Goldman Sachs Wealth Services, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Cohoes, NY. Its latest Form ADV filing, dated March 31, 2026, reports $31.7B in regulatory assets under management, 1,923 employees, 23 offices, and 36,184 accounts.
Top client segmentIndividuals represent 65.0% of total clients.
Top client categories% of clientsClients
1
Individuals
65.0%
76,550
2
HNWI
33.0%
38,800
3
VARIOUS
1.9%
2,235
4
Charitable
0.1%
75
Additional categories (<0.1%)
Corporations30 clients
Pension Plans9 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$31.7Bas of March 31, 2026
Discretionary100.0%
$31.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$31.7B
Total Accounts36,184
10Y AUM Change+$2.2B (+7.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,923
Clients per Employee61:1
10Y Employee Change+661 (+52.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.