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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 Williams Jones 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

Evercore Wealth Management, LLC is the larger of the two, with $16B in regulatory assets to $12B at Williams Jones Wealth Management, LLC, 24% more than its rival, by their latest Form ADV filings. Williams Jones Wealth Management, LLC reports more individual clients (1,517 vs 731), while Evercore Wealth Management, LLC’s clients hold more on average (about $19 million each against $7.3 million). Both are based in New York, New York.

FigureEvercore Wealth Management, LLCWilliams Jones Wealth Management, LLC
Regulatory AUM$16B$12B
National rank#60#77
HeadquartersNew York, New YorkNew York, New York
Individual clients7311,517
High-net-worth clients6741,335
Average client assets$19 million$7.3 million
Accounts4,8954,788
Discretionary99% of AUM100% of AUM
Employees9752
Advisory staff6824
Clients per advisory employee1163
Offices53
Form ADV filed2026-03-312026-04-30

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

Williams Jones Wealth Management, 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
  • Other services

How it’s paid

  • A percentage of assets under management

Questions

Which is bigger, Evercore Wealth Management, LLC or Williams Jones Wealth Management, LLC?

Evercore Wealth Management, LLC, with $16B in regulatory assets under management against $12B at Williams Jones Wealth Management, LLC. Nationally they rank #60 and #77 among 5,657 independent wealth management RIAs.

How many clients do Evercore Wealth Management, LLC and Williams Jones Wealth Management, LLC have?

Evercore Wealth Management, LLC reports 731 individual clients (674 high-net-worth) with 68 advisory employees; Williams Jones Wealth Management, LLC reports 1,517 (1,335 high-net-worth) with 24 advisory employees.

How do Evercore Wealth Management, LLC and Williams Jones Wealth Management, LLC charge clients?

Only Evercore Wealth Management, LLC lists fixed fees; other forms of compensation 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 Williams Jones Wealth Management, LLC offer?

Evercore Wealth Management, LLC lists portfolio management for investment companies; selecting other advisers; periodicals or newsletters; educational seminars and workshops, which Williams Jones Wealth Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; other services.

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 ↗, Williams Jones Wealth Management, LLC ↗. How to check a financial advisor →