Dow Jones ends institutional consulting teams ranking and releases private wealth list
Updated
Updated · Barron's · May 8
Dow Jones ends institutional consulting teams ranking and releases private wealth list
5 articles · Updated · Barron's · May 8
The final institutional list follows a drop in investment consultants to 58 firms in 2025 from more than 100 in 2010, while the Top 250 private wealth teams manage $2.6tn.
Dow Jones said consolidation, narrower specialisms, fee compression and rising technology and compliance costs made comparisons across institutional consulting teams less meaningful.
The top 10 private wealth teams oversee $739.4bn, up 72.8% in five years, as rising wealth concentration boosts elite advisory businesses and some firms raise minimum account sizes.
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