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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Williams Jones Wealth Management, LLC vs Advisors Capital Management, LLC

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

The short answer

Williams Jones Wealth Management, LLC is the larger of the two, with $12B in regulatory assets to $12B at Advisors Capital Management, LLC, 2% more than its rival, by their latest Form ADV filings. Advisors Capital Management, LLC reports more individual clients (17,842 vs 1,517), while Williams Jones Wealth Management, LLC’s clients hold more on average (about $7.3 million each against $640,000). Williams Jones Wealth Management, LLC is based in New York, New York and Advisors Capital Management, LLC in Ridgewood, New Jersey.

FigureWilliams Jones Wealth Management, LLCAdvisors Capital Management, LLC
Regulatory AUM$12B$12B
National rank#77#78
HeadquartersNew York, New YorkRidgewood, New Jersey
Individual clients1,51717,842
High-net-worth clients1,3352,863
Average client assets$7.3 million$640,000
Accounts4,78818,140
Discretionary100% of AUM100% of AUM
Employees52103
Advisory staff2457
Clients per advisory employee63313
Offices324
Form ADV filed2026-04-302026-09-08

Williams Jones Wealth Management, 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
  • Other services

How it’s paid

  • A percentage of assets under management

Advisors Capital Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Educational seminars and workshops

How it’s paid

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

Questions

Which is bigger, Williams Jones Wealth Management, LLC or Advisors Capital Management, LLC?

Williams Jones Wealth Management, LLC, with $12B in regulatory assets under management against $12B at Advisors Capital Management, LLC. Nationally they rank #77 and #78 among 5,657 independent wealth management RIAs.

How many clients do Williams Jones Wealth Management, LLC and Advisors Capital Management, LLC have?

Williams Jones Wealth Management, LLC reports 1,517 individual clients (1,335 high-net-worth) with 24 advisory employees; Advisors Capital Management, LLC reports 17,842 (2,863 high-net-worth) with 57 advisory employees.

How do Williams Jones Wealth Management, LLC and Advisors Capital Management, LLC charge clients?

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

What services do Williams Jones Wealth Management, LLC and Advisors Capital Management, LLC offer?

Williams Jones Wealth Management, LLC lists portfolio management for pooled investment vehicles; other services, which Advisors Capital Management, LLC does not. Advisors Capital Management, LLC lists pension consulting; educational seminars and workshops, which Williams Jones Wealth Management, LLC 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: Williams Jones Wealth Management, LLC ↗, Advisors Capital Management, LLC ↗. How to check a financial advisor →