If you are using a mobile device, please click here to view the shortlist.
| Category | FIRM |
| Best private wealth manager - client service - under $5bn | Beacon VP Capital |
| Chilton Trust Company | |
| Fieldpoint Private | |
| Forbes Family Trust | |
| Inverness Counsel | |
| The Bahnsen Group of HighTower Advisors | |
| The Lerner Group | |
| The Sarian Group at HighTower | |
| Best private wealth manager - client service - over $5bn | Abbot Downing |
| Ascent Private Capital Management of U.S. Bank | |
| Atlantic Trust | |
| Bank of the West Wealth Management Group | |
| Brown Brothers Harriman | |
| Fiduciary Trust Company | |
| First Republic Bank | |
| Pathstone | |
| Best private wealth manager - under $5bn | Clear Harbor Asset Management |
| DSG Wealth Management | |
| HSW Advisors at HighTower | |
| Keystone Global Partners | |
| LLBH Private Wealth Management | |
| Massey Quick | |
| The Ezzell Conklin Group, HighTower | |
| Wetherby Asset Management | |
| Best private wealth manager - over $5bn | Ascent Private Capital Management of U.S. Bank |
| Atlantic Trust | |
| Brown Brothers Harriman | |
| Eaton Vance Investment Counsel | |
| Fiduciary Trust Company | |
| First Republic Bank | |
| Key Private Bank | |
| The Commerce Trust Company | |
| Best private wealth manager - overall | Abbot Downing |
| Bank of the West Wealth Management Group | |
| Citi Private Bank | |
| Clear Harbor Asset Management | |
| First Republic Bank | |
| Forbes Family Trust | |
| HSW Advisors at HighTower | |
| TwinFocus | |
| Best new product for HNW advisory | Accretive Capital Partners |
| Artivest | |
| Dynasty Wealth Management | |
| Envestnet | |
| iCapital Network | |
| Obsidian Solutions | |
| Opportunity Network | |
| Pershing/Lockwood Advisors | |
| Private banking - client service | Ascent Private Capital Management of U.S. Bank |
| Bank of the West Wealth Management Group | |
| BMO Wealth Management - BMO Private Bank | |
| Brown Brothers Harriman | |
| Citi Private Bank | |
| First Republic Bank | |
| The Commerce Trust Company | |
| Private banking - performance | Abbot Downing |
| Brown Brothers Harriman | |
| Citi Private Bank | |
| First Republic Bank | |
| Key Private Bank | |
| Wilmington Trust | |
| Private banking - innovation | Bank of the West Wealth Management Group |
| BMO Private Bank | |
| Citi Private Bank | |
| Citi Private Bank | |
| First Republic | |
| Key Private Bank | |
| Private banking - overall | Ascent Private Capital Management of U.S. Bank |
| Bank of the West Wealth Management Group | |
| BMO Wealth Management - BMO Private Bank | |
| Brown Brothers Harriman | |
| Citi Private Bank | |
| First Republic Bank | |
| Best investment platform - client service | Artivest |
| Ascent Private Capital Management of U.S. Bank | |
| Brown Brothers Harriman | |
| Chilton Trust Company | |
| Dynasty Financial Partners | |
| EisnerAmper | |
| Keystone Global Partners | |
| Obsidian Solutions | |
| Best investment platform - performance | Atlantic Trust |
| Beacon VP Capital | |
| Brown Brothers Harriman | |
| Best investment platform - innovation | AlphaCore Capital |
| Artivest | |
| Beacon VP Capital | |
| Envestnet | |
| Keystone Global Partners | |
| MyVest | |
| Obsidian Solutions | |
| SS&C Advent - Advent Portfolio Exchange | |
| Best trustee service | Brown Brothers Harriman |
| Chilton Trust Company | |
| Eaton Vance Investment Counsel | |
| Fiduciary Trust Company | |
| Hawthorn, PNC Family Wealth | |
| The Commerce Trust Company | |
| Best multi-family office - client service - under $2bn | Biltmore Family Office |
| Delegate Advisors | |
| DSG Wealth Management | |
| Keystone Global Partners | |
| Linden Thomas and Company | |
| LLBH Private Wealth Management | |
| Northland Wealth Management | |
| The Bapis Group at HighTower Advisors | |
| Best multi-family office - client service - over $2bn | Boston Private |
| Fieldpoint Private | |
| Forbes Family Trust | |
| Inverness Counsel | |
| JDJ Family Office Services | |
| Pitcairn | |
| Signature Family Wealth Advisors | |
| WE Family Offices | |
| Best multi-family office - overall - under $2bn | Biltmore Family Office |
| Delegate Advisors | |
| DSG Wealth Management | |
| Keystone Global Partners | |
| LLBH Private Wealth Management | |
| Market Street Trust Company | |
| Northland Wealth Management | |
| Waldron Private Wealth | |
| Best multi-family office - overall - over $2bn | Boston Private |
| JDJ Family Office Services | |
| Key Private Bank | |
| Massey Quick | |
| Pathstone | |
| Pitcairn | |
| TwinFocus | |
| WE Family Offices | |
| Best outsourced CIO solution | Abbot Downing |
| Atlantic Trust | |
| Backstop Solutions Group | |
| Biltmore Family Office | |
| Dynasty Financial Partners | |
| Envestnet | |
| Forbes Family Trust | |
| Northland Wealth Management | |
| Best family office service provider | Archway Technology Partners |
| Backstop Solutions Group | |
| Delegate Advisors | |
| JDJ Family Office Services | |
| Oakbrook Solutions | |
| PKF O'Connor Davies | |
| Private Wealth Systems, Inc. (PWS) | |
| The Bapis Group at HighTower Advisors | |
| Best consulting firm for family offices | Accusource |
| EisnerAmper | |
| Hawthorn, PNC Family Wealth | |
| Mack International | |
| Oakbrook Solutions | |
| Winston Art Group | |
| Best lifestyle firm | Ascent Private Capital Management of U.S. Bank |
| Black Bag | |
| Heritage Financial Planning | |
| Lifestylist Advisory | |
| Teresa Leigh Household Risk Management | |
| Best philanthropic/educational initiative | American Endowment Foundation |
| Fidelity Charitable | |
| Foundation Source | |
| Hawthorn, PNC Family Wealth | |
| Heritage Financial Planning | |
| Inverness Counsel | |
| Jewish Communal Fund | |
| Pathstone | |
| Best reporting solution - innovation | FundCount |
| Artivest | |
| BaseVenture | |
| InvestCloud | |
| Masttro | |
| Obsidian Solutions | |
| Private Wealth Systems | |
| Best reporting solution - overall | Albridge |
| BaseVenture | |
| Foundation Source | |
| Archway Technology Partners | |
| InvestCloud | |
| Masttro | |
| PKF O'Connor Davies | |
| SS&C Advent - Advent Portfolio Exchange | |
| Best technology platform | Appway |
| External IT | |
| Fiserv Investment Services | |
| FundCount | |
| Laserfiche | |
| Oranj | |
| Risclarity | |
| WealthSite | |
| Best high-net-worth insurance company | Chubb |
| M Financial Group | |
| PURE Insurance | |
| Best high-net-worth insurance broker | Baldwin Krystyn Sherman Partners |
| Crystal & Company | |
| M Financial Group | |
| Marsh Private Client Services | |
| Personal Risk Management Solutions | |
| Best RIA for HMW clients | Algonquin Advisors |
| Clear Harbor Asset Management | |
| Heritage Financial Planning | |
| Inverness Counsel | |
| Massey Quick | |
| Pathstone | |
| The Sarian Group at HighTower | |
| Wetherby Asset Management | |
| Best fund product for HFW clients | Accretive Capital Partners |
| Algonquin Advisors | |
| Envestnet | |
| iCapital Network | |
| Best private client law firm | Handler Thayer |
| Holland & Knight | |
| Withers Bergman | |
| Best law firm - client service | Day Pitney |
| Handler Thayer | |
| Holland & Knight | |
| Seward & Kissel | |
| White & Case | |
| Withers Bergman | |
| Best HNW security solution | Insite Security |
| SCR | |
| Summitas | |
| TorchStone Global | |
| Best private client audit firm | Anchin, Block & Anchin |
| EisnerAmper | |
| Marcum | |
| PKF O'Connor Davies | |
| Wilmington Trust | |
| Best private tax solution | EisnerAmper |
| MyVest | |
| PKF O'Connor Davies | |
| Best trusts and estates division | Atlantic Trust |
| Chilton Trust Company | |
| Day Pitney | |
| EisnerAmper | |
| Norton Rose Fulbright | |
| Sidley Austin | |
| Best newcomer | AlphaCore Capital |
| Heritage Financial Planning | |
| Linden Thomas and Company | |
| Masttro | |
| Obsidian Solutions | |
| Private Wealth Systems, (PWS) | |
| Vanderbilt Avenue Asset Management | |
| WealthSite | |
| Best fund manager private clients | Accretive Capital Partners |
| Algonquin Advisors | |
| Beacon VP Capital | |
| Best cyber security solution | Backstop Solutions Group |
| Docupace Technologies | |
| External IT | |
| Summitas | |
