About Us
The Abbot Downing Difference
Serving your best interests is at the heart of everything we do. Through our team-based approach, we leverage the knowledge of leaders from six integrated disciplines to address the financial, social, and personal dimensions of your wealth. We listen and then develop custom solutions tailored to each individual, family, and institution we serve.
15:1
Average Client-to-Relationship Manager Ratio
Over
45 years
of serving the ultra-high-net-worth client segment
More than
$44 billion
in total client assets
RECOGNIZED FOR
"Best Investment Platform - Client Service"
by Private Asset Management Awards 2019
RECOGNIZED FOR
"Best Philanthropic Client Education"
by Private Asset Management Awards 2018
RECOGNIZED AS
"Best Private Wealth Manager in Client Service Over $5 Billion"
by Private Asset Management Awards 2017
More than
300 PROFESSIONALS
fulfilling the needs of over
600 CLIENTS nationally
Backed by the
STRENGTH OF
WELLS FARGO
with more than $1.9 trillion in assets and more than 160 years in business