New York, NY | June 12, 2025—Bernstein Private Wealth Management (“Bernstein”), a unit of AllianceBernstein L.P. (NYSE: AB), today announced it has been named a finalist in the WealthManagement.com 2025 Industry Awards (the “Wealthies”), in the Service and Digital Marketing Campaign of the Year categories for broker-dealers with fewer than 1,000 advisors.
“We are thrilled and honored to be named a finalist by Wealth Management for the recent enhancements of our ultrahigh-net-worth platform,” said Aaron Bates, Head of Ultrahigh-Net-Worth and Growth Strategies at Bernstein. “This recognition reflects our commitment to provide our wealth advisors with a comprehensive suite of highly personalized services specifically designed to meet the complex wealth planning needs of our ultra-wealthy families and global family office clients. Having a truly centralized hub has significantly transformed how our advisors engage with and meet the demands of this growing client segment with multigenerational wealth planning needs.”
“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”
Jennifer Goode, National Director for Bernstein’s Institute for Trust and Estate Planning, who partnered with the firm’s marketing team on the “Dessert Explainer” series, commented, “We are excited about being selected as a finalist for the ‘Wealthies’ award. This campaign highlights the incredible impact of digital marketing and social media in delivering engaging content to our advisors and industry professionals, such as trusts and estates. The series has not only served as a valuable client communication tool, but also sparked organic discussions surrounding our team’s creativity and dedication to wealth planning.”
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. A panel of judges made up of top names in the industry, led by WealthManagement.com Director of Editorial Strategy & Operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. The winners will be announced at the Wealth Management Industry Awards Gala, which will take place on September 4, 2025, at Cipriani 42nd Street in New York City.
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 *$785 billion in assets under management. For additional information, visit Bernstein.com.
*As of April 24, 2025
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