Top Wealth Management Firms 2025. But an influx of private equity funding to wealth management system vendors will create service issues for investment firms, and ultimately lead investment firms to make the difficult decision to switch platform vendors. America's top financial advisory firms 2025.

The coming year will see some new faces taking the reins at some of the. Firms investing in automation, like vanguard did with passive asset management, could see a similar disruption in wealth management.