Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $161.7 billion
- Average High-Net-Worth Client Portfolio Size
- $7.4 million
Recent Rankings
Forbes 2025: 58
Forbes 2024: 68
Barron's 2025:
Mega 8
Barron's 2024:
Mega 7
Fee Disclosure
Source: CP ADV PART 2A (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 66.39%
- Number of High-Net-Worth Clients
- 14,561
- Total Client Accounts
- 26,230
- Discretionary Accounts
- 25,495
- Non-Discretionary Accounts
- 735
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 151559
- CP ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗