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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Silvercrest Asset Management Group LLC vs Plante Moran Financial Advisors

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

The short answer

Silvercrest Asset Management Group LLC is the larger of the two, with $28B in regulatory assets to $27B at Plante Moran Financial Advisors, 5% more than its rival, by their latest Form ADV filings. Plante Moran Financial Advisors reports more individual clients (3,988 vs 1,081), while Silvercrest Asset Management Group LLC’s clients hold more on average (about $18 million each against $6.7 million). Silvercrest Asset Management Group LLC is based in New York, New York and Plante Moran Financial Advisors in Southfield, Michigan.

FigureSilvercrest Asset Management Group LLCPlante Moran Financial Advisors
Regulatory AUM$28B$27B
National rank#37#38
HeadquartersNew York, New YorkSouthfield, Michigan
Individual clients1,0813,988
High-net-worth clients1,0813,445
Average client assets$18 million$6.7 million
Accounts1,20519,176
Discretionary84% of AUM39% of AUM
Employees175144
Advisory staff92142
Clients per advisory employee1228
Offices814
Form ADV filed2026-03-312026-09-28

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

Plante Moran Financial Advisors

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions

How it’s paid

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

Questions

Which is bigger, Silvercrest Asset Management Group LLC or Plante Moran Financial Advisors?

Silvercrest Asset Management Group LLC, with $28B in regulatory assets under management against $27B at Plante Moran Financial Advisors. Nationally they rank #37 and #38 among 5,657 independent wealth management RIAs.

How many clients do Silvercrest Asset Management Group LLC and Plante Moran Financial Advisors have?

Silvercrest Asset Management Group LLC reports 1,081 individual clients (1,081 high-net-worth) with 92 advisory employees; Plante Moran Financial Advisors reports 3,988 (3,445 high-net-worth) with 142 advisory employees.

How do Silvercrest Asset Management Group LLC and Plante Moran Financial Advisors charge clients?

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

What services do Silvercrest Asset Management Group LLC and Plante Moran Financial Advisors offer?

Silvercrest Asset Management Group LLC lists portfolio management for pooled investment vehicles; selecting other advisers, which Plante Moran Financial Advisors does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions.

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: Silvercrest Asset Management Group LLC ↗, Plante Moran Financial Advisors ↗. How to check a financial advisor →