Wealth manager, public-company owned · New York, NY
Silvercrest Asset Management Group LLC
SEC-registered investment adviser · CRD 118333 · SEC 801-61004
At a glance
Silvercrest Asset Management Group LLC is an SEC-registered investment adviser based in New York, New York, with $28B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 1,081 individual clients, 1,081 of them high-net-worth, holding an average of about $18 million each, and 175 employees. That ranks it 37th among the nation’s 5,657 independent wealth management RIAs and 7th of 408 in New York. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing.
Main office 212-649-0600silvercrestgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $28B
- Rank among independent wealth managers
- #37 of 5,657
- Rank among all SEC RIAs
- #687 of 17,210
- Rank in New York
- #7 of 408
- Individual clients
- 1,081
- High-net-worth clients
- 1,081
- Accounts
- 1,205
- Discretionary
- 84% of AUM
- Employees
- 175
- Advisory staff
- 92
- Offices
- 8
Owners and executives on its Form ADV
- David J. CampbellChief Compliance Officer
- Scott A. GerardChief Financial Officer
- Richard R. HoughChairman and Chief Executive Officer
- John A. GrayManaging Director
- Matthew ArpanoManaging Director
Custody and brokerage
Broker-dealer
No broker-dealer ties
Silvercrest Asset Management Group LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,081 | $19B | 67% |
| Pension and profit sharing plans | 26 | $3.2B | 11% |
| Investment companies | 7 | $3.1B | 11% |
| Charitable organizations | 50 | $1.3B | 5% |
| State or municipal government entities | 11 | $907M | 3% |
| Corporations or other businesses | 24 | $526M | 2% |
| Insurance companies | 3 | $267M | <1% |
| Pooled investment vehicles | 3 | $106M | <1% |
Private funds
Silvercrest Asset Management Group LLC reports 12 private funds with $523M in gross assets: hedge funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Silvercrest Asset Management Group 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 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
Form ADV and brochures on the SEC’s adviser search ↗silvercrestgroup.com ↗Silvercrest Asset Management Group LLC news and profile →
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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
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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 |
|---|---|---|
| Wealthspire AdvisorsNew York | $34B | 9,736 |
| Goldman Sachs Wealth Services, L.P.Cohoes | $32B | 115,350 |
| Tiedemann Advisors, LLCNew York | $31B | 407 |
| Arax Advisory PartnersNew York | $27B | 15,155 |
| Summit Trail Advisors, LLCNew York | $20B | 639 |
| Citizens Private WealthTarrytown | $17B | 2,465 |
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Background
Questions
How much does Silvercrest Asset Management Group LLC manage?
Silvercrest Asset Management Group LLC reports $28B in regulatory assets under management across 1,205 accounts, 84% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Silvercrest Asset Management Group LLC have?
It reports 1,081 individual clients: 1,081 high-net-worth individuals and 0 other individuals. Individuals account for about 67% of its regulatory assets.
Where is Silvercrest Asset Management Group LLC headquartered?
Its main office is in New York, New York. It reports 8 offices in total and 175 employees, 92 of whom perform investment advisory functions.
How does Silvercrest Asset Management Group LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Silvercrest Asset Management Group LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and BNY Pershing. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($7.1B); BNY Pershing ($6.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Silvercrest Asset Management Group LLC a hybrid RIA with a broker-dealer?
Silvercrest Asset Management Group LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Silvercrest Asset Management Group LLC a fiduciary?
As an SEC-registered investment adviser, Silvercrest Asset Management Group 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 Silvercrest Asset Management Group 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 →