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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Evercore Wealth Management, LLC vs Ballentine Partners

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

The short answer

Evercore Wealth Management, LLC is the larger of the two, with $16B in regulatory assets to $15B at Ballentine Partners, 1% more than its rival, by their latest Form ADV filings. Evercore Wealth Management, LLC reports more individual clients (731 vs 342), while Ballentine Partners’ clients hold more on average (about $43 million each against $19 million). Evercore Wealth Management, LLC is based in New York, New York and Ballentine Partners in Waltham, Massachusetts.

FigureEvercore Wealth Management, LLCBallentine Partners
Regulatory AUM$16B$15B
National rank#60#62
HeadquartersNew York, New YorkWaltham, Massachusetts
Individual clients731342
High-net-worth clients674342
Average client assets$19 million$43 million
Accounts4,8957,401
Discretionary99% of AUM73% of AUM
Employees97125
Advisory staff6887
Clients per advisory employee114
Offices55
Form ADV filed2026-03-312026-09-23

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

Ballentine Partners

Full profile →

Services

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

How it’s paid

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

Questions

Which is bigger, Evercore Wealth Management, LLC or Ballentine Partners?

Evercore Wealth Management, LLC, with $16B in regulatory assets under management against $15B at Ballentine Partners. Nationally they rank #60 and #62 among 5,657 independent wealth management RIAs.

How many clients do Evercore Wealth Management, LLC and Ballentine Partners have?

Evercore Wealth Management, LLC reports 731 individual clients (674 high-net-worth) with 68 advisory employees; Ballentine Partners reports 342 (342 high-net-worth) with 87 advisory employees.

How do Evercore Wealth Management, LLC and Ballentine Partners charge clients?

Only Ballentine Partners lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Evercore Wealth Management, LLC and Ballentine Partners offer?

Evercore Wealth Management, LLC lists portfolio management for investment companies; portfolio management for businesses and institutions; periodicals or newsletters; other services, which Ballentine Partners does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; selecting other advisers; 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: Evercore Wealth Management, LLC ↗, Ballentine Partners ↗. How to check a financial advisor →