Firm profile

ADVISORS CAPITAL MANAGEMENT, LLC

RIDGEWOOD, NJCRD 112266Latest ADV March 31, 2026

Advisors Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgewood, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $12.2B in regulatory assets under management, 103 employees, 22 offices, and 18,140 accounts.

Assets Under Management
$12.2B
Employees
103
Offices
22 offices
Total Clients
18,140
Primary office
RIDGEWOOD, NJ
10 WILSEY SQUARE, SUITE 200, RIDGEWOOD, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOSteven Weiss
CIOCharles Lieberman

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 82.6% of total clients.
Top client categories% of clientsClients
1
Individuals
82.6%
14,979
2
HNWI
15.8%
2,863
3
Corporations
0.9%
171
4
Pension Plans
0.4%
64
5
Charitable
0.3%
59
Additional categories (<0.1%)
Insurance Cos.<5 clients
Government<5 clients
NATIVE AMERICAN TRIBE<5 clients
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$12.2Bas of March 31, 2026
Discretionary100.0%
$12.2B
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$12.2B
Total Accounts18,140
10Y AUM Change+$10.7B (+714.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees103
Clients per Employee176:1
10Y Employee Change+75 (+267.9%)

* 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.