Earnest Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $42.6B in regulatory assets under management, 47 employees, and 7,515 accounts.
Assets Under Management
$42.6B
Employees
47
Offices
--
Total Clients
7,415
Primary office
ATLANTA, GA
1180 PEACHTREE STREET, NE, SUITE 2300, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentWRAP PROGRAM PARTICIPANTS AND OTHER EMPLOYEE BENEFIT PLANS represent 96.1% of total clients.
Top client categories% of clientsClients
1
WRAP PROGRAM PARTICIPANTS AND OTHER EMPLOYEE BENEFIT PLANS
96.1%
7,128
2
Government
1.2%
88
3
Corporations
0.7%
51
4
Pension Plans
0.6%
44
5
Charitable
0.6%
44
Additional categories (<0.1%)
Sovereign Wealth<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$42.6Bas of March 30, 2026
Discretionary99.9%
$42.6B
100% of total RAUM99.9%
Non-discretionary0.1%
$58M
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$42.6B
Total Accounts7,515
10Y AUM Change+$21.2B (+99.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee158:1
10Y Employee Change0 (0.0%)
* 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.