Advisors Capital Management, LLC

RIASEC Registered

Total AUM

$12.2B

Discretionary

$12.2B

100% of AUM

Avg account

$673K

Accounts

18,140

Employees

103

Advisory reps

Firm details

Headquarters: Ridgewood, New Jersey
CRD number: 112266
Registered since: May 16, 2003
Website: acmwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.81%
Individuals41.11%
Corporations / Businesses2.92%
Other1.43%
Insurance Companies1.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Advisors Capital Management, LLC is an independent registered investment adviser that provides wealth management and institutional portfolio services. The firm is SEC-registered (initially registered in 2003) and serves both individual/family clients and institutional clients. Advisory offerings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational workshops. Compensation structures include percentage-of-AUM fees as well as hourly and fixed fees. The firm does not identify as an ESG investor and does not position itself as a capital allocator. Industry recognition includes placement among the Financial Times Top 300 RIA Firms (2020) and a Top RIA Firms mention in Financial Advisor Magazine (2020).