAN Clients Per Manager: 83. Branch Offices: 10 PRIVATE WEALTH MGMT Branch Offices: 13 30. CITY NATIONAL BANK. Website: Rank 2014: 27 Website: Rank 2014: 31. Tel: 800-234-9840 Private-Client AUM: $ bil wealthmanagement Private-Client AUM: $21 bil e-mail: Minimum Account: $10 mil Tel: 310-407-1385 Minimum Account: N/A. Median Account: $ mil e-mail: Median Account: N/A. 23. LPL FINANCIAL Wealth Managers: N/A Wealth Managers: 122. Rank 2014: 26 Clients Per Manager: N/A 28. GLENMEDE Clients Per Manager: N/A. Private-Client AUM: $ bil Branch Offices: 7 Rank 2014: 30 Branch Offices: 34. Minimum Account: $5 mil Website: Private-Client AUM: $ bil Website: Median Account: $7 mil Tel: 212-483-1818 Minimum Account: $5 mil Tel: 800-708-8881.

7 Wealth Managers: 1,747 e-mail: Median Account: $ mil e-mail: 31. ATLANTIC TRUST PRIVATE 36. JANNEY MONTGOMERY SCOTT continued from page 29 lowest-tier offerings with services WEALTH MGMT Rank 2014: 38 Hutchins, an expert on financial to coordinate and assess a c lient's Rank 2014: 35 Private-Client AUM: $ bil issues affecting the elderly. She health and medical needs, such as Private-Client AUM: $ bil Minimum Account: N/A became the wealth management managing medical billing and in- . Minimum Account: $5 mil Median Account: N/A firm's first d irector of gerontolo- surance claims. Median Account: $ mil Wealth Managers: 731 gy. Her primary job, she says, is Outfits like Bank and Bank Wealth Managers: 62 Clients Per Manager: 175 to help the firm's financial advi- of New York MELLON don't operate Clients Per Manager: 39 Branch Offices: 110 sors acknowledge that we have dedicated eldercare divisions, but Branch Offices: 13 Website: to be talking to our clients dif- provide such services as part of Website: Tel: 215-665-6000 ferently from the way they were their overall role.

8 We are seeing Tel: 617-357-9600 e-mail: talked to 20 years ago. long-lasting care needs that can e-mail: Hutchins points to her own substantially deplete even high-net- 37. SCS FINANCIAL grandmother who retired at 55 worth assets, says Margaret Pad- 31. BROWN ADVISORY Rank 2014: 40 and died three years ago at 96, dock, who runs the Minneapolis- St. Rank 2014: 34 Private-Client AUM: $ bil four decades after she retired Paul private-client wealth manage- Private-Client AUM: $ bil Minimum Account: $25 mil as an example of how new issues ment business for Bank. Minimum Account: N/A Median Account: $50 mil of longevity, legacy planning, and In one case, the bank helped Median Account: $ mil Wealth Managers: 11 meshing family needs with finan- the children of a couple with $7. Wealth Managers: 68 Clients Per Manager: 12 cial planning need to be tackled million under management pre- Clients Per Manager: Branch Offices: 2 head-on. We get inquiries from pare an asset-based annuity long- Branch Offices: 6 Website: Gen Xers who have parents up in term care plan; both parents were Website: Tel: 617-204-6400 years about how to care for them, in their 80s and had been turned Tel: 410-537-5585 e-mail: and that causes them to turn in- down by several insurance advi- e-mail: ward and ask, How should I pre- sors because the family had a his- 38.

9 FIDUCIARY TRUST CO. INTL pare for myself?' she says. tory of dementia and the wife suf- 33. CAPITAL GROUP PRIVATE Rank 2014: 39 Last year, the bank launched fered from Type 2 diabetes. It's CLIENT SERVICES Private-Client AUM: $ bil Merrill Lynch Clear, a program crucial to have a trusted advisor Rank 2014: 33 Minimum Account: $5 mil organized around seven catego- to help navigate long-term care op- Private-Client AUM: $ bil Median Account: $12 mil ries: home, family, finance, giving, tions and where to obtain them, . Minimum Account: $3 mil Wealth Managers: 38 health, work, and leisure. The says Paddock. Median Account: $ mil Clients Per Manager: 38 program's tools support financial BNY MELLON , meanwhile, had a Wealth Managers: 31 Branch Offices: 9 advisors assisting their clients client who was a decade older than Clients Per Manager: 37 Website: with, say, Medicare and long-term his wife. Worried he might become Branch Offices: 8 Tel: 877-384-1111 care issues. And it doesn't neglect a burden should he become incapac- Website: e-mail: quality-of-life issues.

10 In February, itated or suffer a critical illness, he Tel: 213-486-9600 the bank partnered with luxury- wanted a specific insurance policy e-mail: 39. VERITABLE travel firm Virtuoso. If a client that would cover nonqualified ex- Rank 2014: N/A wants a trip that concentrates on penses for long-term care for ex- 34. KEY PRIVATE BANK Private-Client AUM: $13 bil art, we will put together a trip to ample, paying for someone to drive Rank 2014: 36 Minimum Account: $20 mil Paris and coordinate with all of the him around. The bank connected Private-Client AUM: $ bil Median Account: $47 mil museums there, says Hutchins. him with a specialist who helped Minimum Account: $1 mil Wealth Managers: 14 him find a policy. We don't sell Median Account: $ mil Clients Per Manager: 15 Not all wealth management firms insurance, says Ed Mooney, senior Wealth Managers: N/A Branch Offices: 2 offer comprehensive eldercare director of wealth management at Clients Per Manager: 95 Website: services in-house, but are tap- BNY MELLON , but we can connect Branch Offices: 49 Tel: 610-540-2036 ping outside firms to round out our clients to experts.