Silvercrest Asset Management Group
1330 Avenue Of The Americas 38th Floor
New York, NY 10019-5400
No. advisers: 117
|Financial planning clients||N/A|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
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...
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...
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...
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 $18 billion investment advisory giant. The experiences have taught the chief executive what factors make...
December 11, 2014 - Northeastern RIAs Firm Total Assets ($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...
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...
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. â€œOne of the dangers of a year like last...
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...
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 $62 million in its upcoming initial public offering by...
June 2, 2013 - Rank Firm % change Total assets as of 5/1/13 ($M) Total accounts as of 5/1/13 Total assets as of 5/1/12 ($M) Total accounts as of 5/1/12 1 Brick Capital Management Inc. 81.1% $2,676.0 37 $1,478.0 32 2 Aperio Group LLC 56.8% $3,238.2 892 $2,065.2 582 3...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*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.
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