| 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 |
Why advisors at every stage may have more leverage, flexibility, and strategic options than they realize.
A California team with four decades of combined experience and a Kentucky father-son practice headline this week's advisor movement.
From generative AI on trading desks to personalized portfolio tools, financial firms are spending big on AI, but measuring returns is proving harder.
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
Christopher Blotto moved this month to Janney Montgomery Scott.
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
