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RIA comparison · SEC Form ADV

Citizens Private Wealth vs Mycio Wealth Partners, 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 Mycio Wealth Partners, LLC, 5% more than its rival, by their latest Form ADV filings. Citizens Private Wealth reports more individual clients (2,465 vs 923), while Mycio Wealth Partners, LLC’s clients hold more on average (about $17 million each against $6.4 million). Citizens Private Wealth is based in Tarrytown, New York and Mycio Wealth Partners, LLC in Philadelphia, Pennsylvania.

FigureCitizens Private WealthMycio Wealth Partners, LLC
Regulatory AUM$17B$16B
National rank#57#59
HeadquartersTarrytown, New YorkPhiladelphia, Pennsylvania
Individual clients2,465923
High-net-worth clients2,465923
Average client assets$6.4 million$17 million
Accounts12,1188,391
Discretionary86% of AUM4% of AUM
Employees21467
Advisory staff21446
Clients per advisory employee1220
Offices261
Form ADV filed2026-07-082026-07-31

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

Mycio Wealth Partners, LLC

Full profile →

Services

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

How it’s paid

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

Questions

Which is bigger, Citizens Private Wealth or Mycio Wealth Partners, LLC?

Citizens Private Wealth, with $17B in regulatory assets under management against $16B at Mycio Wealth Partners, LLC. Nationally they rank #57 and #59 among 5,657 independent wealth management RIAs.

How many clients do Citizens Private Wealth and Mycio Wealth Partners, LLC have?

Citizens Private Wealth reports 2,465 individual clients (2,465 high-net-worth) with 214 advisory employees; Mycio Wealth Partners, LLC reports 923 (923 high-net-worth) with 46 advisory employees.

How do Citizens Private Wealth and Mycio Wealth Partners, LLC charge clients?

They list the same forms of compensation on Form ADV: a percentage of assets under management; hourly charges; fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Citizens Private Wealth and Mycio Wealth Partners, LLC offer?

Mycio Wealth Partners, LLC lists portfolio management for pooled investment vehicles; pension consulting, 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 ↗, Mycio Wealth Partners, LLC ↗. How to check a financial advisor →