Douglass Winthrop Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $6.5B in regulatory assets under management, 34 employees, 2 offices, and 2,385 accounts.
Assets Under Management
$6.5B
Employees
34
Offices
2 offices
Total Clients
1,327
Primary office
NEW YORK, NY
521 FIFTH AVENUE, 19TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.6% of total clients.
Top client categories% of clientsClients
1
HNWI
66.6%
884
2
Individuals
27.5%
365
3
Charitable
2.9%
39
4
Corporations
2.9%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of March 24, 2026
Discretionary100.0%
$6.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$13K
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$6.5B
Total Accounts2,385
10Y AUM Change+$4.6B (+255.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee39:1
10Y Employee Change+14 (+70.0%)
* 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.