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RIA comparison · SEC Form ADV

Mycio Wealth Partners, LLC 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

Mycio Wealth Partners, LLC is the larger of the two, with $16B in regulatory assets to $16B at Evercore Wealth Management, LLC, 2% more than its rival, by their latest Form ADV filings. Mycio Wealth Partners, LLC reports more individual clients (923 vs 731), while Evercore Wealth Management, LLC’s clients hold more on average (about $19 million each against $17 million). Mycio Wealth Partners, LLC is based in Philadelphia, Pennsylvania and Evercore Wealth Management, LLC in New York, New York.

FigureMycio Wealth Partners, LLCEvercore Wealth Management, LLC
Regulatory AUM$16B$16B
National rank#59#60
HeadquartersPhiladelphia, PennsylvaniaNew York, New York
Individual clients923731
High-net-worth clients923674
Average client assets$17 million$19 million
Accounts8,3914,895
Discretionary4% of AUM99% of AUM
Employees6797
Advisory staff4668
Clients per advisory employee2011
Offices15
Form ADV filed2026-07-312026-03-31

Mycio Wealth Partners, 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
  • Pension consulting
  • Selecting other advisers

How it’s paid

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

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, Mycio Wealth Partners, LLC or Evercore Wealth Management, LLC?

Mycio Wealth Partners, LLC, with $16B in regulatory assets under management against $16B at Evercore Wealth Management, LLC. Nationally they rank #59 and #60 among 5,657 independent wealth management RIAs.

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

Mycio Wealth Partners, LLC reports 923 individual clients (923 high-net-worth) with 46 advisory employees; Evercore Wealth Management, LLC reports 731 (674 high-net-worth) with 68 advisory employees.

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

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

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

Mycio Wealth Partners, LLC lists pension consulting, which Evercore Wealth Management, LLC does not. Evercore Wealth Management, LLC lists portfolio management for investment companies; periodicals or newsletters; educational seminars and workshops; other services, which Mycio Wealth Partners, 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: Mycio Wealth Partners, LLC ↗, Evercore Wealth Management, LLC ↗. How to check a financial advisor →