Td Private Client Wealth 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 January 29, 2026, reports $8.3B in regulatory assets under management, 671 employees, 221 offices, and 25,697 accounts.
Assets Under Management
$8.6B
Employees
671
Offices
221 offices
Total Clients
25,685
Primary office
NEW YORK, NY
1 VANDERBILT AVENUE, 23RD FLOOR, NEW YORK, NY, United States
Top client segmentIndividuals represent 92.8% of total clients.
Top client categories% of clientsClients
1
Individuals
92.8%
23,833
2
HNWI
5.9%
1,518
3
Corporations
0.7%
184
4
Charitable
0.4%
110
5
Pension Plans
0.1%
32
Additional categories (<0.1%)
Insurance Cos.7 clients
Banks<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.6Bas of May 26, 2026
Discretionary100.0%
$8.6B
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.
Total AUM$8.6B
Total Accounts25,698
10Y AUM Change+$6.8B (+379.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees671
Clients per Employee38:1
10Y Employee Change+431 (+179.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.