Top Wealth + Best-in-State + Barron's 100 · rank 7 · New York, New York · listed firm: Neuberger Berman
Logo asset (hotlink-protected, view at source): https://www.nb.com/-/media/NBPWM/Nav-and-Footer/Wealth_Logo_Primary_MatteBlack.svg
Identity & firm
- Firm — Neuberger Berman (high)
- “WILLIAM JOHN PETERSON” — sec_finra_regulatory
- “William J. Peterson, Managing Director, joined the firm in 1992.” — firm_official
- Parent company — Neuberger Berman Group LLC (high)
- “© 2026 Neuberger Berman Group LLC. All rights reserved.” — firm_official
- Firm type — independent_ria (high)
- “NEUBERGER BERMAN BD LLC” — sec_finra_regulatory
- “Neuberger strives to provide individuals with disabilities equal access to our services, including through an accessible website.” — firm_official
- Team name — The Peterson Team (medium)
- “The Peterson Team” — forbes_shook
- Team size — gap: not_public
- CRD — 2179713 (high)
- “WILLIAM JOHN PETERSON” — sec_finra_regulatory
- Years experience — 35 (high)
- “He began his career in the industry in 1991 and received a BA in Economics from Fairfield University.” — firm_official
- Designations — — (medium)
- “William J. Peterson, Managing Director, joined the firm in 1992. As a Senior Wealth Advisor, Bill provides investment management and estate planning guidance and emphasizes that gaining an accurate understanding of clien” — firm_official
Book of business
- Team AUM ($M) — 3200 (high)
- “"Team Assets (Custodied)":"$3.2B"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 19 (high)
- “"typical_net_worth_mil":19” — professional_press
- Client niche — multigenerational high-net-worth families and non-profits (high)
- “I firmly believe my team’s longevity and focus on client-specific planning have enabled us to develop a client base that spans four generations.” — firm_official
- “Mr. Peterson and his team specialize in designing customized investment solutions for high-net-worth families and non-profit clients.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “Certain products and services may not be available in all jurisdictions or to all client types.” — firm_official
Positioning & marketing
- Website url — https://www.nbprivatewealth.com/en/who-we-are/william-peterson (high)
- “William J. Peterson, Managing Director, joined the firm in 1992.” — firm_official
- Value proposition (verbatim) — With the complexities of the capital markets, changing estate and tax laws, as well as the re-definition of the “traditional” family, effective planning coupled with efficient portfolio positioning are imperative components to achieving success on behalf of my team’s clients. The most rewarding part of my job over the past 30 years is partnering with clients to define their financial, fiduciary and philanthropic objectives. There is no greater pride than to see the effective execution of a well-thought-out plan. I firmly believe my team’s longevity and focus on client-specific planning have enabled us to develop a client base that spans four generations. (high)
- “With the complexities of the capital markets, changing estate and tax laws, as well as the re-definition of the “traditional” family, effective planning coupled with efficient portfolio positioning are imperative compone” — firm_official
- Differentiators — Client base spanning three to four generations, Referrals from existing clients are their largest source of new business, Holistic, long-term approach to wealth management, Investment management combined with estate planning guidance, Team longevity and client-specific planning (high)
- “Bill and his team pride themselves on the fact that referrals from existing clients are by far their largest source of new business and that their holistic, long-term approach to wealth management has enabled them to eff” — firm_official
- “As a Senior Wealth Advisor, Bill provides investment management and estate planning guidance and emphasizes that gaining an accurate understanding of clients’ needs and risk parameters is essential to achieving success.” — firm_official
- Content marketing — none (medium)
- “Bill has been on numerous philanthropic boards. He is actively involved in mentoring young at-risk adults and is also the head of a non-profit instructional sailing program.” — firm_official
- Has podcast — no (medium)
- “William J. Peterson, Managing Director, joined the firm in 1992. As a Senior Wealth Advisor, Bill provides investment management and estate planning guidance and emphasizes that gaining an accurate understanding of clien” — firm_official
- Books published — 0 (medium)
- “He began his career in the industry in 1991 and received a BA in Economics from Fairfield University.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “Please complete the below fields and a member of the NB Private Wealth team will be in touch. Thank you.” — firm_official
- Press awards — Barron's Top 100 Financial Advisors 2026 — #47 (2025: #57), Barron's America's Top 100 Financial Advisors 2022 — #67, Barron's Top 1,200 Financial Advisors State by State 2022 — #16 in New York, Barron's Top 100 Financial Advisors 2018 — #49 (high)
- “Bill was recently ranked on the Barron’s 2022 Top 1,200 Financial Advisors State by State as #16 in New York State and #67 on its list of “America’s Top 100 Financial Advisors” in 2022.” — firm_official
- “Mr. Peterson, ranked #49 nationally by” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://www.nb.com/-/media/NBPWM/Nav-and-Footer/Wealth_Logo_Primary_MatteBlack.svg (high)
- Visual brand notes — Corporate Neuberger Wealth identity: matte-black primary wordmark with white reversed variant, restrained monochrome palette, clean sans-serif type, thin line icons; no team-level branding or lifestyle imagery. (medium)
