Bernstein

$44.0M revenue • 200 employees • BNY Mellon Center, 1735 Market St #3800, Philadelphia, PA, 19103, United States

Last Updated Aug 28, 2026

Company Overview

Company Name

Bernstein

Address

BNY Mellon Center, 1735 Market St #3800, Philadelphia, PA, 19103, United States

Approx. Annual Revenue

$44.0M

Employees

200

Established

1994

Google Business Category

Investment service

Locations

21

About Bernstein

Bernstein Private Wealth Management is a financial advisory firm based in Philadelphia, PA, United States. With approximately 1,001 employees, the company specializes in providing financial advice and investment management services to ultra-high net worth individuals and families, family offices, foundations, and other clients. The firm's focus is on addressing the complex challenges that come with significant wealth through personalized, comprehensive wealth planning and investment strategies.

Business Profile

Read from the Bernstein website on Oct 13, 2026. Hover an item to see the exact wording it came from.

About the website

Website quality (AI-assessed)
8/10 · Current content dated 2026; Complete navigation and contact options
Footer copyright year
2026

Bernstein locations

21 Google Business Profile listings.

LocationGoogle categoryReviewsStatus
BNY Mellon Center, 1735 Market St #3800, Philadelphia, PAprimaryInvestment service—Claimed
227 W Monroe St #5900, Chicago, IL——Claimed
2000 McKinney Ave suite 2100, Dallas, TXInvestment service—Claimed
4365 Executive Dr #700, San Diego, CA——Claimed
101 E Kennedy Blvd #3200, Tampa, FLInvestment service—Claimed
127 Public Square #5000, Cleveland, OHInvestment service—Claimed
800 Capitol St Ste 3550, Houston, TXInvestment service—Claimed
290 Harbor Dr, Stamford, CT———
135 N Old Woodward Ave Suite 218, Birmingham, MI——Claimed
53 State St, Boston, MA——Claimed
3560 Lenox Rd NE 30th Floor Suite 3000, Atlanta, GA——Claimed
606 Liberty Ave Ste 600B, Pittsburgh, PA——Claimed
601 Union St #5400, Seattle, WAInvestment service 3.5 (2)Claimed
777 S Flagler Dr Unit 1601, West Palm Beach, FL— 5.0 (2)Claimed
701 Brickell Ave #2240, Miami, FL— 1.0 (1)Claimed
1400 16th St Mall #450, Denver, CO— 1.0 (1)Claimed
1601 Utica Ave S Ste 1000, Minneapolis, MNInvestment service 1.0 (1)Claimed
501 Commerce St, Nashville, TNInvestment service 5.0 (1)Claimed
66 Hudson Blvd E, New York, NYInvestment service 5.0 (1)Claimed
800 Connecticut Ave NW Ste 1100, Washington, DCInvestment service 1.0 (1)Claimed
1999 Ave of the Stars Suite 2100, Los Angeles, CA— 1.0 (1)Claimed

Financial Advisor Companies near Philadelphia, PA

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Frequently Asked Questions about Bernstein

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Categories

Technologies Used

Social Profiles

Key Decision Makers

Abigail Kaufmann Chief of Staff
LinkedIn
Christie Komlo General Manager
Seth Bernstein President & CEO
Bowman Hallagan Managing Director
LinkedIn
Don Braun Managing Director, Svp | High Net Worth Individuals, Entrepreneurs & Executives
LinkedIn
Austin Cooke Vice President, Wealth Planning Tools Product Owner