Private Client Select delivers protection curated to the life you choose: Combining the best solutions with unrivaled service and expertise, so you can embrace risk and seize every opportunity ahead. We serve individuals and family offices through close collaboration with the advisors they trust to navigate their complex portfolios. We clear the path ahead. We anticipate risk, remove barriers, and meet complexity with total clarity. This isn’t protection you’ll find in off-the-shelf policies. It’s born from true partnership, backed by decades of expertise, and designed to be one-of-a-kind. Where others lock you into boxes, we unlock possibility. Where others step back, we say: Go boldly. Whether you’re insuring the irreplaceable, planning your next move, or protecting your family for generations to come, we’re with you, every step of the way.
| Website | https://www.privateclientselect.com |
| Revenue | $14.2 million |
| Employees | 1,011 (316 on RocketReach) |
| Founded | 2023 |
| Address | 150 Second Avenue N Suite 1070, St. Petersburg, Florida 33711, US |
| Phone | +1 888-760-9195 |
| Industry | Insurance |
| Keywords | High Net Worth Insurance, Property And Casualty Insurance, Private Client Insurance, Risk Management Services, Complex Insurance Needs, Affluent Insurance, Portfolio Protection, Wealth Management Insurance, Personal Risk Management, Bespoke Insurance Solutions, Customized Insurance Plans, High Value Insurance, Luxury Insurance, Premium Insurance Services, Estate Insurance |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +37 more (view full list) |
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The Private Client Select annual revenue was $14.2 million in 2026.
Ross Bowie is the CEO of Private Client Select.
316 people are employed at Private Client Select.
Private Client Select is based in St. Petersburg, Florida.