Tiedemann 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 April 28, 2026, reports $31.0B in regulatory assets under management, 182 employees, 8 offices, and 614 accounts.
Assets Under Management
$31.0B
Employees
182
Offices
8 offices
Total Clients
461
Primary office
NEW YORK, NY
22 VANDERBILT AVENUE, 27TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.3% of total clients.
Top client categories% of clientsClients
1
HNWI
88.3%
407
2
Charitable
6.7%
31
3
Pooled Investment Vehicles
5.0%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$31.0Bas of April 28, 2026
Discretionary85.3%
$26.5B
85% of total RAUM85.3%
Non-discretionary14.7%
$4.6B
15% of total RAUM14.7%
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$31.0B
Total Accounts614
10Y AUM Change+$22.8B (+277.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees182
Clients per Employee3:1
10Y Employee Change+122 (+203.3%)
* 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.