Evercore Wealth Management, 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 31, 2026, reports $15.5B in regulatory assets under management, 97 employees, 4 offices, and 4,895 accounts.
Assets Under Management
$15.5B
Employees
97
Offices
4 offices
Total Clients
791
Primary office
NEW YORK, NY
55 EAST 52ND STREET, 23RD FLOOR, NEW YORK, NY, United States
Top client segmentHNWI represent 85.2% of total clients.
Top client categories% of clientsClients
1
HNWI
85.2%
674
2
Individuals
7.2%
57
3
Charitable
2.3%
18
4
Pooled Investment Vehicles
1.8%
14
5
Corporations
1.6%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.5Bas of March 31, 2026
Discretionary99.4%
$15.4B
99% of total RAUM99.4%
Non-discretionary0.6%
$91M
1% of total RAUM0.6%
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$15.5B
Total Accounts4,895
10Y AUM Change+$9.2B (+143.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees97
Clients per Employee8:1
10Y Employee Change+22 (+29.3%)
* 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.