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RIA comparison · SEC Form ADV

Evercore Wealth Management, LLC vs Osaic Advisory Services, LLC

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 and Osaic Advisory Services, LLC are almost exactly the same size, with $16B and $15B in regulatory assets (Evercore Wealth Management, LLC slightly ahead), by their latest Form ADV filings. Osaic Advisory Services, LLC reports more individual clients (29,516 vs 731), while Evercore Wealth Management, LLC’s clients hold more on average (about $19 million each against $510,000). Evercore Wealth Management, LLC is based in New York, New York and Osaic Advisory Services, LLC in Atlanta, Georgia.

FigureEvercore Wealth Management, LLCOsaic Advisory Services, LLC
Regulatory AUM$16B$15B
National rank#60#61
HeadquartersNew York, New YorkAtlanta, Georgia
Individual clients73129,516
High-net-worth clients6743,755
Average client assets$19 million$510,000
Accounts4,89550,459
Discretionary99% of AUM98% of AUM
Employees972,180
Advisory staff68344
Clients per advisory employee1186
Offices5201
Form ADV filed2026-03-312026-08-28

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

Osaic Advisory Services, LLC

Full profile →

Services

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

How it’s paid

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

Questions

Which is bigger, Evercore Wealth Management, LLC or Osaic Advisory Services, LLC?

Evercore Wealth Management, LLC, with $16B in regulatory assets under management against $15B at Osaic Advisory Services, LLC. Nationally they rank #60 and #61 among 5,657 independent wealth management RIAs.

How many clients do Evercore Wealth Management, LLC and Osaic Advisory Services, LLC have?

Evercore Wealth Management, LLC reports 731 individual clients (674 high-net-worth) with 68 advisory employees; Osaic Advisory Services, LLC reports 29,516 (3,755 high-net-worth) with 344 advisory employees.

How do Evercore Wealth Management, LLC and Osaic Advisory Services, LLC charge clients?

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

What services do Evercore Wealth Management, LLC and Osaic Advisory Services, LLC offer?

Evercore Wealth Management, LLC lists portfolio management for investment companies; portfolio management for pooled investment vehicles; periodicals or newsletters; other services, which Osaic Advisory Services, LLC does not. Osaic Advisory Services, LLC lists pension consulting, which Evercore 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; 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 ↗, Osaic Advisory Services, LLC ↗. How to check a financial advisor →