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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

HB Wealth vs Silvercrest Asset Management Group LLC

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

The short answer

HB Wealth is the larger of the two, with $30B in regulatory assets to $28B at Silvercrest Asset Management Group LLC, 6% more than its rival, by their latest Form ADV filings. HB Wealth reports more individual clients (4,808 vs 1,081), while Silvercrest Asset Management Group LLC’s clients hold more on average (about $18 million each against $4.8 million). HB Wealth is based in Atlanta, Georgia and Silvercrest Asset Management Group LLC in New York, New York.

FigureHB WealthSilvercrest Asset Management Group LLC
Regulatory AUM$30B$28B
National rank#35#37
HeadquartersAtlanta, GeorgiaNew York, New York
Individual clients4,8081,081
High-net-worth clients3,1691,081
Average client assets$4.8 million$18 million
Accounts26,1481,205
Discretionary89% of AUM84% of AUM
Employees325175
Advisory staff15292
Clients per advisory employee3212
Offices128
Form ADV filed2026-09-032026-03-31

HB Wealth

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
  • Other services

How it’s paid

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

Silvercrest Asset Management Group 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
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Questions

Which is bigger, HB Wealth or Silvercrest Asset Management Group LLC?

HB Wealth, with $30B in regulatory assets under management against $28B at Silvercrest Asset Management Group LLC. Nationally they rank #35 and #37 among 5,657 independent wealth management RIAs.

How many clients do HB Wealth and Silvercrest Asset Management Group LLC have?

HB Wealth reports 4,808 individual clients (3,169 high-net-worth) with 152 advisory employees; Silvercrest Asset Management Group LLC reports 1,081 (1,081 high-net-worth) with 92 advisory employees.

How do HB Wealth and Silvercrest Asset Management Group LLC charge clients?

Only HB Wealth lists hourly charges on Form ADV. Only Silvercrest Asset Management Group LLC lists performance-based fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do HB Wealth and Silvercrest Asset Management Group LLC offer?

HB Wealth lists portfolio management for investment companies; other services, which Silvercrest Asset Management Group 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; 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: HB Wealth ↗, Silvercrest Asset Management Group LLC ↗. How to check a financial advisor →