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RIA comparison · SEC Form ADV

Bartlett & Co. Wealth Management LLC vs Cary Street Partners

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Bartlett & Co. Wealth Management LLC and Cary Street Partners are almost exactly the same size, with $10B and $10B in regulatory assets (Bartlett & Co. Wealth Management LLC slightly ahead), by their latest Form ADV filings. Cary Street Partners reports more individual clients (6,641 vs 2,133), while Bartlett & Co. Wealth Management LLC’s clients hold more on average (about $4.1 million each against $1.3 million). Bartlett & Co. Wealth Management LLC is based in Cincinnati, Ohio and Cary Street Partners in Richmond, Virginia.

FigureBartlett & Co. Wealth Management LLCCary Street Partners
Regulatory AUM$10B$10B
National rank#93#94
HeadquartersCincinnati, OhioRichmond, Virginia
Individual clients2,1336,641
High-net-worth clients1,3512,175
Average client assets$4.1 million$1.3 million
Accounts6,18816,731
Discretionary99% of AUM68% of AUM
Employees84182
Advisory staff3485
Clients per advisory employee6378
Offices325
Form ADV filed2026-03-312026-03-30

Bartlett & Co. Wealth Management LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Cary Street Partners

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees
  • Other

Questions

Which is bigger, Bartlett & Co. Wealth Management LLC or Cary Street Partners?

Bartlett & Co. Wealth Management LLC, with $10B in regulatory assets under management against $10B at Cary Street Partners. Nationally they rank #93 and #94 among 5,657 independent wealth management RIAs.

How many clients do Bartlett & Co. Wealth Management LLC and Cary Street Partners have?

Bartlett & Co. Wealth Management LLC reports 2,133 individual clients (1,351 high-net-worth) with 34 advisory employees; Cary Street Partners reports 6,641 (2,175 high-net-worth) with 85 advisory employees.

How do Bartlett & Co. Wealth Management LLC and Cary Street Partners charge clients?

Only Cary Street Partners lists hourly charges; performance-based fees; other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Bartlett & Co. Wealth Management LLC and Cary Street Partners offer?

Bartlett & Co. Wealth Management LLC lists other services, which Cary Street Partners does not. Cary Street Partners lists pension consulting; educational seminars and workshops, which Bartlett & Co. Wealth Management LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’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). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Bartlett & Co. Wealth Management LLC ↗, Cary Street Partners ↗. How to check a financial advisor →