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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Citizens Private Wealth vs Evercore Wealth Management, LLC

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

The short answer

Citizens Private Wealth is the larger of the two, with $17B in regulatory assets to $16B at Evercore Wealth Management, LLC, 7% more than its rival, by their latest Form ADV filings. Citizens Private Wealth reports more individual clients (2,465 vs 731), while Evercore Wealth Management, LLC’s clients hold more on average (about $19 million each against $6.4 million). Both are based in New York: Citizens Private Wealth in Tarrytown and Evercore Wealth Management, LLC in New York.

FigureCitizens Private WealthEvercore Wealth Management, LLC
Regulatory AUM$17B$16B
National rank#57#60
HeadquartersTarrytown, New YorkNew York, New York
Individual clients2,465731
High-net-worth clients2,465674
Average client assets$6.4 million$19 million
Accounts12,1184,895
Discretionary86% of AUM99% of AUM
Employees21497
Advisory staff21468
Clients per advisory employee1211
Offices265
Form ADV filed2026-07-082026-03-31

Citizens Private Wealth

Full profile →

Services

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

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Evercore Wealth Management, LLC

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
  • Periodicals or newsletters
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Other

Questions

Which is bigger, Citizens Private Wealth or Evercore Wealth Management, LLC?

Citizens Private Wealth, with $17B in regulatory assets under management against $16B at Evercore Wealth Management, LLC. Nationally they rank #57 and #60 among 5,657 independent wealth management RIAs.

How many clients do Citizens Private Wealth and Evercore Wealth Management, LLC have?

Citizens Private Wealth reports 2,465 individual clients (2,465 high-net-worth) with 214 advisory employees; Evercore Wealth Management, LLC reports 731 (674 high-net-worth) with 68 advisory employees.

How do Citizens Private Wealth and Evercore Wealth Management, LLC charge clients?

Only Citizens Private Wealth lists hourly charges on Form ADV. Only Evercore Wealth Management, LLC lists other forms of compensation. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Citizens Private Wealth and Evercore Wealth Management, LLC offer?

Evercore Wealth Management, LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; periodicals or newsletters; educational seminars and workshops; other services, which Citizens Private Wealth 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: Citizens Private Wealth ↗, Evercore Wealth Management, LLC ↗. How to check a financial advisor →