Wealth manager, public-company owned · New York, NY
Tiedemann Advisors, LLC
SEC-registered investment adviser · CRD 147189 · SEC 801-69865
At a glance
Tiedemann Advisors, LLC is an SEC-registered investment adviser based in New York, New York, with $31B in regulatory assets under management as of its Form ADV filed July 10, 2026. It reports 407 individual clients, 407 of them high-net-worth, holding an average of about $59 million each, and 182 employees. That ranks it 34th among the nation’s 5,657 independent wealth management RIAs and 6th of 408 in New York. It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Charles Schwab and BNY.
Main office 212-396-5900alti-global.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $31B
- Rank among independent wealth managers
- #34 of 5,657
- Rank among all SEC RIAs
- #634 of 17,210
- Rank in New York
- #6 of 408
- Individual clients
- 407
- High-net-worth clients
- 407
- Accounts
- 614
- Discretionary
- 85% of AUM
- Employees
- 182
- Advisory staff
- 64
- Offices
- 9
Owners and executives on its Form ADV
- Whitney F. LewisChief Legal Officer, US and Chief Compliance Officer
- Brooke B. ConnellPresident
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 407 | $24B | 78% |
| Pooled investment vehicles | 23 | $4.5B | 14% |
| Charitable organizations | 31 | $2.4B | 8% |
Private funds
Tiedemann Advisors, LLC reports 23 private funds with $4.5B in gross assets: hedge funds, private equity funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Tiedemann Advisors, 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
Form ADV and brochures on the SEC’s adviser search ↗alti-global.com ↗
AtlasMembers
The full record on Tiedemann Advisors, 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 134 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 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 |
|---|---|---|
| BBR Partners, LLCNew York | $36B | 203 |
| Wealthspire AdvisorsNew York | $34B | 9,736 |
| Goldman Sachs Wealth Services, L.P.Cohoes | $32B | 115,350 |
| Silvercrest Asset Management Group LLCNew York | $28B | 1,081 |
| Arax Advisory PartnersNew York | $27B | 15,155 |
| Summit Trail Advisors, LLCNew York | $20B | 639 |
Compare Tiedemann Advisors, LLC with
- Tiedemann Advisors, LLC vs Sequoia Financial Group, L.L.C. $32B · Akron, OH
- Tiedemann Advisors, LLC vs Goldman Sachs Wealth Services, L.P. $32B · Cohoes, NY
- Tiedemann Advisors, LLC vs HB Wealth $30B · Atlanta, GA
- Tiedemann Advisors, LLC vs Waverly Advisors, LLC $30B · Birmingham, AL
Background
Questions
How much does Tiedemann Advisors, LLC manage?
Tiedemann Advisors, LLC reports $31B in regulatory assets under management across 614 accounts, 85% of it on a discretionary basis, on its Form ADV filed July 10, 2026.
How many clients does Tiedemann Advisors, LLC have?
It reports 407 individual clients: 407 high-net-worth individuals and 0 other individuals. Individuals account for about 78% of its regulatory assets.
Where is Tiedemann Advisors, LLC headquartered?
Its main office is in New York, New York. It reports 9 offices in total and 182 employees, 64 of whom perform investment advisory functions.
How does Tiedemann Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Tiedemann Advisors, LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Charles Schwab and BNY. On Schedule D of its Form ADV filed July 10, 2026, it reports these amounts held: Fidelity ($13B); Charles Schwab ($3.0B); BNY ($2.6B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Tiedemann Advisors, LLC a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Tiedemann Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, Tiedemann Advisors, 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 Tiedemann Advisors, 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 (2026-07-10), 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 →