Wealth manager, independent · Ridgewood, NJ
Advisors Capital Management, LLC
SEC-registered investment adviser · CRD 112266 · SEC 801-62058
At a glance
Advisors Capital Management, LLC is an SEC-registered investment adviser based in Ridgewood, New Jersey, with $12B in regulatory assets under management as of its Form ADV filed September 8, 2026. It reports 17,842 individual clients, 2,863 of them high-net-worth, holding an average of about $0.6 million each, and 103 employees. That ranks it 78th among the nation’s 5,657 independent wealth management RIAs and 5th of 157 in New Jersey. It reports 3 custodians for its clients’ separately managed accounts: Fidelity, LPL Financial and Charles Schwab.
Main office 201-447-3400acmwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $12B
- Rank among independent wealth managers
- #78 of 5,657
- Rank among all SEC RIAs
- #1,193 of 17,210
- Rank in New Jersey
- #5 of 157
- Individual clients
- 17,842
- High-net-worth clients
- 2,863
- Accounts
- 18,140
- Discretionary
- 100% of AUM
- Employees
- 103
- Advisory staff
- 57
- Offices
- 24
Owners and executives on its Form ADV
- Charles LiebermanManaging Member, Chief Investment Officer
- Kevin G. KernManaging Member
- Michael S. LiebermanManaging Member
- David J. LiebermanManaging Member
- Jeremy A. LiebermanManaging Member
- Steven WeissSenior Counsel and Chief Compliance Officer
- Joanne FeeneyManaging Member
- Kevin E. StraussManaging Member
Custody and brokerage
Broker-dealer
No broker-dealer ties
Advisors Capital Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 2,863 | $6.3B | 52% |
| Individuals | 14,979 | $5.0B | 41% |
| Corporations or other businesses | 171 | $356M | 3% |
| Other | 1 | $175M | 1% |
| Insurance companies | 2 | $124M | 1% |
| Pension and profit sharing plans | 64 | $105M | <1% |
| Charitable organizations | 59 | $103M | <1% |
| State or municipal government entities | 1 | $1M | <1% |
Disciplinary disclosures
Advisors Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗acmwealth.com ↗
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The full record on Advisors Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 352 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New Jersey
All of New Jersey →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Private Advisor Group, LLCMorristown | $58B | 166,623 |
| Modera Wealth Management, LLCWestwood | $18B | 5,918 |
| Circle Wealth Management, LLCSummit | $14B | 349 |
| Simon Quick Advisors, LLCMorristown | $9.0B | 994 |
| SAX Wealth Advisors, LLCParsippany | $3.6B | 1,596 |
| LEO Wealth, LLCEdison | $3.2B | 1,714 |
Compare Advisors Capital Management, LLC with
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- Advisors Capital Management, LLC vs LNW $12B · Seattle, WA
- Advisors Capital Management, LLC vs Soltis Investment Advisors, LLC $12B · St. George, UT
Background
Questions
How much does Advisors Capital Management, LLC manage?
Advisors Capital Management, LLC reports $12B in regulatory assets under management across 18,140 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 8, 2026.
How many clients does Advisors Capital Management, LLC have?
It reports 17,842 individual clients: 2,863 high-net-worth individuals and 14,979 other individuals. Individuals account for about 93% of its regulatory assets.
Where is Advisors Capital Management, LLC headquartered?
Its main office is in Ridgewood, New Jersey. It reports 24 offices in total and 103 employees, 57 of whom perform investment advisory functions.
How does Advisors Capital Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Advisors Capital Management, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Fidelity, LPL Financial and Charles Schwab. On Schedule D of its Form ADV filed September 8, 2026, it reports these amounts held: Fidelity ($6.5B); LPL Financial ($3.1B); Charles Schwab ($1.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Advisors Capital Management, LLC a hybrid RIA with a broker-dealer?
Advisors Capital Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Advisors Capital Management, LLC a fiduciary?
As an SEC-registered investment adviser, Advisors Capital Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Advisors Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-08), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →