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Firm profile

Williams Jones Wealth Management, LLC

NEW YORK, NYCRD 301925Latest ADV April 30, 2026

Williams Jones 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 April 30, 2026, reports $12.5B in regulatory assets under management, 52 employees, 2 offices, and 4,788 accounts.

Assets Under Management
$12.5B
Employees
52
Offices
2 offices
Total Clients
1,754
Primary office
NEW YORK, NY
717 FIFTH AVENUE, 11TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOJohn J. Eager
CCOMichael J. Obrien

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Source verified May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 76.1% of total clients.
Top client categories% of clientsClients
1
HNWI
76.1%
1,335
2
Individuals
10.4%
182
3
Charitable
7.2%
127
4
Corporations
4.8%
84
5
Pension Plans
1.5%
26

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$12.5Bas of April 30, 2026
Discretionary99.6%
$12.4B
100% of total RAUM99.6%
Non-discretionary0.4%
$55M
0% of total RAUM0.4%
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.

Total AUM$12.5B
Total Accounts4,788
10Y AUM Change+$12.5B

Employee Growth by Quarter

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

Total Employees52
Clients per Employee34:1
10Y Employee Change+14 (+36.8%)

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.