Silvercrest Asset Management Group

Silvercrest Asset Management Group

Share:

1330 Avenue Of The Americas 38th Floor

New York, NY 10019-5400

212-649-0600

silvercrestgroup.com

No. advisers: 117

AUM: $31,199,155,000

Asset Breakdown

Staff
Employees 117
Clients
High-net-worth individuals 76-99%
Financial planning clients N/A
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $12,062,912,000 1,039 $11,610,117
Non-discretionary 19136243000 29 $659,870,448
Total $31,199,155,000 1,068 $29,212,692

Top regional fee-only RIAs

December 4, 2016 - Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85...

HighTower may be moving closer to an IPO

June 9, 2015 - HighTower Advisors, a hybrid advisory firm whose trajectory has been closely followed as a barometer for success of the independent model, made a presentation last week on taking the firm public, according to sources who requested anonymity because they...

The top RIAs pose strong competition to large brokerages

May 31, 2015 - When Veritable founder Michael Stolper was working at Kidder Peabody & Co. in the early 1980s, he found that sometimes the best advice for clients was to do nothing. But that wasn't very lucrative, since his income depended on commissions. So he asked...

The continuing growth of the RIA channel, by the numbers

May 31, 2015 - Market appreciation alone doesn't explain the continuing growth of the RIA channel. Overall, there was a 21% increase in the total assets under management of all included firms in the InvestmentNews RIA Data Center, from $1.1 trillion at the same time...

Price tag is only one factor to consider when acquiring a firm

April 22, 2015 - Rick Hough has integrated five advisory firms into Silvercrest Asset Management Group over the past decade and he's now working on a sixth for the $18 billion investment advisory giant. The experiences have taught the chief executive what factors make...

The top-ranked fee-only U.S. RIAs by region

December 11, 2014 - Northeastern RIAs Firm Total Assets ($M) Total Accounts Discretionary Assets ($M) Discretionary Accounts Nondiscretionary Assets ($M) Nondiscretionary Accounts Employees Chevy Chase Trust Company $18,944.00 2,861 $18,944.00 2,861 $0.00 0 76 Silvercrest...

How much is an RIA acquisition really worth?

September 4, 2014 - Given the oft-cited graying of the RIA industry, many advisers seek to monetize their businesses and provide continuity for their partners and clients alike. Acquisition negotiations raise numerous difficult issues, but a threshold hurdle is how much...

Calm before the RIA storm

June 1, 2014 - Many fee-only registered investment advisory firms are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable, industry experts warn. “One of the dangers of a year like last...

G. Moffett Cochran, Silvercrest Asset Management CEO, dies at 63

November 19, 2013 - G. Moffett Cochran, co-founder and chief executive of Silvercrest Asset Management Group Inc., a newly public New York-based firm catering to wealthy families, has died. He was 63. He died Monday at Stamford Hospital in Connecticut, near his home in New...

Rare sighting: Publicly traded RIA coming

June 11, 2013 - Ric Edelman said it couldn't be done. But Silvercrest Asset Management Group LLC is set to test the waters as the sole pure-play, publicly traded wealth management firm Silvercrest plans to raise $62 million in its upcoming initial public offering by...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.