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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Jordan Park Group LLC vs Johnson Investment Counsel, Inc.

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

The short answer

Jordan Park Group LLC is the larger of the two, with $23B in regulatory assets to $23B at Johnson Investment Counsel, Inc., 1% more than its rival, by their latest Form ADV filings. Johnson Investment Counsel, Inc. reports more individual clients (5,251 vs 163), while Jordan Park Group LLC’s clients hold more on average (about $95 million each against $2.9 million). Jordan Park Group LLC is based in SAN Francisco, California and Johnson Investment Counsel, Inc. in Cincinnati, Ohio.

FigureJordan Park Group LLCJohnson Investment Counsel, Inc.
Regulatory AUM$23B$23B
National rank#44#45
HeadquartersSAN Francisco, CaliforniaCincinnati, Ohio
Individual clients1635,251
High-net-worth clients1632,995
Average client assets$95 million$2.9 million
Accounts4,48718,154
Discretionary100% of AUM99% of AUM
Employees153164
Advisory staff9976
Clients per advisory employee269
Offices46
Form ADV filed2026-07-082026-05-19

Jordan Park 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
  • Hourly charges
  • Fixed fees
  • Performance-based fees

Johnson Investment Counsel, Inc.

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Jordan Park Group LLC or Johnson Investment Counsel, Inc.?

Jordan Park Group LLC, with $23B in regulatory assets under management against $23B at Johnson Investment Counsel, Inc. Nationally they rank #44 and #45 among 5,657 independent wealth management RIAs.

How many clients do Jordan Park Group LLC and Johnson Investment Counsel, Inc. have?

Jordan Park Group LLC reports 163 individual clients (163 high-net-worth) with 99 advisory employees; Johnson Investment Counsel, Inc. reports 5,251 (2,995 high-net-worth) with 76 advisory employees.

How do Jordan Park Group LLC and Johnson Investment Counsel, Inc. charge clients?

Only Jordan Park Group LLC lists hourly charges; performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Jordan Park Group LLC and Johnson Investment Counsel, Inc. offer?

Jordan Park Group LLC lists portfolio management for pooled investment vehicles, which Johnson Investment Counsel, Inc. does not. Johnson Investment Counsel, Inc. lists portfolio management for investment companies; pension consulting, which Jordan Park Group LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; 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: Jordan Park Group LLC ↗, Johnson Investment Counsel, Inc. ↗. How to check a financial advisor →