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RIA comparison · SEC Form ADV

Independent Financial Partners vs Evercore 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

Independent Financial Partners is the larger of the two, with $16B in regulatory assets to $16B at Evercore Wealth Management, LLC, 5% more than its rival, by their latest Form ADV filings. Independent Financial Partners reports more individual clients (52,539 vs 731), while Evercore Wealth Management, LLC’s clients hold more on average (about $19 million each against $230,000). Independent Financial Partners is based in Tampa, Florida and Evercore Wealth Management, LLC in New York, New York.

FigureIndependent Financial PartnersEvercore Wealth Management, LLC
Regulatory AUM$16B$16B
National rank#58#60
HeadquartersTampa, FloridaNew York, New York
Individual clients52,539731
High-net-worth clients18,190674
Average client assets$230,000$19 million
Accounts54,1544,895
Discretionary71% of AUM99% of AUM
Employees32897
Advisory staff30268
Clients per advisory employee17411
Offices1725
Form ADV filed2026-09-302026-03-31

Independent Financial Partners

Full profile →

Services

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

How it’s paid

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

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

Questions

Which is bigger, Independent Financial Partners or Evercore Wealth Management, LLC?

Independent Financial Partners, with $16B in regulatory assets under management against $16B at Evercore Wealth Management, LLC. Nationally they rank #58 and #60 among 5,657 independent wealth management RIAs.

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

Independent Financial Partners reports 52,539 individual clients (18,190 high-net-worth) with 302 advisory employees; Evercore Wealth Management, LLC reports 731 (674 high-net-worth) with 68 advisory employees.

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

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

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

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