| Rank | Firm | Phone/website | Total | Discretionary | Nondiscretionary | Employees | |||
|---|---|---|---|---|---|---|---|---|---|
| assets ($M) | accounts | assets ($M) | accounts | assets ($M) | accounts | ||||
| 1 | Silvercrest Asset Management Group 1330 Avenue Of The Americas, 38th Floor New York, NY 10019 |
(212) 649-0600 silvercrestgroup.com |
$21,340.20 | 1,219 | $15,998.10 | 1,190 | $5,342.20 | 29 | 122 |
| 2 | BBR Partners Two Grand Central Tower, 140 East 45th Street, 26th Floor New York, NY 10017 |
(212) 313-9870 bbrpartners.com |
$14,199.20 | 3,200 | $12,214.80 | 3,000 | $1,984.40 | 200 | 90 |
| 3 | Summit Rock Advisors 9 West 57th Street, 12th Floor New York, NY 10019 |
(212) 993-7150 summit-rock.com |
$13,376.80 | 128 | $6,421.30 | 92 | $6,955.60 | 36 | 58 |
| 4 | Tiedemann Advisors 520 Madison Avenue, 26th Floor New York, NY 10022 |
(212) 396-5900 linkedin.com/company/tiedemann-advisors |
$12,301.60 | 452 | $9,778.90 | 379 | $2,522.90 | 73 | 124 |
| 5 | Appleton Partners Inc. One Post Office Square, 6th Floor Boston, MA 02109 |
(617) 338-0700 appletonpartners.com |
$9,144.20 | 5,770 | $9,144.20 | 5,770 | $0.00 | 0 | 47 |
| 6 | Tag Associates 810 Seventh Avenue, 7th Floor New York, NY 10019 |
(212) 275-1500 tagassoc.com |
$8,679.20 | 1,187 | $344.50 | 82 | $8,334.70 | 1,105 | 67 |
| 7 | Pathstone Federal Street 10 Sterling Boulevard, Suite 402 Englewood, NJ 07631 |
(201) 944-7284 pathstone.com |
$8,548.70 | 4,821 | $3,195.30 | 2,089 | $5,353.40 | 2,732 | 101 |
| 8 | HPM Partners 335 Madison Avenue, 23rd Floor New York, NY 10017 |
(212) 850-4260 linkedin.com/company/hpm-partners |
$7,433.40 | 1,439 | $5,896.70 | 1,326 | $1,536.70 | 113 | 100 |
| 9 | Boston Private Wealth One Federal Street, 30th Floor |
(617) 223-0200 bostonprivate.com/personal/wealth-management |
$7,424.30 | 6,224 | $6,955.60 | 6,035 | $468.70 | 189 | 105 |
| 10 | Loring, Wolcott & Coolidge Fiduciary Advisors 230 Congress Street Boston, MA 02110 |
(617) 523-6531 lwcotrust.com |
$7,228.30 | 2,798 | $7,038.50 | 2,776 | $189.90 | 22 | 90 |
| 11 | Ballentine Partners 230 Third Avenue, Suite 6 Waltham, MA 02451 |
(781) 341-1300 ballentinepartners.com |
$6,698.60 | 4,023 | $4,060.40 | 2,253 | $2,638.20 | 1,770 | 72 |
| 12 | Pinnacle Associates 335 Madison Avenue, Suite 1100 New York, NY 10017 |
(212) 652-3200 pinnacleinsights.org |
$6,496.60 | 4,156 | $6,496.60 | 4,156 | $0.00 | 0 | 53 |
| 13 | East End Advisors 610 Fifth Avenue, 5th Floor New York, NY 10020 |
(212) 218-8137 | $6,468.40 | 31 | $1,011.20 | 14 | $5,457.20 | 17 | 16 |
| 14 | Shepherd Kaplan 125 Summer Street, 22nd Floor Boston, MA 02110 |
(617) 896-1600 sk-llc.com |
$6,209.20 | 1,257 | $861.60 | 224 | $5,347.60 | 1,033 | 39 |
| 15 | KLS Professional Advisors Group 1325 Avenue Of The Americas, 14th Floor New York, NY 10019 |
(212) 355-0346 klsadvisors.com |
$6,202.40 | 8,703 | $5,611.90 | 5,668 | $590.50 | 3,035 | 45 |
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
