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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Bartlett & Co. Wealth Management LLC vs Tocqueville Asset Management LP

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 Tocqueville Asset Management LP 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. Bartlett & Co. Wealth Management LLC reports more individual clients (2,133 vs 1,159), while Tocqueville Asset Management LP’s clients hold more on average (about $4.9 million each against $4.1 million). Bartlett & Co. Wealth Management LLC is based in Cincinnati, Ohio and Tocqueville Asset Management LP in New York, New York.

FigureBartlett & Co. Wealth Management LLCTocqueville Asset Management LP
Regulatory AUM$10B$10B
National rank#93#95
HeadquartersCincinnati, OhioNew York, New York
Individual clients2,1331,159
High-net-worth clients1,351741
Average client assets$4.1 million$4.9 million
Accounts6,1882,314
Discretionary99% of AUM91% of AUM
Employees8473
Advisory staff3435
Clients per advisory employee6333
Offices32
Form ADV filed2026-03-312026-03-31

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

Tocqueville Asset Management LP

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Questions

Which is bigger, Bartlett & Co. Wealth Management LLC or Tocqueville Asset Management LP?

Bartlett & Co. Wealth Management LLC, with $10B in regulatory assets under management against $10B at Tocqueville Asset Management LP. Nationally they rank #93 and #95 among 5,657 independent wealth management RIAs.

How many clients do Bartlett & Co. Wealth Management LLC and Tocqueville Asset Management LP have?

Bartlett & Co. Wealth Management LLC reports 2,133 individual clients (1,351 high-net-worth) with 34 advisory employees; Tocqueville Asset Management LP reports 1,159 (741 high-net-worth) with 35 advisory employees.

How do Bartlett & Co. Wealth Management LLC and Tocqueville Asset Management LP charge clients?

Only Bartlett & Co. Wealth Management LLC lists fixed fees on Form ADV. Only Tocqueville Asset Management LP lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Bartlett & Co. Wealth Management LLC and Tocqueville Asset Management LP offer?

Bartlett & Co. Wealth Management LLC lists other services, which Tocqueville Asset Management LP does not. Tocqueville Asset Management LP lists portfolio management for investment companies; portfolio management for pooled investment vehicles, 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 ↗, Tocqueville Asset Management LP ↗. How to check a financial advisor →