Wealth manager, bank-affiliated · New York, NY
Evercore Wealth Management, LLC
SEC-registered investment adviser · CRD 148399 · SEC 801-69645
At a glance
Evercore Wealth Management, LLC is an SEC-registered investment adviser based in New York, New York, with $16B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 731 individual clients, 674 of them high-net-worth, holding an average of about $19 million each, and 97 employees. That ranks it 60th among the nation’s 5,657 independent wealth management RIAs and 11th of 408 in New York. It reports 2 custodians for its clients’ separately managed accounts: Evercore Trust Company and Charles Schwab.
Main office 212-822-7620evercorewealthandtrust.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $16B
- Rank among independent wealth managers
- #60 of 5,657
- Rank among all SEC RIAs
- #1,026 of 17,210
- Rank in New York
- #11 of 408
- Individual clients
- 731
- High-net-worth clients
- 674
- Accounts
- 4,895
- Discretionary
- 99% of AUM
- Employees
- 97
- Advisory staff
- 68
- Offices
- 5
Owners and executives on its Form ADV
- Jeffrey S MaurerChairman and Member of Board of Managers
- Ruth P. CalamanChief Compliance Officer/chief Legal Officer
- Christopher C. ZanderChief Executive Officer, President and Member of Board of Managers
- Jason E. KlurfeldMember of Board of Managers
- Khanh LyChief Financial Officer
- Sebastian GranzoChief Operations Officer
- Timothy G. LalondeMember of Board of Managers
- Paul PensaMember of Board of Managers
Custody and brokerage
2 custodians
- Evercore Trust CompanyAffiliate of the firm$13B89%
- Charles Schwab$1.5B11%
Other RIAs using Evercore Trust CompanyOther multi-custodian RIAs
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Evercore Group L.L.C..
- Evercore Group L.L.C. ↗CRD 42405
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 674 | $14B | 89% |
| Investment companies | 1 | $506M | 3% |
| Pooled investment vehicles | 14 | $343M | 2% |
| Corporations or other businesses | 13 | $225M | 1% |
| Charitable organizations | 18 | $218M | 1% |
| Banking or thrift institutions | 8 | $154M | <1% |
| Insurance companies | 2 | $101M | <1% |
| Pension and profit sharing plans | 4 | $63M | <1% |
| Individuals | 57 | $39M | <1% |
Private funds
Evercore Wealth Management, LLC reports 1 private funds with $47M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Evercore Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
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
Form ADV and brochures on the SEC’s adviser search ↗evercorewealthandtrust.com ↗
AtlasMembers
The full record on Evercore Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 268 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New York
All of New York →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Arax Advisory PartnersNew York | $27B | 15,155 |
| Summit Trail Advisors, LLCNew York | $20B | 639 |
| Citizens Private WealthTarrytown | $17B | 2,465 |
| Williams Jones Wealth Management, LLCNew York | $12B | 1,517 |
| Tocqueville Asset Management LPNew York | $10B | 1,159 |
| Ritholtz Wealth ManagementNew York | $9.4B | 4,139 |
Compare Evercore Wealth Management, LLC with
- Evercore Wealth Management, LLC vs Citizens Private Wealth $17B · Tarrytown, NY
- Evercore Wealth Management, LLC vs Independent Financial Partners $16B · Tampa, FL
- Evercore Wealth Management, LLC vs Mycio Wealth Partners, LLC $16B · Philadelphia, PA
- Evercore Wealth Management, LLC vs Osaic Advisory Services, LLC $15B · Atlanta, GA
- Evercore Wealth Management, LLC vs Ballentine Partners $15B · Waltham, MA
- Evercore Wealth Management, LLC vs Williams Jones Wealth Management, LLC $12B · New York, NY
Background
Questions
How much does Evercore Wealth Management, LLC manage?
Evercore Wealth Management, LLC reports $16B in regulatory assets under management across 4,895 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Evercore Wealth Management, LLC have?
It reports 731 individual clients: 674 high-net-worth individuals and 57 other individuals. Individuals account for about 90% of its regulatory assets.
Where is Evercore Wealth Management, LLC headquartered?
Its main office is in New York, New York. It reports 5 offices in total and 97 employees, 68 of whom perform investment advisory functions.
How does Evercore Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Evercore Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Evercore Trust Company and Charles Schwab. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Evercore Trust Company ($13B); Charles Schwab ($1.5B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Evercore Wealth Management, LLC a hybrid RIA with a broker-dealer?
It names an affiliated broker-dealer: Evercore Group L.L.C..
Is Evercore Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Evercore Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Evercore Wealth Management, LLC’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). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →