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Firm: Morgan Stanley Private Wealth Management
Office Location: Little Falls, N.J.
AUM: $1.4 billion
Specialty: Wealth planning for high-net-worth and ultra-high-net-worth families
Firm: Merrill Lynch - Private Banking & Investment Group
Office Location: New York, N.Y.
AUM: $2.4 billion
Specialty: Private wealth management
Firm: UBS Wealth Management
Office Location: San Jose, Calif.
AUM: $3.2 billion
Specialty: Equity plan advisory services, wealth management, financial planning, 10b5-1, and plan participant education
Firm: Merrill Lynch Wealth Management
AUM: $1.2 billion
Specialty: Wealth Management
Office Location: New York
AUM: $1.3 billion
Specialty: Family wealth advisory services
Office Location: La Jolla, Calif.
AUM: $1.6 billion
Firm: Morgan Stanley Wealth Management
Specialty: Corporate client group director
Office Location: Chicago
AUM: $2.6 billion
Specialty: Asset allocation, manager selection
Office Location: Houston, Texas
Specialty: Wealth management
