Bernstein Private Wealth Management Recognized for Exceptional Service to Ultrahigh-Net-Worth Clients at 2025 Awards

Bernstein's Prestigious Recognition in Wealth Management

In a testament to its dedication and innovative approach, Bernstein Private Wealth Management has garnered the esteemed title of Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards. This remarkable achievement spotlights the firm's commitment to tailoring its services to meet the intricate demands of the world's wealthiest families and their family offices.

On September 19, 2025, Bernstein, a subsidiary of AllianceBernstein L.P. (NYSE: AB), proudly announced this accolade, underscoring its enhanced offerings in the ultrahigh-net-worth (UHNW) sector. "We are thrilled and honored to receive this prestigious award from WealthManagement.com," expressed Aaron Bates, the Head of Ultrahigh-Net-Worth and Growth Strategies at Bernstein. This recognition serves as a testament to the firm's efforts that began less than two years ago when it introduced significant upgrades to its UHNW platform, including the establishment of a dedicated service desk solely designed for the unique needs of UHNW clients.

This award represents not only the firm's outstanding service but also reflects the rigorous competition within the wealth management industry. The 2025 awards drew over 1,200 nominations from more than 400 companies, indicating a record-breaking number of entries this year. According to David Armstrong, Director of Editorial Strategy and Operations at Wealth Management Group – Informa Connect, this expansion of the awards' scope demonstrates a growing recognition of the exemplary work financial advisors contribute to enhancing client outcomes.

Bernstein's progression in the wealth management landscape was solidified with the introduction of a specialized UHNW service team in January 2024. This strategic enhancement provides clients with a consolidated, personalized resource dedicated to managing their multifaceted wealth journey. Through Bernstein Wealth Advisors, clients gain access to a team of specialists who are experts in family offices, global family wealth management, and integrated wealth strategy. This approach even devotes attention to multigenerational planning, ensuring the needs of families continue to be met across generations.

Bernstein distinguishes itself among major wealth management firms by offering a holistic approach to managing the complexities that come with significant wealth. The firm employs an innovative process that integrates cutting-edge research, sophisticated modeling, and advanced investment solutions to ensure clients receive the most effective strategies tailored to their circumstances.

As of June 30, 2025, Bernstein proudly manages $144 billion in assets, reflecting its position as a leader in the financial services sector. This depth of experience aids in navigating life's transitions while providing comprehensive planning services for UHNW and high-net-worth clients alike.

Headquartered in Nashville, TN, Bernstein stands as part of AllianceBernstein, which ranks among the world's largest investment management firms, boasting over $829 billion in assets under management across 26 countries and jurisdictions.

In conclusion, Bernstein's accolade at the WealthManagement.com Industry Awards is a significant validation of its unwavering commitment to serving the ultrahigh-net-worth community. As the firm continues to expand and refine its services, clients can expect nothing less than exceptional service and tailored strategies that cater to their specific needs in a rapidly changing world.