1. AB's subsidiary, Bernstein, won Best Broker Dealer Award in 2025. 2. Bernstein enhanced its UHNW platform to meet complex client needs. 3. The award acknowledges significant improvements made since January 2024. 4. Bernstein manages $144 billion in assets as of June 2025. 5. Record 1,200 nominations highlight industry recognition for financial services.
The award reflects Bernstein's competitive advantage and growth potential, similar to past recognitions that led to price increases.
Awards and recognitions can significantly enhance brand reputation and client acquisition, directly impacting AB's revenue growth.
The immediate recognition may enhance investor confidence and attract UHNW clients quickly, positively influencing stock prices in the short term.
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices
NEW YORK, Sept. 19, 2025 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE:AB), announced today it has won Best Service in the Broker Dealer category for enhancements to its Ultrahigh-Net-Worth (UHNW) platform at the 2025 Wealth Management Industry Award (the "Wealthies"). This award highlights Bernstein's ongoing commitment to evolve the offerings on its UHNW platform to solve for complex wealth needs of UHNW clients.
"We are thrilled and honored to receive this prestigious award from WealthManagement.com," said Aaron Bates, Head of Ultrahigh-Net-Worth and Growth Strategies at Bernstein. "It was less than two years ago that we enhanced our UHNW platform with the new tools and services including stand up a dedicated UHNW service desk to meet the complex wealth planning needs of our ultra-wealthy families and global family office clients. Winning this award is a tremendous recognition for the hard work and dedication our team has put into enhancing our world-class UHNW platform."
Bernstein enhanced its UHNW platform in January 2024 with the addition of its ultrahigh-net-worth service team, providing a centralized and personalized approach to UHNW clients that is tailored to every aspect of their wealth journey. This platform offers access to Bernstein Wealth Advisors and a team of experts specializing in family offices, global families, and wealth strategy and stewardship, particularly around multigenerational planning that is supported by an exclusive ultrahigh-net-worth service team.
"A record-breaking number of nominations were submitted in 2025, with over 1,200 entries received from more than 400 companies," said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group – Informa Connect. "The Industry Awards program has significantly expanded in scope in the 11 years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients."
Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
Bernstein has $144 billion in assets under management as of June 30, 2025.
A complete list of the 2025 Wealth Management Industry Awards winners and finalists can be found here.
About Bernstein Private Wealth Management
Bernstein Private Wealth Management advises ultrahigh- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life's transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also set Bernstein apart. Headquartered in Nashville, TN Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and over $829 billion in assets under management as of June 30, 2025. For additional information, visit Bernstein.com.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals.
Media Contact:
Katrina Clay
katrina.Clay@bernstein.com
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SOURCE Bernstein Private Wealth Management