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RIA comparison · SEC Form ADV

Williams Jones Wealth Management, LLC vs LNW

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 LNW, 2% more than its rival, by their latest Form ADV filings. Williams Jones Wealth Management, LLC reports more individual clients (1,517 vs 1,079), while LNW’s clients hold more on average (about $9.9 million each against $7.3 million). Williams Jones Wealth Management, LLC is based in New York, New York and LNW in Seattle, Washington.

FigureWilliams Jones Wealth Management, LLCLNW
Regulatory AUM$12B$12B
National rank#77#79
HeadquartersNew York, New YorkSeattle, Washington
Individual clients1,5171,079
High-net-worth clients1,335850
Average client assets$7.3 million$9.9 million
Accounts4,7886,041
Discretionary100% of AUM96% of AUM
Employees52169
Advisory staff2496
Clients per advisory employee6311
Offices35
Form ADV filed2026-04-302026-03-31

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

LNW

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Williams Jones Wealth Management, LLC or LNW?

Williams Jones Wealth Management, LLC, with $12B in regulatory assets under management against $12B at LNW. Nationally they rank #77 and #79 among 5,657 independent wealth management RIAs.

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

Williams Jones Wealth Management, LLC reports 1,517 individual clients (1,335 high-net-worth) with 24 advisory employees; LNW reports 1,079 (850 high-net-worth) with 96 advisory employees.

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

Only LNW lists 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 LNW offer?

Williams Jones Wealth Management, LLC lists portfolio management for businesses and institutions; other services, which LNW does not. LNW lists selecting other advisers; periodicals or newsletters; 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 pooled investment vehicles.

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 ↗, LNW ↗. How to check a financial advisor →