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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Waverly Advisors, LLC 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

Waverly Advisors, LLC is the larger of the two, with $30B in regulatory assets to $28B at Silvercrest Asset Management Group LLC, 5% more than its rival, by their latest Form ADV filings. Waverly Advisors, LLC reports more individual clients (12,923 vs 1,081), while Silvercrest Asset Management Group LLC’s clients hold more on average (about $18 million each against $1.6 million). Waverly Advisors, LLC is based in Birmingham, Alabama and Silvercrest Asset Management Group LLC in New York, New York.

FigureWaverly Advisors, LLCSilvercrest Asset Management Group LLC
Regulatory AUM$30B$28B
National rank#36#37
HeadquartersBirmingham, AlabamaNew York, New York
Individual clients12,9231,081
High-net-worth clients4,3021,081
Average client assets$1.6 million$18 million
Accounts35,7091,205
Discretionary84% of AUM84% of AUM
Employees414175
Advisory staff19792
Clients per advisory employee6612
Offices498
Form ADV filed2026-08-312026-03-31

Waverly Advisors, 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
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based 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, Waverly Advisors, LLC or Silvercrest Asset Management Group LLC?

Waverly Advisors, LLC, with $30B in regulatory assets under management against $28B at Silvercrest Asset Management Group LLC. Nationally they rank #36 and #37 among 5,657 independent wealth management RIAs.

How many clients do Waverly Advisors, LLC and Silvercrest Asset Management Group LLC have?

Waverly Advisors, LLC reports 12,923 individual clients (4,302 high-net-worth) with 197 advisory employees; Silvercrest Asset Management Group LLC reports 1,081 (1,081 high-net-worth) with 92 advisory employees.

How do Waverly Advisors, LLC and Silvercrest Asset Management Group LLC charge clients?

Only Waverly Advisors, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Waverly Advisors, LLC and Silvercrest Asset Management Group LLC offer?

Waverly Advisors, LLC lists portfolio management for investment companies; pension consulting, 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: Waverly Advisors, LLC ↗, Silvercrest Asset Management Group LLC ↗. How to check a financial advisor →