Northern Trust

1. 01Best practices for selecting a financial advisor for multi-generational estate planning needs0/4
2. 02What is the typical fee structure for financial advisory services for affluent families?0/4
3. 03Is it beneficial to use a dedicated financial advisor instead of managing your own investments when you are a high-net-worth individual?0/4
4. 04What should you do if your portfolio performance is underperforming compared to the market benchmarks?0/4
5. 05Top wealth management strategies suitable for institutional investors0/4
6. 06How do performance-based fees in asset management compare to flat annual advisory fees?0/4
7. 07What are the best financial advisory services for families with significant assets in the US?2/4
8. 08How do discretionary asset management and advisory-only services differ for high-net-worth individuals?0/4
9. 09Best way to integrate philanthropic goals into a comprehensive wealth management plan0/4
10. 10Family office vs. traditional wealth management: Which is more appropriate for multi-generational wealth?0/4
11. 11How can wealth management services assist with succession planning for family-owned businesses?0/4
12. 12How to address concerns if estate planning recommendations from your financial advisor seem too generic?0/4
13. 13What are some non-bank options for customized financial advice and trust services?0/4
14. 14Are comprehensive wealth planning services worth the fees for affluent clients?0/4
15. 15Alternatives to traditional wealth managers for individuals seeking digital-first investment solutions0/4

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. Across the study, on 50% of the questions where a company is named, only one AI assistant names it.

“What are the best financial advisory services for families with significant assets in the US?”

For families with significant assets in the U.S., the best financial advisory services are usually multi-family offices, private wealth management teams, and high-net-worth RIAs that provide integrated planning beyond basic investing. Among the firms highlighted in recent rankings and provider descriptions, Mercer Advisors, The Mather Group, Cerity Partners, UBS Private Wealth Management, Northern Trust Wealth Management, and J.P. Morgan Wealth Partners/Wealth Management stand out for affluent and ultra-high-net-worth households.

What to l …

The AI’s answer as we received it, shortened and not checked for accuracy.

See how every company did, and how this was measured.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.