Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

RIA comparison · SEC Form ADV

Circle Wealth Management, LLC vs Advisors Capital Management, LLC

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

The short answer

Circle Wealth Management, LLC is the larger of the two, with $14B in regulatory assets to $12B at Advisors Capital Management, LLC, 15% more than its rival, by their latest Form ADV filings. Advisors Capital Management, LLC reports more individual clients (17,842 vs 349), while Circle Wealth Management, LLC’s clients hold more on average (about $37 million each against $640,000). Both are based in New Jersey: Circle Wealth Management, LLC in Summit and Advisors Capital Management, LLC in Ridgewood.

FigureCircle Wealth Management, LLCAdvisors Capital Management, LLC
Regulatory AUM$14B$12B
National rank#67#78
HeadquartersSummit, New JerseyRidgewood, New Jersey
Individual clients34917,842
High-net-worth clients3492,863
Average client assets$37 million$640,000
Accounts1,13818,140
Discretionary67% of AUM100% of AUM
Employees23103
Advisory staff1157
Clients per advisory employee32313
Offices224
Form ADV filed2026-04-082026-09-08

Circle Wealth Management, LLC

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Advisors Capital Management, LLC

Full profile →

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

Questions

Which is bigger, Circle Wealth Management, LLC or Advisors Capital Management, LLC?

Circle Wealth Management, LLC, with $14B in regulatory assets under management against $12B at Advisors Capital Management, LLC. Nationally they rank #67 and #78 among 5,657 independent wealth management RIAs.

How many clients do Circle Wealth Management, LLC and Advisors Capital Management, LLC have?

Circle Wealth Management, LLC reports 349 individual clients (349 high-net-worth) with 11 advisory employees; Advisors Capital Management, LLC reports 17,842 (2,863 high-net-worth) with 57 advisory employees.

How do Circle Wealth Management, LLC and Advisors Capital Management, LLC charge clients?

Only Advisors Capital Management, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Circle Wealth Management, LLC and Advisors Capital Management, LLC offer?

Circle Wealth Management, LLC lists selecting other advisers, which Advisors Capital Management, LLC does not. Advisors Capital Management, LLC lists portfolio management for businesses and institutions; pension consulting, which Circle Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; educational seminars and workshops.

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: Circle Wealth Management, LLC ↗, Advisors Capital Management, LLC ↗. How to check a financial advisor →